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 Gerber Kawasaki Wealth & Investment Management

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
Drew Morgan MarinelliGerber Kawasaki Wealth & Investment Management independent RIAIbn Advisory Services, Inc. independent RIARIA to RIAAug 18, 2025Apr 18, 2025
Wendy Wan TurkGerber Kawasaki Wealth & Investment Management independent RIAThe Wealthgarden F.S. LLC independent RIARIA to RIASep 1, 2023Sep 1, 2023
Eva Rivka Tamar AgiGerber Kawasaki Wealth & Investment Management independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 27, 2023May 17, 2023
Gregory Michael FieldsGerber Kawasaki Wealth & Investment Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJan 17, 2023Jan 13, 2023
Thomas Edward DonnellyGerber Kawasaki Wealth & Investment Management independent RIADonnelly Investments state registeredRIA to a state-registered adviserJul 18, 2022Jan 22, 2025 (919 d)
Nona AgboGerber Kawasaki Wealth & Investment Management independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 23, 2022Mar 14, 2022
Abraham Aaron EbrianiGerber Kawasaki Wealth & Investment Management independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 9, 2021Jan 19, 2023 (406 d)
Bryan Adam SchimmelGerber Kawasaki Wealth & Investment Management independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 26, 2020Jul 30, 2020 (155 d)
Michael KleinGerber Kawasaki Wealth & Investment Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 21, 2019Nov 24, 2020 (369 d)
Julie Joe Logsden MellorGerber Kawasaki Wealth & Investment Management independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2019Oct 16, 2019 (33 d)
Eric SchulkinGerber Kawasaki Wealth & Investment Management otherOppenheimer & Co. Inc. otherOtherJan 11, 2018Jan 2, 2018
Beau Michael SimonGerber Kawasaki Wealth & Investment Management otherPersonal Capital Advisors Corporation otherOtherJan 11, 2018Jan 24, 2018
Joseph Frederick AudayGerber Kawasaki Wealth & Investment Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 20, 2012Sep 18, 2012
Vivian Sandra AfriyieGerber Kawasaki Wealth & Investment Management otherMorgan Stanley wirehouseOtherJun 21, 2012Jul 6, 2012
Scott Robert CohenGerber Kawasaki Wealth & Investment Management otherChase Investment Services Corp. otherOtherSep 16, 2011Oct 26, 2011 (40 d)
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15 moves match.