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

C••••••••• J•••• G•••••

O•••••••independent RIABeachwood, Oh IA-onlyIAPD 5738552

Feed of 09/15/2026

Also filed as Christopher Gatsch

At current firm

4 y

since Apr 18, 2022

In the industry

13 y

since Jan 12, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

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: Co-Founder, President & Chief Operating Officerreportedonesevenadvisor.comfirm site, Sep 15, 2026
Professional profile: linkedin.com/in/christopher-gatsch-36780a20reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile: onesevenadvisor.com/staff/chris-gatschreportedonesevenadvisor.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

O••••••• independent RIA current
since Apr 18, 2022 · Beachwood, Oh
J••• M••••• S••••••••• L•• wirehouse
Nov 13, 2019 to Apr 16, 2022 · Philadelphia, Pa
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Mar 7, 2016 to Oct 16, 2019 · Lawrenceville, Nj
A•••• C•••••• C•••• BD affiliated
Jul 17, 2014 to Dec 9, 2014 · New York, Ny
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jan 15, 2013 to Jul 15, 2014 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

J••• M••••• S••••••••• L•• to O•••••••
left Apr 16, 2022, registered Apr 18, 2022 (2 days) · Wirehouse to independent RIA
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to J••• M••••• S••••••••• L••
left Oct 16, 2019, registered Nov 13, 2019 (28 days) · Wirehouse to wirehouse · moved with a team
A•••• C•••••• C•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left Dec 9, 2014, registered Mar 7, 2016 (454 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A•••• C•••••• C••••
left Jul 15, 2014, registered Jul 17, 2014 (2 days) · Other

Signals

C••••••••• J•••• G••••• left J••• M••••• S••••••••• L•• for Oneseven (registered 2022-04-18)
Apr 16, 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address