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 Greenway Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Jeffrey Brandon Emminger | Greenway Wealth Advisors, LLC independent RIA | Domain Money Advisors, LLC no RAUM | Other | Mar 5, 2026 | Apr 1, 2026 |
| Andrew Ritchie Harris | Greenway Wealth Advisors, LLC independent RIA | Story Financial Planning unclassified | Other | Jun 2, 2023 | Aug 17, 2023 (76 d) |
Page 1 of 1
2 moves match.