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 Square Wealth 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.

AdvisorFromToTypeLeftRegistered
Darrell Lane HornSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Woodson Cary WhiteheadSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Christopher Forrest PrestSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
Mallory Kate PodestaSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC no RAUMRIA to a newly registered adviserFeb 1, 2019Jan 31, 2019
Elizabeth Summitt GordonSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
John Edward FrancisSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
James David DukeSteel Grove Capital Advisors, LLC independent RIAGreen Square Wealth Management, LLC independent RIARIA to RIAFeb 1, 2019Feb 15, 2019
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7 moves match.