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
John Charles Geilfuss
Certified Financial Planner
Feed of 09/14/2026
At current firm
3 y
since May 9, 2023
In the industry
14 y
since Apr 1, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Mariner BD affiliated currentsince May 9, 2023 · Mt. Pleasant, Sc
- Edelman Financial Engines independent RIANov 1, 2018 to May 30, 2023 · Boca Raton, Fl
- Edelman Financial Services, LLC formerJul 19, 2018 to Nov 1, 2018 · Ellicott City, Md
- T. Rowe Price Advisory Services, Inc. BD affiliatedAug 28, 2014 to Jul 16, 2018 · Owings Mills, Md
Moves
a registration end followed by a registration begin elsewhere
- Edelman Financial Engines to Marinerleft May 30, 2023, registered May 9, 2023 (-21 days) · RIA to affiliated broker-dealer or bank
- Edelman Financial Services, LLC to Edelman Financial Enginesleft Nov 1, 2018, registered Nov 1, 2018 (0 days) · corporate re-registration, not a move
- T. Rowe Price Advisory Services, Inc. to Edelman Financial Services, LLCleft Jul 16, 2018, registered Jul 19, 2018 (3 days) · RIA to affiliated broker-dealer or bank
Signals
- John Charles Geilfuss left Edelman Financial Engines for Mariner (registered 2023-05-09)May 30, 2023 · 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