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 Greenwich 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 |
|---|---|---|---|---|---|
| Denton Marcus Jones | Counterbalance Growth Strategies LLC unclassified | Greenwich Wealth Management, LLC independent RIA | Other | Oct 16, 2025 | Aug 1, 2025 |
| Christopher Jefferson Allen Parker | Raymond James Financial Services Advisors, Inc BD affiliated | Greenwich Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Oct 9, 2024 |
| Harriet Madoff Parker | Raymond James Financial Services Advisors, Inc BD affiliated | Greenwich Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 3, 2024 | Oct 9, 2024 |
| Charles W Tricomi | Crestwood Advisors independent RIA | Greenwich Wealth Management, LLC independent RIA | RIA to RIA | Feb 4, 2022 | May 28, 2024 (844 d) |
| Thomas Joseph Britt | Wells Fargo Advisors wirehouse | Greenwich Wealth Management, LLC other | Other | Feb 2, 2016 | Feb 2, 2016 |
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5 moves match.