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 Gallagher Fiduciary 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
Scott Joseph SmithGallagher Fiduciary Advisors, LLC institutionalOnedigital institutionalOtherSep 11, 2026Sep 15, 2026
Andrew Robert TorelliGallagher Fiduciary Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherJul 28, 2026Aug 10, 2026
Edward Thomas WojtonGallagher Fiduciary Advisors, LLC institutionalIma Advisory Services, Inc. mixed wealthOtherJul 21, 2026Jul 24, 2026
Karlynn Kari SchrammGallagher Fiduciary Advisors, LLC institutionalRaymond James & Associates, Inc. national BDOtherFeb 13, 2026Feb 12, 2026
Scott E KellyGallagher Fiduciary Advisors, LLC institutionalValmark Advisers, Inc. BD affiliatedOtherJan 2, 2026Jan 5, 2026
Miranda BondeGallagher Fiduciary Advisors, LLC institutionalSchwab Wealth Advisory, Inc. no RAUMOtherJan 2, 2026Jan 9, 2026
Alan Scott MarkfeldGallagher Fiduciary Advisors, LLC institutionalWells Fargo Advisors wirehouseOtherOct 9, 2025Oct 6, 2025
Christopher Wayne GearyGallagher Fiduciary Advisors, LLC institutionalWells Fargo Advisors wirehouseOtherOct 9, 2025Oct 6, 2025
Natasha Colleen DockstaderGallagher Fiduciary Advisors, LLC institutionalCbiz Investment Advisory Services, LLC institutionalOtherJun 27, 2025Sep 2, 2025 (67 d)
Trevor Quang Khai NgoGallagher Fiduciary Advisors, LLC institutionalMma Securities LLC no RAUMOtherJun 16, 2025May 12, 2025
Garrett PittmanGallagher Fiduciary Advisors, LLC institutionalHub Investment Partners, LLC mixed wealthOtherApr 22, 2025Feb 3, 2025
Jason DodzikGallagher Fiduciary Advisors, LLC institutionalCobblestone Asset Management independent RIAOtherFeb 19, 2025Feb 18, 2025
Brian M KilbyGallagher Fiduciary Advisors, LLC institutionalMorgan Stanley wirehouseOtherJan 17, 2025Aug 1, 2025 (196 d)
Daniel Eugene RiversGallagher Fiduciary Advisors, LLC institutionalSowell Management independent RIAOtherNov 26, 2024Aug 26, 2024
Katherine Elizabeth GliddenGallagher Fiduciary Advisors, LLC institutionalValmark Advisers, Inc. BD affiliatedOtherAug 13, 2024Aug 14, 2024
Kaleb James TalbotGallagher Fiduciary Advisors, LLC institutionalFrost Investment Services BD affiliatedOtherJan 31, 2023Jan 22, 2025 (722 d)
Christopher Jay SecurcherGallagher Fiduciary Advisors, LLC institutionalGlobal Retirement Partners LLC institutionalOtherOct 24, 2022Dec 6, 2022 (43 d)
Kyle Rocklyn GirardGallagher Fiduciary Advisors, LLC institutionalKestra Advisory Services, LLC BD affiliatedOtherJun 23, 2022Sep 26, 2022 (95 d)
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18 moves match.