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 Wealth 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
Colton Inglis GrowneyCostello Asset Management, Inc. independent RIAGibraltar Wealth Management, LLC independent RIARIA to RIAJan 20, 2026Aug 12, 2026 (204 d)
Jaclyn M KaneWellfull independent RIAGibraltar Wealth Management, LLC independent RIARIA to RIAAug 28, 2024Mar 24, 2025 (208 d)
James Jordan DodderidgeCresap, Inc. independent RIAGibraltar Wealth Management, LLC independent RIARIA to RIAOct 1, 2021Oct 28, 2021
William Howard MillerKrpg Advisors, LLC unclassifiedGibraltar Wealth Management, LLC independent RIAOtherJan 24, 2018Apr 10, 2018 (76 d)
Douglas Rowland HopkinsCoordinated Capital Securities, Inc. otherGibraltar Wealth Management, LLC independent RIAOtherSep 20, 2017Dec 7, 2020 (1174 d)
Todd Sterling WrightBi Investments, LLC unclassifiedGibraltar Wealth Management, LLC independent RIAOtherOct 2, 2006Nov 10, 2006 (39 d)
James Edward BickleyTrident Advisors Inc independent RIAGibraltar Wealth Management, LLC independent RIARIA to RIAApr 4, 2003Mar 17, 2003
Donna Matlack WoytekTrident Advisors Inc independent RIAGibraltar Wealth Management, LLC independent RIARIA to RIAAug 13, 2002Mar 17, 2003 (216 d)
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8 moves match.