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 Gallacher Capital 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.

AdvisorFromToTypeLeftRegistered
Jeffrey WrayGallacher Capital Management, LLC independent RIAForward Wealth independent RIARIA to RIAJul 2, 2026Jul 8, 2026
Boman Bird StaceyGallacher Capital Management, LLC independent RIAAqi asset managerOtherJul 2, 2026Jul 7, 2026
Austin ChambersGallacher Capital Management, LLC independent RIAForward Wealth independent RIARIA to RIAJul 2, 2026Jul 8, 2026
Sean Fredrich StevensonGallacher Capital Management, LLC independent RIAGradient Investments, LLC independent RIARIA to RIAOct 2, 2025Apr 8, 2026 (188 d)
Michael Todd BosenGallacher Capital Management, LLC independent RIAGbg Wealth Management LLC no RAUMRIA to a newly registered adviserFeb 12, 2025Mar 5, 2025
Perry Bishop BeanGallacher Capital Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2020Feb 27, 2020
Drew Mckinley HayworthGallacher Capital Management, LLC independent RIAHighgate Securities Investments unclassifiedOtherAug 14, 2018Oct 18, 2018 (65 d)
Samuel Rey TenneyGallacher Capital Management, LLC otherNorthwest Asset Management otherOtherJul 18, 2017Jul 18, 2017
Lorie Chantelle JonesGallacher Capital Management, LLC otherNorthwest Asset Management otherOtherJul 29, 2016Aug 8, 2017 (375 d)
Bridget Anne HommeyGallacher Capital Management, LLC otherWestern Wealth Management LLC otherOtherJul 5, 2016Jun 20, 2016
John Edward MumfordGallacher Capital Management, LLC otherWestern Wealth Management LLC otherOtherJul 5, 2016Jun 17, 2016
Martin Tory StreetmanGallacher Capital Management, LLC otherWestern Wealth Management LLC otherOtherJul 5, 2016Jun 29, 2016
Adam James MakkaiGallacher Capital Management, LLC otherLPL Financial LLC otherOtherJul 5, 2016Sep 8, 2009
Jan Francis JumetGallacher Capital Management, LLC otherWestern Wealth Management LLC otherOtherJul 5, 2016Jun 23, 2016
Garrison Wells CampbellGallacher Capital Management, LLC otherAlpha Capital Management Group LLC independent RIAOtherJul 5, 2016Aug 19, 2019 (1140 d)
Jacob Cristobal ChaparroGallacher Capital Management, LLC otherLevel Four Advisory Services otherOtherJul 5, 2016Jun 23, 2016
Mark Andrew EllGallacher Capital Management, LLC otherLPL Financial LLC otherOtherJul 5, 2016Aug 14, 2015
Ian Douglas CampbellGallacher Capital Management, LLC otherLPL Financial LLC otherOtherJul 5, 2016Aug 14, 2015
William James FlemingGallacher Capital Management, LLC otherLPL Financial LLC otherOtherMar 1, 2016Sep 8, 2009
Garry Ron KirklandGallacher Capital Management, LLC otherWestern Wealth Management LLC otherOtherFeb 16, 2016Mar 7, 2016
Kyle Robert SpahnGallacher Capital Management, LLC otherTaurum Retirement Partners, LLC independent RIAOtherDec 31, 2015Jan 5, 2016
Robert Verlin SollisGallacher Capital Management, LLC otherTaurum Retirement Partners, LLC independent RIAOtherDec 31, 2015Jan 5, 2016
Ronald Gardner BringhurstGallacher Capital Management, LLC otherSowell Management otherOtherJul 2, 2015Aug 3, 2015 (32 d)
Page 1 of 1
23 moves match.