RIA Intelligence

Professional profile

linkedin.com/in/gavin-distasi-cdfa-ces-4116b517reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.

• T•••• • D•••••• W••••• M••••••••• L•• independent RIA current
  since Jan 23, 2017 · Berkeley, Ca
• L•• F•••••••• L•• BD affiliated
  Dec 18, 2009 to Mar 3, 2017 · Oakland, Ca
• A••••••••• F•••••••• S•••••••• L•• national BD
  Mar 10, 2004 to Dec 22, 2009 · San Ramon, Ca
• A••••••••• F•••••••• S•••••••• L•• national BD
  May 12, 2003 to Feb 26, 2004 · San Ramon , Ca

• L•• F•••••••• L•• to T•••• • D•••••• W••••• M••••••••• L••
  left Mar 3, 2017, registered Jan 23, 2017 (-39 days) · Other · moved with a team
• A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••
  left Dec 22, 2009, registered Dec 18, 2009 (-4 days) · Other

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

23derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address