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 Gfo Advisory Services, LLC

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
Howard Mcmonagle FlemingGfo Advisory Services, LLC otherRed Tortoise independent RIAOtherDec 31, 2017May 13, 2019 (498 d)
Stephen Henry FreilichGfo Advisory Services, LLC otherTruist Advisory Services, Inc. no RAUMOtherDec 31, 2017Dec 1, 2016
Andrew RichmanGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Jan 19, 2017
Karen Worthen DixonGfo Advisory Services, LLC otherBb&T Securities, LLC BD affiliatedOtherDec 31, 2017Dec 9, 2019 (708 d)
Robert A WeissGfo Advisory Services, LLC otherJ.P. Morgan Private Wealth Advisors LLC BD affiliatedOtherDec 31, 2017Mar 2, 2021 (1157 d)
Michael John MonginGfo Advisory Services, LLC otherOneseven independent RIAOtherDec 31, 2017Apr 5, 2019 (460 d)
David Rhynehardt NeubertGfo Advisory Services, LLC otherRaymond James & Associates, Inc. national BDOtherDec 31, 2017May 8, 2019 (493 d)
Christopher Lee FackaGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Nov 1, 2017
Michael Eugene PearsonGfo Advisory Services, LLC otherTruist Advisory Services, Inc. no RAUMOtherDec 31, 2017Jun 28, 2016
Kent Charles MoegerleGfo Advisory Services, LLC otherBny Mellon Securities Corporation BD affiliatedOtherDec 31, 2017Sep 4, 2020 (978 d)
Marcus David TheriaultGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Mar 29, 2019 (453 d)
Thomas Mclemore CarrollGfo Advisory Services, LLC otherHomrich Berg independent RIAOtherDec 31, 2017Jan 16, 2020 (746 d)
Paul Donald BlatzGfo Advisory Services, LLC otherCertuity, LLC independent RIAOtherDec 31, 2017Aug 26, 2026 (3160 d)
Christopher Michael TrokeyGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Jan 29, 2018
Jeni Rachel CobbsGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Dec 21, 2017
William J.T. RepathGfo Advisory Services, LLC otherTruist Advisory Services, Inc. no RAUMOtherDec 31, 2017Dec 1, 2016
Jennifer Ann CobleighGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Apr 5, 2019 (460 d)
Scott Frederick GurrGfo Advisory Services, LLC otherCompound Family Offices, LLC no RAUMOtherDec 31, 2017Jan 15, 2019 (380 d)
Spencer Norton BoggessGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Jul 29, 2021 (1306 d)
James Peter BrennanGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Nov 4, 2021 (1404 d)
Stephen Paul DavenportGfo Advisory Services, LLC otherDecatur Capital Management, Inc. institutionalOtherDec 31, 2017Sep 16, 2020 (990 d)
Robert M ZimmermanGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Jul 27, 2021 (1304 d)
Kevin Scott CampbellGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Aug 26, 2019 (603 d)
Michael Willis KingGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Apr 24, 2019 (479 d)
Christopher Brian WalczakGfo Advisory Services, LLC otherWms Partners, LLC independent RIAOtherDec 31, 2017Mar 29, 2019 (453 d)
Todger Allen StrunkGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Jun 23, 2017
Jeffrey Joseph Henry DevineGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017May 17, 2019 (502 d)
Barry Bradford GloverGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Jun 13, 2019 (529 d)
Erik Charles PophamGfo Advisory Services, LLC otherCompound Family Offices, LLC no RAUMOtherDec 31, 2017Jan 15, 2019 (380 d)
Kristina B BrynGfo Advisory Services, LLC otherCompound Family Offices, LLC independent RIAOtherDec 31, 2017Jul 30, 2020 (942 d)
Evan Pender ByersGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Mar 12, 2018 (71 d)
