DFX Intelligence
Advisor moves
Arrivals at Ollie Grant Private Wealth
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 |
|---|---|---|---|---|---|
| Kyle Lucianna | J.P. Morgan Securities LLC wirehouse | Ollie Grant Private Wealth state registered | Wirehouse to a state-registered adviser | Apr 29, 2025 | Feb 18, 2026 (295 d) |
| Ryan Kennedy Foncannon | Peace Of Mind Wealth Management independent RIA | Ollie Grant Private Wealth state registered | RIA to a state-registered adviser | Dec 7, 2022 | Oct 1, 2024 (664 d) |
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2 moves match.