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
Angie Marie Grainger
Certified Financial Planner · Personal Financial Specialist
Feed of 09/14/2026
Also filed as Angie Marie Groff
At current firm
0 y
since Jan 26, 2026
In the industry
19 y
since Oct 30, 2006 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prosperent Capital, LLC state registered currentsince Jan 26, 2026 · Ukiah, Ca
- Aspiriant, LLC independent RIAFeb 18, 2020 to Mar 23, 2022 · Los Angeles, Ca
- Black Belt Financial And Insurance Services, Inc. unclassifiedSep 5, 2014 to Jul 28, 2015 · Napa, Ca
- Desmond Wealth Management, Inc. formerJan 13, 2014 to Nov 14, 2014 · Walnut Creek, Ca
- Black Belt Financial And Insurance Services, Inc. unclassifiedJan 14, 2013 to Dec 31, 2013 · Napa, Ca
- Paraklete Financial, Inc. state registeredJun 21, 2012 to Aug 8, 2012 · Santa Rosa, Ca
- Desmond Wealth Management, Inc. formerFeb 16, 2012 to Jun 12, 2012 · Walnut Creek, Ca
- Rethink Money Coaching, Inc. unclassifiedSep 28, 2009 to Apr 25, 2011 · Santa Rosa, Ca
- Threadline Wealth independent RIAOct 31, 2006 to Jan 23, 2008 · Santa Rosa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Aspiriant, LLC to Prosperent Capital, LLCleft Mar 23, 2022, registered Jan 26, 2026 (1405 days) · RIA to a state-registered adviser
- Black Belt Financial And Insurance Services, Inc. to Aspiriant, LLCleft Jul 28, 2015, registered Feb 18, 2020 (1666 days) · Other
- Desmond Wealth Management, Inc. to Black Belt Financial And Insurance Services, Inc.left Nov 14, 2014, registered Sep 5, 2014 (-70 days) · Other
- Black Belt Financial And Insurance Services, Inc. to Desmond Wealth Management, Inc.left Dec 31, 2013, registered Jan 13, 2014 (13 days) · Other
- Paraklete Financial, Inc. to Black Belt Financial And Insurance Services, Inc.left Aug 8, 2012, registered Jan 14, 2013 (159 days) · Other
- Desmond Wealth Management, Inc. to Paraklete Financial, Inc.left Jun 12, 2012, registered Jun 21, 2012 (9 days) · RIA to a state-registered adviser
- Rethink Money Coaching, Inc. to Desmond Wealth Management, Inc.left Apr 25, 2011, registered Feb 16, 2012 (297 days) · Other
- Threadline Wealth to Rethink Money Coaching, Inc.left Jan 23, 2008, registered Sep 28, 2009 (614 days) · Other
Signals
- Angie Marie Grainger left Aspiriant, Llc for Prosperent Capital, Llc (registered 2026-01-26)Mar 23, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address