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.
- Title
- Partnerreportedwpwealth.comfirm site, Sep 15, 2026
- Professional profile
- wpwealth.com/meet-our-team/john-gesekreportedwpwealth.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.
- W••••••• L•• independent RIA currentsince Sep 9, 2026 · Fort Worth, Tx
- O•••••• C•••••• A•••••••• L•• independent RIAJan 15, 2014 to Sep 10, 2026 · C••••••, Tx
- C•••••• A••••••• S•••••••• L•• independent RIADec 13, 2012 to Aug 23, 2016 · C••••••, Tx
- O•••••• C•••••• A•••••••• L•• independent RIAAug 13, 2008 to Dec 31, 2013 · C••••••, Tx
- M••••• C•••••• M••••••••• formerMay 18, 2007 to Aug 12, 2008 · Flower Mound, Tx
- M••••••••• F•••••••• A••••••• S••••••• unclassifiedDec 11, 2003 to Dec 31, 2006
- M••••••••• F•••••••• A••••••• S••••••• unclassifiedOct 21, 2002 to Dec 31, 2002 · C••••••, Tx
- O•••••• C•••••• A•••••••• L•• to W••••••• L••left Sep 10, 2026, registered Sep 9, 2026 (-1 days) · RIA to RIA · moved with a team
- C•••••• A••••••• S•••••••• L•• to O•••••• C•••••• A•••••••• L••left Aug 23, 2016, registered Jan 15, 2014 (-951 days) · Other
- O•••••• C•••••• A•••••••• L•• to C•••••• A••••••• S•••••••• L••left Dec 31, 2013, registered Dec 13, 2012 (-383 days) · Other
- M••••• C•••••• M••••••••• to O•••••• C•••••• A•••••••• L••left Aug 12, 2008, registered Aug 13, 2008 (1 days) · Other
- M••••••••• F•••••••• A••••••• S••••••• to M••••• C•••••• M•••••••••left Dec 31, 2006, registered May 18, 2007 (138 days) · Other
- J••• C•••••••• G•••• left O•••••• C•••••• A•••••••• L•• for W••••••• L•• (registered 2026-09-09)Sep 10, 2026 · Advisor changed firm · fact
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address