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 Graypoint 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 |
|---|---|---|---|---|---|
| Matthew James Dwyer | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 3, 2025 | Jan 29, 2025 |
| Kristopher George Grimmer | Independent Family Office, LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | Sep 27, 2024 | Sep 3, 2025 (341 d) |
| Harry Ronald Shamlian | Veracity Capital LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | May 29, 2024 | Jul 25, 2024 (57 d) |
| Lissa Maria Mcnaughton | Atlas Private Wealth Management, LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 9, 2024 |
| Brendan Thomas Walsh | Atlas Private Wealth Management, LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | Apr 23, 2024 | May 9, 2024 |
| Suzanne Marie Beczak | Connectus Wealth independent RIA | Graypoint LLC independent RIA | RIA to RIA | Apr 19, 2024 | May 9, 2024 |
| Michael Thomas Mannix | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2024 | Nov 18, 2024 (297 d) |
| Karin Jeanne Lopez | Arista Wealth Advisors, Ltd independent RIA | Graypoint LLC independent RIA | RIA to RIA | Mar 9, 2023 | Mar 15, 2023 |
| Cindy Chan | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 11, 2023 | Mar 21, 2023 (69 d) |
| Keith Martin Lamoutte | Choreo, LLC independent RIA | Graypoint LLC independent RIA | RIA to RIA | Nov 29, 2022 | Mar 11, 2024 (468 d) |
| Shelly Lynne Stone | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 29, 2022 | Dec 1, 2023 (367 d) |
| Hamza M Elhabbal | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2022 | Aug 28, 2024 (698 d) |
| Ryan George Rosmarin | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 18, 2022 | Dec 6, 2023 (567 d) |
| Sean Michael Stokna | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2022 | Sep 23, 2025 (1278 d) |
| Derek G. Olsen | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2021 | Sep 22, 2023 (701 d) |
| Jeffrey George Harris | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Sep 10, 2021 | Sep 2, 2021 |
| Ryan Michael Tamasi | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Graypoint LLC mixed wealth | Wirehouse to independent RIA | Feb 6, 2020 | Jul 14, 2020 (159 d) |
| Lisbeth Mitchell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Graypoint LLC mixed wealth | Wirehouse to independent RIA | Feb 6, 2020 | Jul 10, 2020 (155 d) |
| Marissa Elaine Vollmer | Goldman Sachs Wealth Services, L.P. BD affiliated | Graypoint LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2019 | Aug 26, 2021 (657 d) |
| Robert Taft Hennes | Hugh Johnson Advisors LLC mixed wealth | Graypoint LLC mixed wealth | RIA to RIA | Aug 23, 2019 | Aug 13, 2019 |
| Susan M Reese | Robertson Stephens Advisors other | Graypoint LLC other | Other | Jan 3, 2017 | Jan 18, 2018 (380 d) |
| Sean Michael Leonard | State Street Research & Management Company unclassified | Graypoint LLC mixed wealth | Other | Feb 4, 2005 | Sep 7, 2021 (6059 d) |
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22 moves match.