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

G••• G•••••••••

J••• M••••• S••••••••• L••wirehouseSalt Lake City, Utdual registrantIAPD 6653346

Feed of 09/14/2026

Also filed as Garv M Gianchetta

At current firm

1 y

since Feb 15, 2025

In the industry

10 y

since Jun 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

J••• M••••• S••••••••• L•• wirehouse current
since Feb 15, 2025 · Salt Lake City, Ut
T• A••••••••• I••••••••• M••••••••• L•• former
Feb 14, 2023 to Sep 7, 2023 · Cottonwood Heights, Ut
C•••••• S••••• • C••• I••• national BD
Jul 10, 2019 to Feb 24, 2025 · Colorado Springs, Co
M••••• S•••••• wirehouse
Oct 31, 2016 to Jun 5, 2017 · Boston, Ma

Moves

a registration end followed by a registration begin elsewhere

C•••••• S••••• • C••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Feb 24, 2025, registered Feb 14, 2023 (-741 days) · Affiliated broker-dealer or bank to independent RIA
T• A••••••••• I••••••••• M••••••••• L•• to J••• M••••• S••••••••• L••
left Sep 7, 2023, registered Feb 15, 2025 (527 days) · RIA to wirehouse
M••••• S•••••• to C•••••• S••••• • C••• I•••
left Jun 5, 2017, registered Jul 10, 2019 (765 days) · Wirehouse to affiliated broker-dealer or bank

Signals

G••• G••••••••• left C•••••• S••••• • C••• I••• for T• A••••••••• I••••••••• M••••••••• L•• (registered 2023-02-14)
Feb 24, 2025 · Advisor changed firm · fact
G••• G••••••••• left T• A••••••••• I••••••••• M••••••••• L•• for J••• M••••• S••••••••• L•• (registered 2025-02-15)
Sep 7, 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: Wirehousederived
Years in industry: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address