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 Wiregrass Asset Management
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 |
|---|---|---|---|---|---|
| Langley H Holley | Wiregrass Asset Management independent RIA | Navy Federal Investment Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2025 | Jul 16, 2025 |
| Ellis James Shiver | Wiregrass Asset Management no RAUM | Newedge Advisors independent RIA | Other | Jul 2, 2018 | Aug 9, 2018 (38 d) |
| Todd Ferrell Shiver | Wiregrass Asset Management no RAUM | Newedge Advisors independent RIA | Other | Jul 2, 2018 | Jul 31, 2018 |
| Gregory David Bright | Wiregrass Asset Management no RAUM | Newedge Advisors independent RIA | Other | Jul 2, 2018 | Aug 9, 2018 (38 d) |
| Jared Michael Mcgahee | Wiregrass Asset Management no RAUM | Newedge Advisors independent RIA | Other | Jul 2, 2018 | Jul 9, 2018 |
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5 moves match.