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RIA / WealthAdvisorChartered Financial Analyst38 years in industry

JAMES EDWARD GENTRUP

Advisor at DISCOVERY INVESTMENT RESEARCH LLC

Leesburg, VA

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Search this name across graphsid dfx:ria:5d7d4079-7d33-ab25-ee15-5302a4c4657b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DISCOVERY INVESTMENT RESEARCH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S63
First exam: Oct 20, 1987
First registration: Jan 26, 2004
Dual registered: no
Other names: JIM GENTRUP
IAPD individual key: 1752016

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DISCOVERY INVESTMENT RESEARCH LLC	State registered	Aug 20, 2025	n/a	yes	Leesburg, VA	Current employment
DISCOVERY INVESTMENT RESEARCH	n/a	Nov 16, 2017	Apr 30, 2023	no	MESA, AZ	Previous registration
VAL VISTA CAPITAL MANAGEMENT, LLC	State registered	May 3, 2012	Sep 26, 2017	no	GILBERT, AZ	Previous registration
CEIBA CAPITAL MANAGEMENT	n/a	Jan 26, 2004	Dec 10, 2007	no	GILBERT, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DISCOVERY INVESTMENT RESEARCH	DISCOVERY INVESTMENT RESEARCH LLC	Apr 30, 2023	Aug 20, 2025	843	Firm change after gap	Other
VAL VISTA CAPITAL MANAGEMENT, LLC	DISCOVERY INVESTMENT RESEARCH	Sep 26, 2017	Nov 16, 2017	51	Firm change	Other
CEIBA CAPITAL MANAGEMENT	VAL VISTA CAPITAL MANAGEMENT, LLC	Dec 10, 2007	May 3, 2012	1,606	Firm change after gap	Other

Relationships

Registered with (4)

→ DISCOVERY INVESTMENT RESEARCH LLCRegistered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ DISCOVERY INVESTMENT RESEARCHRegistered adviserregistration: previous registration
Nov 16, 2017 to Apr 30, 2023factForm ADV
→ VAL VISTA CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 3, 2012 to Sep 26, 2017factForm ADV
→ CEIBA CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jan 26, 2004 to Dec 10, 2007factForm ADV

Dated events

Occurred
Apr 30, 2023
Advisor changed firm
James Edward Gentrup left Discovery Investment Research for Discovery Investment Research Llc (registered 2025-08-20)
Form ADVobserved 5 days ago