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 Pitcairn
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew David Perri | Mycio Wealth Partners, LLC independent RIA | Pitcairn independent RIA | RIA to RIA | Dec 7, 2025 | Jan 2, 2026 |
| John Michael Olson | Union Square Global Wealth Management mixed wealth | Pitcairn independent RIA | RIA to RIA | Jul 28, 2025 | Aug 4, 2025 |
| Man Tou Iau | Union Square Global Wealth Management mixed wealth | Pitcairn independent RIA | RIA to RIA | Jul 28, 2025 | Aug 4, 2025 |
| Michaela Hope Stclair | Robert W. Baird & Co. Incorporated mixed wealth | Pitcairn independent RIA | RIA to RIA | Apr 15, 2025 | May 20, 2025 (35 d) |
| Pace Roy Kessenich | Brightside Partners independent RIA | Pitcairn independent RIA | RIA to RIA | Mar 27, 2025 | Apr 4, 2025 |
| Justin C. Bakewell | Brightside Partners independent RIA | Pitcairn independent RIA | RIA to RIA | Mar 6, 2025 | Mar 20, 2025 |
| Andrew David Strain | Vanguard Advisers, Inc. BD affiliated | Pitcairn independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Aug 4, 2025 (361 d) |
| John Richard Jeffrey | Rkl Private Wealth independent RIA | Pitcairn no RAUM | RIA to a newly registered adviser | Aug 7, 2024 | Jan 8, 2025 (154 d) |
| Jocelyn Schwartz | Wescott Financial Advisory Group LLC independent RIA | Pitcairn no RAUM | RIA to a newly registered adviser | Feb 16, 2023 | Jan 6, 2025 (690 d) |
| Paulette Mercedes Girod | M Holdings Securities, Inc. BD affiliated | Pitcairn independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2023 | Aug 4, 2025 (944 d) |
| Ethan William Ebner | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Pitcairn no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 19, 2021 | Jan 6, 2025 (1267 d) |
| Nathan Michael Sonnenberg | Glassman Wealth Services, LLC other | Pitcairn no RAUM | Other | Mar 15, 2016 | Jan 9, 2025 (3222 d) |
| Laurie Ressin Martin | Fortigent, LLC other | Pitcairn no RAUM | Other | Oct 30, 2015 | Jan 8, 2025 (3358 d) |
| Robert John Mileff | Fortigent, LLC other | Pitcairn independent RIA | Other | Sep 5, 2012 | Jun 10, 2025 (4661 d) |
| Harold Frederick Pitcairn | Stabil Capital Management, Inc. unclassified | Pitcairn independent RIA | Other | Aug 6, 2002 | Jun 25, 2025 (8359 d) |
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15 moves match.