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

Richard Wayne Gibson

Tamalpais Asset Managementindependent RIALong Beach, Ca dual registrantIAPD 5352063

Feed of 09/15/2026

Also filed as Rich Gibson

At current firm

0 y

since Aug 6, 2026

In the industry

18 y

since Jan 19, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Tamalpais Asset Management independent RIA current
since Aug 6, 2026 · Long Beach, Ca
Global View Capital Management LLC independent RIA
Jan 2, 2014 to Aug 5, 2026 · Seal Beach, Ca
The Strategic Financial Alliance BD affiliated
Oct 30, 2012 to Dec 31, 2013 · Waukesha, Wi
Transamerica Financial Advisors, LLC BD affiliated
Jan 6, 2012 to Nov 2, 2012 · Chino Hills, Ca
Investment Advisors International, Inc. unclassified
May 2, 2008 to Jan 6, 2012 · Anaheim, Ca

Moves

a registration end followed by a registration begin elsewhere

Global View Capital Management LLC to Tamalpais Asset Management
left Aug 5, 2026, registered Aug 6, 2026 (1 days) · RIA to RIA · moved with a team
The Strategic Financial Alliance to Global View Capital Management LLC
left Dec 31, 2013, registered Jan 2, 2014 (2 days) · corporate re-registration, not a move
Transamerica Financial Advisors, LLC to The Strategic Financial Alliance
left Nov 2, 2012, registered Oct 30, 2012 (-3 days) · Other
Investment Advisors International, Inc. to Transamerica Financial Advisors, LLC
left Jan 6, 2012, registered Jan 6, 2012 (0 days) · corporate re-registration, not a move

Signals

Richard Wayne Gibson left Global View Capital Management Llc for Tamalpais Asset Management (registered 2026-08-06)
Aug 5, 2026 · 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: 18derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address