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 Great American Advisors, 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.

Advisor	From	To	Type	Left	Registered
William Lucius Consolino	Great American Advisors, Inc. other	Vanguard Advisers, Inc. BD affiliated	Other	Jan 27, 2026	Jun 29, 2026 (153 d)
Lucas Bray	Great American Advisors, Inc. other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Feb 1, 2023	Mar 23, 2023 (50 d)
Kristopher Lee Davis	Great American Advisors, Inc. other	Nationwide Investment Advisors, LLC BD affiliated	Other	Mar 5, 2020	Mar 17, 2020
James C. Zents	Great American Advisors, Inc. other	Fidelity Personal And Workplace Advisors BD affiliated	Other	May 7, 2018	May 10, 2021 (1099 d)
Christopher Nmn Fleurat	Great American Advisors, Inc. other	Cetera Investment Advisers LLC other	Other	May 2, 2016	Jun 21, 2017 (415 d)
John Welsh Eyster	Great American Advisors, Inc. other	Cuna Brokerage Services, Inc. BD affiliated	Other	May 21, 2015	Mar 24, 2020 (1769 d)
Milissa Marie Brennan	Great American Advisors, Inc. other	Pnc Wealth Management other	Other	Dec 9, 2011	Dec 14, 2011
Timothy Andrew Back	Great American Advisors, Inc. other	Bartlett & Co. Wealth Management LLC independent RIA	Other	Oct 6, 2011	Oct 9, 2025 (5117 d)
Shawn Michael Mihal	Great American Advisors, Inc. other	Transamerica Financial Advisors, LLC other	Other	Aug 26, 2010	Sep 15, 2010
Derryl Melvin Durden	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 2, 2010
Steven Robert French	Great American Advisors, Inc. other	Membermap unclassified	Other	Aug 4, 2010	Jun 15, 2012 (681 d)
Daylon Wayne Laws	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 4, 2010
James Frank Caparelli	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 17, 2010
Warren Olcott Curtis	Great American Advisors, Inc. other	Interactive Financial Advisors other	Other	Aug 4, 2010	May 2, 2005
John Robinson Lahman	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 16, 2010
Gregory J Sagers	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 2, 2010
Stephen Michael Luscher	Great American Advisors, Inc. other	Wealth Watch Advisors, Inc independent RIA	Other	Aug 4, 2010	Feb 28, 2025 (5322 d)
Terri M Jarrell	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 17, 2010
Joseph Brent Hill	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Aug 4, 2010	Aug 2, 2010
Mark David Kinney	Great American Advisors, Inc. other	Horter Investment Management, LLC other	Other	Aug 2, 2010	Nov 24, 2014 (1575 d)
Mariday Nunez Taruc	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Jul 16, 2010	Jul 15, 2010
Jeffrey De Alday Regalado	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Jul 16, 2010	Jul 15, 2010
Vanessa Leann Cordell	Great American Advisors, Inc. other	Cetera Investment Services LLC other	Other	Jul 16, 2010	Jul 16, 2010
Charles Dean Johnson	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Jul 1, 2010	Jul 14, 2010
Gordon Hisao Asahara	Great American Advisors, Inc. other	Wilbanks Securities Advisory other	Other	Jun 2, 2010	Jun 1, 2010
Paul Alan Brazie	Great American Advisors, Inc. other	Westminster Financial Advisory Corp other	Other	May 21, 2010	May 21, 2010
Clifford Ike Nichols	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Mar 22, 2010	Mar 22, 2010
James Bruce Brennan	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Mar 22, 2010	Mar 22, 2010
Jeff Allan Becker	Great American Advisors, Inc. other	Qa3 Financial LLC unclassified	Other	Nov 2, 2009	Dec 1, 2009
Paul Woodson Abele	Great American Advisors, Inc. other	Silver Oak Securities, Inc. other	Other	Sep 22, 2009	Oct 6, 2009
Daniel Joseph Bensman	Great American Advisors, Inc. other	LPL Financial LLC other	Other	Sep 4, 2008	Sep 3, 2008
Alfredo Eric Manzanarez	Great American Advisors, Inc. other	Shelgren Financial Group, Inc. unclassified	Other	Aug 26, 2008	Aug 20, 2008
Lawrence Willard Ford	Great American Advisors, Inc. other	Invest Financial Corporation other	Other	Aug 21, 2008	Aug 21, 2008
Kendra Leeann Riconosciuto	Great American Advisors, Inc. other	Shelgren Financial Group, Inc. unclassified	Other	Jul 25, 2008	Jan 25, 2008
Stephen Michael Luscher	Great American Advisors, Inc. other	Dow Gold Capital Management, LLC unclassified	Other	Jul 1, 2008	Aug 19, 2009 (414 d)
Stephen Lee Enoch	Great American Advisors, Inc. other	Suntrust Investment Services, Inc. other	Other	May 16, 2008	May 22, 2008
Marianne Elemi Noyes Ryder	Great American Advisors, Inc. other	Commonwealth Financial Network national BD	Other	May 2, 2008	Apr 30, 2008
Thomas Kevin Liguzinski	Great American Advisors, Inc. other	Commonwealth Financial Network national BD	Other	Apr 8, 2008	Apr 10, 2008
James Francis Lohnes	Great American Advisors, Inc. other	Cetera Investment Services LLC other	Other	Jul 20, 2007	Aug 2, 2007
Brent Roy Kimball	Great American Advisors, Inc. other	Esi Financial Advisors other	Other	Jun 13, 2007	Jun 19, 2007
Paul Allan Branshaw	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Dec 13, 2006	Jan 3, 2007
Craig Curtis Alden	Great American Advisors, Inc. other	Interactive Financial Advisors other	Other	Dec 8, 2006	Dec 18, 2006
Scott Browning Coombes	Great American Advisors, Inc. other	Lincoln Investment other	Other	Jun 15, 2006	Jun 15, 2006
Kenneth Wayne Gutshall	Great American Advisors, Inc. other	Lincoln Investment other	Other	Jun 12, 2006	Jun 12, 2006
Richard Allen Gutshall	Great American Advisors, Inc. other	Lincoln Investment other	Other	Jun 12, 2006	Jun 12, 2006
Ryan Charles Redfern	Great American Advisors, Inc. other	Lincoln Investment other	Other	Jun 12, 2006	Jun 12, 2006
Oduardo Salvador Periu	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	May 24, 2006	Jun 6, 2006
Laura Anne Johnson	Great American Advisors, Inc. other	UBS Financial Services Inc. wirehouse	Other	Mar 13, 2006	Oct 20, 2006 (221 d)
James Leland Hancock	Great American Advisors, Inc. other	Gwn Securities Inc. other	Other	Nov 11, 2005	Nov 2, 2005
Mark Thomas Johnson	Great American Advisors, Inc. other	Interactive Financial Advisors other	Other	Apr 28, 2005	Apr 28, 2005
John Fulton Hargraves	Great American Advisors, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 14, 2004	Oct 19, 2004 (158 d)

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51 moves match.