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 Greenwood Gearhart, 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 |
|---|---|---|---|---|---|
| Christopher Hardy | Primerica Advisors national BD | Greenwood Gearhart, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2026 | Jul 21, 2026 |
| Ellen Maxine Masters | Masters Financial unclassified | Greenwood Gearhart, LLC independent RIA | Other | Apr 4, 2025 | Apr 14, 2025 |
| Shawn Scott Alaniz | Boston Mountain Money Management, Inc. independent RIA | Greenwood Gearhart, LLC independent RIA | RIA to RIA | Sep 30, 2024 | Oct 10, 2024 |
| William Heard Stoddard | B. Riley Wealth Advisors, Inc. BD affiliated | Greenwood Gearhart, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 4, 2024 | Jun 18, 2024 |
| George Brockmann Gearhart | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Greenwood Gearhart, LLC other | Other | Sep 3, 2008 | Sep 10, 2008 |
| Janet Denise Anderson | Garrison Asset Management, LLC other | Greenwood Gearhart, LLC other | Other | Dec 8, 2005 | Sep 14, 2005 |
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6 moves match.