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 Gunderson Capital Management
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 |
|---|---|---|---|---|---|
| Matthew Jellison | Park Avenue Securities LLC BD affiliated | Gunderson Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2026 | Aug 14, 2026 |
| William Fred Gunderson | Southport Capital independent RIA | Gunderson Capital Management no RAUM | Other | May 16, 2022 | Jun 6, 2022 |
| Barry Jay Kyte | Southport Capital independent RIA | Gunderson Capital Management no RAUM | Other | May 16, 2022 | Jun 3, 2022 |
| Barry Jay Kyte | Trustcore Financial Services, LLC independent RIA | Gunderson Capital Management independent RIA | RIA to RIA | Apr 6, 2018 | Sep 4, 2019 (516 d) |
| William Fred Gunderson | Torrey Pines Securities, Inc. unclassified | Gunderson Capital Management no RAUM | Other | Jun 20, 2006 | Feb 19, 2014 (2801 d) |
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5 moves match.