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 Financial Gravity Family Office Services, 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
Loren James GrabauX Advisors, LLC independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAAug 18, 2025Aug 7, 2025
Mitchell MonsonIntegrity Advisory Solutions independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAJun 16, 2025Jul 14, 2025
David FischerGrace Capital Management, LLC independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAMar 17, 2025Feb 28, 2025
Michael James French49 Financial independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAMay 8, 2024Apr 10, 2024
Kristopher Douglas Blasl49 Financial independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAMay 8, 2024May 8, 2024
Kaili Erin Winters49 Financial independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAApr 14, 2024Apr 15, 2024
John Thomas DrawdyAvantax Advisory Services BD affiliatedFinancial Gravity Family Office Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2023Feb 15, 2024 (46 d)
Roy Edward KelseyCape Investment Advisory, Inc. independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIADec 15, 2023Apr 16, 2024 (123 d)
Evan C RissMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Gravity Family Office Services, LLC independent RIAWirehouse to independent RIAJul 6, 2023Oct 4, 2023 (90 d)
Steven Phillip MargulinCwm, LLC BD affiliatedFinancial Gravity Family Office Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 3, 2023Mar 6, 2023
Brian LangUpside Financial unclassifiedFinancial Gravity Family Office Services, LLC independent RIAOtherFeb 3, 2023Feb 14, 2023
Sabina Li PanAvantax Advisory Services BD affiliatedFinancial Gravity Family Office Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2022Jan 11, 2024 (393 d)
Thomas Ryan WilliamsTriumph Capital Management independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAJul 9, 2022Jun 1, 2022
Charles Jay LoveSterling Hawthorne Wealth Management LLC unclassifiedFinancial Gravity Family Office Services, LLC independent RIAOtherMay 27, 2022Jun 2, 2022
Kimberly PerryHorter Investment Management, LLC independent RIAFinancial Gravity Family Office Services, LLC independent RIARIA to RIAMar 16, 2022Nov 18, 2022 (247 d)
Shelley Renae JohnsonPruco Securities, LLC otherFinancial Gravity Family Office Services, LLC no RAUMOtherOct 25, 2002Sep 17, 2021 (6902 d)
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16 moves match.