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 Greenway Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Jennifer Leigh Hill | Park Avenue Securities LLC BD affiliated | Greenway Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2023 | Oct 26, 2023 (45 d) |
| Andrew Ritchie Harris | Sapere Wealth Management, LLC independent RIA | Greenway Wealth Advisors, LLC independent RIA | RIA to RIA | Oct 24, 2019 | Nov 6, 2019 |
| John Nicholas Foy | Cavu Wealth Advisors independent RIA | Greenway Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 23, 2017 | Mar 14, 2018 (81 d) |
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3 moves match.