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 Greerwalker Wealth 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 |
|---|---|---|---|---|---|
| James Eric Hutchby | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Monica Thomas Hamilton | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Riley Zayicek | Greerwalker Wealth LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Feb 9, 2023 | Feb 13, 2023 |
| Peter Madison Walton | Greerwalker Wealth LLC independent RIA | 7pw Wealth, LLC state registered | RIA to a state-registered adviser | Sep 21, 2022 | Oct 20, 2022 |
| Jennifer Nichole Smith | Greerwalker Wealth LLC independent RIA | Thrivent Investment Management Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 11, 2021 | Oct 11, 2023 (730 d) |
| Geoffrey Henry Owen | Greerwalker Wealth LLC independent RIA | Front Porch Financial Advisory independent RIA | RIA to RIA | Feb 1, 2021 | Feb 2, 2021 |
| Donna Lee Rasile | Greerwalker Wealth LLC independent RIA | Fintrust Capital Advisors, LLC mixed wealth | RIA to RIA | Apr 13, 2020 | Jul 15, 2020 (93 d) |
| James Norman Reichard | Greerwalker Wealth LLC independent RIA | Reichard Capital, LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2020 | Dec 4, 2019 |
| Eric Alexander Harbert | Greerwalker Wealth LLC other | Mcgill Advisors, Inc. other | Other | Jun 30, 2015 | Jun 16, 2015 |
| Joshua Scott Mayor | Greerwalker Wealth LLC other | Byron Financial, LLC other | Other | Sep 17, 2012 | Apr 3, 2014 (563 d) |
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10 moves match.