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 Gerber, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kathryn L. Wilson | J.P. Morgan Securities LLC wirehouse | Gerber, LLC independent RIA | Wirehouse to independent RIA | Jul 27, 2025 | Aug 1, 2025 |
| Azeem Salim Abdul Haqq | Osaic Institutions, Inc. BD affiliated | Gerber, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 9, 2025 | Jun 20, 2025 (42 d) |
| Geoffrey Hulme | Steel Valley Advisors LLC unclassified | Gerber, LLC independent RIA | Other | Feb 11, 2022 | Jul 22, 2022 (161 d) |
| Nicholas James Marino | Pnc Wealth Management BD affiliated | Gerber, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2021 | Feb 19, 2021 |
| Emily Deblase | Budros, Ruhlin & Roe independent RIA | Gerber, LLC independent RIA | RIA to RIA | Jun 28, 2019 | Dec 6, 2019 (161 d) |
| Lori Marie Fellows | First Ohio Planning, LLC independent RIA | Gerber, LLC independent RIA | RIA to RIA | Sep 20, 2018 | Nov 27, 2018 (68 d) |
| Robert J Swindaman | Chase Investment Services Corp. other | Gerber, LLC other | Other | Apr 22, 2010 | Mar 19, 2012 (697 d) |
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7 moves match.