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 Harbor Advisors, 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 |
|---|---|---|---|---|---|
| Erica Bourquin | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Granite Harbor Advisors, Inc. independent RIA | Wirehouse to independent RIA | Apr 24, 2026 | May 4, 2026 |
| Emile Niyonkuru | Charles Schwab & Co., Inc. national BD | Granite Harbor Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2026 | Aug 25, 2026 (201 d) |
| Samuel Paul Gagne | Strategic Advisers LLC national BD | Granite Harbor Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 15, 2025 | Oct 14, 2025 |
| Cameron James Mcilhenny | 49 Financial independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Aug 14, 2025 | Mar 4, 2026 (202 d) |
| Jared S Virgadamo | Manske Wealth Management, LLC independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Jul 31, 2025 | Feb 11, 2026 (195 d) |
| Bethanie Anne Baker | Willis Johnson Wealth independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Apr 14, 2024 | Apr 26, 2024 |
| Nicholas E. Gonzalez | J.P. Morgan Securities LLC wirehouse | Granite Harbor Advisors, Inc. independent RIA | Wirehouse to independent RIA | Feb 18, 2024 | Mar 1, 2024 |
| Austin Manning | Avion Wealth independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Mar 17, 2023 | Mar 29, 2023 |
| Pijus Bulvinas | J.P. Morgan Securities LLC wirehouse | Granite Harbor Advisors, Inc. independent RIA | Wirehouse to independent RIA | Jan 7, 2019 | Apr 9, 2021 (823 d) |
| Donna Jean Medcalf | Asset Management Advisors Inc independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Jul 10, 2018 | Jul 13, 2018 |
| Gregory Dale Shaw | Equitable Advisors, LLC national BD | Granite Harbor Advisors, Inc. other | Other | Jul 12, 2016 | Nov 17, 2016 (128 d) |
| Timothy Brian Smith | Lion Street Advisors, LLC other | Granite Harbor Advisors, Inc. no RAUM | Other | Dec 31, 2015 | May 4, 2015 |
| Brian Waylon Sak | Lion Street Advisors, LLC other | Granite Harbor Advisors, Inc. no RAUM | Other | Dec 31, 2015 | May 5, 2015 |
| Nicholas Matthew Brown | Lion Street Advisors, LLC other | Granite Harbor Advisors, Inc. no RAUM | Other | Dec 31, 2015 | May 4, 2015 |
Page 1 of 1
14 moves match.