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 Grant Private 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 |
|---|---|---|---|---|---|
| Phellipe Santos | Fidelity Personal And Workplace Advisors BD affiliated | Grant Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2023 | Mar 8, 2024 (227 d) |
| Grant Konstantinovich Ter-Avanesyan | Strategic Advisers LLC national BD | Grant Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 21, 2018 | Jun 15, 2022 (1575 d) |
| Jamshid Behram Kekobad | Strategic Advisers LLC national BD | Grant Private Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2017 | Feb 11, 2025 (2671 d) |
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3 moves match.