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

Jason Adam Orlosky

Gallagher Fiduciary Advisors, LLCinstitutionalEast Hartford, CtIA-onlyIAPD 4826197

Feed of 09/14/2026

Also filed as Jason Orlosky

At current firm

3 y

since Jul 11, 2023

In the industry

22 y

since Sep 13, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gallagher Fiduciary Advisors, LLC institutional current
since Jul 11, 2023 · East Hartford, Ct
F3logic, LLC former
Jan 4, 2023 to May 19, 2023 · Richmond, Va
Bridgeway Wealth Partners, LLC former
Sep 10, 2020 to Nov 30, 2022 · New York, Ny
Stifel, Nicolaus & Company, Incorporated national BD
May 23, 2017 to Oct 18, 2019 · New York, Ny
Barclays Capital Inc. former
Aug 17, 2010 to Dec 17, 2015 · New York, Ny
UBS Financial Services Inc. wirehouse
Sep 19, 2008 to Jul 16, 2010 · New York, Ny
Lehman Brothers Inc. unclassified
Mar 5, 2008 to Oct 2, 2008 · New York, Ny

Moves

a registration end followed by a registration begin elsewhere

F3logic, LLC to Gallagher Fiduciary Advisors, LLC
left May 19, 2023, registered Jul 11, 2023 (53 days) · Other · moved with a team
Bridgeway Wealth Partners, LLC to F3logic, LLC
left Nov 30, 2022, registered Jan 4, 2023 (35 days) · RIA to RIA
Stifel, Nicolaus & Company, Incorporated to Bridgeway Wealth Partners, LLC
left Oct 18, 2019, registered Sep 10, 2020 (328 days) · Other
Barclays Capital Inc. to Stifel, Nicolaus & Company, Incorporated
left Dec 17, 2015, registered May 23, 2017 (523 days) · corporate re-registration, not a move
UBS Financial Services Inc. to Barclays Capital Inc.
left Jul 16, 2010, registered Aug 17, 2010 (32 days) · Other
Lehman Brothers Inc. to UBS Financial Services Inc.
left Oct 2, 2008, registered Sep 19, 2008 (-13 days) · Other

Signals

Jason Adam Orlosky left F3Logic, Llc for Gallagher Fiduciary Advisors, Llc (registered 2023-07-11)
May 19, 2023 · Advisor changed firm · fact
Jason Adam Orlosky left Bridgeway Wealth Partners, Llc for F3Logic, Llc (registered 2023-01-04)
Nov 30, 2022 · 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: Institutional managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address