Arrivals at a independent wealth manager in Grants Pass, OR
What a move isA 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.See who in your network knows the advisors who moved: upload your contacts
All moves on file. Narrow them with the filters.
Filters
Filters
Move type
Firm left
Firm joined
Left
Moves by the month the old registration ended · This month (Nov 2026): 0 · Oct 2026: 3
Moves by the month the old registration endedClick a month to filter
Nov ’25FebMayAugNov
Left a wirehouseLeft an affiliated broker-dealerLeft any other firm
- moves in 13 months
- 17
- left a wirehouse
- 0
- joined an independent RIA
- 17
- joined a newly registered adviser
- 0
137 moves
| Advisor | Date |
|---|---|
Affiliated broker-dealer or bank to independent RIA | Oct 26, 2026 joined Oct 23, 2026 |
Affiliated broker-dealer or bank to independent RIA | Oct 26, 2026 joined Oct 27, 2026 |
Affiliated broker-dealer or bank to independent RIA | Oct 26, 2026 joined Oct 23, 2026 |
Affiliated broker-dealer or bank to independent RIA | Aug 25, 2026 joined Aug 24, 2026 |
Affiliated broker-dealer or bank to independent RIA | Jul 6, 2026 joined Jun 26, 2026 |
+132 additional moves match these filters
Each with the advisor, the firm they left, the firm they joined and both dates.
Every name, record and relationship behind this count, with the source on each.
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