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 Golden State Equity Advisors, 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
Francisco Blas SalasGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 21, 2022Sep 20, 2022
William Dale ByfordGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 19, 2022
John David PakGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Jonathan Miller LarsenGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Shannon Asher KujawaGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
John Emile NahasGolden State Equity Advisors, LLC independent RIAGolden State Asset Management independent RIARIA to RIASep 20, 2022Jul 10, 2020
Lee Burton JonesGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Misty Dejon PorterGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Kelli Anne YoungGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 20, 2022
David Edward LeightonGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Patrick Michael Jeffs-CatoneGolden State Equity Advisors, LLC independent RIAGolden State Asset Management independent RIARIA to RIASep 20, 2022Jul 10, 2020
David Michael EldridgeGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Todd Aaron SchneiderGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Jean-Paul Simon AfifGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 15, 2022
Timothy John DowdGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 16, 2022
Nathan Gonzalo EnriquezGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 19, 2022
Matthew Thomas CatoneGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Sep 15, 2022
Jordan Vander PoortenGolden State Equity Advisors, LLC independent RIAAscentis Independent Advisors, LLC independent RIARIA to RIASep 20, 2022Jan 1, 2025 (834 d)
Justin Kyle VestmanGolden State Equity Advisors, LLC independent RIALake Avenue Financial LLC no RAUMRIA to a newly registered adviserJan 10, 2022Jan 10, 2022
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19 moves match.