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 Gurtin Municipal Bond 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| James Grandinetti | Gurtin Municipal Bond Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 29, 2022 | Jun 29, 2023 (426 d) |
| Lily Haili Zhang | Gurtin Municipal Bond Management independent RIA | Westmount Partners, LLC independent RIA | RIA to RIA | Mar 28, 2022 | Nov 10, 2020 |
| Jeffery Alan Yorg | Gurtin Municipal Bond Management independent RIA | Buckingham Strategic Wealth, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2019 | Oct 11, 2019 |
| Margaret Stacy Fitzpatrick | Gurtin Municipal Bond Management other | Breckinridge Capital Advisors Inc independent RIA | Other | Dec 11, 2017 | Oct 23, 2025 (2873 d) |
| Steven Scott Simpson | Gurtin Municipal Bond Management other | Coastedge Partners, LLC other | Other | Jan 3, 2017 | Jan 4, 2017 |
| Christina Camacho Lynch | Gurtin Municipal Bond Management other | Breckinridge Capital Advisors Inc independent RIA | Other | Nov 16, 2016 | Oct 1, 2025 (3241 d) |
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6 moves match.