DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Pcm Encore, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Logan Thomas StelznerEmpower Advisory Group, LLC BD affiliatedPcm Encore, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2026Aug 5, 2026
Daric Hugh OlsonAdvisors Asset Management, Inc. mixed wealthPcm Encore, LLC independent RIARIA to RIAJul 8, 2026Sep 10, 2026 (64 d)
Lily Haili ZhangSeven Mile Advisory LLC independent RIAPcm Encore, LLC independent RIARIA to RIAJun 1, 2026Jul 6, 2026 (35 d)
Kate BrunoriFisher Investments independent RIAPcm Encore, LLC independent RIARIA to RIAFeb 19, 2026Feb 19, 2026
Kyle Matthew BoucherMorgan Stanley wirehousePcm Encore, LLC independent RIAWirehouse to independent RIAMay 28, 2025Jun 6, 2025
Jacob Matthew FlinchumDash Investments independent RIAPcm Encore, LLC independent RIARIA to RIAMay 6, 2025May 7, 2025
Alixandria Ann TucciQ3 Advisors, LLC no RAUMPcm Encore, LLC independent RIAOtherJan 23, 2025Feb 19, 2025
Keagan NwosuFisher Investments independent RIAPcm Encore, LLC independent RIARIA to RIAJan 14, 2025Jan 17, 2025
John Joseph Gavin IIIFisher Investments independent RIAPcm Encore, LLC no RAUMRIA to a newly registered adviserNov 19, 2024Nov 19, 2024
Aaron Wayne BaileyFisher Investments independent RIAPcm Encore, LLC no RAUMRIA to a newly registered adviserOct 7, 2024Oct 21, 2024
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10 moves match.