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 Geowealth 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
Joseph J MooneyFreedom Investment Management, Inc. independent RIAGeowealth Management LLC independent RIARIA to RIAJul 31, 2025Sep 29, 2025 (60 d)
Michael James MooneyFreedom Investment Management, Inc. independent RIAGeowealth Management LLC independent RIARIA to RIAJul 31, 2025Oct 28, 2025 (89 d)
Pamela Sue NevilFreedom Investment Management, Inc. independent RIAGeowealth Management LLC independent RIARIA to RIAJul 31, 2025Oct 23, 2025 (84 d)
Karen Louise GarciaFirst Ascent Asset Management, LLC independent RIAGeowealth Management LLC independent RIARIA to RIAMar 25, 2024Jan 5, 2026 (651 d)
Patrick James KrulikFirst Ascent Asset Management, LLC independent RIAGeowealth Management LLC independent RIARIA to RIAMar 25, 2024Apr 26, 2024 (32 d)
Malcolm Ian MackillopFirst Ascent Asset Management, LLC independent RIAGeowealth Management LLC independent RIARIA to RIAMar 25, 2024May 3, 2024 (39 d)
Charles D StaplesFirst Ascent Asset Management, LLC independent RIAGeowealth Management LLC independent RIARIA to RIAMar 25, 2024Jan 5, 2026 (651 d)
Jeff PietrylaCenter Street Advisors, Inc. independent RIAGeowealth Management LLC independent RIARIA to RIAJun 13, 2023Jul 24, 2026 (1137 d)
Donal Brendan FallsFrontier Wealth Management, LLC otherGeowealth Management LLC otherOtherJan 12, 2017Jan 13, 2017
Eric Michael BarrCreativeone Wealth, LLC otherGeowealth Management LLC otherOtherNov 2, 2016Nov 9, 2016
William Alexander StewartEnvestnet Pmc otherGeowealth Management LLC otherOtherDec 5, 2014Jan 12, 2015 (38 d)
Colin James FallsFrontier Wealth Management, LLC otherGeowealth Management LLC otherOtherSep 3, 2014Nov 14, 2014 (72 d)
John M HannahFrontier Wealth Management, LLC otherGeowealth Management LLC otherOtherApr 25, 2014Nov 14, 2014 (203 d)
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13 moves match.