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 Greenbelt Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Amanda Michele Christians | Evolve Investment Advisors unclassified | Greenbelt Investment Advisors, LLC independent RIA | Other | Feb 2, 2011 | Dec 7, 2010 |
| Donald Clifford Hurwitz | Evolve Investment Advisors unclassified | Greenbelt Investment Advisors, LLC independent RIA | Other | Jan 27, 2011 | Dec 7, 2010 |
| Homer Phillips Parsegian | Evolve Investment Advisors unclassified | Greenbelt Investment Advisors, LLC independent RIA | Other | Jan 25, 2011 | Dec 9, 2010 |
| Matthew Van Cook Wells | Evolve Investment Advisors unclassified | Greenbelt Investment Advisors, LLC independent RIA | Other | Jan 25, 2011 | Dec 7, 2010 |
| Terry Dean Ellis | Evolve Investment Advisors unclassified | Greenbelt Investment Advisors, LLC independent RIA | Other | Dec 31, 2010 | Dec 14, 2010 |
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5 moves match.