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 Greensview 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.

AdvisorFromToTypeLeftRegistered
John Lee KennedyTrustfirst unclassifiedGreensview Wealth Management independent RIAOtherJul 16, 2025Aug 30, 2019
Daniel Charles MacdonaldTrustfirst unclassifiedGreensview Wealth Management independent RIAOtherJul 16, 2025Nov 14, 2019
James Anthony PowersTrendz Advisors otherGreensview Wealth Management independent RIAOtherJul 16, 2025Nov 14, 2019
Henry Spencer SmithSpencer Smith Asset Management, Inc. unclassifiedGreensview Wealth Management independent RIAOtherJan 24, 2019Dec 5, 2018
Derek A GhiaUnited Advisors Services, LLC independent RIAGreensview Wealth Management no RAUMRIA to a newly registered adviserSep 12, 2018Aug 8, 2018
Brendan Patrick ByrneNewport Wealth Strategies, Inc. otherGreensview Wealth Management no RAUMOtherMay 1, 2017Sep 10, 2018 (497 d)
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6 moves match.