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
Richard George Gerepka
Certified Financial Planner
Feed of 09/15/2026
At current firm
1 y
since Dec 9, 2024
In the industry
34 y
since Nov 1, 1991 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Ausdal Financial Partners, Inc. independent RIA currentsince Dec 9, 2024 · Downers Grove, Il
- Osaic Advisory Services, LLC BD affiliatedOct 15, 2024 to Dec 17, 2024 · Palm Beach Gardens, Fl
- Osaic Wealth, Inc. BD affiliatedOct 11, 2024 to Oct 11, 2024 · Palm Beach Gardens, Fl
- American Portfolios Advisors, Inc formerMay 17, 2007 to Oct 11, 2024 · Holbrook, Ny
- Questar Asset Management, Inc. formerJan 7, 2005 to Mar 15, 2007 · Jupiter, Fl
- Questar Capital Corporation unclassifiedOct 12, 1998 to Dec 31, 2005 · Jacksonville Beach, Fl
Moves
a registration end followed by a registration begin elsewhere
- Osaic Advisory Services, LLC to Ausdal Financial Partners, Inc.left Dec 17, 2024, registered Dec 9, 2024 (-8 days) · Affiliated broker-dealer or bank to independent RIA
- American Portfolios Advisors, Inc to Osaic Wealth, Inc.left Oct 11, 2024, registered Oct 11, 2024 (0 days) · corporate re-registration, not a move
- Osaic Wealth, Inc. to Osaic Advisory Services, LLCleft Oct 11, 2024, registered Oct 15, 2024 (4 days) · Affiliated broker-dealer or bank to another · moved with a team
- Questar Asset Management, Inc. to American Portfolios Advisors, Incleft Mar 15, 2007, registered May 17, 2007 (63 days) · Other
- Questar Capital Corporation to Questar Asset Management, Inc.left Dec 31, 2005, registered Jan 7, 2005 (-358 days) · corporate re-registration, not a move
Signals
- Richard George Gerepka left Osaic Advisory Services, Llc for Ausdal Financial Partners, Inc. (registered 2024-12-09)Dec 17, 2024 · Advisor changed firm · fact
- Richard George Gerepka left Osaic Wealth, Inc. for Osaic Advisory Services, Llc (registered 2024-10-15)Oct 11, 2024 · 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address