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
Arrivals at Grant Street Asset Management Inc
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 |
|---|---|---|---|---|---|
| Landon William Buzzerd | Obsidian Personal Planning Solutions, LLC independent RIA | Grant Street Asset Management Inc independent RIA | RIA to RIA | Oct 5, 2023 | Feb 15, 2023 |
| Patrick T Evans | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Grant Street Asset Management Inc other | Other | Oct 14, 2013 | Oct 28, 2013 |
| Scott Philip Dolson | Morgan Stanley wirehouse | Grant Street Asset Management Inc independent RIA | Wirehouse to independent RIA | Jun 10, 2009 | Jun 5, 2020 (4013 d) |
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3 moves match.