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

A••••• G••••• G•••••••••

A•••• C•••••• C••••BD affiliatedBordentown, Nj dual registrantIAPD 1912483

Feed of 09/15/2026

Also filed as Andrew George Geratsoulis

At current firm

2 y

since Dec 13, 2023

In the industry

37 y

since Jul 31, 1989 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A•••• C•••••• C•••• BD affiliated current
since Dec 13, 2023 · Bordentown, Nj
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 18, 2019 to Dec 5, 2023 · New York, Ny
A•••• C•••••• C•••• BD affiliated
Nov 6, 2013 to May 23, 2019 · New York, Ny
P••••••• F•••••••• S•••••••• I••• BD affiliated
Mar 3, 2008 to Nov 5, 2013 · Dallas, Tx
W•••• F•••• A••••••• wirehouse
Jun 25, 2002 to Mar 3, 2008 · Woodbridge, Nj

Moves

a registration end followed by a registration begin elsewhere

M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A•••• C•••••• C••••
left Dec 5, 2023, registered Dec 13, 2023 (8 days) · Wirehouse to affiliated broker-dealer or bank
A•••• C•••••• C•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 23, 2019, registered Jun 18, 2019 (26 days) · Affiliated broker-dealer or bank to wirehouse
P••••••• F•••••••• S•••••••• I••• to A•••• C•••••• C••••
left Nov 5, 2013, registered Nov 6, 2013 (1 days) · Other
W•••• F•••• A••••••• to P••••••• F•••••••• S•••••••• I•••
left Mar 3, 2008, registered Mar 3, 2008 (0 days) · Other

Signals

A••••• G••••• G••••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A•••• C•••••• C•••• (registered 2023-12-13)
Dec 5, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 37derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address