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 Gds Wealth 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
Max Quincy AdamsGds Wealth Management independent RIAFisher Investments independent RIARIA to RIAAug 27, 2026Sep 16, 2026
Roman S MarquezGds Wealth Management independent RIALeo Wealth Americas, LLC independent RIARIA to RIAJun 11, 2026Jul 2, 2026
Michael Patrick JanseyGds Wealth Management independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankMay 19, 2025Jun 16, 2025
Jordan Dimiter StefanovGds Wealth Management independent RIAUnited Capital Financial Advisors independent RIARIA to RIAFeb 3, 2025Oct 20, 2025 (259 d)
Talmage Wayne DemeesterGds Wealth Management independent RIACetera Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 26, 2023Sep 7, 2023 (43 d)
James Brady RisalvatoGds Wealth Management independent RIAPersonal Capital Advisors Corporation independent RIARIA to RIAOct 20, 2022Feb 27, 2023 (130 d)
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6 moves match.