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 Gfo Advisory Services, 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
Cesar Augusto PachonWe Family Offices independent RIAGfo Advisory Services, LLC otherOtherJul 23, 2026Sep 8, 2008
Robert A WeissTruist Advisory Services, Inc. BD affiliatedGfo Advisory Services, LLC otherOtherNov 12, 2020Jun 20, 2017
Stephen Paul DavenportTruist Advisory Services, Inc. BD affiliatedGfo Advisory Services, LLC otherOtherJul 21, 2020Mar 6, 2017
Kent Charles MoegerleTruist Advisory Services, Inc. BD affiliatedGfo Advisory Services, LLC otherOtherFeb 18, 2020Jun 21, 2017
Thomas Mclemore CarrollTruist Advisory Services, Inc. BD affiliatedGfo Advisory Services, LLC otherOtherNov 27, 2019Jun 30, 2017
Michael Eugene PearsonSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherDec 31, 2016Jun 28, 2016
Michael Willis KingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGfo Advisory Services, LLC otherOtherAug 17, 2015Nov 18, 2015 (93 d)
Michael John MonginSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherJul 20, 2015Aug 19, 2015
Puneet Singh SahiHcm Wealth otherGfo Advisory Services, LLC otherOtherJul 2, 2015Jul 15, 2015
Christopher F. W. PerkinsSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherJul 2, 2015Sep 16, 2015 (76 d)
Spencer Norton BoggessMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGfo Advisory Services, LLC otherOtherMay 15, 2015May 5, 2017 (721 d)
Eduardo Antonio Villa OspinaWe Family Offices otherGfo Advisory Services, LLC otherOtherApr 29, 2014Oct 20, 2008
John Riley FrazerSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherJan 9, 2014Oct 9, 2014 (273 d)
Kyle Allen SchmidtWells Fargo Advisors wirehouseGfo Advisory Services, LLC otherOtherAug 5, 2013Aug 28, 2014 (388 d)
Christopher Lee FackaWells Fargo Advisors wirehouseGfo Advisory Services, LLC otherOtherFeb 28, 2013May 23, 2017 (1545 d)
Thomas Mclemore CarrollSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherNov 5, 2012Jan 23, 2013 (79 d)
Michael Abraham WoocherSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherNov 5, 2012Nov 21, 2012
Chris Alan WaltersLPL Financial LLC otherGfo Advisory Services, LLC otherOtherJun 18, 2012Jan 28, 2016 (1319 d)
Stewart DarrellDarrell & King, Investment Counsel, LLC no RAUMGfo Advisory Services, LLC otherOtherJan 20, 2012Dec 23, 2011
Thierry Jean Dominique BrunelConvergent Wealth Advisors, LLC otherGfo Advisory Services, LLC otherOtherDec 1, 2011Dec 5, 2011
William David OsherCsi Capital Management Inc unclassifiedGfo Advisory Services, LLC otherOtherSep 27, 2011Feb 11, 2014 (868 d)
Barry Bradford GloverUnited Brokerage Services Inc otherGfo Advisory Services, LLC otherOtherAug 4, 2011Oct 7, 2011 (64 d)
William Clark HageboeckCsi Capital Management Inc unclassifiedGfo Advisory Services, LLC otherOtherJun 9, 2011Feb 11, 2014 (978 d)
Steven Edward CutcliffeCsi Capital Management Inc unclassifiedGfo Advisory Services, LLC otherOtherJun 9, 2011Aug 13, 2014 (1161 d)
David Reed HudsonCsi Capital Management Inc unclassifiedGfo Advisory Services, LLC otherOtherJun 9, 2011Mar 26, 2014 (1021 d)
Matthew Weber PohlmanFranklin Street Advisors Inc. otherGfo Advisory Services, LLC otherOtherSep 24, 2010Oct 13, 2010
Timothy Joel UlfigEpic Capital LLC unclassifiedGfo Advisory Services, LLC otherOtherJul 7, 2009Apr 21, 2009
Todger Allen StrunkUBS Financial Services Inc. wirehouseGfo Advisory Services, LLC otherOtherApr 14, 2009Jun 1, 2017 (2970 d)
Phoebe Jones VenableSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherJan 7, 2009Feb 25, 2009 (49 d)
Evan Daniel JudgeAmeritas Advisory Services otherGfo Advisory Services, LLC otherOtherAug 5, 2008Jul 28, 2010 (722 d)
Mark David FeldmanInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Charles Robert CarrollInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Elizabeth Mollie ShabakerInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Damon Todd MillerInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Christina Sellers BurroughsInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Scott Michael HornInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Royce Creighton RameyInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 27, 2008
Kim Kyung Nan LlumiquingaInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Erin Beth ItkoeInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Brittany Leigh GenzaleInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Mason Gabriel LongstrethInlign Wealth Management, LLC unclassifiedGfo Advisory Services, LLC otherOtherMay 1, 2008Feb 21, 2008
Garrett Mitchell AltonNeuberger Berman Bd LLC otherGfo Advisory Services, LLC otherOtherApr 9, 2008Mar 27, 2008
John J MorrisSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherApr 8, 2008Apr 15, 2008
Michael Abraham WoocherSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherJan 29, 2008Jan 22, 2008
Adrian Bohdan KutkoLynx Investment Advisory, LLC otherGfo Advisory Services, LLC otherOtherMar 13, 2007Mar 12, 2007
James Walter AllenMorgan Keegan & Company, LLC otherGfo Advisory Services, LLC otherOtherNov 28, 2006May 11, 2007 (164 d)
Scott Frederick GurrDeloitte Investment Advisors LLC unclassifiedGfo Advisory Services, LLC otherOtherNov 1, 2006Jan 2, 2007 (62 d)
James Peter BrennanKpmg Investment Advisors unclassifiedGfo Advisory Services, LLC otherOtherNov 15, 2005Jul 19, 2006 (246 d)
Tina Renee ZembaSuntrust Investment Services, Inc. otherGfo Advisory Services, LLC otherOtherAug 22, 2005Nov 16, 2005 (86 d)
David Rhynehardt NeubertPerigee Capital, LP asset managerGfo Advisory Services, LLC otherOtherOct 25, 2004Sep 30, 2004
Robert M ZimmermanColumbia Management Advisors, Inc. unclassifiedGfo Advisory Services, LLC otherOtherSep 9, 2004Oct 30, 2017 (4799 d)
Howard Mcmonagle FlemingKpmg Investment Advisors unclassifiedGfo Advisory Services, LLC otherOtherAug 24, 2004Jul 27, 2005 (337 d)
Sheila Denise StinsonBanc Of America Investment Services, Inc. unclassifiedGfo Advisory Services, LLC otherOtherApr 23, 2004May 19, 2005 (391 d)
John T. RubinLegg Mason Wood Walker, Incorporated unclassifiedGfo Advisory Services, LLC otherOtherJan 16, 2004Jul 19, 2004 (185 d)
Michael Lee RadfordDeloitte Investment Advisors LLC unclassifiedGfo Advisory Services, LLC otherOtherJan 13, 2004Jan 14, 2004
Eric Dean RidenourDeloitte Investment Advisors LLC unclassifiedGfo Advisory Services, LLC otherOtherJan 13, 2004Jan 14, 2004
Michael Alexander SludBanc Of America Investment Services, Inc. unclassifiedGfo Advisory Services, LLC otherOtherAug 4, 2003Aug 25, 2003
John Thomas ElmesDeutsche Bank Securities Inc. otherGfo Advisory Services, LLC otherOtherNov 21, 2002Nov 12, 2003 (356 d)
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58 moves match.