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 Geowealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Brook Campbell | Geowealth Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Feb 12, 2026 | Aug 28, 2026 (197 d) |
| Eric Michael Barr | Geowealth Management LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jun 16, 2025 | Jun 17, 2025 |
| Patrick James Krulik | Geowealth Management LLC independent RIA | Ima Advisory Services, Inc. independent RIA | RIA to RIA | Jul 16, 2024 | Aug 19, 2024 (34 d) |
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3 moves match.