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 Wealth Management Investment Advisory, Inc.

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 Zachary MurphyGlobal Wealth Management Investment Advisory, Inc. independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2026Apr 17, 2026 (52 d)
Amber Marion KellyGlobal Wealth Management Investment Advisory, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 24, 2026Mar 16, 2026
Kyle Garrett KellyGlobal Wealth Management Investment Advisory, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 24, 2026Mar 11, 2026
Richard GiannottiGlobal Wealth Management Investment Advisory, Inc. independent RIARfg Advisory, LLC independent RIARIA to RIAMay 12, 2025May 12, 2025
Marc Edward FaulerGlobal Wealth Management Investment Advisory, Inc. independent RIAQ3 Advisors, LLC no RAUMOtherAug 6, 2024Sep 30, 2024 (55 d)
Chad HillGlobal Wealth Management Investment Advisory, Inc. independent RIASagepoint Financial, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 24, 2022Mar 15, 2022
Eric BrownGlobal Wealth Management Investment Advisory, Inc. independent RIAInternational Assets Investment Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 5, 2021Oct 12, 2021
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7 moves match.