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 Greystone Capital Partners Group 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 |
|---|---|---|---|---|---|
| Marilee Sue Lonergan | Equitable Advisors, LLC national BD | Greystone Capital Partners Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 5, 2025 | Mar 10, 2025 (33 d) |
| Zachary Allen Lonergan | Equitable Advisors, LLC national BD | Greystone Capital Partners Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 5, 2025 | Mar 10, 2025 (33 d) |
| Donald Gregory Stonebarger | Woodbury Financial Services, Inc. BD affiliated | Greystone Capital Partners Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 11, 2021 | May 20, 2021 |
| John Milton Carey | Equitable Advisors, LLC national BD | Greystone Capital Partners Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jan 4, 2021 | Apr 22, 2021 (108 d) |
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4 moves match.