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
Luke Patrick Nagell
Feed of 09/14/2026
Also filed as Luke Patrick Nagell
At current firm
0 y
since Aug 14, 2026
In the industry
15 y
since Dec 21, 2010 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Gallatin River Capital LLC no RAUM currentsince Aug 14, 2026 · Littleton, Co
- Jpl Wealth Management, LLC independent RIANov 27, 2023 to Sep 11, 2026 · Greenwood Village, Co
- United Capital Financial Advisors independent RIAOct 1, 2019 to Nov 9, 2023 · Denver, Co
- United Capital Financial Advisors independent RIAAug 23, 2018 to Jul 15, 2019 · Denver, Co
- Gallatin River Capital LLC unclassifiedOct 6, 2011 to Apr 20, 2018 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- Jpl Wealth Management, LLC to Gallatin River Capital LLCleft Sep 11, 2026, registered Aug 14, 2026 (-28 days) · RIA to a newly registered adviser
- United Capital Financial Advisors to Jpl Wealth Management, LLCleft Nov 9, 2023, registered Nov 27, 2023 (18 days) · RIA to a newly registered adviser · moved with a team
- Gallatin River Capital LLC to United Capital Financial Advisorsleft Apr 20, 2018, registered Aug 23, 2018 (125 days) · Other
Signals
- Luke Patrick Nagell left Jpl Wealth Management, Llc for Gallatin River Capital Llc (registered 2026-08-14)Sep 11, 2026 · Advisor changed firm · fact
- Luke Patrick Nagell left United Capital Financial Advisors for Jpl Wealth Management, Llc (registered 2023-11-27)Nov 9, 2023 · 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
- No RAUM reportedderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address