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 Harbor Advisors, 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
Austin ManningGranite Harbor Advisors, Inc. independent RIARhame & Gorrell Wealth Management independent RIARIA to RIAAug 24, 2026Feb 18, 2026
Bethanie Anne BakerGranite Harbor Advisors, Inc. independent RIAWillis Johnson Wealth independent RIARIA to RIAAug 18, 2026Sep 15, 2026
Caleb Luke ChristianGranite Harbor Advisors, Inc. independent RIAProsperity Capital Advisors independent RIARIA to RIAJul 31, 2026Jan 27, 2026
Samuel Paul GagneGranite Harbor Advisors, Inc. independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 20, 2026Mar 9, 2026
Pijus BulvinasGranite Harbor Advisors, Inc. independent RIAWealth And Plan state registeredRIA to a state-registered adviserFeb 3, 2026Feb 18, 2026
Nicholas E. GonzalezGranite Harbor Advisors, Inc. independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankMar 10, 2025Oct 3, 2025 (207 d)
Donna Jean MedcalfGranite Harbor Advisors, Inc. independent RIACallahan Advisors, LLC independent RIARIA to RIAAug 24, 2021Mar 25, 2024 (944 d)
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7 moves match.