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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

G••••• S•••••••

A••••••••• F•••••••• S•••••••• L••national BDBrookfield, Widual registrantIAPD 1112588

Feed of 09/14/2026

Also filed as Jerry Schuelke

At current firm

0 y

since Aug 11, 2026

In the industry

41 y

since Nov 6, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••••••• F•••••••• S•••••••• L•• national BD current
since Aug 11, 2026 · Brookfield, Wi
I••••• F•••••••• independent RIA
Nov 13, 2023 to Jul 27, 2026 · Brookfield, Wi
F•••••• W••••• A••••••• former
Aug 6, 2019 to Dec 12, 2023 · Brookfield, Wi
N••••••••• M••••• I••••••••• S••••••••• no RAUM
Mar 28, 2002 to Aug 2, 2019 · Milwaukee, Wi

Moves

a registration end followed by a registration begin elsewhere

I••••• F•••••••• to A••••••••• F•••••••• S•••••••• L••
left Jul 27, 2026, registered Aug 11, 2026 (15 days) · RIA to affiliated broker-dealer or bank · moved with a team
F•••••• W••••• A••••••• to I••••• F••••••••
left Dec 12, 2023, registered Nov 13, 2023 (-29 days) · RIA to RIA · moved with a team
N••••••••• M••••• I••••••••• S••••••••• to F•••••• W••••• A•••••••
left Aug 2, 2019, registered Aug 6, 2019 (4 days) · Other

Signals

G••••• S••••••• left I••••• F•••••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2026-08-11)
Jul 27, 2026 · Advisor changed firm · fact
G••••• S••••••• left F•••••• W••••• A••••••• for I••••• F•••••••• (registered 2023-11-13)
Dec 12, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: National broker-dealer RIAderived
Years in industry: 41derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address