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.

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Registered advisor

B•••• G••••••

O•••• A••••••• S•••••••• L••BD affiliatedAtlanta, Ga IA-onlyIAPD 4995384

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Blake Christopher Gaulden

At current firm

1 y

since Sep 11, 2025

In the industry

17 y

since Dec 1, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

O•••• A••••••• S•••••••• L•• BD affiliated current
since Sep 11, 2025 · Atlanta, Ga
L•• F•••••••• L•• BD affiliated
Aug 14, 2024 to May 15, 2025 · Durham, Nc
O•••• F•• I••• former
Jul 19, 2021 to Aug 19, 2024 · Lutherville, Md
A•••• P•••• A••••••• former
Nov 20, 2020 to Jul 16, 2021 · Durham, Nc
A••••••••• F•••••••• S•••••••• L•• national BD
Oct 8, 2010 to Nov 24, 2020 · Chapel Hill, Nc

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to O•••• A••••••• S•••••••• L••
left May 15, 2025, registered Sep 11, 2025 (119 days) · Affiliated broker-dealer or bank to another
O•••• F•• I••• to L•• F•••••••• L••
left Aug 19, 2024, registered Aug 14, 2024 (-5 days) · corporate re-registration, not a move
A•••• P•••• A••••••• to O•••• F•• I•••
left Jul 16, 2021, registered Jul 19, 2021 (3 days) · Affiliated broker-dealer or bank to another
A••••••••• F•••••••• S•••••••• L•• to A•••• P•••• A•••••••
left Nov 24, 2020, registered Nov 20, 2020 (-4 days) · Affiliated broker-dealer or bank to another · moved with a team

Signals

B•••• G•••••• left L•• F•••••••• L•• for O•••• A••••••• S•••••••• L•• (registered 2025-09-11)
May 15, 2025 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address