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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

A••••• J• G•••••••

S••••••••• I•••••••••independent RIAColumbus, Oh dual registrantIAPD 5111620

Feed of 09/14/2026

Also filed as Andy G•••••••

At current firm

2 y

since Apr 3, 2024

In the industry

20 y

since Jun 14, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: VP Investmentsreportedstirlingshire.comfirm site, Sep 15, 2026
Professional profile: stirlingshire.com/team/andrew-gersbachreportedstirlingshire.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

S••••••••• I••••••••• independent RIA current
since Apr 3, 2024 · Columbus, Oh
H•••••• T••••••• • K•••• L•• independent RIA
Oct 8, 2019 to Feb 1, 2024 · Columbus, Oh
O• I••••••••• M••••••••• C• BD affiliated
Jun 14, 2017 to Sep 11, 2019 · Dublin, Oh
C•••• I••••••••• S••••••• C•••• former
Feb 16, 2007 to May 13, 2011 · Columbus, Oh
A••••••••• F•••••••• S•••••••• L•• national BD
Jun 14, 2006 to Sep 15, 2006 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

H•••••• T••••••• • K•••• L•• to S••••••••• I•••••••••
left Feb 1, 2024, registered Apr 3, 2024 (62 days) · Affiliated broker-dealer or bank to independent RIA
O• I••••••••• M••••••••• C• to H•••••• T••••••• • K•••• L••
left Sep 11, 2019, registered Oct 8, 2019 (27 days) · Affiliated broker-dealer or bank to another
C•••• I••••••••• S••••••• C•••• to O• I••••••••• M••••••••• C•
left May 13, 2011, registered Jun 14, 2017 (2224 days) · Other
A••••••••• F•••••••• S•••••••• L•• to C•••• I••••••••• S••••••• C••••
left Sep 15, 2006, registered Feb 16, 2007 (154 days) · Other

Signals

A••••• J• G••••••• left H•••••• T••••••• • K•••• L•• for S••••••••• I••••••••• (registered 2024-04-03)
Feb 1, 2024 · 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: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address