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 Greerwalker Wealth 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 |
|---|---|---|---|---|---|
| James Eric Hutchby | Traverse Wealth unclassified | Greerwalker Wealth LLC independent RIA | Other | Dec 31, 2020 | Nov 23, 2020 |
| Jennifer Nichole Smith | Traverse Wealth unclassified | Greerwalker Wealth LLC independent RIA | Other | Dec 31, 2020 | Nov 23, 2020 |
| Peter Madison Walton | Traverse Wealth unclassified | Greerwalker Wealth LLC independent RIA | Other | Dec 31, 2020 | Nov 23, 2020 |
| Geoffrey Henry Owen | Raymond James & Associates, Inc. national BD | Greerwalker Wealth LLC other | Other | Sep 8, 2016 | Sep 21, 2016 |
| Joshua Scott Mayor | Ameriprise Financial Services, LLC national BD | Greerwalker Wealth LLC other | Other | Jan 31, 2003 | Jan 18, 2012 (3274 d) |
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5 moves match.