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 Greenleaf 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
Joseph David GastaldiGreenleaf Advisors institutionalAlden Investment Group independent RIAOtherNov 30, 2022Jan 17, 2023 (48 d)
Jared Jon ManvilleGreenleaf Advisors institutionalOnedigital institutionalOtherJul 13, 2021Jul 13, 2021
Brian Christopher ClarkGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Eileen Patricia MahoneyGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Robert Michael CorcoranGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Mar 5, 2021
Amy MackinGreenleaf Advisors institutionalOnedigital institutionalOtherMar 30, 2021Jan 6, 2021
Walter Lawrence ZifferGreenleaf Advisors otherKrpg Advisors, LLC unclassifiedOtherOct 26, 2016Oct 24, 2016
Frank IdreesGreenleaf Advisors otherGrove Point Advisors, LLC BD affiliatedOtherSep 12, 2016Apr 1, 2021 (1662 d)
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8 moves match.