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
Ryan Michael Gorman
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
2 y
since Jun 4, 2024
In the industry
14 y
since Jul 1, 2012 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- West Michigan Advisors independent RIA currentsince Jun 4, 2024 · Holland, Mi
- Independent Financial Partners BD affiliatedMar 17, 2014 to May 16, 2024 · Manistee, Mi
- LPL Financial LLC BD affiliatedOct 30, 2012 to May 23, 2019 · Manistee, Mi
Moves
a registration end followed by a registration begin elsewhere
- Independent Financial Partners to West Michigan Advisorsleft May 16, 2024, registered Jun 4, 2024 (19 days) · Affiliated broker-dealer or bank to independent RIA
- LPL Financial LLC to Independent Financial Partnersleft May 23, 2019, registered Mar 17, 2014 (-1893 days) · Other
Signals
- Ryan Michael Gorman, registered through West Michigan Advisors (Holland, MI), is a direct owner of Tamarisk Capital Management, an adviser first registered 2025-12-02; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filingDec 2, 2025 · Owner of a newly registered adviser · fact
- Ryan Michael Gorman left Independent Financial Partners for West Michigan Advisors (registered 2024-06-04)May 16, 2024 · 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
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address