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 Gw&K Investment 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 |
|---|---|---|---|---|---|
| Julie Ann Sacchiero | Gw&K Investment Management, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Mar 26, 2026 |
| Alexander Joseph Matuschak | Gw&K Investment Management, LLC independent RIA | Crestwood Advisors independent RIA | RIA to RIA | Jan 7, 2026 | Jan 13, 2026 |
| Chase Ryan Carmichael | Gw&K Investment Management, LLC independent RIA | Kayne Anderson Rudnick Investment Management, LLC other | Other | Sep 15, 2025 | Dec 16, 2025 (92 d) |
| Ross Patrick Mcwilliams | Gw&K Investment Management, LLC independent RIA | Dakota Wealth, LLC independent RIA | RIA to RIA | Sep 4, 2025 | Sep 2, 2025 |
| Mark Richard Gudaitis | Gw&K Investment Management, LLC other | Cibc Private Wealth Advisors, Inc. BD affiliated | Other | Dec 21, 2012 | Aug 11, 2021 (3155 d) |
Page 1 of 1
5 moves match.