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 Gateway Wealth Partners, 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
Kirk Mitchell BalinGateway Wealth Partners, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2026Feb 6, 2026
Matthew Scott GrohockiGateway Wealth Partners, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 26, 2025Nov 26, 2025
Andrew J KleinGateway Wealth Partners, LLC independent RIAWalkner Condon Financial Advisors LLC independent RIARIA to RIAJul 24, 2024Jul 16, 2024
Shannon Christy ForemanGateway Wealth Partners, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 30, 2024May 13, 2024
Tamela Jean SperrGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Timothy James StollerGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Matthew Robert DorweilerGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Erin Nicole LaukhufGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Graig StettnerGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Erin Kae GilbertGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Jordan ArnoldGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 25, 2023
Carl James ReedGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Seth David GerberGateway Wealth Partners, LLC independent RIAOneascent Financial Services LLC independent RIARIA to RIASep 26, 2023Sep 22, 2023
Luther John HagenGateway Wealth Partners, LLC independent RIAWealth Enhancement Advisory Services, LLC independent RIARIA to RIAJun 15, 2023Jun 1, 2023
Ryan Thomas StollerGateway Wealth Partners, LLC independent RIASjs Investment Services independent RIARIA to RIAFeb 16, 2023Sep 9, 2024 (571 d)
Jason Philip WeierGateway Wealth Partners, LLC no RAUMAvantax Advisory Services BD affiliatedOtherJan 18, 2023Nov 29, 2022
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16 moves match.