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
Timothy Grobosky
Feed of 09/14/2026
Also filed as Timothy Grobosky
At current firm
1 y
since Jun 10, 2025
In the industry
11 y
since Aug 1, 2015 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
3
dated events on this person
Registration history
IAPD current and previous registrations
- J.P. Morgan Securities LLC wirehouse currentsince Jun 10, 2025 · Ann Arbor, Mi
- Huntington Financial Advisors BD affiliatedJun 6, 2023 to Jun 9, 2025 · Ann Arbor, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 8, 2022 to May 16, 2023 · Bloomfield Hills, Mi
- Equitable Advisors, LLC national BDOct 5, 2021 to Jun 1, 2022 · Troy, Mi
Moves
a registration end followed by a registration begin elsewhere
- Huntington Financial Advisors to J.P. Morgan Securities LLCleft Jun 9, 2025, registered Jun 10, 2025 (1 days) · Affiliated broker-dealer or bank to wirehouse
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Huntington Financial Advisorsleft May 16, 2023, registered Jun 6, 2023 (21 days) · Wirehouse to affiliated broker-dealer or bank
- Equitable Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Jun 1, 2022, registered Aug 8, 2022 (68 days) · Affiliated broker-dealer or bank to wirehouse
Signals
- Timothy Grobosky left Huntington Financial Advisors for J.P. Morgan Securities Llc (registered 2025-06-10)Jun 9, 2025 · Advisor changed firm · fact
- Timothy Grobosky left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Huntington Financial Advisors (registered 2023-06-06)May 16, 2023 · Advisor changed firm · fact
- Timothy Grobosky left Equitable Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-08-08)Jun 1, 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
- Wirehousederived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address