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 Gould Asset Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Michael Stella | Gould Asset Management LLC other | First Allied Advisory Services, Inc. other | Other | Dec 31, 2016 | Oct 14, 2016 |
| Jeffrey Benjamin Fortner | Gould Asset Management LLC other | Geometric Wealth Advisors, LLC independent RIA | Other | Dec 16, 2015 | May 14, 2026 (3802 d) |
| Jeremy Dee Witbeck | Gould Asset Management LLC other | Polaris Wealth Advisory Group other | Other | Mar 11, 2014 | Mar 6, 2014 |
| Suzanne Kaiser Highet | Gould Asset Management LLC other | Ctc Consulting, LLC other | Other | Mar 2, 2010 | Apr 5, 2010 (34 d) |
| Casey Donald Grigg | Gould Asset Management LLC other | Vantage Wealth other | Other | Jul 21, 2004 | Aug 9, 2004 |
Page 1 of 1
5 moves match.