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
Zachary Chapman Gerrells
Feed of 09/15/2026
At current firm
0 y
since May 26, 2026
In the industry
10 y
since Mar 1, 2016 (earliest exam, job or registration)
Prior registered firms
3
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Blackridge Asset Management, LLC independent RIA currentsince May 26, 2026 · Jupiter, Fl
- Dempsey Lord Smith, LLC formerJan 6, 2026 to Jan 21, 2026 · Rome, Ga
- Cambridge Investment Research Advisors, Inc. BD affiliatedNov 25, 2025 to Jan 27, 2026 · Dawsonville, Ga
- Dempsey Lord Smith, LLC formerFeb 27, 2023 to Dec 31, 2025 · Dawsonville, Ga
Moves
a registration end followed by a registration begin elsewhere
- Cambridge Investment Research Advisors, Inc. to Dempsey Lord Smith, LLCleft Jan 27, 2026, registered Jan 6, 2026 (-21 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Dempsey Lord Smith, LLC to Blackridge Asset Management, LLCleft Jan 21, 2026, registered May 26, 2026 (125 days) · RIA to RIA · moved with a team
- Dempsey Lord Smith, LLC to Cambridge Investment Research Advisors, Inc.left Dec 31, 2025, registered Nov 25, 2025 (-36 days) · corporate re-registration, not a move
Signals
- Zachary Chapman Gerrells left Cambridge Investment Research Advisors, Inc. for Dempsey Lord Smith, Llc (registered 2026-01-06)Jan 27, 2026 · Advisor changed firm · fact
- Zachary Chapman Gerrells left Dempsey Lord Smith, Llc for Blackridge Asset Management, Llc (registered 2026-05-26)Jan 21, 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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address