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 Global View Capital 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.

AdvisorFromToTypeLeftRegistered
Vineet KalraGlobal View Capital Management LLC independent RIACreative Planning independent RIARIA to RIAAug 28, 2026Sep 17, 2026
Joseph Daly FierroGlobal View Capital Management LLC independent RIATamalpais Asset Management independent RIARIA to RIAAug 5, 2026Aug 7, 2026
Richard Wayne GibsonGlobal View Capital Management LLC independent RIATamalpais Asset Management independent RIARIA to RIAAug 5, 2026Aug 6, 2026
Jesse Jerome ColeGlobal View Capital Management LLC independent RIAGlobal Assets Advisory, LLC independent RIARIA to RIAMay 28, 2026Jun 1, 2026
Kristine Marie BeaverGlobal View Capital Management LLC independent RIALPL Enterprise, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 17, 2026Mar 16, 2026
Steven Parker DurdinGlobal View Capital Management LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIAJan 14, 2026Jan 15, 2026
Timothy Anton NoordykGlobal View Capital Management LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIAJan 14, 2026Jan 13, 2026
David Andrew HesselGlobal View Capital Management LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIAJan 14, 2026Jan 13, 2026
Philip Benjamin ComerGlobal View Capital Management LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIAJan 14, 2026Jan 21, 2026
Genevieve Brianna StrenskiGlobal View Capital Management LLC independent RIAEncompass More Asset Management LLC independent RIARIA to RIAJan 14, 2026Jan 13, 2026
James Thor AtchleyGlobal View Capital Management LLC independent RIAWealth Foundations Partners, LLC independent RIARIA to RIAOct 20, 2025Oct 27, 2025
James Patrick GreggGlobal View Capital Management LLC independent RIAWealth Foundations Partners, LLC independent RIARIA to RIAApr 28, 2025Mar 14, 2025
Michael Cordell ChapmanGlobal View Capital Management LLC independent RIAWealth Foundations Partners, LLC independent RIARIA to RIAMar 27, 2025Mar 28, 2025
Daniel Thomas BressonGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 20, 2023Jul 18, 2023
James Alexander SayasGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 20, 2023Jul 17, 2023
Christopher WackerGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 19, 2023Jul 18, 2023
Gregory G NelsonGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
David Madey GrzeskGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Robert V Du CharmeGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Eric Jay BeckerGlobal View Capital Management LLC independent RIAInvestment Advisors International, Inc. unclassifiedOtherJul 18, 2023Feb 14, 2007
Michael Vandenlangenberg DucharmeGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Maxwell Marc BoehmGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Branden DucharmeGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Arrow CorpusGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 17, 2023
Ryan Nicholas ShubinGlobal View Capital Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJun 1, 2023Jun 2, 2023
Lisa Eileen DregneGlobal View Capital Management LLC independent RIABroadview Financial Management, LLC independent RIARIA to RIAOct 7, 2022Oct 14, 2022
Alma Dan FrandsenGlobal View Capital Management LLC independent RIAAe Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 27, 2021Oct 25, 2023 (728 d)
Clayton Jon OlsonGlobal View Capital Management LLC independent RIAGrowstrong Wealth Strategies independent RIARIA to RIADec 31, 2020Jul 9, 2020
Gina Marie WaiteGlobal View Capital Management LLC independent RIAGrowstrong Wealth Strategies independent RIARIA to RIADec 31, 2020Jul 9, 2020
Michael AkinoshoGlobal View Capital Management LLC independent RIAMoa Advisory & Financial Services Co state registeredRIA to a state-registered adviserOct 2, 2020Jan 6, 2021 (96 d)
Samantha Xu Quxia KennedyGlobal View Capital Management LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankMar 24, 2020Apr 3, 2020
Jay Paul JensenGlobal View Capital Management LLC independent RIAGlobal Assets Advisory, LLC no RAUMRIA to a newly registered adviserDec 6, 2019Dec 6, 2019
Cameron Blake FyhrieGlobal View Capital Management LLC independent RIAGlobal Assets Advisory, LLC no RAUMRIA to a newly registered adviserDec 6, 2019Dec 2, 2019
Phillip Joseph PalmerGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Sep 6, 2019
Bruce J BryceGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Sep 6, 2019
Nathan Kim SorensenGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Sep 9, 2019
Jeffrey Dale BrownGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Sep 9, 2019
Kurt Clonts CastanedaGlobal View Capital Management LLC independent RIAScf Investment Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Sep 9, 2019
Amy W YostGlobal View Capital Management LLC independent RIAGlobal Assets Advisory, LLC no RAUMRIA to a newly registered adviserJun 26, 2019Jul 1, 2019
Alan Orlin HansenGlobal View Capital Management LLC independent RIAInternational Assets Investment Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 20, 2019Jun 25, 2019
Scott Wesley RossGlobal View Capital Management LLC independent RIAInternational Assets Investment Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 14, 2019Jul 8, 2019
Johnathan Michael Glen ConverseGlobal View Capital Management LLC independent RIAUnited Advisor Group independent RIARIA to RIAFeb 26, 2019Mar 4, 2025 (2198 d)
Cynthia A PulverGlobal View Capital Management LLC independent RIAInternational Assets Investment Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2019Mar 6, 2019 (56 d)
Kathleen Kim KempfGlobal View Capital Management LLC independent RIAYour Path Financial LLC state registeredRIA to a state-registered adviserOct 25, 2018Oct 22, 2018
John Felix AltieriGlobal View Capital Management LLC independent RIAHuntington Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 8, 2018Oct 26, 2018
Adam Robert CookGlobal View Capital Management LLC independent RIAColwyn Investments Lc state registeredRIA to a state-registered adviserOct 1, 2018Nov 20, 2018 (50 d)
Margaret Rehmer SwiessGlobal View Capital Management LLC independent RIASpc otherOtherMar 29, 2018Mar 9, 2018
Nolan SainiGlobal View Capital Management LLC otherDesert Financial Planning state registeredOtherSep 29, 2017Jan 1, 2025 (2651 d)
Luke MelmsGlobal View Capital Management LLC otherUnited Capital Financial Advisors otherOtherFeb 17, 2016Jul 14, 2017 (513 d)
Amy Jean BremmerGlobal View Capital Management LLC otherAnnex Wealth Management, LLC otherOtherMay 15, 2015Jun 30, 2016 (412 d)
Patricia Anne WojnarowskiGlobal View Capital Management LLC otherTransamerica Financial Advisors, LLC otherOtherApr 21, 2014May 27, 2014 (36 d)
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51 moves match.