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
Margaret Jane Gore
Feed of 09/14/2026
Also filed as Margaret Jane Field
At current firm
7 y
since Feb 1, 2019
In the industry
14 y
since Jan 26, 2012 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Glen Eagle Advisors, LLC independent RIA currentsince Feb 1, 2019 · Kingston, Nj
- Summit Financial, LLC BD affiliatedDec 26, 2018 to Feb 1, 2019 · Parsippany, Nj
- Summit Financial Resources Inc formerMar 29, 2016 to Sep 20, 2018 · Parsippany, Nj
- Summit Equities Inc formerMar 28, 2016 to Dec 27, 2018 · Parsippany, Nj
- Insight Private Advisors, LLC formerJan 21, 2015 to May 2, 2016 · Flemington, Nj
- LPL Financial LLC BD affiliatedAug 2, 2013 to Oct 28, 2015 · Bridgewater, Nj
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 27, 2012 to May 23, 2013 · Princeton, Nj
Moves
a registration end followed by a registration begin elsewhere
- Summit Financial, LLC to Glen Eagle Advisors, LLCleft Feb 1, 2019, registered Feb 1, 2019 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Summit Equities Inc to Summit Financial Resources Incleft Dec 27, 2018, registered Mar 29, 2016 (-1003 days) · corporate re-registration, not a move
- Summit Financial Resources Inc to Summit Financial, LLCleft Sep 20, 2018, registered Dec 26, 2018 (97 days) · corporate re-registration, not a move
- Insight Private Advisors, LLC to Summit Equities Incleft May 2, 2016, registered Mar 28, 2016 (-35 days) · Other
- LPL Financial LLC to Insight Private Advisors, LLCleft Oct 28, 2015, registered Jan 21, 2015 (-280 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft May 23, 2013, registered Aug 2, 2013 (71 days) · Other
Signals
No dated event on this person.
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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address