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 Gfp Private Wealth
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 |
|---|---|---|---|---|---|
| Brian Joseph Durkin | Lake Street Advisors independent RIA | Gfp Private Wealth independent RIA | RIA to RIA | May 3, 2024 | May 22, 2024 |
| Jacob Robert Waldenmeyer | Charles Schwab & Co., Inc. national BD | Gfp Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 2, 2024 | Mar 20, 2024 |
| Dennis Chapman Delphenich | Capital Portfolio Advisors, Inc. other | Gfp Private Wealth independent RIA | Other | Jan 31, 2024 | Nov 2, 2023 |
| Daniel Vincent Beringer | Charles Schwab & Co., Inc. national BD | Gfp Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 16, 2022 | Mar 19, 2024 (703 d) |
| Angelo Jerome Leslie | Planning Alternatives Ltd independent RIA | Gfp Private Wealth independent RIA | RIA to RIA | Sep 29, 2021 | Dec 10, 2021 (72 d) |
| Robert Joseph Samrah | Rehmann Wealth independent RIA | Gfp Private Wealth independent RIA | RIA to RIA | Aug 9, 2021 | Oct 3, 2021 (55 d) |
| Carina Shipotofsky Diamond | Dakore Wealth Management, LLC independent RIA | Gfp Private Wealth independent RIA | RIA to RIA | Jul 8, 2021 | Sep 30, 2024 (1180 d) |
| Jared Anthony Gruszczynski | Mariner BD affiliated | Gfp Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 19, 2021 | Apr 30, 2021 (42 d) |
| Glenn J Arons | Park Avenue Securities LLC BD affiliated | Gfp Private Wealth independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2018 | Oct 16, 2020 (680 d) |
| Vick Khoboyan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gfp Private Wealth independent RIA | Wirehouse to independent RIA | Aug 4, 2014 | Apr 29, 2021 (2460 d) |
| William George Caster | Bny Mellon Securities Corporation other | Gfp Private Wealth independent RIA | Other | Oct 15, 2010 | May 21, 2024 (4967 d) |
| Alan Marshall Eichner | Eichner Investment Planning, LLC independent RIA | Gfp Private Wealth other | Other | Dec 31, 2009 | Mar 25, 2010 (84 d) |
| Robert Joseph Herman | Logix Investment Management unclassified | Gfp Private Wealth other | Other | Sep 29, 2006 | Nov 23, 2009 (1151 d) |
| Brent Roger Horvath | Charles Schwab & Co., Inc. national BD | Gfp Private Wealth other | Other | Sep 12, 2003 | Nov 23, 2009 (2264 d) |
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14 moves match.