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 Garnet Group 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 |
|---|---|---|---|---|---|
| Eliot Simon | Garnet Group LLC independent RIA | Evermay Wealth Management, LLC independent RIA | RIA to RIA | Mar 23, 2022 | Oct 9, 2024 (931 d) |
| Laura L Mcaree | Garnet Group LLC other | West Financial Services, Inc. other | Other | Dec 3, 2010 | Apr 23, 2014 (1237 d) |
| Lisette Chassey Smith | Garnet Group LLC other | The Advisory Group Of San Francisco, LLC other | Other | Nov 3, 2009 | Oct 18, 2016 (2541 d) |
| Andrea Kelly Mcnamara | Garnet Group LLC other | Great Point Wealth Advisors, LLC other | Other | Nov 3, 2009 | Jun 17, 2013 (1322 d) |
| Tanya Elizabeth Rapacz | Garnet Group LLC other | Compass Wealth Management, LLC other | Other | Nov 3, 2009 | Aug 4, 2015 (2100 d) |
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5 moves match.