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 Financial Gravity Asset Management, Inc.

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
John David PollockFinancial Gravity Asset Management, Inc. independent RIAForta Financial Group, Inc. independent RIARIA to RIADec 1, 2023Aug 22, 2019
Marc David OrourkeFinancial Gravity Asset Management, Inc. independent RIAForta Financial Group, Inc. independent RIARIA to RIAJan 4, 2023May 24, 2021
Christopher Scott WrightFinancial Gravity Asset Management, Inc. independent RIAIdle Hill Advisors LLC independent RIARIA to RIAMar 2, 2022Feb 28, 2022
Henry Pate HastyFinancial Gravity Asset Management, Inc. independent RIAIdle Hill Advisors LLC independent RIARIA to RIAMar 2, 2022Feb 28, 2022
Beverly Deloris JohnsonFinancial Gravity Asset Management, Inc. independent RIABdj Wealth Management LLC state registeredRIA to a state-registered adviserJun 8, 2020May 29, 2020
Steven Anthony BassettoFinancial Gravity Asset Management, Inc. independent RIAOptivise Advisory Services LLC independent RIARIA to RIAMar 23, 2020Feb 16, 2021 (330 d)
Timothy Gerard HermeschFinancial Gravity Asset Management, Inc. independent RIAAtlas Financial Advisors, Inc. independent RIARIA to RIAMar 18, 2020Dec 17, 2019
Carrie Jean QuraishiFinancial Gravity Asset Management, Inc. independent RIASowell Management independent RIARIA to RIADec 26, 2019Jun 15, 2026 (2363 d)
Diane Lynn YoungFinancial Gravity Asset Management, Inc. independent RIAArrowroot Family Office, LLC independent RIARIA to RIANov 14, 2019Feb 8, 2022 (817 d)
Michael Joseph MccormickFinancial Gravity Asset Management, Inc. independent RIAEadvisor LLC state registeredRIA to a state-registered adviserOct 14, 2019Nov 22, 2017
Susan Marie IversonFinancial Gravity Asset Management, Inc. independent RIAAdvisor Share Wealth Management, LLC independent RIARIA to RIAJul 30, 2019Feb 11, 2026 (2388 d)
Jimmy Dale LongFinancial Gravity Asset Management, Inc. independent RIAVirtue Capital Management, LLC independent RIARIA to RIAMay 24, 2019Mar 14, 2019
Arthur David CrowleyFinancial Gravity Asset Management, Inc. independent RIABright Wealth Management, LLC independent RIARIA to RIAMar 5, 2019Apr 1, 2019
Roy Joseph InnellaFinancial Gravity Asset Management, Inc. independent RIAWealth Watch Advisors, Inc independent RIARIA to RIAJul 23, 2018Apr 23, 2018
Larry David StoneFinancial Gravity Asset Management, Inc. independent RIAGearhart Geld, LLC unclassifiedOtherApr 9, 2018Mar 20, 2018
Jennifer Vincent GrantFinancial Gravity Asset Management, Inc. otherPerryman Financial Advisory, Inc. otherOtherAug 11, 2017Sep 13, 2017 (33 d)
Frederick Owen HaimanFinancial Gravity Asset Management, Inc. otherSagespring Wealth Partners otherOtherFeb 3, 2017Feb 14, 2017
Carrie Jean QuraishiFinancial Gravity Asset Management, Inc. otherQuraishi Wealth Management state registeredOtherApr 1, 2016Dec 14, 2015
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18 moves match.