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 Forefront Analytics, 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
Stephen Richard KitchingGkfo, LLC independent RIAForefront Analytics, LLC otherOtherDec 31, 2023May 25, 2017
Christopher Charles GeczyGkfo, LLC independent RIAForefront Analytics, LLC otherOtherDec 31, 2023Aug 23, 2010
Patrick Andrew TucciGkfo, LLC independent RIAForefront Analytics, LLC mixed wealthRIA to RIADec 31, 2023May 4, 2022
Andrew J GiannoneAlden Capital independent RIAForefront Analytics, LLC mixed wealthRIA to RIAJun 16, 2022Jun 2, 2022
Mikhail SamonovGkfo, LLC independent RIAForefront Analytics, LLC otherOtherOct 3, 2018Apr 28, 2017
Kevin Raymond HarperGkfo, LLC otherForefront Analytics, LLC otherOtherSep 26, 2013Aug 23, 2010
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6 moves match.