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
David Reed HudsonGfo Advisory Services, LLC otherAbbrea Capital, LLC no RAUMOtherJan 7, 2015Jul 13, 2015 (187 d)
Kellie M. HallGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherJan 7, 2015Jun 22, 2015 (166 d)
Kyle Allen SchmidtGfo Advisory Services, LLC otherSuntrust Investment Services, Inc. otherOtherJan 7, 2015Jul 24, 2015 (198 d)
David Ioram BokmanGfo Advisory Services, LLC otherMorgan Stanley wirehouseOtherJan 6, 2015May 18, 2015 (132 d)
Michael Abraham WoocherGfo Advisory Services, LLC otherAlliancebernstein L.P. otherOtherJan 6, 2015Aug 14, 2015 (220 d)
Thomas Andrew MartinGfo Advisory Services, LLC otherGlobalt Investments otherOtherAug 18, 2014Aug 19, 2014
Thomas Mclemore CarrollGfo Advisory Services, LLC otherWe Family Offices otherOtherAug 15, 2014Feb 8, 2013
Stewart DarrellGfo Advisory Services, LLC otherDelphi Private Advisors otherOtherJul 31, 2014Aug 5, 2014
Gabriel Francisco FreundGfo Advisory Services, LLC otherDeltec Wealth Management, LLC unclassifiedOtherJul 10, 2014May 2, 2013
Thomas Wade HillGfo Advisory Services, LLC otherSignaturefd, LLC otherOtherJul 10, 2014Jun 13, 2017 (1069 d)
Brent Thomas FykesGfo Advisory Services, LLC otherBrent Fykes unclassifiedOtherJun 3, 2014Jan 10, 2005
Stephen Herman BerardiGfo Advisory Services, LLC otherPagnatokarp Partners, LLC otherOtherMay 8, 2014Jul 10, 2017 (1159 d)
John T. RubinGfo Advisory Services, LLC otherJ.P. Morgan Securities LLC wirehouseOtherMay 8, 2014Jul 17, 2023 (3357 d)
Richard Keith SaulsGfo Advisory Services, LLC otherJ.P. Morgan Securities LLC wirehouseOtherMar 12, 2014Mar 12, 2014
Thierry Jean Dominique BrunelGfo Advisory Services, LLC otherMatter Family Office independent RIAOtherNov 12, 2013Jun 13, 2019 (2039 d)
Eric Dean RidenourGfo Advisory Services, LLC otherGenspring Charleston, LLC unclassifiedOtherJul 9, 2013Jan 26, 2011
Wyman Thomas ByrdGfo Advisory Services, LLC otherColony Family Offices, LLC no RAUMOtherJul 9, 2013Jun 5, 2013
Ryan David ShippyGfo Advisory Services, LLC otherMorgan Stanley wirehouseOtherMay 17, 2013Oct 22, 2013 (158 d)
Evan Daniel JudgeGfo Advisory Services, LLC otherMra Associates otherOtherFeb 27, 2013Feb 28, 2013
Peter Lewis FaustGfo Advisory Services, LLC otherLinscomb Wealth, Inc. otherOtherFeb 26, 2013May 12, 2014 (440 d)
Matthew Gene WalkerGfo Advisory Services, LLC otherMra Associates otherOtherFeb 26, 2013Feb 28, 2013
John Thomas ElmesGfo Advisory Services, LLC otherConvergent Wealth Advisors, LLC otherOtherJan 18, 2013Jun 26, 2015 (889 d)
Cesar Augusto PachonGfo Advisory Services, LLC otherTiedemann Advisors, LLC independent RIAOtherJan 18, 2013Sep 4, 2026 (4977 d)
Santiago UlloaGfo Advisory Services, LLC otherWe Family Offices independent RIAOtherJan 18, 2013Nov 26, 2025 (4695 d)
John J MorrisGfo Advisory Services, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 18, 2013May 27, 2021 (3051 d)
Sven HuberGfo Advisory Services, LLC otherWe Family Offices independent RIAOtherJan 18, 2013Dec 2, 2025 (4701 d)
Julie Louise NeitzelGfo Advisory Services, LLC otherWe Family Offices otherOtherJan 17, 2013Sep 26, 2011
Pablo Jose CeballosGfo Advisory Services, LLC otherWe Family Offices otherOtherJan 15, 2013Mar 16, 2011
John Salvatore TassoneGfo Advisory Services, LLC otherDeltec Wealth Management, LLC unclassifiedOtherNov 9, 2012Jan 18, 2013 (70 d)
James Walter AllenGfo Advisory Services, LLC otherUBS Financial Services Inc. wirehouseOtherOct 10, 2012Nov 20, 2012 (41 d)
