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 Gunn & Company Investment Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kenneth Ryan Krey | Gunn & Company Investment Management, Inc. independent RIA | Financial Independence Advisors, LLC independent RIA | RIA to RIA | Oct 4, 2022 | Jan 26, 2022 |
| Brian Allen Hall | Gunn & Company Investment Management, Inc. independent RIA | Financial Independence Advisors, LLC independent RIA | RIA to RIA | Oct 4, 2022 | Apr 7, 2022 |
| Isaac Jacob Brohinsky | Gunn & Company Investment Management, Inc. independent RIA | Financial Independence Advisors, LLC independent RIA | RIA to RIA | Aug 15, 2022 | Jan 26, 2022 |
| Joel Clayton Chamberlain | Gunn & Company Investment Management, Inc. independent RIA | Financial Independence Advisors, LLC independent RIA | RIA to RIA | Aug 15, 2022 | Jan 1, 2025 (870 d) |
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4 moves match.