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 Sheets Smith Investment Management, 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 |
|---|---|---|---|---|---|
| Zolly Cornell Bowden | Sheets Smith Investment Management, LLC independent RIA | Pvg Asset Management Corp mixed wealth | RIA to RIA | Mar 31, 2026 | Mar 31, 2026 |
| Eric Steven Tesler | Sheets Smith Investment Management, LLC independent RIA | Pvg Asset Management Corp mixed wealth | RIA to RIA | Mar 31, 2026 | May 6, 2026 (36 d) |
| Gregory Cornell Bowden | Sheets Smith Investment Management, LLC independent RIA | Pvg Asset Management Corp mixed wealth | RIA to RIA | Mar 31, 2026 | Jan 8, 2025 |
| Kyle Martin Fritz | Sheets Smith Investment Management, LLC independent RIA | Symphony Financial, Ltd. Co. independent RIA | RIA to RIA | Feb 21, 2024 | Feb 15, 2024 |
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4 moves match.