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 Greytown Advisors
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 |
|---|---|---|---|---|---|
| Joseph T Monagle | Wells Fargo Advisors wirehouse | Greytown Advisors other | Other | May 21, 2021 | Aug 3, 2021 (74 d) |
| John Richard Roesset | Bigsur Partners, LLC other | Greytown Advisors independent RIA | Other | Jun 28, 2019 | Nov 23, 2020 (514 d) |
| Marcello Correa | Bradesco Global Advisors other | Greytown Advisors other | Other | Feb 28, 2013 | Jun 3, 2013 (95 d) |
| Luis Antonio Samayoa | Bradesco Global Advisors other | Greytown Advisors other | Other | Aug 3, 2011 | Jan 31, 2014 (912 d) |
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4 moves match.