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 Gryphon 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 |
|---|---|---|---|---|---|
| Jeffrey Lincoln Wyatt | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
| Jason Hyrne | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
| Joseph Kirby | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
| Bhagwati Sangani | Wells Fargo Advisors wirehouse | Gryphon Wealth independent RIA | Wirehouse to independent RIA | Apr 29, 2026 | Sep 17, 2026 (141 d) |
| Melissa Storch | Wells Fargo Advisors wirehouse | Gryphon Wealth independent RIA | Wirehouse to independent RIA | Apr 29, 2026 | Sep 17, 2026 (141 d) |
| Grant Patrick Garretson | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
| Randal Sade Trinidad-Ambar | Wells Fargo Advisors wirehouse | Gryphon Wealth independent RIA | Wirehouse to independent RIA | Apr 29, 2026 | Sep 17, 2026 (141 d) |
| Alek L Wyatt | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
| Alexander Issa Bateh | Wells Fargo Advisors wirehouse | Gryphon Wealth no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 29, 2026 | Apr 23, 2026 |
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9 moves match.