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 Greenberg Graham 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mindy Beth Tankel | Greenberg Graham Advisors LLC other | Aspiriant, LLC independent RIA | Other | Jan 4, 2018 | Feb 28, 2019 (420 d) |
| Paul David Barlow | Greenberg Graham Advisors LLC other | Barlow, Paul David state registered | Other | Dec 9, 2016 | Jul 29, 2016 |
| Douglas Anthony Jankowski | Greenberg Graham Advisors LLC other | Rs Crum Inc. independent RIA | Other | May 27, 2016 | Dec 11, 2025 (3485 d) |
| Ryan Deane Zeeb | Greenberg Graham Advisors LLC other | Camelot Portfolios, LLC other | Other | Jul 18, 2013 | May 2, 2013 |
| Simon Street Reeves | Greenberg Graham Advisors LLC other | Tiderock Financial, LLC unclassified | Other | Nov 1, 2012 | Jan 27, 2011 |
| Michael Kenneth Weber | Greenberg Graham Advisors LLC other | Grove Point Advisors, LLC BD affiliated | Other | Jan 9, 2012 | Apr 1, 2021 (3370 d) |
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6 moves match.