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 Gibraltar Capital Management, Inc.

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
Mark Anthony MillerMiller Equity Capital Advisors independent RIAGibraltar Capital Management, Inc. independent RIARIA to RIAMay 20, 2025Jan 30, 2025
Gene Steven GurleyMiller Equity Capital Advisors independent RIAGibraltar Capital Management, Inc. independent RIARIA to RIAMay 20, 2025Jan 24, 2025
Joseph Alan HoffmanLPL Financial LLC BD affiliatedGibraltar Capital Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2023Jun 22, 2023 (97 d)
Thomas Jackson SulliventRaymond James Financial Services Advisors, Inc otherGibraltar Capital Management, Inc. independent RIAOtherJul 21, 2017Dec 3, 2024 (2692 d)
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4 moves match.