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 Gebhardt Group, 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.

AdvisorFromToTypeLeftRegistered
Russell PostellGebhardt Group, Inc independent RIAAmeritas Advisory Services independent RIARIA to RIAJul 27, 2020Aug 5, 2020
Matthew David GrishmanGebhardt Group, Inc independent RIA401k Masters, LLC no RAUMOtherAug 2, 2019Feb 6, 2015
James C GebhardtGebhardt Group, Inc independent RIA401k Masters, LLC no RAUMOtherAug 2, 2019Feb 6, 2015
Charles Anthony TruhlarGebhardt Group, Inc independent RIAInteractive Financial Advisors otherOtherDec 3, 2018Mar 9, 2017
David MaldonadoGebhardt Group, Inc independent RIAAe Wealth Management, LLC independent RIARIA to RIAOct 23, 2018Dec 12, 2018 (50 d)
Jonathan Charles IlligGebhardt Group, Inc otherArp Advisors, LLC unclassifiedOtherFeb 23, 2017Apr 13, 2017 (49 d)
George Vernon HammontreeGebhardt Group, Inc otherFirst Advisors National, LLC otherOtherJan 24, 2017Oct 14, 2016
Bonnie Sue ClarkGebhardt Group, Inc otherGradient Advisors, LLC otherOtherDec 9, 2016Dec 12, 2016
James C GebhardtGebhardt Group, Inc otherIntegrity Alliance, LLC otherOtherDec 31, 2011Feb 9, 2011
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9 moves match.