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 Grove Street Fiduciary, LLC
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 |
|---|---|---|---|---|---|
| Ashley Lynn Reiter | Grove Street Fiduciary, LLC independent RIA | Gw Financial independent RIA | RIA to RIA | Jul 15, 2021 | Apr 5, 2022 (264 d) |
| William James Artzerounian | Grove Street Fiduciary, LLC independent RIA | Integer Wealth Advisors Group, LLC independent RIA | RIA to RIA | Oct 28, 2019 | Feb 17, 2020 (112 d) |
| Matthew D Sheers | Grove Street Fiduciary, LLC independent RIA | Sheer Empowerment Financial, LLC state registered | RIA to a state-registered adviser | Jul 16, 2018 | Jun 16, 2023 (1796 d) |
| Heather Long | Grove Street Fiduciary, LLC other | Ballentine Partners independent RIA | Other | Nov 18, 2016 | Nov 3, 2021 (1811 d) |
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4 moves match.