DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Greenhill Financial Partners
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 |
|---|---|---|---|---|---|
| Kasandra Reid | Ameriprise Financial Services, LLC national BD | Greenhill Financial Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 14, 2025 | May 14, 2025 |
| Steven Alan Morneau | LPL Financial LLC BD affiliated | Greenhill Financial Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 29, 2024 | Apr 19, 2024 |
| Dominic Stilwell | LPL Financial LLC BD affiliated | Greenhill Financial Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Apr 29, 2024 | Apr 23, 2024 |
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3 moves match.