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 Gerber, 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 |
|---|---|---|---|---|---|
| Geoffrey Hulme | Gerber, LLC independent RIA | Ingalls Investment Management, LLC independent RIA | RIA to RIA | Feb 5, 2025 | Mar 20, 2026 (408 d) |
| Jason Wayland Fain | Gerber, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Oct 18, 2024 | Nov 4, 2024 |
| Jacob Anthony Johns | Gerber, LLC independent RIA | Hamilton Capital independent RIA | RIA to RIA | Sep 24, 2024 | Oct 14, 2024 |
| Nicholas James Marino | Gerber, LLC independent RIA | Dew Wealth Management independent RIA | RIA to RIA | Jul 11, 2022 | Jul 28, 2022 |
| Emily Deblase | Gerber, LLC independent RIA | Huntington Financial Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 16, 2021 | Mar 31, 2023 (653 d) |
| Kathryn L. Wilson | Gerber, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 29, 2020 | Nov 27, 2020 |
| Kyle David Mcgrath | Gerber, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Sep 16, 2020 | Oct 22, 2020 (36 d) |
| Lori Marie Fellows | Gerber, LLC independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Sep 2, 2020 | Jul 7, 2022 (673 d) |
| Robert J Swindaman | Gerber, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Oct 14, 2019 | May 15, 2023 (1309 d) |
| Kori Jean Manus | Gerber, LLC other | Osaic Institutions, Inc. other | Other | Jul 25, 2017 | Aug 17, 2017 |
| John Ryan Chambers | Gerber, LLC other | Nationwide Securities, LLC no RAUM | Other | Jun 3, 2014 | Jun 26, 2014 |
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11 moves match.