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 The Glowacki Group, 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 |
|---|---|---|---|---|---|
| Devin Duffy Cruise | The Glowacki Group, LLC other | Aspiriant, LLC other | Other | Apr 1, 2016 | Apr 1, 2016 |
| Daniel Newman | The Glowacki Group, LLC other | Miramontes Capital, LLC independent RIA | Other | Jun 3, 2014 | Mar 18, 2026 (4306 d) |
| Gregory Scott Meyer | The Glowacki Group, LLC other | New Wave Financial Services independent RIA | Other | May 13, 2014 | Oct 10, 2014 (150 d) |
| Ricardo David Gonzalez | The Glowacki Group, LLC other | Seia other | Other | Jan 22, 2013 | Jan 22, 2013 |
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4 moves match.