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 Granite Financial Partners
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 |
|---|---|---|---|---|---|
| Jacob Ryan Stewart | Cetera Advisors LLC BD affiliated | Granite Financial Partners mixed wealth | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2020 | Sep 23, 2020 (217 d) |
| Matthew Thomas Cahill | Mfa Asset Management, LLC other | Granite Financial Partners mixed wealth | Other | Aug 15, 2017 | Aug 24, 2017 |
| Jonathan Jay Edwards | Nfp Advisor Services, LLC other | Granite Financial Partners mixed wealth | Other | Jun 17, 2014 | Aug 27, 2014 (71 d) |
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3 moves match.