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
Gary Buchanan
Feed of 09/15/2026
At current firm
9 y
since Jun 21, 2017
In the industry
41 y
since Mar 25, 1985 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Msh Capital Advisors LLC independent RIA currentsince Jun 21, 2017 · Billings, Mt
- Prospera Financial Services, Inc. BD affiliatedMar 8, 2007 to Jun 20, 2017 · Billings, Mt
- Wells Fargo Advisors wirehouseSep 30, 2002 to Nov 1, 2006 · Billings, Mt
- Davidson Investment Advisors, Inc. independent RIAJun 27, 2002 to Sep 30, 2002 · Great Falls, Mt
- D.A. Davidson & Co. independent RIAFeb 14, 2000 to Sep 30, 2002 · Billings, Mt
Moves
a registration end followed by a registration begin elsewhere
- Prospera Financial Services, Inc. to Msh Capital Advisors LLCleft Jun 20, 2017, registered Jun 21, 2017 (1 days) · Other · moved with a team
- Wells Fargo Advisors to Prospera Financial Services, Inc.left Nov 1, 2006, registered Mar 8, 2007 (127 days) · Other
- Davidson Investment Advisors, Inc. to Wells Fargo Advisorsleft Sep 30, 2002, registered Sep 30, 2002 (0 days) · Other
- D.A. Davidson & Co. to Davidson Investment Advisors, Inc.left Sep 30, 2002, registered Jun 27, 2002 (-95 days) · Other
Signals
No dated event on this person.
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
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address