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 Gpm Growth Investors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph T. Griffin | Gpm Growth Investors, Inc. other | Malbork Capital Management, LLC unclassified | Other | Nov 11, 2015 | Nov 4, 2017 (724 d) |
| Erica Sheryl Khinchuk Scheinker | Gpm Growth Investors, Inc. other | Hantz Financial Services, Inc. no RAUM | Other | May 8, 2013 | Jul 29, 2013 (82 d) |
| Kenneth Mark Bernard | Gpm Growth Investors, Inc. other | Bernard Wealth Management Corp. independent RIA | Other | Nov 14, 2011 | Jan 1, 2025 (4797 d) |
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3 moves match.