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 Gci Investors

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
Guy Matthew DavisGci Investors independent RIABrasada Capital Management, LP independent RIARIA to RIAOct 30, 2024Mar 27, 2024
David Joseph ShahrestaniGci Investors independent RIABrasada Capital Management, LP independent RIARIA to RIAOct 30, 2024Mar 1, 2024
Matthew Bartley JohnsGci Investors independent RIANet Equity Capital state registeredRIA to a state-registered adviserOct 4, 2022Sep 20, 2024 (717 d)
Roberto SanchezGci Investors independent RIAOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 30, 2022Mar 16, 2022
Brandon J FrankGci Investors otherChilton Capital Management LLC otherOtherOct 18, 2017Jun 14, 2017
Bradley John EixmannGci Investors otherChilton Capital Management LLC otherOtherOct 18, 2017Jun 14, 2017
Samir SinhaGci Investors otherBok Financial Asset Management, Inc. otherOtherAug 28, 2013Sep 18, 2013
Page 1 of 1
7 moves match.