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 Financial Network, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dustin Wayne Kennedy | Greenleaf Financial Network, LLC independent RIA | Td Ameritrade, Inc. no RAUM | Other | Jan 14, 2020 | Jan 16, 2020 |
| Betsy Lou Whipple | Greenleaf Financial Network, LLC independent RIA | Msh Capital Advisors LLC independent RIA | RIA to RIA | Jan 17, 2018 | Jan 12, 2018 |
| Dustin Wayne Kennedy | Greenleaf Financial Network, LLC independent RIA | MML Investors Services, LLC other | Other | Aug 7, 2017 | Sep 21, 2017 (45 d) |
| Scott Thomas Stanfield | Greenleaf Financial Network, LLC independent RIA | Creative Planning other | Other | May 31, 2017 | Jun 9, 2017 |
| Chatten Walker Scruggs | Greenleaf Financial Network, LLC independent RIA | Christian Wealth Services LLC unclassified | Other | Mar 14, 2017 | Jan 11, 2017 |
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5 moves match.