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 Gryphon 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
David Douglas CloseGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 23, 2025
Anthony John SapienzaGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 2, 2025
John Patrick SweeGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 3, 2025
Trevor Davis FleckGryphon Advisors, LLC independent RIASavant Wealth Management independent RIARIA to RIADec 8, 2025Oct 2, 2025
Achim Von BodmanGryphon Advisors, LLC otherMorgan Stanley wirehouseOtherMar 25, 2009Jul 8, 2009 (105 d)
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5 moves match.