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 Gentrust
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 |
|---|---|---|---|---|---|
| Emily A Gomez | Gentrust independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Mar 3, 2026 | Apr 21, 2026 (49 d) |
| Matthew Thiel Kishlansky | Gentrust independent RIA | Corient independent RIA | RIA to RIA | Jul 15, 2025 | Sep 30, 2025 (77 d) |
| Olivier N Sarfati | Gentrust independent RIA | First Manhattan Co. LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 28, 2025 | May 5, 2025 (38 d) |
| Matthew F Garasic | Gentrust independent RIA | Unrivaled Wealth Management state registered | RIA to a state-registered adviser | Feb 27, 2023 | Mar 14, 2023 |
| Jennifer Ashley Valdes | Gentrust independent RIA | Financial Designs Wealth Management no RAUM | RIA to a newly registered adviser | Apr 23, 2021 | Jun 4, 2021 (42 d) |
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5 moves match.