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
Gerald William King
Feed of 09/15/2026
At current firm
1 y
since Apr 17, 2025
In the industry
26 y
since Jan 19, 2000 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pure Financial Advisors, LLC independent RIA currentsince Apr 17, 2025 · San Diego, Ca
- Fairhaven Wealth Management, LLC formerMar 30, 2015 to Jul 7, 2025 · Wheaton, Il
- Vestor Capital, LLC independent RIANov 13, 2012 to Feb 27, 2015 · Chicago, Il
- Vestor Capital Partners, LLC formerJan 30, 2012 to Oct 30, 2012 · Chicago, Il
- Goldman Sachs Wealth Services, L.P. BD affiliatedOct 17, 2000 to Feb 6, 2012 · Lake Forest, Il
Moves
a registration end followed by a registration begin elsewhere
- Fairhaven Wealth Management, LLC to Pure Financial Advisors, LLCleft Jul 7, 2025, registered Apr 17, 2025 (-81 days) · RIA to RIA · moved with a team
- Vestor Capital, LLC to Fairhaven Wealth Management, LLCleft Feb 27, 2015, registered Mar 30, 2015 (31 days) · Other
- Vestor Capital Partners, LLC to Vestor Capital, LLCleft Oct 30, 2012, registered Nov 13, 2012 (14 days) · channel change inside one enterprise, not a move
- Goldman Sachs Wealth Services, L.P. to Vestor Capital Partners, LLCleft Feb 6, 2012, registered Jan 30, 2012 (-7 days) · Other
Signals
- Gerald William King left Fairhaven Wealth Management, Llc for Pure Financial Advisors, Llc (registered 2025-04-17)Jul 7, 2025 · 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address