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.
Feed of 09/14/2026
At current firm
0 y
since Jan 9, 2026
In the industry
18 y
since Nov 1, 2007 (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
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gile Agnew, LLC state registered currentsince Jan 9, 2026 · Columbus, Wi
- LPL Financial LLC BD affiliatedMar 8, 2019 to Aug 28, 2026 · Columbus, Wi
- Edward Jones national BDAug 17, 2018 to Feb 15, 2019 · Columbus, Wi
Moves
a registration end followed by a registration begin elsewhere
- LPL Financial LLC to Gile Agnew, LLCleft Aug 28, 2026, registered Jan 9, 2026 (-231 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Edward Jones to LPL Financial LLCleft Feb 15, 2019, registered Mar 8, 2019 (21 days) · Affiliated broker-dealer or bank to independent RIA
Signals
- Andrew Ogden Gile left Lpl Financial Llc for Gile Agnew, Llc (registered 2026-01-09)Aug 28, 2026 · 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
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address