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.
Grant Bower Murphy
- Title
- Financial Advisorreportedpatriotinvestment.comfirm site, Sep 15, 2026
- Designations
- CFPreportedpatriotinvestment.comas printed on the bio page, Sep 16, 2026
- Professional profile
- patriotinvestment.com/team/grant-murphyreportedpatriotinvestment.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Patriot Investment Management Group Inc independent RIA currentsince Jun 13, 2023 · Knoxville, Tn
- Vanguard Advisers, Inc. BD affiliatedAug 9, 2022 to Jun 15, 2023 · Plano, Tx
- Vanguard Advisers, Inc. to Patriot Investment Management Group Incleft Jun 15, 2023, registered Jun 13, 2023 (-2 days) · Affiliated broker-dealer or bank to independent RIA
- Grant Bower Murphy left Vanguard Advisers, Inc. for Patriot Investment Management Group Inc (registered 2023-06-13)Jun 15, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address