Matthew Weber PohlmanGfo Advisory Services, LLC otherEast Franklin Capital, LLC unclassifiedOtherOct 10, 2012Oct 15, 2012
Joseph Brett RichardsGfo Advisory Services, LLC otherTruewealth Management otherOtherOct 10, 2012Nov 6, 2012
Christopher Henry Amherst CecilGfo Advisory Services, LLC otherGenspring Charleston, LLC unclassifiedOtherSep 10, 2012Jan 12, 2010
Tamara Lynn WithamGfo Advisory Services, LLC otherGreenlife Advisors, LLC state registeredOtherSep 10, 2012Feb 3, 2021 (3068 d)
Susan B KubarGfo Advisory Services, LLC otherFifth Third Wealth Advisors LLC bank affiliatedOtherMay 14, 2012Feb 14, 2024 (4293 d)
James Sean McgettiganGfo Advisory Services, LLC otherMra Associates otherOtherDec 23, 2011Feb 29, 2012 (68 d)
Eric Skyler EnsignGfo Advisory Services, LLC otherMra Associates otherOtherDec 23, 2011Feb 29, 2012 (68 d)
Mason Gabriel LongstrethGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 12, 2011Jan 12, 2012 (31 d)
David Allen BloomGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 12, 2011Jan 12, 2012 (31 d)
Kim Kyung Nan LlumiquingaGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 5, 2011Jan 12, 2012 (38 d)
Connor Charles HumphreyGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherDec 5, 2011Jan 12, 2012 (38 d)
Charles Robert CarrollGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 30, 2011Jan 20, 2012 (51 d)
Damon Todd MillerGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 30, 2011Jan 12, 2012 (43 d)
Erin Beth ItkoeGfo Advisory Services, LLC otherVersant Capital Management, Inc. otherOtherNov 30, 2011Jan 26, 2012 (57 d)
Jacqueline Fischl WeflenGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Brittany Leigh GenzaleGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Geoffrey Cong Khanh TranGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 23, 2011Jan 12, 2012 (50 d)
Scott Michael HornGfo Advisory Services, LLC otherTfo Family Office Partners no RAUMOtherNov 10, 2011Jan 20, 2012 (71 d)
Christina Sellers BurroughsGfo Advisory Services, LLC otherMra Associates otherOtherOct 24, 2011Nov 23, 2011
Puneet Singh SahiGfo Advisory Services, LLC otherHcm Wealth otherOtherJul 26, 2011Dec 6, 2013 (864 d)
Rutherford Calvin BrysonGfo Advisory Services, LLC otherGenspring Charleston, LLC unclassifiedOtherApr 15, 2011Dec 21, 2010
Phoebe Jones VenableGfo Advisory Services, LLC otherCapwealth Insights, LLC no RAUMOtherApr 15, 2011Nov 21, 2013 (951 d)
Michael Abraham WoocherGfo Advisory Services, LLC otherSuntrust Investment Services, Inc. otherOtherMar 16, 2011Aug 1, 2011 (138 d)
Mark David FeldmanGfo Advisory Services, LLC otherMra Associates otherOtherJan 6, 2011Feb 29, 2012 (419 d)
Timothy Joel UlfigGfo Advisory Services, LLC otherCherry Creek Family Offices otherOtherNov 15, 2010May 5, 2011 (171 d)
Eric Gray KnaussGfo Advisory Services, LLC otherDeltec Wealth Management, LLC unclassifiedOtherJul 21, 2010Jan 18, 2013 (912 d)
Elizabeth Mollie ShabakerGfo Advisory Services, LLC otherVersant Capital Management, Inc. otherOtherJul 9, 2010Aug 19, 2010 (41 d)
Mark Hermann RenzGfo Advisory Services, LLC otherCitigroup Global Markets Inc. otherOtherJul 2, 2010Jul 30, 2010
Joshua Brett RosenbergGfo Advisory Services, LLC otherAlliancebernstein L.P. otherOtherMay 18, 2010Dec 4, 2017 (2757 d)
Royce Creighton RameyGfo Advisory Services, LLC otherTolleson Private Wealth Management otherOtherMay 14, 2010Sep 19, 2011 (493 d)
Page 2 of 3PreviousNext
130 moves match.