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 Steel Grove Capital Advisors, 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.

AdvisorFromToTypeLeftRegistered
Andrew Donald FilauroSteel Grove Capital Advisors, LLC independent RIAOxford Financial Group, Ltd independent RIARIA to RIAFeb 14, 2024Feb 26, 2024
Matthew Justin SaengerSteel Grove Capital Advisors, LLC independent RIASunbeam Capital Management, LLC independent RIARIA to RIADec 1, 2023Nov 20, 2023
Alexa Verzosa AlcalaSteel Grove Capital Advisors, LLC independent RIAWaddell & Associates, LLC independent RIARIA to RIANov 2, 2023Dec 4, 2023 (32 d)
Darrell Lane HornSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
James Armin WestSteel Grove Capital Advisors, LLC independent RIACalydon Capital, LLC independent RIARIA to RIAFeb 1, 2019Nov 12, 2025 (2476 d)
Woodson Cary WhiteheadSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Christopher Forrest PrestSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Mallory Kate PodestaSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC no RAUMRIA to a newly registered adviserFeb 1, 2019Jan 31, 2019
Elizabeth Summitt GordonSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
John Edward FrancisSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
James David DukeSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Darrell Lane HornSteel Grove Capital Advisors, LLC otherG2 Advisors, LLC unclassifiedOtherDec 31, 2017Jan 20, 2005
Steven Wayne SansomSteel Grove Capital Advisors, LLC otherG2 Advisors, LLC unclassifiedOtherDec 31, 2017Jan 14, 2005
Matthew Justin SaengerSteel Grove Capital Advisors, LLC otherG2 Advisors, LLC unclassifiedOtherDec 31, 2017Jan 14, 2005
Amanda Bishop PatelSteel Grove Capital Advisors, LLC otherRaymond James & Associates, Inc. national BDOtherDec 31, 2017Feb 25, 2019 (421 d)
Randall W. NoelSteel Grove Capital Advisors, LLC otherWorthview Capital Management LLC state registeredOtherMay 22, 2014Oct 28, 2021 (2716 d)
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16 moves match.