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 Ch Douglas & Gray Wealth Management

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
Thomas E GrayCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 7, 2026
Christopher Hilton DouglasCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 7, 2026
Jonathan Dunn CracraftCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 17, 2026
Justin RoseCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 14, 2026
Victoria HallCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 12, 2026
James Samuel CartrightCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 14, 2026
Zinaida KumokCh Douglas & Gray Wealth Management independent RIAFarther independent RIARIA to RIAApr 9, 2026Jan 7, 2026
Brian Thomas RykovichCh Douglas & Gray Wealth Management independent RIATreybourne Wealth Planners independent RIARIA to RIAOct 17, 2018Nov 1, 2019 (380 d)
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8 moves match.