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.
Registered advisor
Barbara Eileen Gilroy
Feed of 09/14/2026
Also filed as Barbara E Field
At current firm
0 y
since Jan 23, 2026
In the industry
37 y
since Sep 29, 1988 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Northland Asset Management independent RIA currentsince Jan 23, 2026 · Greenwood Village, Co
- Morgan Stanley wirehouseJan 6, 2023 to Apr 14, 2025 · Greenwood Village, Co
- Cuso Financial Services, L.P. formerFeb 25, 2019 to Jan 11, 2023 · Greenwood Village, Co
- J.P. Morgan Securities LLC wirehouseNov 6, 2017 to Mar 8, 2019 · Englewood, Co
- Strategic Advisers LLC national BDJan 5, 2017 to Nov 1, 2017 · Greenwood Village, Co
- Edward Jones national BDAug 19, 2013 to Dec 6, 2016 · St Louis, Mo
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Northland Asset Managementleft Apr 14, 2025, registered Jan 23, 2026 (284 days) · Wirehouse to independent RIA
- Cuso Financial Services, L.P. to Morgan Stanleyleft Jan 11, 2023, registered Jan 6, 2023 (-5 days) · Affiliated broker-dealer or bank to wirehouse
- J.P. Morgan Securities LLC to Cuso Financial Services, L.P.left Mar 8, 2019, registered Feb 25, 2019 (-11 days) · Wirehouse to affiliated broker-dealer or bank
- Strategic Advisers LLC to J.P. Morgan Securities LLCleft Nov 1, 2017, registered Nov 6, 2017 (5 days) · Affiliated broker-dealer or bank to wirehouse
- Edward Jones to Strategic Advisers LLCleft Dec 6, 2016, registered Jan 5, 2017 (30 days) · Affiliated broker-dealer or bank to another
Signals
- Barbara Eileen Gilroy left Morgan Stanley for Northland Asset Management (registered 2026-01-23)Apr 14, 2025 · Advisor changed firm · fact
- Barbara Eileen Gilroy left Cuso Financial Services, L.P. for Morgan Stanley (registered 2023-01-06)Jan 11, 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
- Independent wealth managerderived
- Years in industry
- 37derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address