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.

Advisor moves

Departures from Ghp Investment Advisors Inc

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Jackson Mathias BrownGhp Investment Advisors Inc independent RIARange Advisory, LLC independent RIARIA to RIAApr 25, 2025Jul 2, 2025 (68 d)
John Robert StruncGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherOct 27, 2022Jun 15, 2022
Juwon B. HillGhp Investment Advisors Inc independent RIAEnsemble Capital Management, LLC independent RIARIA to RIAJan 22, 2021Feb 3, 2021
Jason Richard KitnerGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 26, 2021
Michael Thomas SullivanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 22, 2021
Barbara Elizabeth TerrazasGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jan 26, 2021
Ernesto MontesGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Nov 19, 2019
Amy KaufmanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherDec 31, 2020Jul 29, 2020
Joseph T FriedmanGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherMay 6, 2020Feb 19, 2020
Eric R MacvittieGhp Investment Advisors Inc independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseMay 20, 2019Jul 7, 2021 (779 d)
Jennifer Ann RennerGhp Investment Advisors Inc independent RIAEmpower Advisory Group, LLC institutionalOtherMay 7, 2019Sep 4, 2019 (120 d)
Christian Thomas LewtonGhp Investment Advisors Inc independent RIAIsrael Investment Advisors, LLC asset managerOtherMay 7, 2019Jan 27, 2021 (631 d)
Robert A PersichitteGhp Investment Advisors Inc otherDelagify Financial state registeredOtherJan 24, 2017Jan 28, 2022 (1830 d)
Josh David LozowGhp Investment Advisors Inc otherCam Investor Solutions no RAUMOtherDec 13, 2016Aug 23, 2017 (253 d)
Ronald David NewGhp Investment Advisors Inc otherMoreton Asset Management, LLC otherOtherJul 31, 2015Mar 21, 2017 (599 d)
Greg Eric GrahamGhp Investment Advisors Inc otherAdvice And Planning Services otherOtherJan 31, 2011Dec 18, 2012 (687 d)
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16 moves match.