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 Gordon Asset 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
Joseph Glenn MooreGibraltar Financial, LLC unclassifiedGordon Asset Management, LLC independent RIAOtherDec 31, 2020Jan 1, 2021
Jeffrey David LinkGuardian Capital Advisors, LLC otherGordon Asset Management, LLC otherOtherDec 2, 2015Dec 2, 2015
Michael Jay HensleyGuardian Capital Advisors, LLC otherGordon Asset Management, LLC otherOtherDec 2, 2015Dec 2, 2015
Brandon Duke FentressGuardian Capital Advisors, LLC otherGordon Asset Management, LLC otherOtherDec 2, 2015Dec 2, 2015
Martin Davis HensleyWinthrop Capital Management otherGordon Asset Management, LLC otherOtherFeb 8, 2012Sep 18, 2012 (223 d)
Louis Bradley PriebeIntelligent Capitalworks otherGordon Asset Management, LLC otherOtherJul 9, 2009Jun 8, 2016 (2526 d)
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6 moves match.