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 Glassy Mountain Advisors, Inc.

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
Matthew Stuart AltmanCopperleaf Capital, LLC independent RIAGlassy Mountain Advisors, Inc. independent RIARIA to RIAAug 15, 2022Aug 17, 2022
Jamie Lynn BigsbyVanguard Advisers, Inc. BD affiliatedGlassy Mountain Advisors, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2022Feb 5, 2026 (1276 d)
Ross Jordan SmythEdgemoor Investment Advisors, Inc. independent RIAGlassy Mountain Advisors, Inc. no RAUMRIA to a newly registered adviserAug 19, 2021Jun 14, 2021
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3 moves match.