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.
Registered advisor
Mallory Grantham Carr
Feed of 09/15/2026
Also filed as Mallory Mae Grantham
At current firm
7 y
since Nov 19, 2018
In the industry
30 y
since Oct 30, 1995 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Virtus Investment Advisers, LLC asset manager currentsince Nov 19, 2018 · Colleyville, Tx
- Virtus Capital Advisers, LLC otherMay 13, 2013 to Nov 19, 2018 · Colleyville, Tx
- Invesco Advisers, Inc. asset managerJan 1, 2010 to May 3, 2013 · Atlanta, Ga
- Invesco Aim Private Asset Management, Inc. unclassifiedJul 20, 2005 to Jan 1, 2010 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Virtus Capital Advisers, LLC to Virtus Investment Advisers, LLCleft Nov 19, 2018, registered Nov 19, 2018 (0 days) · channel change inside one enterprise, not a move · moved with a team
- Invesco Advisers, Inc. to Virtus Capital Advisers, LLCleft May 3, 2013, registered May 13, 2013 (10 days) · Other
- Invesco Aim Private Asset Management, Inc. to Invesco Advisers, Inc.left Jan 1, 2010, registered Jan 1, 2010 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address