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 Polaris Greystone Advisory Group, 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.

AdvisorFromToTypeLeftRegistered
Todd Robinson MossPolaris Wealth Advisory Group independent RIAPolaris Greystone Advisory Group, LLC no RAUMOtherAug 6, 2020Feb 24, 2017
Robert Russell ShampinePolaris Wealth Advisory Group independent RIAPolaris Greystone Advisory Group, LLC institutionalOtherAug 6, 2020Sep 17, 2020 (42 d)
Kristie Lee GuadianoPolaris Wealth Advisory Group independent RIAPolaris Greystone Advisory Group, LLC no RAUMOtherAug 6, 2020Feb 24, 2017
Robert John YarmakPolaris Wealth Advisory Group independent RIAPolaris Greystone Advisory Group, LLC otherOtherAug 6, 2020Aug 11, 2017
Danielle Starr WashingtonPolaris Wealth Advisory Group independent RIAPolaris Greystone Advisory Group, LLC no RAUMOtherApr 23, 2019Feb 16, 2017
Todd Robinson MossGreystone Financial Group, Inc. no RAUMPolaris Greystone Advisory Group, LLC no RAUMOtherFeb 20, 2017Dec 11, 2014
Danielle Starr WashingtonPruco Securities, LLC otherPolaris Greystone Advisory Group, LLC no RAUMOtherSep 16, 2016Sep 12, 2016
Robert Russell ShampineEpi Financial Group state registeredPolaris Greystone Advisory Group, LLC institutionalOtherApr 26, 2016Jul 3, 2019 (1163 d)
Brian James HaysGreystone Financial Group, Inc. otherPolaris Greystone Advisory Group, LLC no RAUMOtherDec 31, 2015Dec 10, 2014
Eric Wayne BabcockGreystone Financial Group, Inc. otherPolaris Greystone Advisory Group, LLC no RAUMOtherDec 31, 2015Dec 11, 2014
Kristie Lee GuadianoGreystone Financial Group, Inc. otherPolaris Greystone Advisory Group, LLC no RAUMOtherDec 31, 2015Dec 10, 2014
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11 moves match.