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 Grand Wealth Management, 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
Anastasia Katharina WieseGrand Wealth Management, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2025May 7, 2025
Steven Andrew StarnesGrand Wealth Management, LLC independent RIAFiduciary Financial Advisors independent RIARIA to RIAApr 1, 2024Apr 2, 2024
Lisa Rose MangeGrand Wealth Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseNov 4, 2022Nov 11, 2022
Nicholas William Van LooGrand Wealth Management, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 25, 2022Aug 3, 2022 (100 d)
Stephanie Anne TrexlerGrand Wealth Management, LLC independent RIAGolden Goose Wealth Planning state registeredRIA to a state-registered adviserDec 21, 2020Dec 18, 2020
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5 moves match.