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 Gallagher Fiduciary Advisors, 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
Edward Joseph MacpheeSecure Investment Management, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherAug 14, 2026Jul 21, 2026
Thomas Adam BraileUsi Advisors institutionalGallagher Fiduciary Advisors, LLC institutionalOtherJun 15, 2026Jun 15, 2026
Evan Clark HirshCambridge Investment Research Advisors, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherMay 29, 2026Jun 1, 2026
Conal Saturno-SanjanaEdelman Financial Engines independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 11, 2026Aug 26, 2026 (107 d)
Timothy Nelson HuntPark Avenue Securities LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherFeb 17, 2026Feb 11, 2026
Thomas Christian TenagliaPark Avenue Securities LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherFeb 17, 2026Feb 11, 2026
Rovin PatelLPL Financial LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherNov 6, 2025Nov 17, 2025
Wesley C SteffekValic Financial Advisors, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherOct 29, 2025Nov 4, 2025
Kathleen Ann NilssonGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 2, 2025
Douglas IgelGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 1, 2025
Kristina Pauline KeckLPL Financial LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 2, 2025
Elizabeth Ann WinslettGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 6, 2025Oct 1, 2025
Jennifer Rose SchuesslerGlobal Retirement Partners LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherOct 3, 2025Aug 19, 2025
Carly Frances Prentice BellCreative Planning independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherSep 8, 2025Jul 16, 2026 (311 d)
Sheena Valene FisherOnedigital institutionalGallagher Fiduciary Advisors, LLC institutionalOtherSep 5, 2025Aug 28, 2025
Cassandra SparksMissionsquare Retirement BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherJul 29, 2025Aug 7, 2025
Shawn StarttiFisher\Smb institutionalGallagher Fiduciary Advisors, LLC institutionalOtherJul 18, 2025Jul 29, 2025
Dominic RussoTransamerica Financial Advisors, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherMay 5, 2025May 19, 2025
Jorge A GarciaPrincipal Securities, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherFeb 11, 2025Apr 23, 2025 (71 d)
Benjamin EsdaileFidelity Personal And Workplace Advisors BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherJan 21, 2025Jan 23, 2025
Miranda BondeOsaic Wealth, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherDec 31, 2024Apr 17, 2025 (107 d)
Carissa May AdamsLPL Financial LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherOct 14, 2024Oct 17, 2024
Kimika TadaMomentum Independent Network Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherJul 24, 2024Nov 26, 2024 (125 d)
Jason AlbinoGrove Point Advisors, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherJun 10, 2024Aug 15, 2024 (66 d)
Allison Lorraine Law-TatkoPlexus Financial Services, LLC no RAUMGallagher Fiduciary Advisors, LLC institutionalOtherMay 31, 2024Dec 16, 2024 (199 d)
Brian M KilbyHauser Retirement Solutions 2 LLC institutionalGallagher Fiduciary Advisors, LLC institutionalOtherApr 29, 2024May 3, 2024
Pablo Jose PenaherreraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGallagher Fiduciary Advisors, LLC institutionalOtherDec 13, 2023Apr 1, 2024 (110 d)
Charles Joseph AbboudLPL Financial LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherDec 12, 2023Dec 15, 2023
Brian DavidsonLPL Financial LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherDec 12, 2023Jan 22, 2024 (41 d)
Yingying XuEdward Jones national BDGallagher Fiduciary Advisors, LLC institutionalOtherSep 14, 2023Sep 25, 2023
Paige Macy LewisPrincipal Securities, Inc. BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherAug 28, 2023Nov 8, 2023 (72 d)
Daniel Eugene RiversF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 14, 2023 (56 d)
Thomas Francis NeeF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 26, 2023 (68 d)
Michael James LabrieF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 26, 2023 (68 d)
Alan Scott MarkfeldF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 10, 2023 (52 d)
Wendy Tamie MartinezF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Aug 10, 2023 (83 d)
Martin Edward PlecinogaF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 26, 2023 (68 d)
Jon Patrick DesmidtF3 Investment Management, LLC asset managerGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 11, 2023 (53 d)
Michael James VaulesF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Aug 16, 2023 (89 d)
Jason DodzikF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 13, 2023 (55 d)
Katherine Elizabeth GliddenF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 26, 2023 (68 d)
Erica R LuckeF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 11, 2023 (53 d)
Christopher Wayne GearyF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 10, 2023 (52 d)
Jason Adam OrloskyF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 11, 2023 (53 d)
Jesus Lopez-CastanedaF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 11, 2023 (53 d)
Michael Joshua VaccaroF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Sep 8, 2023 (112 d)
Richard Paul LeblancF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Aug 1, 2023 (74 d)
Ryan Thomas NeeF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 26, 2023 (68 d)
Matthew DesalvoF3logic, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherMay 19, 2023Jul 11, 2023 (53 d)
Kirk WolfLion Street Advisors, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherFeb 10, 2023May 17, 2023 (96 d)
Griffin Gordon VeharMarcum Wealth, LLC independent RIAGallagher Fiduciary Advisors, LLC institutionalOtherDec 5, 2022Apr 27, 2023 (143 d)
Robert James BazanFrost Investment Services BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherMay 2, 2022Sep 6, 2022 (127 d)
Scott Taylor StevesKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 8, 2022Apr 25, 2022
Scott E KellyKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 11, 2022
Paul Edward GrutznerKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022May 9, 2022 (33 d)
Richard Howard KudlerKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 16, 2022
Sharon Anne NudoKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 22, 2022
Ryan Martin OlsonKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 18, 2022
Rebecca Evelyn HippKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 15, 2022
Russell G TiemanKestra Advisory Services, LLC BD affiliatedGallagher Fiduciary Advisors, LLC institutionalOtherApr 6, 2022Apr 8, 2022
Page 1 of 2Next
71 moves match.