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 Green Square Wealth 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 |
|---|---|---|---|---|---|
| Darrell Lane Horn | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | Feb 28, 2025 (2069 d) |
| Woodson Cary Whitehead | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Mallory Kate Podesta | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Elizabeth Summitt Gordon | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| John Edward Francis | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | Jan 2, 2025 (2012 d) |
| James David Duke | Green Square Wealth Management, LLC independent RIA | Hightower Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2019 | May 8, 2019 |
| Christopher Forrest Prest | Green Square Wealth Management, LLC independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | May 16, 2019 | May 21, 2019 |
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7 moves match.