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 The Gleason Group, Inc.
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 |
|---|---|---|---|---|---|
| Benjamin Joseph Doninger | Centerline Wealth Advisors, LLC independent RIA | The Gleason Group, Inc. independent RIA | RIA to RIA | Jun 14, 2022 | Jul 12, 2022 |
| Thomas Teal | Northwestern Mutual Investment Services,LLC no RAUM | The Gleason Group, Inc. independent RIA | Other | Nov 26, 2019 | Dec 5, 2019 |
| Ava Jackie Nivens | Stegner Investment Associates Inc mixed wealth | The Gleason Group, Inc. independent RIA | RIA to RIA | Oct 11, 2019 | Sep 17, 2019 |
| Gavin T. Gleason | J.J.B. Hilliard, W.L. Lyons, LLC other | The Gleason Group, Inc. no RAUM | Other | May 19, 2015 | May 15, 2015 |
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4 moves match.