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 Green Vista Asset Management 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 |
|---|---|---|---|---|---|
| James William Sewell | G. A. Repple & Company BD affiliated | Green Vista Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2021 | Jan 12, 2026 (1525 d) |
| Philip Laurie Beytell | G. A. Repple & Company BD affiliated | Green Vista Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2021 | Mar 16, 2021 (71 d) |
| Theodore Joseph Zamerski | Treasure Coast Financial Planning, Inc. independent RIA | Green Vista Asset Management LLC independent RIA | RIA to RIA | Jan 11, 2019 | Jun 11, 2020 (517 d) |
| Philippus Theunis Van Staden | The Strategic Financial Alliance BD affiliated | Green Vista Asset Management LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 11, 2018 | Aug 21, 2018 (41 d) |
| James A Clements | Wealth Management other | Green Vista Asset Management LLC independent RIA | Other | Jan 2, 2018 | May 21, 2019 (504 d) |
Page 1 of 1
5 moves match.