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

G••• R•••• E•••••••

L•• F•••••••• L••BD affiliatedSan Antonio, Txdual registrantIAPD 3132879

Feed of 09/14/2026

Also filed as G••• R•••• Vanuk

At current firm

3 y

since May 1, 2023

In the industry

28 y

since Sep 1, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

L•• F•••••••• L•• BD affiliated current
since May 1, 2023 · San Antonio, Tx
V•••••• C•••••• M••••••••• I••• asset manager
Jun 4, 2021 to May 3, 2023 · San Antonio, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Jan 8, 2018 to Jul 2, 2019 · San Antonio, Tx
U••• F•••••••• P••••••• S••••••• former
Oct 18, 2016 to Jan 8, 2018 · San Antonio, Tx
U••• I••••••••• S••••••• C•••••• no RAUM
Feb 25, 2004 to Oct 20, 2016 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

V•••••• C•••••• M••••••••• I••• to L•• F•••••••• L••
left May 3, 2023, registered May 1, 2023 (-2 days) · Other · moved with a team
U••• I••••••••• S••••••• C•••••• to V•••••• C•••••• M••••••••• I•••
left Jul 2, 2019, registered Jun 4, 2021 (703 days) · corporate re-registration, not a move
U••• F•••••••• P••••••• S••••••• to U••• I••••••••• S••••••• C••••••
left Jan 8, 2018, registered Jan 8, 2018 (0 days) · corporate re-registration, not a move
U••• I••••••••• S••••••• C•••••• to U••• F•••••••• P••••••• S•••••••
left Oct 20, 2016, registered Oct 18, 2016 (-2 days) · channel change inside one enterprise, not a move · moved with a team

Signals

G••• R•••• E••••••• left V•••••• C•••••• M••••••••• I••• for L•• F•••••••• L•• (registered 2023-05-01)
May 3, 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: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address