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 Martha'S Vineyard Investment 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 |
|---|---|---|---|---|---|
| Colleen L Mcgettrick | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Martha'S Vineyard Investment Advisors, LLC independent RIA | Wirehouse to independent RIA | Mar 28, 2025 | May 7, 2025 (40 d) |
| Grant Alan Joiner | Charles Schwab & Co., Inc. national BD | Martha'S Vineyard Investment Advisors, LLC other | Other | Dec 9, 2020 | Dec 8, 2020 |
| Raymond Philip Laporte | LPL Financial LLC BD affiliated | Martha'S Vineyard Investment Advisors, LLC other | Other | Sep 21, 2020 | Jun 10, 2019 |
| Bethany Anne Dever | LPL Financial LLC BD affiliated | Martha'S Vineyard Investment Advisors, LLC other | Other | Jun 17, 2020 | Mar 5, 2019 |
| Thomas Matthew Juster | Pathstone other | Martha'S Vineyard Investment Advisors, LLC other | Other | Aug 15, 2016 | Jun 12, 2019 (1031 d) |
| James Mcdonald Anthony | Cetera Investment Advisers LLC other | Martha'S Vineyard Investment Advisors, LLC no RAUM | Other | Jul 11, 2014 | Feb 12, 2018 (1312 d) |
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6 moves match.