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 Grove Point 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 |
|---|---|---|---|---|---|
| Laura Nicole White | Grove Point Advisors, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2025 | Oct 10, 2025 |
| Steven Morgan | Grove Point Advisors, LLC BD affiliated | First Command Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Nov 17, 2025 (73 d) |
| Sandra Renee Worsham | Grove Point Advisors, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 5, 2025 | Jan 14, 2026 (131 d) |
| Kimberly A Douglas | Grove Point Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 26, 2025 |
| Kenley Varghese George | Grove Point Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Feb 13, 2026 (196 d) |
| Maher Shoukr | Grove Point Advisors, LLC BD affiliated | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | May 7, 2026 (279 d) |
| Joshua Ryan Johnson | Grove Point Advisors, LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Nov 24, 2025 (115 d) |
| Eric Gordon Meyers | Grove Point Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Apr 23, 2026 (266 d) |
| Morgan Wright Haeberlin | Grove Point Advisors, LLC BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Jul 7, 2025 | Dec 18, 2025 (164 d) |
| Mary Grace Musuneggi | Grove Point Advisors, LLC BD affiliated | Mfg Private Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Mar 27, 2025 |
| Robert Wiley Gwynn | Grove Point Advisors, LLC BD affiliated | Flfs Advisory LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Apr 29, 2025 |
| David Foote Gwynn | Grove Point Advisors, LLC BD affiliated | Flfs Advisory LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Apr 29, 2025 |
| Christopher Sean Musuneggi | Grove Point Advisors, LLC BD affiliated | Mfg Private Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Mar 27, 2025 |
| Christine Emily Musuneggi | Grove Point Advisors, LLC BD affiliated | Mfg Private Wealth no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Mar 27, 2025 |
| Angela M Babcock | Grove Point Advisors, LLC BD affiliated | Flfs Advisory LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Apr 29, 2025 |
| Thomas Grant | Grove Point Advisors, LLC BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 1, 2025 | Mar 3, 2026 (306 d) |
| Alan David Deuel | Grove Point Advisors, LLC BD affiliated | Flfs Advisory LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Apr 29, 2025 |
| Hondamir Ken Burhon | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Feb 5, 2025 |
| David Rectenwald | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Nov 19, 2024 |
| Nick J Twentyfive | Grove Point Advisors, LLC BD affiliated | Flfs Advisory LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 1, 2025 | Apr 29, 2025 |
| Kenneth Eugene Fahringer | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 1, 2025 |
| Conrad Anthony Tarte | Grove Point Advisors, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2025 | May 2, 2025 |
| William Lee Daniel | Grove Point Advisors, LLC BD affiliated | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 29, 2025 | May 19, 2025 |
| Craig Michael Adams | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 22, 2025 | Apr 22, 2025 |
| Heidi Sue Kennedy | Grove Point Advisors, LLC BD affiliated | Investment Research Corp independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2025 | Apr 17, 2025 |
| Robert Michael Troyano | Grove Point Advisors, LLC BD affiliated | Stirlingshire Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 15, 2025 | May 9, 2025 |
| Thomas Martin Prybylo | Grove Point Advisors, LLC BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 9, 2025 |
| Eric A Vinores | Grove Point Advisors, LLC BD affiliated | Catoctin Ridge Wealth Partner no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 17, 2025 | Nov 8, 2024 |
| Roger Anthony Ruz | Grove Point Advisors, LLC BD affiliated | Ameritas Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 14, 2025 | Mar 25, 2025 |
| Denise Marie Mcgee | Grove Point Advisors, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2025 | Mar 28, 2025 |
| Mark Reed Miller | Grove Point Advisors, LLC BD affiliated | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Jan 2, 2025 |
| Daryll Jason Ganz | Grove Point Advisors, LLC BD affiliated | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Dec 3, 2024 | Apr 8, 2021 |
| Lee James Couture | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 13, 2024 | Nov 14, 2024 |
| R. Michael Braender | Grove Point Advisors, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Nov 5, 2024 |
| Kyle Braender | Grove Point Advisors, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2024 | Nov 6, 2024 |
| Leonardo Dasilva Gelain | Grove Point Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2024 | Nov 3, 2024 |
| Janis Jean Hofsass | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 18, 2024 | Oct 16, 2024 |
| Eric Clifford Sutliff | Grove Point Advisors, LLC BD affiliated | Vanderbilt Advisory Services BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2024 | Sep 19, 2024 |
| James Arthur Fratello | Grove Point Advisors, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 19, 2024 | Oct 17, 2024 |
| Timothy Richard Mcsweeney | Grove Point Advisors, LLC BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 16, 2024 | Sep 13, 2024 |
| Todd Lee Adams | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2024 | Sep 19, 2024 |
| Carl Owen Bass | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2024 | Sep 12, 2024 |
| Joyce Ann Slutsker | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2024 | Aug 16, 2024 |
| Andrea Ruth Klipfel | Grove Point Advisors, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2024 | Aug 29, 2024 |
| Kevin John Klipfel | Grove Point Advisors, LLC BD affiliated | J. W. Cole Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 29, 2024 | Aug 29, 2024 |
| Gregory Michael Davis | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2024 | Aug 15, 2024 |
| John S. Battaglia | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2024 | Aug 15, 2024 |
| Dasha Nichole Kwakenat | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2024 | Aug 20, 2024 |
| Nicholas Thomas Battaglia | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 21, 2024 | Aug 16, 2024 |
| Vincent Paul Troy | Grove Point Advisors, LLC BD affiliated | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2024 | Aug 15, 2024 |
| Joseph Richard Martin | Grove Point Advisors, LLC BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2024 | Aug 2, 2024 |
| Benjamin Mac Burgeson | Grove Point Advisors, LLC BD affiliated | Money Concepts Advisory Service BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2024 | Aug 2, 2024 |
| Robert Costello | Grove Point Advisors, LLC BD affiliated | Transamerica Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 23, 2024 | Jul 25, 2024 |
| Daniel Edward Gooding | Grove Point Advisors, LLC BD affiliated | Oneamerica Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2024 | Aug 5, 2024 |
| Richard Soennichsen | Grove Point Advisors, LLC BD affiliated | Independent Financial Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 17, 2024 | Jul 15, 2024 |
| Thomas G. Gervase | Grove Point Advisors, LLC BD affiliated | Spc BD affiliated | Affiliated broker-dealer or bank to another | Jun 18, 2024 | Jun 19, 2024 |
| David Chadwick Voorhees | Grove Point Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2024 | Jun 10, 2024 |
| Dylan Isaac Branson | Grove Point Advisors, LLC BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 11, 2024 | Jun 7, 2024 |
| Jason Albino | Grove Point Advisors, LLC BD affiliated | Gallagher Fiduciary Advisors, LLC institutional | Other | Jun 10, 2024 | Aug 15, 2024 (66 d) |
| Cynthia Allen Mann | Grove Point Advisors, LLC BD affiliated | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | May 8, 2024 | May 8, 2024 |
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131 moves match.