Keith Nmn ChoGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Mar 6, 2019 (430 d)
Jan Nicole Ramirez VegaGfo Advisory Services, LLC otherAspiriant, LLC independent RIAOtherDec 31, 2017Jan 7, 2026 (2929 d)
Brian Christoper HarhaiGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Mar 18, 2019 (442 d)
Michael WuGfo Advisory Services, LLC otherTruist Advisory Services, Inc. BD affiliatedOtherDec 31, 2017Mar 7, 2019 (431 d)
Daniela Savova TruverGfo Advisory Services, LLC otherBallentine Partners independent RIAOtherDec 31, 2017Sep 24, 2018 (267 d)
John Richard MayfieldGfo Advisory Services, LLC otherTruist Advisory Services, Inc. otherOtherDec 31, 2017Feb 10, 2017
John Walter SandersGfo Advisory Services, LLC otherPortus Wealth Advisors, LLC independent RIAOtherDec 31, 2017Aug 26, 2021 (1334 d)
Chris Alan WaltersGfo Advisory Services, LLC otherClarity Capital Partners independent RIAOtherAug 8, 2017Jul 3, 2019 (694 d)
Anthony John ShilcoskiGfo Advisory Services, LLC otherStephens BD affiliatedOtherJul 24, 2017Dec 4, 2017 (133 d)
Christopher F. W. PerkinsGfo Advisory Services, LLC otherBiltmore Family Office, LLC independent RIAOtherJun 30, 2017Apr 28, 2021 (1398 d)
Jay Christopher CloudGfo Advisory Services, LLC otherMorgan Stanley wirehouseOtherJun 27, 2017Jun 29, 2017
Alan Kauffmann BondeGfo Advisory Services, LLC otherAdviceperiod, LLC otherOtherApr 20, 2017Aug 29, 2017 (131 d)
Puneet Singh SahiGfo Advisory Services, LLC otherPalo Capital, Inc. otherOtherJan 3, 2017Mar 3, 2017 (59 d)
Jonathan E. ShumateGfo Advisory Services, LLC otherGenspring Charleston, LLC unclassifiedOtherDec 12, 2016Jan 7, 2011
William Clark HageboeckGfo Advisory Services, LLC otherAbbrea Capital, LLC otherOtherJul 22, 2016Jul 25, 2016
Frank William SchornagleGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherMay 10, 2016May 31, 2016
John Riley FrazerGfo Advisory Services, LLC otherIra Group, Inc. institutionalOtherMay 6, 2016Apr 6, 2020 (1431 d)
Eduardo Antonio Villa OspinaGfo Advisory Services, LLC otherA&M Private Wealth Partners, LLC independent RIAOtherOct 7, 2015Jan 24, 2025 (3397 d)
William David OsherGfo Advisory Services, LLC otherAbbrea Capital, LLC no RAUMOtherJul 13, 2015Jul 13, 2015
Steven Edward CutcliffeGfo Advisory Services, LLC otherAbbrea Capital, LLC no RAUMOtherJul 13, 2015Jul 13, 2015
Michael Alexander SludGfo Advisory Services, LLC otherConvergent Wealth Advisors, LLC otherOtherJul 8, 2015Jul 9, 2015
Sheila Denise StinsonGfo Advisory Services, LLC otherConvergent Wealth Advisors, LLC otherOtherJul 8, 2015Jul 9, 2015
Michael Joseph MurgioGfo Advisory Services, LLC otherA&M Private Wealth Partners, LLC independent RIAOtherJul 3, 2015Apr 9, 2025 (3568 d)
Amy Lynn Lasris DavisGfo Advisory Services, LLC otherResource Consulting Group otherOtherJul 3, 2015Aug 19, 2015 (47 d)
Michael Scott BrockerGfo Advisory Services, LLC otherBip Wealth, LLC otherOtherJul 3, 2015Aug 5, 2015 (33 d)
William James FroelichGfo Advisory Services, LLC otherMra Associates otherOtherMay 29, 2015Jun 29, 2015 (31 d)
Christopher C ChandlerGfo Advisory Services, LLC otherBallentine Partners otherOtherApr 17, 2015Apr 27, 2015
Nicole Marie GokeyGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherApr 17, 2015Jun 22, 2015 (66 d)
Lawrence Adam HilzenrathGfo Advisory Services, LLC otherA&M Private Wealth Partners, LLC independent RIAOtherFeb 3, 2015Dec 26, 2024 (3614 d)
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130 moves match.