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 Greenwood Gearhart, 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 |
|---|---|---|---|---|---|
| Shawn Scott Alaniz | Greenwood Gearhart, LLC other | Boston Mountain Money Management, Inc. independent RIA | Other | Apr 2, 2008 | Aug 29, 2007 |
| Whitman Tyler Fowlkes | Greenwood Gearhart, LLC other | Crews & Associates, Inc. independent RIA | Other | Aug 12, 2005 | Aug 24, 2006 (377 d) |
| Janet Denise Anderson | Greenwood Gearhart, LLC other | Garrison Asset Management, LLC other | Other | Apr 29, 2005 | Jul 4, 2005 (66 d) |
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3 moves match.