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
Gordon Christopher Haave
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
9 y
since Nov 1, 2016
In the industry
21 y
since May 6, 2005 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
12
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
- Financial & Tax Architects, LLC independent RIA currentsince Nov 1, 2016 · St. Louis, Mo
- Wilbanks Securities Advisory formerMar 2, 2009 to Nov 16, 2009 · Oklahoma City, Ok
- Gordon C Haave Associates, LLC unclassifiedJul 5, 2007 to Sep 23, 2008 · Oklahoma City, Ok
- Investrust Consulting, LLC independent RIAMay 9, 2005 to Oct 26, 2007 · Oklahoma City, Ok
Moves
a registration end followed by a registration begin elsewhere
- Wilbanks Securities Advisory to Financial & Tax Architects, LLCleft Nov 16, 2009, registered Nov 1, 2016 (2542 days) · Other
- Gordon C Haave Associates, LLC to Wilbanks Securities Advisoryleft Sep 23, 2008, registered Mar 2, 2009 (160 days) · Other
- Investrust Consulting, LLC to Gordon C Haave Associates, LLCleft Oct 26, 2007, registered Jul 5, 2007 (-113 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address