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
Gordon Spencer Campbell
Feed of 09/15/2026
Also filed as Gordon Spencer Campbell
At current firm
6 y
since Nov 22, 2019
In the industry
11 y
since Dec 5, 2014 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
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
- Crown Haven Wealth Management state registered currentsince Oct 1, 2020 · Carmel, In
- Aegis Wealth Management, Inc. independent RIA currentsince Nov 22, 2019 · Guthrie Center, Ia
- Lifemark Securities Corp. BD affiliatedMar 27, 2018 to Dec 2, 2019 · Carmel, In
- Blue Duck Wealth Management formerFeb 6, 2017 to Mar 26, 2018 · Carmel, In
- Columbia Advisory Partners, LLC independent RIAApr 27, 2016 to Feb 15, 2017 · Spokane, Wa
- Northwestern Mutual Investment Services,LLC no RAUMMay 26, 2015 to May 4, 2016 · Indianapolis, In
Moves
a registration end followed by a registration begin elsewhere
- Lifemark Securities Corp. to Aegis Wealth Management, Inc.left Dec 2, 2019, registered Nov 22, 2019 (-10 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Blue Duck Wealth Management to Lifemark Securities Corp.left Mar 26, 2018, registered Mar 27, 2018 (1 days) · Other
- Columbia Advisory Partners, LLC to Blue Duck Wealth Managementleft Feb 15, 2017, registered Feb 6, 2017 (-9 days) · Other
- Northwestern Mutual Investment Services,LLC to Columbia Advisory Partners, LLCleft May 4, 2016, registered Apr 27, 2016 (-7 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address