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 Wealthstream Advisors, Inc.

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
Matthew Adam GordonWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Michael Eric GoodmanWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Michael Stuart KimmelWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Brant R CavagnaroWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Eric D SissWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Katharine Jeanne GeorgeWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Joseph Perry OrffWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Timothy Amerman DalyWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Brenna Mary McloughlinWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
James Nicholas PerrielloWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Chloe Margaux DenningWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Jennifer TseWealthstream Advisors, Inc. independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 20, 2023Nov 21, 2023 (154 d)
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12 moves match.