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 Greenleaf 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 |
|---|---|---|---|---|---|
| Frank Idrees | H. Beck, Inc. BD affiliated | Greenleaf Advisors other | Other | Apr 1, 2021 | Jun 2, 2015 |
| Jared Jon Manville | Alpha Pension Group, Inc. no RAUM | Greenleaf Advisors institutional | Other | Dec 24, 2018 | Feb 26, 2019 (64 d) |
| Joseph David Gastaldi | Korhorn Financial Group other | Greenleaf Advisors other | Other | Aug 31, 2015 | Feb 17, 2016 (170 d) |
| Walter Lawrence Ziffer | Financial Telesis, Inc. other | Greenleaf Advisors no RAUM | Other | Jul 8, 2014 | Oct 7, 2014 (91 d) |
Page 1 of 1
4 moves match.