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 Gebhardt Group, 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
Janine KeepermanSecurian Financial Services, Inc. independent RIAGebhardt Group, Inc independent RIARIA to RIADec 22, 2022Jan 10, 2024 (384 d)
Matthew David Grishman401k Masters, LLC independent RIAGebhardt Group, Inc independent RIARIA to RIADec 31, 2018Feb 25, 2020 (421 d)
James C Gebhardt401k Masters, LLC independent RIAGebhardt Group, Inc independent RIARIA to RIADec 31, 2018Aug 2, 2019 (214 d)
Matthew David GrishmanUnited Planners' Financial Services Of America A Limited Partner otherGebhardt Group, Inc otherOtherMar 31, 2014Apr 1, 2014
Jonathan Charles IlligRetirement Income And Inheritance Advisors, LLC state registeredGebhardt Group, Inc otherOtherSep 27, 2011Apr 13, 2016 (1660 d)
James C GebhardtIntegrity Alliance, LLC otherGebhardt Group, Inc otherOtherFeb 11, 2011Sep 3, 2013 (935 d)
Charles Anthony TruhlarNew England Securities Corporation otherGebhardt Group, Inc otherOtherApr 26, 2010Mar 6, 2017 (2506 d)
James C GebhardtCambridge Investment Research Advisors, Inc. otherGebhardt Group, Inc otherOtherSep 12, 2007May 9, 2007
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8 moves match.