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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N••••••• P••• G••••••

R•••••• F•••••••• P••••••• S•••••••• L••independent RIASarasota, FlIA-onlyIAPD 6399162

Certified Financial Planner

Feed of 09/14/2026

Also filed as Nicholas P Gyeszat

At current firm

1 y

since Jan 17, 2025

In the industry

12 y

since Apr 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

R•••••• F•••••••• P••••••• S•••••••• L•• independent RIA current
since Jan 17, 2025 · Sarasota, Fl
B•••• W•••••• L•• independent RIA
Dec 13, 2023 to Dec 31, 2024 · Atlanta, Ga
T•••••••• L•• former
Mar 9, 2018 to Dec 4, 2023 · Sarasota, Fl
G••••• F•••••••• P•••••• C••••••• I••• former
Feb 19, 2015 to Mar 8, 2018 · Sarasota, Fl

Moves

a registration end followed by a registration begin elsewhere

B•••• W•••••• L•• to R•••••• F•••••••• P••••••• S•••••••• L••
left Dec 31, 2024, registered Jan 17, 2025 (17 days) · RIA to RIA
T•••••••• L•• to B•••• W•••••• L••
left Dec 4, 2023, registered Dec 13, 2023 (9 days) · RIA to RIA · moved with a team
G••••• F•••••••• P•••••• C••••••• I••• to T•••••••• L••
left Mar 8, 2018, registered Mar 9, 2018 (1 days) · Other · moved with a team

Signals

N••••••• P••• G•••••• left B•••• W•••••• L•• for R•••••• F•••••••• P••••••• S•••••••• L•• (registered 2025-01-17)
Dec 31, 2024 · Advisor changed firm · fact
N••••••• P••• G•••••• left T•••••••• L•• for B•••• W•••••• L•• (registered 2023-12-13)
Dec 4, 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: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address