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 The Gensler Group
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 |
|---|---|---|---|---|---|
| Daniel George Gensler | LPL Financial LLC BD affiliated | The Gensler Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2025 | Feb 9, 2021 |
| Chaz Michael Fahrner | LPL Financial LLC independent RIA | The Gensler Group independent RIA | RIA to RIA | Apr 17, 2018 | Jul 27, 2018 (101 d) |
| Andrew Haines Mcnamara | Foresters Advisory Services, LLC BD affiliated | The Gensler Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2018 | Jul 27, 2018 (126 d) |
| Michael Brian Privett | LPL Financial LLC other | The Gensler Group other | Other | Jun 7, 2010 | Feb 22, 2008 |
| Karen Lisa Baszak | LPL Financial LLC other | The Gensler Group other | Other | Mar 9, 2009 | Nov 22, 2006 |
| Greg Wayne Stafford | LPL Financial LLC other | The Gensler Group other | Other | Jul 2, 2008 | Nov 22, 2006 |
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6 moves match.