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 Gill Capital Partners

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
Terri Lynn ProppGill Capital Partners independent RIAColorado Wealth Group LLC independent RIARIA to RIAMay 28, 2025Jun 23, 2025
Kayla Marie BenjaminGill Capital Partners independent RIADodds Wealth, LLC independent RIARIA to RIANov 9, 2023Nov 28, 2023
Sarah Marie SchmitzGill Capital Partners otherPrincipal Securities, Inc. otherOtherMay 12, 2015Sep 21, 2015 (132 d)
Harold John ClassickGill Capital Partners otherDenver Pwm, LLC otherOtherDec 15, 2014Dec 19, 2014
Darin Michael SnowGill Capital Partners otherDenver Pwm, LLC otherOtherMay 28, 2014Jan 5, 2017 (953 d)
Daniel Richard KatzGill Capital Partners otherDenver Pwm, LLC no RAUMOtherMay 28, 2014May 9, 2014
Bart Anthony SkidmoreGill Capital Partners otherSkidmore Advisory Services, Inc. state registeredOtherDec 31, 2012Mar 12, 2013 (71 d)
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7 moves match.