Advisor moves

Departures from Greytown Advisors

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
Marcello CorreaGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Dec 2, 2024 (39 d)
Joseph T MonagleGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Luis Antonio SamayoaGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Daniel PaganelloGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
Consuelo Maria PalomoGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Mar 13, 2025 (140 d)
Karen Elizabeth DentiGreytown Advisors independent RIABtg Pactual Asset Management US , LLC asset managerOtherOct 24, 2024Jan 30, 2025 (98 d)
John Richard RoessetGreytown Advisors independent RIAConscientia Family Office, LLC state registeredRIA to a state-registered adviserMay 23, 2022Apr 22, 2025 (1065 d)
Sebastian LafontaineGreytown Advisors independent RIAHoskin Capital state registeredRIA to a state-registered adviserMar 29, 2018May 2, 2025 (2591 d)
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8 moves match.