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 Gryphon 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.

AdvisorFromToTypeLeftRegistered
Terry E DavisU.S. Bancorp Investments, Inc. BD affiliatedGryphon Financial Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 9, 2025Apr 7, 2025
Jacob A KingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGryphon Financial Partners independent RIAWirehouse to independent RIAMar 2, 2022Mar 17, 2022
Austin AltenburgMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGryphon Financial Partners independent RIAWirehouse to independent RIASep 21, 2021Sep 21, 2021
Katelyn E. StanchfieldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGryphon Financial Partners independent RIAWirehouse to independent RIASep 21, 2021Sep 21, 2021
Ian N. HundleyFifth Third Securities, Inc. BD affiliatedGryphon Financial Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 23, 2020Jun 23, 2024 (1278 d)
Joel Jason GuthHightower Advisors, LLC otherGryphon Financial Partners no RAUMOtherJun 30, 2017Jun 6, 2017
Catherine Zweig CoryHightower Advisors, LLC otherGryphon Financial Partners no RAUMOtherJun 30, 2017Jun 5, 2017
Jeffrey R LaguschHightower Advisors, LLC otherGryphon Financial Partners no RAUMOtherJun 30, 2017Jul 2, 2017
Thomas M. ReganHightower Advisors, LLC otherGryphon Financial Partners no RAUMOtherJun 30, 2017Jul 2, 2017
Michael William SolikHightower Advisors, LLC otherGryphon Financial Partners independent RIAOtherJun 30, 2017Oct 3, 2019 (825 d)
Robert Nelson SwansboroFnb Wealth Management otherGryphon Financial Partners independent RIAOtherJul 9, 2012Sep 19, 2023 (4089 d)
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11 moves match.