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 Optimus Capital 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
John Christian GesekOptimus Capital Advisors, LLC independent RIAWpwealth Llp independent RIARIA to RIASep 10, 2026Sep 9, 2026
Jack W LunaOptimus Capital Advisors, LLC independent RIAWpwealth Llp independent RIARIA to RIASep 10, 2026Sep 9, 2026
James Patrick GonzalesOptimus Capital Advisors, LLC independent RIAWpwealth Llp independent RIARIA to RIASep 10, 2026Sep 9, 2026
John Christian GesekOptimus Capital Advisors, LLC otherCoppell Advisory Solutions LLC otherOtherDec 31, 2013Dec 13, 2012
Anthony Francis ApollaroOptimus Capital Advisors, LLC otherCoppell Advisory Solutions LLC otherOtherNov 11, 2011Nov 17, 2011
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5 moves match.