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 Ghp Investment Advisors 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 |
|---|---|---|---|---|---|
| Miles Ensign O'Neill | Equitable Advisors, LLC national BD | Ghp Investment Advisors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 19, 2025 | Oct 12, 2025 (54 d) |
| Jackson Mathias Brown | Israel Investment Advisors, LLC asset manager | Ghp Investment Advisors Inc independent RIA | Other | Apr 25, 2025 | Apr 5, 2023 |
| John Robert Strunc | Cetera Advisor Networks LLC BD affiliated | Ghp Investment Advisors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2022 | Jun 14, 2022 (124 d) |
| Sean Patrick Tully | Mws Capital Consultants LLC independent RIA | Ghp Investment Advisors Inc independent RIA | RIA to RIA | Apr 20, 2021 | Aug 23, 2021 (125 d) |
| Josh David Lozow | Transitions Wealth Management, LLC independent RIA | Ghp Investment Advisors Inc other | Other | Feb 25, 2020 | Oct 7, 2016 |
| Ernesto Montes | The Fiduciary Group independent RIA | Ghp Investment Advisors Inc independent RIA | RIA to RIA | Aug 5, 2019 | Nov 19, 2019 (106 d) |
| Jennifer Ann Renner | Commonwealth Financial Network national BD | Ghp Investment Advisors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 28, 2018 | Oct 25, 2018 |
| Eric R Macvittie | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Ghp Investment Advisors Inc other | Other | Jul 5, 2017 | Aug 24, 2017 (50 d) |
| Reed Rummel Mccoy | Captrust other | Ghp Investment Advisors Inc other | Other | Mar 27, 2017 | May 4, 2017 (38 d) |
| Michelle Ann Mills | Strategic Advisers LLC national BD | Ghp Investment Advisors Inc other | Other | Feb 2, 2017 | Dec 11, 2017 (312 d) |
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10 moves match.