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
Gary Jon Geiger
Feed of 09/14/2026
Also filed as Gary J Geiger
At current firm
17 y
since Nov 19, 2008
In the industry
34 y
since Sep 16, 1992 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sjs Investment Services independent RIA currentsince Nov 19, 2008 · Sylvania, Oh
- Berthel Fisher & Company Financial Services, Inc. BD affiliatedMar 29, 2004 to Aug 25, 2006 · Toledo, Oh
Moves
a registration end followed by a registration begin elsewhere
- Berthel Fisher & Company Financial Services, Inc. to Sjs Investment Servicesleft Aug 25, 2006, registered Nov 19, 2008 (817 days) · Other
Signals
No dated event on this person.
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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address