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 Granite Financial Partners

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
Jonathan Jay EdwardsGranite Financial Partners mixed wealthKeel Point, LLC independent RIARIA to RIAMay 11, 2023Jan 30, 2023
Jacob Ryan StewartGranite Financial Partners mixed wealthKeel Point, LLC independent RIARIA to RIAMay 11, 2023Jan 23, 2023
John Michael FinneganGranite Financial Partners mixed wealthFocus Partners Wealth, LLC independent RIARIA to RIASep 7, 2022Sep 27, 2022
Kyle Christopher SwaimGranite Financial Partners mixed wealthTb Group unclassifiedOtherAug 9, 2022Jun 5, 2023 (300 d)
Matthew Thomas CahillGranite Financial Partners mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2020Sep 28, 2020
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5 moves match.