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

Joshua Steven Gelber

Truist Advisory Services, Inc.BD affiliatedNew York, Nydual registrantIAPD 5794600

Certified Financial Planner

Feed of 09/14/2026

Also filed as Josh Gelber

At current firm

1 y

since Jun 30, 2025

In the industry

14 y

since Feb 13, 2012 (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

Registration history

IAPD current and previous registrations

Truist Advisory Services, Inc. BD affiliated current
since Jun 30, 2025 · New York, Ny
RBC Securities, Inc. BD affiliated
Feb 21, 2019 to Jul 11, 2025 · New York, Ny
Pnc Wealth Management BD affiliated
Nov 25, 2013 to Feb 21, 2019 · Leonia, Nj
RBC Capital Markets, LLC national BD
Aug 27, 2012 to Nov 29, 2013 · Mount Laurel, Nj
Wells Fargo Advisors wirehouse
Feb 14, 2012 to Aug 28, 2012 · Voorhees, Nj

Moves

a registration end followed by a registration begin elsewhere

RBC Securities, Inc. to Truist Advisory Services, Inc.
left Jul 11, 2025, registered Jun 30, 2025 (-11 days) · RIA to affiliated broker-dealer or bank
Pnc Wealth Management to RBC Securities, Inc.
left Feb 21, 2019, registered Feb 21, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA
RBC Capital Markets, LLC to Pnc Wealth Management
left Nov 29, 2013, registered Nov 25, 2013 (-4 days) · Other
Wells Fargo Advisors to RBC Capital Markets, LLC
left Aug 28, 2012, registered Aug 27, 2012 (-1 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Joshua Steven Gelber left Rbc Securities, Inc. for Truist Advisory Services, Inc. (registered 2025-06-30)
Jul 11, 2025 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address