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 Greenspring Advisors, 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.

AdvisorFromToTypeLeftRegistered
Sullivan Beck-WinterT. Rowe Price Advisory Services, Inc. BD affiliatedGreenspring Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2026Sep 3, 2026 (35 d)
Matthew William KnudsenT. Rowe Price Advisory Services, Inc. BD affiliatedGreenspring Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2026Jul 7, 2026
Andrew Richard LinnReframe Wealth, LLC independent RIAGreenspring Advisors, LLC independent RIARIA to RIAMar 12, 2026Jul 16, 2026 (126 d)
Jason Paul DyeMclean Asset Management Corp. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAJan 2, 2026Mar 8, 2026 (65 d)
Holly Theresa TurnerJemma Financial Services independent RIAGreenspring Advisors, LLC mixed wealthRIA to RIADec 9, 2025Jun 2, 2023
Matthew Adam GordonWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Michael Eric GoodmanWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Michael Stuart KimmelWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Brant R CavagnaroWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Eric D SissWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Katharine Jeanne GeorgeWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 1, 2025
Joseph Perry OrffWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Timothy Amerman DalyWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Brenna Mary McloughlinWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
James Nicholas PerrielloWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Chloe Margaux DenningWealthstream Advisors, Inc. independent RIAGreenspring Advisors, LLC independent RIARIA to RIAOct 3, 2025Oct 2, 2025
Rachael Annamarie DeveauChapin Davis Asset Management independent RIAGreenspring Advisors, LLC independent RIARIA to RIAMay 31, 2025Jun 26, 2025
Andrew James NellTfo Wealth Partners independent RIAGreenspring Advisors, LLC independent RIARIA to RIAMay 7, 2025Jul 30, 2025 (84 d)
Brian Andrew EllisValic Financial Advisors, Inc. BD affiliatedGreenspring Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2025May 6, 2025
Marcus Orion SchaferDimensional Fund Advisors LP asset managerGreenspring Advisors, LLC mixed wealthOtherNov 7, 2024Oct 8, 2024
Amir Donte DreamsThe Kelly Group independent RIAGreenspring Advisors, LLC mixed wealthRIA to RIAOct 4, 2023Sep 25, 2023
Anthony Robert KnightDomani Wealth, LLC independent RIAGreenspring Advisors, LLC mixed wealthRIA to RIAJan 30, 2023Apr 5, 2023 (65 d)
Ryan StarkAdaptfirst Investments LLC state registeredGreenspring Advisors, LLC otherOtherNov 4, 2022Nov 16, 2022
Jeremy StackRaymond James Financial Services Advisors, Inc BD affiliatedGreenspring Advisors, LLC otherOtherOct 31, 2022Dec 7, 2022 (37 d)
Timothy Jay DeckerIsi Financial Group Inc independent RIAGreenspring Advisors, LLC otherOtherSep 15, 2022Sep 19, 2022
Laura Lee PeaceIsi Financial Group Inc independent RIAGreenspring Advisors, LLC otherOtherSep 15, 2022Aug 26, 2022
Zachary HubbardRBC Capital Markets, LLC national BDGreenspring Advisors, LLC otherOtherMay 13, 2020May 4, 2020
Benjamin T GallowayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGreenspring Advisors, LLC mixed wealthWirehouse to independent RIAOct 22, 2019Apr 5, 2024 (1627 d)
Kristina GroffEverence Trust Company mixed wealthGreenspring Advisors, LLC otherOtherSep 30, 2019Sep 27, 2022 (1093 d)
Gregory Nmn PlechnerModera Wealth Management, LLC independent RIAGreenspring Advisors, LLC otherOtherMay 4, 2018May 10, 2018
George Vasilis PanageotouBiegel Waller Investment Advisory Services otherGreenspring Advisors, LLC independent RIAOtherApr 19, 2017Jun 24, 2026 (3353 d)
Gregory Alan HobsonRBC Capital Markets, LLC national BDGreenspring Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAMar 29, 2017Dec 8, 2023 (2445 d)
Andrew Reiley CrosbyRBC Capital Markets, LLC national BDGreenspring Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAMar 29, 2017Nov 30, 2023 (2437 d)
Jacob Paul AsplundhDeutsche Bank Securities Inc. otherGreenspring Advisors, LLC otherOtherOct 25, 2013Dec 3, 2015 (769 d)
Evan MelcherSuntrust Investment Services, Inc. otherGreenspring Advisors, LLC otherOtherMay 2, 2012Jun 5, 2012 (34 d)
Matthew James MoreheadBridgewater Wealth & Financial Management, LLC otherGreenspring Advisors, LLC otherOtherMar 22, 2012Dec 10, 2013 (628 d)
Stephanie Boyd HuntThe (K)Larity Group unclassifiedGreenspring Advisors, LLC otherOtherJun 3, 2011Apr 4, 2011
Nancy Troskowski BryantBryant Financial Advisory, Inc. unclassifiedGreenspring Advisors, LLC otherOtherMar 23, 2011Jan 4, 2011
Jason Paul DyeCitigroup Global Markets Inc. otherGreenspring Advisors, LLC otherOtherFeb 5, 2009Jan 28, 2009
John Patrick CollinsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGreenspring Advisors, LLC mixed wealthWirehouse to independent RIAOct 12, 2004Dec 11, 2023 (6999 d)
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40 moves match.