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
Gayle M Long
Feed of 09/14/2026
Also filed as Elizabeth Gayle Mcdaniel
At current firm
12 y
since Sep 17, 2014
In the industry
46 y
since Jun 6, 1980 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Osaic Wealth, Inc. BD affiliated currentsince Nov 3, 2023 · Wailuku, Hi
- Southland Equity Partners, LLC. independent RIA currentsince Sep 17, 2014 · Wailuku, Hi
- Fsc Securities Corporation formerAug 15, 2002 to Nov 3, 2023 · Kahului, Hi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 16, 1996 to Jul 2, 2002 · Kahului-Maui, Hi
Moves
a registration end followed by a registration begin elsewhere
- Fsc Securities Corporation to Southland Equity Partners, LLC.left Nov 3, 2023, registered Sep 17, 2014 (-3334 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Fsc Securities Corporationleft Jul 2, 2002, registered Aug 15, 2002 (44 days) · Other
Signals
- Gayle M Long left Fsc Securities Corporation for Southland Equity Partners, Llc. (registered 2014-09-17)Nov 3, 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
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address