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 Gramercy Park Wealth 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 |
|---|---|---|---|---|---|
| Tammy B Paxton | Apo Financial Services, LLC independent RIA | Gramercy Park Wealth Advisors, LLC state registered | RIA to a state-registered adviser | Dec 31, 2025 | Jan 29, 2025 |
| Andres Esteban Sandate | Whetstone Capital Advisors other | Gramercy Park Wealth Advisors, LLC state registered | Other | Feb 24, 2016 | Aug 23, 2023 (2737 d) |
| Brian Joseph Cote | Gramercy Park Wealth Advisors, LLC unclassified | Gramercy Park Wealth Advisors, LLC state registered | Other | Dec 31, 2015 | Feb 15, 2023 (2603 d) |
| Dean Vincent Toscano | MML Investors Services, LLC other | Gramercy Park Wealth Advisors, LLC state registered | Other | Feb 5, 2015 | Feb 24, 2015 |
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4 moves match.