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 Gamble Jones Investment Counsel

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.

AdvisorFromToTypeLeftRegistered
Alison Jones GambleGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Thomas Sheldon JonesGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Scott Russell PhillipsGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 1, 2023
Charles Coulbourn HackermanGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 3, 2023
Thomas Francis JonesGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Aram Joseph SchottsGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Justine E. MunozGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Peter Lawrence ViehlGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
James Michael ErskineGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 7, 2024 (175 d)
Bridget Lizabeth GoodbodyGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
James Anthony SpinaGamble Jones Investment Counsel otherOsaic Wealth, Inc. BD affiliatedOtherDec 21, 2013Jan 19, 2024 (3681 d)
Hampton Collier AdamsGamble Jones Investment Counsel otherSeia otherOtherJul 16, 2012Jul 16, 2012
Christopher Evans MorphyGamble Jones Investment Counsel otherPoplar Forest Capital LLC otherOtherOct 16, 2007Feb 19, 2016 (3048 d)
Gary Alan PulfordGamble Jones Investment Counsel otherPrivate Asset Management Inc otherOtherNov 15, 2005Nov 16, 2005
Gregg Desmond HackethalGamble Jones Investment Counsel otherGregg Hackethal, Investment Counsel otherOtherJun 30, 2005May 4, 2012 (2500 d)
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15 moves match.