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 Polaris Greystone Advisory 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.

AdvisorFromToTypeLeftRegistered
Todd Robinson MossPolaris Greystone Advisory Group, LLC institutionalGreystone Financial Group, LLC independent RIAOtherFeb 5, 2021Jan 2, 2025 (1427 d)
Robert Russell ShampinePolaris Greystone Advisory Group, LLC institutionalGreystone Financial Group, LLC independent RIAOtherFeb 5, 2021Sep 17, 2020
Kristie Lee GuadianoPolaris Greystone Advisory Group, LLC institutionalGreystone Financial Group, LLC independent RIAOtherFeb 5, 2021Sep 17, 2020
Robert John YarmakPolaris Greystone Advisory Group, LLC institutionalGreystone Financial Group, LLC independent RIAOtherFeb 5, 2021Sep 17, 2020
Robert Russell ShampinePolaris Greystone Advisory Group, LLC institutionalPolaris Wealth Advisory Group independent RIAOtherSep 9, 2020Jul 8, 2019
Danielle Starr WashingtonPolaris Greystone Advisory Group, LLC institutionalSequoia Financial Group, L.L.C. independent RIAOtherApr 23, 2019May 16, 2019
Todd Robinson MossPolaris Greystone Advisory Group, LLC no RAUMPolaris Wealth Advisory Group otherOtherDec 31, 2016Dec 3, 2015
Kristie Lee GuadianoPolaris Greystone Advisory Group, LLC no RAUMPolaris Wealth Advisory Group otherOtherDec 31, 2016Dec 3, 2015
Danielle Starr WashingtonPolaris Greystone Advisory Group, LLC no RAUMPolaris Wealth Advisory Group otherOtherDec 31, 2016Nov 17, 2016
Brian James HaysPolaris Greystone Advisory Group, LLC no RAUMPolaris Wealth Advisory Group otherOtherNov 14, 2016Dec 3, 2015
Eric Wayne BabcockPolaris Greystone Advisory Group, LLC no RAUMPolaris Wealth Advisory Group otherOtherDec 31, 2015Dec 7, 2015
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11 moves match.