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 Geller Advisors 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
William Prescott BushGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 14, 2025
Robert David WedekingGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Paul Albert Edling CummingsGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Sylwia Koc-MaranoGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Meghan Christina GrainerGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
John S LawGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 12, 2025
Allen Hagop InjijianGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Brian Robert SullivanGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Matthew Peter DiluccioGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Jonathan Miller McnittGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 12, 2025
Alexandra WeyrauchGeller Advisors LLC independent RIACorient independent RIARIA to RIAMar 28, 2025Feb 6, 2025
Paul Louis OlivaGeller Advisors LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAJan 30, 2025Dec 10, 2024
Derek LouieGeller Advisors LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 10, 2024Jul 7, 2026 (665 d)
Greg A SchultheisGeller Advisors LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 15, 2024Jul 16, 2024 (62 d)
Jeanne Marie McgannonGeller Advisors LLC independent RIACresset Asset Management, LLC independent RIARIA to RIASep 22, 2023Oct 3, 2023
Susan Warren SofronasGeller Advisors LLC independent RIAManchester Capital Management LLC independent RIARIA to RIAMar 27, 2023Nov 21, 2024 (605 d)
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16 moves match.