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 Grey Street Capital, 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 |
|---|---|---|---|---|---|
| Peter Traugott Lawler | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | May 22, 2024 | May 22, 2024 |
| Timothy Charles Simon | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 29, 2024 | Apr 25, 2024 |
| Monica Barrera | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 24, 2024 |
| Joseph French Page | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 15, 2024 |
| Jeffrey Scott Friedstein | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | Apr 16, 2024 |
| Roger J Klauer | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 18, 2024 |
| Melissa Ahearn | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 14, 2024 |
| Ryan Singer | Grey Street Capital, LLC independent RIA | The Caprock Group, LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 14, 2024 |
Page 1 of 1
8 moves match.