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 Capital Associates, 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 |
|---|---|---|---|---|---|
| Garrett Thomas Minton | Greenwood Capital Associates, LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Aug 22, 2025 | Sep 8, 2025 |
| Quintin Andrew Pile | Greenwood Capital Associates, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 21, 2024 |
| Michael L Allison | Greenwood Capital Associates, LLC other | Wells Fargo Advisors wirehouse | Other | Jul 7, 2016 | Dec 5, 2016 (151 d) |
| Michael Wayne Nix | Greenwood Capital Associates, LLC other | Dividend Assets Capital, LLC other | Other | Jul 17, 2013 | Feb 20, 2014 (218 d) |
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4 moves match.