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 Grand Wealth Management, 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 |
|---|---|---|---|---|---|
| Ryan Matthew Deters | Fiduciary Financial Advisors independent RIA | Grand Wealth Management, LLC independent RIA | RIA to RIA | Apr 30, 2023 | May 14, 2023 |
| Calvin Daniel Wiersma | Fifth Third Securities, Inc. BD affiliated | Grand Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2020 | Jan 13, 2020 |
| Anastasia Katharina Wiese | Meadow Ridge Financial, LLC unclassified | Grand Wealth Management, LLC independent RIA | Other | Dec 10, 2018 | Aug 9, 2018 |
| Stephanie Anne Trexler | Girard Securities, Inc. other | Grand Wealth Management, LLC independent RIA | Other | Apr 12, 2017 | Feb 16, 2018 (310 d) |
| Steven Andrew Starnes | Savant Wealth Management other | Grand Wealth Management, LLC other | Other | Apr 24, 2015 | Jul 28, 2015 (95 d) |
| Jeffrey Scott Williams | Ernst & Young Investment Advisers Llp no RAUM | Grand Wealth Management, LLC other | Other | Aug 16, 2004 | Apr 9, 2010 (2062 d) |
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6 moves match.