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 Gfp Private Wealth

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
Kenneth Ross BrodkowitzGfp Private Wealth independent RIABull Harbor Capital LLC. independent RIARIA to RIAApr 29, 2026Jul 17, 2024
Robert Joseph HermanGfp Private Wealth independent RIABull Harbor Capital LLC. independent RIARIA to RIAApr 29, 2026Jul 18, 2024
Sarah Louise GriesGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAMar 24, 2026Mar 26, 2026
Brent Roger HorvathGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 13, 2026Feb 12, 2026
William George CasterGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Dennis Chapman DelphenichGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Brian Joseph DurkinGfp Private Wealth independent RIALogix Investments LLC mixed wealthRIA to RIAFeb 6, 2026Jul 29, 2024
Steven Bennett GoodeGfp Private Wealth independent RIALogix Investments LLC mixed wealthRIA to RIAFeb 6, 2026Jul 18, 2024
Glenn J AronsGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 2, 2026
Robert Joseph SamrahGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 2, 2026
Kristian Daniel JaroszGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Edward Joseph BellGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Michael Norman ManlyGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Carina Shipotofsky DiamondGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 5, 2026
Daniel Vincent BeringerGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 2, 2026
Andrej DrazeticGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Jacob T CookeGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Jennifer Weixiao CondonGfp Private Wealth independent RIAArax Advisory Partners independent RIARIA to RIAFeb 6, 2026Feb 3, 2026
Jacob Robert WaldenmeyerGfp Private Wealth independent RIACreative Planning independent RIARIA to RIAJun 30, 2025Jul 2, 2025
Lauren Rich FineGfp Private Wealth independent RIABeatrice Advisors LP independent RIARIA to RIAJan 31, 2025Mar 11, 2025 (39 d)
Angelo Jerome LeslieGfp Private Wealth independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 22, 2024Jan 27, 2025 (66 d)
John Caldwell GuildsGfp Private Wealth independent RIAEmerson Equity LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 6, 2024Nov 20, 2023
Jared Anthony GruszczynskiGfp Private Wealth independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 10, 2024Jan 11, 2024
Vick KhoboyanGfp Private Wealth independent RIAF/M Investments LLC otherOtherOct 17, 2023May 22, 2023
Alan Marshall EichnerGfp Private Wealth otherEichner Investment Planning, LLC independent RIAOtherFeb 24, 2011Jan 27, 2011
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25 moves match.