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 Allegheny Investments

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
Mark Angelo ManettiAllegheny Financial Group BD affiliatedAllegheny Investments otherOtherDec 16, 2024Apr 3, 2008
Jenifer KochFidelity Personal And Workplace Advisors BD affiliatedAllegheny Investments independent RIAAffiliated broker-dealer or bank to independent RIAJul 6, 2023Jul 26, 2023
Jacob Dennis DachillePnc Wealth Management BD affiliatedAllegheny Investments independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2023Jun 9, 2023 (77 d)
Nicholaus Ryne DomachowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAllegheny Investments independent RIAWirehouse to independent RIAJan 24, 2022Feb 15, 2022
Marykate BurkesJ.P. Morgan Securities LLC wirehouseAllegheny Investments independent RIAWirehouse to independent RIANov 27, 2021Feb 4, 2022 (69 d)
Christopher Mitchell OneillCommonwealth Financial Network national BDAllegheny Investments independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2021Feb 4, 2022 (77 d)
Michael DykesPnc Wealth Management BD affiliatedAllegheny Investments independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2018Jan 23, 2019 (34 d)
Bryan David HooverFragasso Financial Advisors otherAllegheny Investments otherOtherMar 31, 2017Mar 31, 2017
Dean John ProzzolyWells Fargo Advisors wirehouseAllegheny Investments otherOtherApr 22, 2013Apr 12, 2013
Joseph Adam MarstellarSterne Agee Investment Advisor Services, Inc. otherAllegheny Investments otherOtherMay 2, 2011May 13, 2011
Richard Kevin GuernseyHefren-Tillotson, Inc. otherAllegheny Investments otherOtherOct 26, 2009Oct 23, 2009
Clarence Gerald MercatorisJanney Montgomery Scott LLC otherAllegheny Investments otherOtherMay 2, 2008Apr 25, 2008
Rhylie Ann Rearick OchsAllegheny Financial Group otherAllegheny Investments otherOtherMar 21, 2007Mar 21, 2007
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13 moves match.