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 Mayport Wealth Management
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 |
|---|---|---|---|---|---|
| Shane Patrick Kelly | Putnam Investment Management, LLC asset manager | Mayport Wealth Management independent RIA | Other | Aug 18, 2022 | Jul 26, 2023 (342 d) |
| Adam M Grossman | Middleton & Company Inc. other | Mayport Wealth Management independent RIA | Other | Apr 3, 2017 | Apr 25, 2017 |
Page 1 of 1
2 moves match.