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 Grandview Delight, 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.

AdvisorFromToTypeLeftRegistered
Peter Jon RekstadGrandview Delight, LLC independent RIANavigator Wealth Consultants, LLC unclassifiedOtherMar 28, 2025Sep 29, 2016
Travis Ryan GleasonGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Richard Edmund HillsGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Tristen Scott PalsGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Craig Rowan AlcockGrandview Delight, LLC independent RIACaptrust institutionalOtherMar 28, 2025Dec 20, 2024
Christopher Richard FenclGrandview Delight, LLC independent RIACarlson Capital Management, LLC independent RIARIA to RIADec 3, 2024Jan 23, 2025 (51 d)
David M SayersGrandview Delight, LLC independent RIACarlson Capital Management, LLC independent RIARIA to RIAMar 19, 2021Jul 22, 2021 (125 d)
Dipen Kishore MehtaGrandview Delight, LLC otherProtectio Investments unclassifiedOtherMar 2, 2017Apr 6, 2017 (35 d)
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8 moves match.