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 Greensview Wealth Management

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
Derek A GhiaGreensview Wealth Management independent RIALifeworks Advisors, LLC independent RIARIA to RIAJan 15, 2024Jan 9, 2024
Robert Eli CaldwellGreensview Wealth Management independent RIALifeworks Advisors, LLC independent RIARIA to RIAJan 15, 2024Jan 9, 2024
John Lee KennedyGreensview Wealth Management independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 27, 2023Jun 23, 2025 (605 d)
Henry Spencer SmithGreensview Wealth Management independent RIASpencer Smith Asset Management, Inc. state registeredRIA to a state-registered adviserMar 10, 2021Feb 26, 2021
James Anthony PowersGreensview Wealth Management independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 3, 2020Jun 23, 2025 (1785 d)
Daniel Charles MacdonaldGreensview Wealth Management independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 24, 2020Jun 23, 2025 (1886 d)
Brendan Patrick ByrneGreensview Wealth Management independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 10, 2018Dec 12, 2018
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7 moves match.