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 G2 Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brad Thomas Gregory | Buckingham Capital Management, Inc. independent RIA | G2 Capital Management, LLC independent RIA | RIA to RIA | Jun 10, 2022 | Jul 22, 2022 (42 d) |
| Sean M Luttrell | Morgan Stanley wirehouse | G2 Capital Management, LLC independent RIA | Wirehouse to independent RIA | Dec 13, 2021 | Jul 23, 2025 (1318 d) |
| James Harrison Graver | Wells Fargo Advisors wirehouse | G2 Capital Management, LLC independent RIA | Wirehouse to independent RIA | Jun 13, 2017 | Jun 6, 2017 |
| Jeffrey Richard Gomez | Wealthstone Advisors other | G2 Capital Management, LLC independent RIA | Other | Jan 24, 2017 | Jan 27, 2017 |
| Greg Robert Grabovac | Wealthstone Advisors other | G2 Capital Management, LLC independent RIA | Other | Jan 24, 2017 | Jan 27, 2017 |
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5 moves match.