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 Riverpoint Wealth Management
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 |
|---|---|---|---|---|---|
| Nicholas William Ginnodo | Vanguard Advisers, Inc. BD affiliated | Riverpoint Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2022 | May 15, 2023 (452 d) |
| Kyle Edmond Mcgrath | Alliancebernstein L.P. other | Riverpoint Wealth Management independent RIA | Other | Feb 14, 2018 | Mar 24, 2026 (2960 d) |
| Paul Stephen Merrick | LPL Financial LLC other | Riverpoint Wealth Management other | Other | Oct 30, 2015 | Mar 3, 2014 |
| Timothy Patrick Mcgrath | LPL Financial LLC other | Riverpoint Wealth Management no RAUM | Other | Oct 28, 2015 | Sep 25, 2013 |
| Joseph Blane Shea | Raymond James Financial Services Advisors, Inc other | Riverpoint Wealth Management no RAUM | Other | Oct 2, 2013 | Oct 3, 2013 |
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5 moves match.