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 Global Financial Advisory Services, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jennifer R Akhlaghi | Rood Financial, LLC independent RIA | Global Financial Advisory Services, Inc. independent RIA | RIA to RIA | Apr 19, 2026 | Dec 1, 2020 |
| Peter Martin Garelick | Financial West Group other | Global Financial Advisory Services, Inc. independent RIA | Other | Aug 21, 2017 | Feb 23, 2015 |
| Barton James Brewer | Financial West Group other | Global Financial Advisory Services, Inc. independent RIA | Other | Jan 2, 2015 | Feb 7, 2018 (1132 d) |
| David Scott Garelick | Financial West Group other | Global Financial Advisory Services, Inc. independent RIA | Other | Dec 31, 2014 | Apr 26, 2017 (847 d) |
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4 moves match.