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
Andrew Patrick Grant
Feed of 09/14/2026
At current firm
3 y
since Apr 20, 2023
In the industry
12 y
since Mar 28, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Kayne Anderson Rudnick Investment Management, LLC mixed wealth currentsince Apr 20, 2023 · Los Angeles, Ca
- Intelligence Driven Advisers, LLC independent RIAJan 3, 2019 to Mar 31, 2023 · Carlsbad, Ca
- Labrum Wealth Management, LLC formerJul 25, 2018 to Mar 1, 2019 · Carlsbad, Ca
- LPL Financial LLC BD affiliatedNov 4, 2015 to Jul 13, 2018 · San Diego, Ca
- Morgan Stanley wirehouseMar 28, 2014 to Oct 19, 2015 · San Diego, Ca
Moves
a registration end followed by a registration begin elsewhere
- Intelligence Driven Advisers, LLC to Kayne Anderson Rudnick Investment Management, LLCleft Mar 31, 2023, registered Apr 20, 2023 (20 days) · Other
- Labrum Wealth Management, LLC to Intelligence Driven Advisers, LLCleft Mar 1, 2019, registered Jan 3, 2019 (-57 days) · RIA to a newly registered adviser · moved with a team
- LPL Financial LLC to Labrum Wealth Management, LLCleft Jul 13, 2018, registered Jul 25, 2018 (12 days) · RIA to RIA
- Morgan Stanley to LPL Financial LLCleft Oct 19, 2015, registered Nov 4, 2015 (16 days) · Other
Signals
- Andrew Patrick Grant left Intelligence Driven Advisers, Llc for Kayne Anderson Rudnick Investment Management, Llc (registered 2023-04-20)Mar 31, 2023 · Advisor changed firm · fact
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address