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
Gregory Daniel Van Wyk
Feed of 09/14/2026
Also filed as Gregory Daniel Van Wyk
At current firm
15 y
since May 24, 2011
In the industry
24 y
since Aug 29, 2002 (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
S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Daniel Investment Associates, LLC independent RIA currentsince May 24, 2011 · Santa Barbara, Ca
- Kobo Wealth Conservancy formerMar 20, 2015 to Mar 31, 2020 · Santa Barbara, Ca
- Fiduciary Investment Council, LLC formerNov 14, 2012 to Jun 1, 2015 · Santa Barbara, Ca
- Pacific Pointe Advisors LLC formerAug 20, 2009 to Mar 29, 2011 · Santa Barbara, Ca
- Manchester Capital Management LLC independent RIAJan 17, 2003 to Sep 24, 2009 · Montecito, Ca
- Manchester Capital Management LLC independent RIAOct 31, 2002 to Dec 31, 2002 · Montecito, Ca
Moves
a registration end followed by a registration begin elsewhere
- Kobo Wealth Conservancy to no registered destinationleft Mar 31, 2020 · Departure, no registered destination
- Fiduciary Investment Council, LLC to Kobo Wealth Conservancyleft Jun 1, 2015, registered Mar 20, 2015 (-73 days) · Other
- Pacific Pointe Advisors LLC to Daniel Investment Associates, LLCleft Mar 29, 2011, registered May 24, 2011 (56 days) · Other
- Manchester Capital Management LLC to Pacific Pointe Advisors LLCleft Sep 24, 2009, registered Aug 20, 2009 (-35 days) · Other
Signals
No dated event on this person.
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address