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.
Feed of 09/14/2026
Also filed as Grant Richard Myers
At current firm
8 y
since Feb 15, 2018
In the industry
29 y
since Mar 31, 1997 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Edward Jones national BD currentsince Feb 15, 2018 · Baton Rouge, La
- Blackrock Financial Management, Inc otherMar 26, 2012 to Feb 15, 2018 · New York, Ny
- Invesco Advisers, Inc. asset managerJun 7, 2010 to Mar 23, 2012 · Atlanta, Ga
- Van Kampen Advisors Inc unclassifiedApr 23, 2004 to Jun 3, 2010 · Houston, Tx
Moves
a registration end followed by a registration begin elsewhere
- Blackrock Financial Management, Inc to Edward Jonesleft Feb 15, 2018, registered Feb 15, 2018 (0 days) · Other
- Invesco Advisers, Inc. to Blackrock Financial Management, Incleft Mar 23, 2012, registered Mar 26, 2012 (3 days) · Other
- Van Kampen Advisors Inc to Invesco Advisers, Inc.left Jun 3, 2010, registered Jun 7, 2010 (4 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
- National broker-dealer RIAderived
- Years in industry
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address