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 Garland And Greenwood 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 |
|---|---|---|---|---|---|
| John Kellar | Garland And Greenwood Wealth Advisors LLC state registered | Ameriprise Financial Services, LLC national BD | Other | Jun 22, 2026 | Jun 26, 2026 |
| James Michael Tuohey | Garland And Greenwood Wealth Advisors LLC state registered | William Joseph Capital Management, Inc. independent RIA | Other | Oct 1, 2025 | Nov 5, 2025 (35 d) |
| Rocky Wayne Goodman | Garland And Greenwood Wealth Advisors LLC state registered | Avantax Advisory Services BD affiliated | Other | Mar 3, 2025 | Mar 24, 2025 |
| Blake Abston | Garland And Greenwood Wealth Advisors LLC state registered | Naviter Wealth, LLC independent RIA | Other | Jan 3, 2024 | Dec 15, 2023 |
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4 moves match.