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 Gold Coast Securities, Inc.

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 Michael WolfsonGold Coast Securities, Inc. otherTcfg Investment Advisors, LLC independent RIAOtherDec 31, 2025Feb 11, 2026 (42 d)
Esther E KohGold Coast Securities, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherDec 31, 2025Jan 29, 2026
Susan Eunjoo MinGold Coast Securities, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherDec 31, 2025Jan 29, 2026
Michael J GoodmanGold Coast Securities, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherDec 31, 2025Jan 5, 2026
Marilyn Evans JohnsonGold Coast Securities, Inc. otherTlg Advisors, Inc. BD affiliatedOtherDec 31, 2025Feb 11, 2026 (42 d)
Itziar RamosGold Coast Securities, Inc. otherBlackridge Asset Management, LLC BD affiliatedOtherDec 31, 2025Jun 3, 2024
Oleg KatrikhGold Coast Securities, Inc. otherBlackridge Asset Management, LLC BD affiliatedOtherMay 31, 2024Jun 3, 2024
Patrick Steven SelwayGold Coast Securities, Inc. otherBlackridge Asset Management, LLC BD affiliatedOtherMay 31, 2024Jun 3, 2024
Lisabeth Morgan SchillerGold Coast Securities, Inc. otherBlackridge Asset Management, LLC BD affiliatedOtherMay 31, 2024Jan 1, 2025 (215 d)
Thomas Krause MorelandGold Coast Securities, Inc. otherSherwood Oak Knoll, LLC state registeredOtherOct 26, 2020Jan 2, 2026 (1894 d)
John Thomas BowersGold Coast Securities, Inc. otherLPL Financial LLC independent RIAOtherJun 15, 2018Jun 20, 2018
Christian Fernando CarreonGold Coast Securities, Inc. otherNpb Financial Group, LLC otherOtherSep 27, 2017Oct 17, 2017
Laurence Ian KoeppelGold Coast Securities, Inc. otherDigital Wealth, LLC state registeredOtherDec 2, 2016Nov 16, 2016
David Dinchung LoGold Coast Securities, Inc. otherBrookstone Capital Management LLC otherOtherDec 31, 2015Jan 17, 2018 (748 d)
John Jungki KohGold Coast Securities, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 30, 2015Jul 21, 2015
Amber Kaleilehua CarterGold Coast Securities, Inc. otherSpc otherOtherDec 2, 2014Jan 6, 2015 (35 d)
Christian I ChoiGold Coast Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 14, 2012Jan 10, 2013
Wan Shiu MccormickGold Coast Securities, Inc. otherVeritat Advisors unclassifiedOtherMay 1, 2012May 15, 2012
Richard Lee WunderlichGold Coast Securities, Inc. otherNorthstar Fiduciary Partners, LLC institutionalOtherNov 28, 2011Mar 13, 2017 (1932 d)
Christopher Anthony LamiaGold Coast Securities, Inc. otherLamia Financial Group, Inc. otherOtherNov 13, 2009Jun 20, 2008
Timothy James NansonGold Coast Securities, Inc. otherLamia Financial Group, Inc. otherOtherSep 2, 2009Nov 13, 2008
Jack GelnakGold Coast Securities, Inc. otherPremier Wealth Advisors, Inc. state registeredOtherAug 31, 2009Jun 15, 2009
Robin Bailey LiebesGold Coast Securities, Inc. otherMorgan Stanley wirehouseOtherAug 21, 2009Sep 2, 2009
Aryn Patrice SandsGold Coast Securities, Inc. otherBrowndorf Pem, LLC unclassifiedOtherAug 6, 2008Aug 6, 2008
David Dinchung LoGold Coast Securities, Inc. otherNew England Securities Corporation otherOtherFeb 22, 2008Feb 29, 2008
Mary Bridget RileyGold Coast Securities, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherSep 4, 2007Jan 30, 2015 (2705 d)
Nalin BhattGold Coast Securities, Inc. otherOsaic Fs, Inc. otherOtherJun 17, 2005Jun 2, 2005
Gary Peter LibhartGold Coast Securities, Inc. otherInstitute For Wealth Advisors, Inc. otherOtherDec 31, 2003Jun 9, 2014 (3813 d)
Brian Michael OardGold Coast Securities, Inc. other1st Global Advisors Inc otherOtherDec 16, 2003Dec 16, 2003
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29 moves match.