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 Greenup Street 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
Joshua Jesse ChurchArbor Capital Management Inc independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAApr 21, 2026Apr 16, 2026
Paul Jacob HurleyArbor Capital Management Inc independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAApr 10, 2026Apr 16, 2026
Matthew James KitzmanOne Capital Management, LLC independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIASep 4, 2025Sep 9, 2025
Victoria Blake BurressAustin Asset independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAJul 30, 2025Oct 13, 2025 (75 d)
Christopher Conwell UnderwoodWealthcare Advisory Partners LLC independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIASep 6, 2023Nov 10, 2025 (796 d)
Samuel Thomas SchuetteOnedigital institutionalGreenup Street Wealth Management LLC independent RIAOtherAug 21, 2023Sep 3, 2023
Barbara Gayle DeboerRegal Advisory Services, Inc. independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAAug 2, 2023Nov 27, 2023 (117 d)
Bradley Michael SkluzacekAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2022Apr 7, 2022
Dennis Dean GoodwinAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 16, 2022Mar 10, 2022
Antonio Allen MarquezAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2021Nov 8, 2021
Brad Paul TatarSpotlight Asset Group independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAAug 9, 2021Aug 10, 2021
Brandon Michael KrausAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021Jul 7, 2021 (64 d)
Kyle Joseph BarclayAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021May 13, 2021
Aaron Gideon KirschSpotlight Asset Group independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAApr 15, 2021May 13, 2021
Anthony Michael SchmittRegal Advisory Services, Inc. independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIAApr 9, 2021May 5, 2021
Alexander Lawrence FishmanAmerican Century Investments Private Client Group, Inc. BD affiliatedGreenup Street Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2021Jan 12, 2022 (294 d)
Daniel J GreulichSpotlight Asset Group independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIADec 31, 2020Nov 25, 2020
Michael Edward MitchellSpotlight Asset Group independent RIAGreenup Street Wealth Management LLC independent RIARIA to RIASep 11, 2020Nov 19, 2021 (434 d)
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18 moves match.