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 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
Irene Suet Lee-SluysSecurities America Advisors, Inc. BD affiliatedGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2020Nov 20, 2025 (2135 d)
Gregory Nicholas FrankosInvestacorp Advisory Services Inc BD affiliatedGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2019Jan 1, 2025 (1932 d)
Jairo C LemosEdward Jones national BDGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2019Sep 18, 2023 (1539 d)
Nicholas PetronchakWaddell & Reed BD affiliatedGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018Apr 5, 2023 (1797 d)
David Edward PentekSii Investments, Inc. BD affiliatedGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2018Jul 7, 2023 (1969 d)
Erik Eldor BrennSii Investments, Inc. BD affiliatedGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2018Jun 2, 2025 (2665 d)
Howard Robert PinsonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 6, 2017Oct 3, 2023 (2127 d)
Neil Philip ManningNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 6, 2017Feb 18, 2026 (2996 d)
Richard Elliott CloughNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 5, 2017Sep 13, 2023 (2108 d)
Mark William GoldbergNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherDec 5, 2017Sep 29, 2023 (2124 d)
Siamak Ghajar DowlatshahiNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherNov 29, 2017Sep 18, 2025 (2850 d)
Melanie Denise MilamNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherNov 29, 2017Feb 14, 2023 (1903 d)
Charles Joseph MinahanNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherNov 29, 2017Apr 5, 2023 (1953 d)
Salvatore Sebastian MottaNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherNov 29, 2017Apr 5, 2023 (1953 d)
Mark Andrew HandNational Planning Corporation ("Npc Of America" In Fl & Ny) otherGateway Wealth Partners, LLC independent RIAOtherNov 29, 2017May 31, 2023 (2009 d)
William Augustine EvansVoya Investment Management Co. LLC otherGateway Wealth Partners, LLC independent RIAOtherNov 20, 2012Aug 25, 2026 (5026 d)
Garren G TaylorEdward Jones national BDGateway Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2012Jan 28, 2026 (4930 d)
Stuart Alan SteinbergMutual Service Corporation unclassifiedGateway Wealth Partners, LLC independent RIAOtherSep 8, 2009Oct 1, 2025 (5867 d)
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78 moves match.