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
Gerard John Vanderzanden
Chartered Financial Consultant
Feed of 09/15/2026
Also filed as Gerard John Vanderzanden
At current firm
1 y
since Sep 26, 2024
In the industry
24 y
since Sep 21, 2001 (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
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Halo Investment Services, LLC other currentsince Sep 26, 2024 · Dublin, Ca
- Tlg Advisors, Inc. BD affiliatedFeb 6, 2020 to Sep 27, 2024 · Hailey, Id
- Questar Asset Management, Inc. formerFeb 1, 2017 to May 2, 2019 · Sacramento, Ca
- Osaic Fs, Inc. formerSep 30, 2009 to Nov 21, 2016 · Dublin, Ca
- Greenbook Investment Management, Inc. unclassifiedAug 6, 2007 to Sep 30, 2009 · San Diego, Ca
- Msi Financial Services, Inc. formerNov 2, 2001 to Jul 6, 2007 · Danville, Ca
Moves
a registration end followed by a registration begin elsewhere
- Tlg Advisors, Inc. to Halo Investment Services, LLCleft Sep 27, 2024, registered Sep 26, 2024 (-1 days) · Other
- Questar Asset Management, Inc. to Tlg Advisors, Inc.left May 2, 2019, registered Feb 6, 2020 (280 days) · Affiliated broker-dealer or bank to another · moved with a team
- Osaic Fs, Inc. to Questar Asset Management, Inc.left Nov 21, 2016, registered Feb 1, 2017 (72 days) · Other
- Greenbook Investment Management, Inc. to Osaic Fs, Inc.left Sep 30, 2009, registered Sep 30, 2009 (0 days) · Other
- Msi Financial Services, Inc. to Greenbook Investment Management, Inc.left Jul 6, 2007, registered Aug 6, 2007 (31 days) · Other
Signals
- Gerard John Vanderzanden left Tlg Advisors, Inc. for Halo Investment Services, Llc (registered 2024-09-26)Sep 27, 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
- Other adviserderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address