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 Arrow Alliance
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 |
|---|---|---|---|---|---|
| Theodore William Nielsen | Alliancebernstein L.P. other | Arrow Alliance state registered | Other | Apr 2, 2026 | Apr 20, 2026 |
| Grayson Oneil Garvin | Sagespring Wealth Partners independent RIA | Arrow Alliance state registered | RIA to a state-registered adviser | Apr 1, 2022 | Mar 7, 2022 |
| Robert Russell Brewer | Morgan Stanley wirehouse | Arrow Alliance state registered | Wirehouse to a state-registered adviser | Feb 7, 2022 | Mar 7, 2022 |
Page 1 of 1
3 moves match.