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 Iron Gate Global Advisors
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 |
|---|---|---|---|---|---|
| Russell Allan Murphy | Strategic Advisers LLC national BD | Iron Gate Global Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2026 | Jun 12, 2026 |
| Dillon Rawson | Morgan Stanley wirehouse | Iron Gate Global Advisors independent RIA | Wirehouse to independent RIA | May 28, 2024 | Aug 8, 2024 (72 d) |
| Daniel Kent Bell | Osaic Wealth, Inc. BD affiliated | Iron Gate Global Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2021 | May 11, 2021 |
| Michael John Follett | Thinkorswim Advisors, Inc. unclassified | Iron Gate Global Advisors independent RIA | Other | Dec 31, 2009 | Sep 22, 2025 (5744 d) |
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4 moves match.