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.
Brian Mark Gedonius
- Title
- CFP, Wealth Advisorreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
- Designations
- CFPreportedhighpointplanningpartners.comas printed on the bio page, Sep 16, 2026
- Professional profile
- highpointplanningpartners.com/the-hpp-difference/our-team/brian-m-gedoreportedhighpointplanningpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Highpoint Planning Partners independent RIA currentsince Dec 8, 2021 · Chicago, Il
- Highpoint Advisor Group, LLC formerDec 12, 2014 to Dec 31, 2021 · Chicago, Il
- Morgan Stanley wirehouseJun 1, 2009 to Dec 17, 2014 · Chicago, Il
- Citigroup Global Markets Inc. BD affiliatedJun 13, 2005 to Jun 1, 2009 · Chicago, Il
- Highpoint Advisor Group, LLC to Highpoint Planning Partnersleft Dec 31, 2021, registered Dec 8, 2021 (-23 days) · corporate re-registration, not a move
- Morgan Stanley to Highpoint Advisor Group, LLCleft Dec 17, 2014, registered Dec 12, 2014 (-5 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address