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
Scott Gordon Gatherum
Feed of 09/14/2026
At current firm
5 y
since Mar 2, 2021
In the industry
15 y
since Oct 1, 2010 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Mar 2, 2021 · Corvallis, Or
- Security First Advisors Corvallis, Inc. unclassifiedMay 15, 2015 to Feb 22, 2021 · Corvallis, Or
- Geneos Wealth Management, Inc. BD affiliatedJan 7, 2011 to Mar 1, 2021 · Corvallis, Or
Moves
a registration end followed by a registration begin elsewhere
- Geneos Wealth Management, Inc. to Security First Advisors Corvallis, Inc.left Mar 1, 2021, registered May 15, 2015 (-2117 days) · Other
- Security First Advisors Corvallis, Inc. to Raymond James Financial Services Advisors, Incleft Feb 22, 2021, registered Mar 2, 2021 (8 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address