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 Greenspring 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
Holly Theresa TurnerGreenspring Advisors, LLC independent RIABolton Investment otherOtherFeb 18, 2026Feb 27, 2026
Aaron BayneGreenspring Advisors, LLC independent RIAWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2025Jul 23, 2025
Zachary HubbardGreenspring Advisors, LLC mixed wealthSargent Investment Group independent RIARIA to RIAFeb 28, 2025Mar 5, 2025
Cindy Yorlenis Mota RiosGreenspring Advisors, LLC otherRe-Envision Wealth independent RIAOtherSep 21, 2022Feb 20, 2025 (883 d)
Jacob Paul AsplundhGreenspring Advisors, LLC otherPassive Capital Management, LLC independent RIAOtherJun 13, 2017Mar 25, 2025 (2842 d)
Matthew James MoreheadGreenspring Advisors, LLC otherCarlson Capital Management otherOtherOct 7, 2015Oct 28, 2015
Evan MelcherGreenspring Advisors, LLC otherFiduciaryvest, LLC otherOtherJan 6, 2015Feb 11, 2015 (36 d)
Stephanie Boyd HuntGreenspring Advisors, LLC otherStadion Money Management, LLC otherOtherJun 14, 2013May 12, 2015 (697 d)
Nancy Troskowski BryantGreenspring Advisors, LLC otherBryant Financial Advisory, Inc. state registeredOtherOct 2, 2012Dec 11, 2023 (4087 d)
Jason Paul DyeGreenspring Advisors, LLC otherTuttle Wealth Management, LLC otherOtherNov 28, 2011Feb 21, 2012 (85 d)
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10 moves match.