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 Aerie Advisory Group 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Roman Guy Brent | Anacapa, LLC unclassified | Aerie Advisory Group LLC no RAUM | Other | Aug 10, 2026 | Nov 19, 2024 |
| Holly Foss D'Annunzio | D'Annunzio Consulting Group, LLC independent RIA | Aerie Advisory Group LLC independent RIA | RIA to RIA | Jul 27, 2026 | Jul 22, 2026 |
| Sharon Lee Cooper | D'Annunzio Consulting Group, LLC independent RIA | Aerie Advisory Group LLC independent RIA | RIA to RIA | Jul 27, 2026 | Jul 13, 2026 |
| Samantha L Dean | Presidio Capital Advisors LLC other | Aerie Advisory Group LLC independent RIA | Other | Oct 3, 2016 | May 16, 2025 (3147 d) |
| Brian Andrew Pierson | Presidio Capital Advisors LLC other | Aerie Advisory Group LLC no RAUM | Other | Oct 3, 2016 | Dec 24, 2024 (3004 d) |
Page 1 of 1
5 moves match.