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 Gratus Capital 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 |
|---|---|---|---|---|---|
| Avery Sellmann Rodts | Morgan Stanley wirehouse | Gratus Capital Management, LLC other | Other | Sep 5, 2012 | Sep 19, 2012 |
| Henry Alexander Mclarty | Gunnallen Financial, Inc unclassified | Gratus Capital Management, LLC other | Other | Feb 20, 2009 | Feb 17, 2006 |
| Brian William Doe | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gratus Capital Management, LLC other | Other | Feb 6, 2009 | Feb 13, 2009 |
| Todd Stephenson Jones | M.L. Stern & Co., LLC. unclassified | Gratus Capital Management, LLC other | Other | Jun 21, 2007 | Jul 29, 2008 (404 d) |
| Jennifer Jessen Jones | Deloitte Investment Advisors LLC unclassified | Gratus Capital Management, LLC other | Other | Jul 15, 2004 | Aug 21, 2008 (1498 d) |
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5 moves match.