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 Gallacher Capital Management, 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
Sean Fredrich StevensonCharles Schwab & Co., Inc. national BDGallacher Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2023Jun 26, 2025 (569 d)
Quentin Garrett StokerEarned Wealth Advisors, LLC independent RIAGallacher Capital Management, LLC independent RIARIA to RIANov 13, 2023Jan 10, 2024 (58 d)
Ronald Gardner BringhurstSowell Management otherGallacher Capital Management, LLC otherOtherNov 22, 2017Jul 3, 2017
Drew Mckinley HayworthMadison Street Partners, LLC otherGallacher Capital Management, LLC otherOtherJun 6, 2016Jun 2, 2016
Jacob Cristobal ChaparroTd Ameritrade Investment Management, LLC otherGallacher Capital Management, LLC otherOtherFeb 11, 2016Jan 28, 2016
Mark Andrew EllWells Fargo Advisors wirehouseGallacher Capital Management, LLC otherOtherAug 3, 2015Jul 28, 2015
Garrison Wells CampbellWells Fargo Advisors wirehouseGallacher Capital Management, LLC otherOtherJul 29, 2015Jul 28, 2015
Ian Douglas CampbellWells Fargo Advisors wirehouseGallacher Capital Management, LLC otherOtherJul 29, 2015Jul 28, 2015
Kyle Robert SpahnStrategic Advisers LLC national BDGallacher Capital Management, LLC otherOtherMar 26, 2015Apr 17, 2015
Perry Bishop BeanJ.P. Morgan Securities LLC wirehouseGallacher Capital Management, LLC otherOtherMar 4, 2015Jan 27, 2017 (695 d)
Shawn Kelly JonesStrategic Advisers LLC national BDGallacher Capital Management, LLC otherOtherJun 5, 2014Jun 30, 2014
Jill Lynne DitterStrategic Advisers LLC national BDGallacher Capital Management, LLC otherOtherMay 23, 2013May 22, 2013
Robert Verlin SollisStrategic Advisers LLC national BDGallacher Capital Management, LLC otherOtherOct 12, 2012Oct 11, 2012
William James FlemingMutual Service Corporation unclassifiedGallacher Capital Management, LLC otherOtherSep 8, 2009Aug 25, 2009
Bridget Anne HommeyMutual Service Corporation unclassifiedGallacher Capital Management, LLC otherOtherSep 8, 2009Aug 17, 2010 (343 d)
Adam James MakkaiMutual Service Corporation unclassifiedGallacher Capital Management, LLC otherOtherSep 8, 2009Aug 25, 2009
Garry Ron KirklandWoodbury Financial Services, Inc. otherGallacher Capital Management, LLC otherOtherApr 1, 2009May 24, 2011 (783 d)
John C GillespieMutual Service Corporation unclassifiedGallacher Capital Management, LLC otherOtherOct 13, 2008May 5, 2009 (204 d)
Martin Tory StreetmanUBS Financial Services Inc. wirehouseGallacher Capital Management, LLC otherOtherJul 31, 2008Aug 27, 2014 (2218 d)
John Edward MumfordSii Investments, Inc. otherGallacher Capital Management, LLC otherOtherJul 8, 2002Oct 4, 2011 (3375 d)
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20 moves match.