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

Arrivals at Gallagher Fiduciary 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
Natasha Colleen DockstaderKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 18, 2022
Robert Allen DeckerKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Jun 8, 2022 (63 d)
Morgan Alexandra StevesKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 22, 2022
Scott Joseph SmithKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 5, 2022Apr 23, 2022
Robert Alexander LeonardFidelity Personal And Workplace Advisors BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherMar 13, 2021Apr 14, 2022 (397 d)
Martha Ann SpanoBankers Life Advisory Services, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherFeb 16, 2021Jun 6, 2022 (475 d)
Kyle Rocklyn GirardAbbey Street no RAUMGallagher Fiduciary Advisors, LLC institutionalOtherMar 17, 2020Apr 21, 2022 (765 d)
Jacob NydamGlobal Retirement Partners LLC otherGallagher Fiduciary Advisors, LLC institutionalOtherFeb 2, 2018Nov 10, 2022 (1742 d)
Thomas BurkhartAmeriprise Financial Services, LLC national BDGallagher Fiduciary Advisors, LLC institutionalOtherSep 1, 2016Jul 25, 2022 (2153 d)
Mauricio AldreteWells Fargo Advisors wirehouseGallagher Fiduciary Advisors, LLC institutionalOtherMar 18, 2015Apr 18, 2024 (3319 d)
Victor CalatravaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGallagher Fiduciary Advisors, LLC institutionalOtherMay 6, 2008Jan 13, 2026 (6461 d)
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71 moves match.