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.
Advisor moves
Departures from Godsey & Gibb Wealth Management
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexis Houlihan | Godsey & Gibb Wealth Management independent RIA | Creative Planning independent RIA | RIA to RIA | Sep 15, 2025 | Sep 22, 2025 |
| Marray Bailey | Godsey & Gibb Wealth Management independent RIA | Fisher Investments independent RIA | RIA to RIA | Oct 28, 2024 | Nov 19, 2024 |
| Ashleigh N. Lemaster | Godsey & Gibb Wealth Management other | Millennium Advisory Services, Inc. independent RIA | Other | Mar 22, 2018 | Mar 5, 2019 (348 d) |
| Michael Eligio Kelly | Godsey & Gibb Wealth Management other | Pivotal Planning Group, LLC other | Other | Jul 21, 2017 | Aug 3, 2017 |
| Daniel Fralin Powell | Godsey & Gibb Wealth Management other | Heritage Wealth Advisors other | Other | Jan 24, 2014 | Feb 5, 2014 |
| William Ernest Sizemore | Godsey & Gibb Wealth Management other | Investment Management Of Virginia, LLC other | Other | Jan 11, 2007 | Feb 12, 2007 (32 d) |
| James Mason Hundley | Godsey & Gibb Wealth Management other | Raymond James & Associates, Inc. national BD | Other | Jul 20, 2006 | Nov 20, 2007 (488 d) |
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7 moves match.