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

G••• T••••• O••••••

C••••• I••••••••• A••••••• L••BD affiliatedBoca Raton, Fl dual registrantIAPD 5623072

Feed of 09/15/2026

Also filed as Glen T Omanson

At current firm

1 y

since Aug 19, 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

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Aug 19, 2025 · Boynton Beach, Fl
A•••••• A••••••• S••••••• former
Oct 25, 2022 to Sep 5, 2025 · Delray Beach, Fl
B• R•••• W••••• A•••••••• I••• BD affiliated
Jan 29, 2019 to Sep 30, 2022 · Boca Raton, Fl
W•••• F•••• A••••••• wirehouse
Jun 30, 2014 to Feb 1, 2019 · Boynton Beach, Fl
J••• M••••• S••••••••• L•• wirehouse
Oct 1, 2012 to Jul 8, 2014 · Boynton Beach, Fl
C•••• I••••••••• S••••••• C•••• former
Sep 12, 2012 to Oct 1, 2012 · Delray Beach, Fl
B•••••• I••••••••• G•••• former
Jul 8, 2010 to Feb 25, 2011 · Overland Park, Ks
I••••••••• A••••••• I••••••••• I••• unclassified
Jan 7, 2009 to Mar 8, 2010 · Greenwood Village, Co

Moves

a registration end followed by a registration begin elsewhere

A•••••• A••••••• S••••••• to C••••• I••••••••• A••••••• L••
left Sep 5, 2025, registered Aug 19, 2025 (-17 days) · corporate re-registration, not a move
B• R•••• W••••• A•••••••• I••• to A•••••• A••••••• S•••••••
left Sep 30, 2022, registered Oct 25, 2022 (25 days) · Affiliated broker-dealer or bank to another · moved with a team
W•••• F•••• A••••••• to B• R•••• W••••• A•••••••• I•••
left Feb 1, 2019, registered Jan 29, 2019 (-3 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
J••• M••••• S••••••••• L•• to W•••• F•••• A•••••••
left Jul 8, 2014, registered Jun 30, 2014 (-8 days) · Wirehouse to wirehouse
C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••
left Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
B•••••• I••••••••• G•••• to C•••• I••••••••• S••••••• C••••
left Feb 25, 2011, registered Sep 12, 2012 (565 days) · Other
I••••••••• A••••••• I••••••••• I••• to B•••••• I••••••••• G••••
left Mar 8, 2010, registered Jul 8, 2010 (122 days) · Other

Signals

G••• T••••• O•••••• left B• R•••• W••••• A•••••••• I••• for A•••••• A••••••• S••••••• (registered 2022-10-25)
Sep 30, 2022 · 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