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 Gitterman Wealth 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
Brandon P BuhayWbi Investments, LLC otherGitterman Wealth Management, LLC otherOtherJan 30, 2018Feb 21, 2018
Randolph Mark WarrenMsi Financial Services, Inc. otherGitterman Wealth Management, LLC otherOtherJul 8, 2016Aug 2, 2016
Edward Carl HoffmanMsi Financial Services, Inc. otherGitterman Wealth Management, LLC otherOtherJul 7, 2016Aug 16, 2016 (40 d)
Jessica Allison SkolnickLadenburg Thalmann Asset Management Inc otherGitterman Wealth Management, LLC independent RIAOtherJul 28, 2015Jan 28, 2021 (2011 d)
Daniel Richard MartinFirst Allied Advisory Services, Inc. otherGitterman Wealth Management, LLC otherOtherMar 4, 2015Jun 18, 2015 (106 d)
Ira Scott GoldbergVoya Financial Advisors, Inc. otherGitterman Wealth Management, LLC otherOtherJan 23, 2015Feb 24, 2015 (32 d)
Eric MangoldPark Avenue Securities LLC otherGitterman Wealth Management, LLC otherOtherOct 3, 2014Nov 10, 2014 (38 d)
Jitender C. GidwaniEquitable Advisors, LLC national BDGitterman Wealth Management, LLC otherOtherApr 23, 2014Jun 3, 2014 (41 d)
Gregory GiardinoMsi Financial Services, Inc. otherGitterman Wealth Management, LLC otherOtherOct 30, 2012Jan 3, 2013 (65 d)
Peter Michael SilvisMsi Financial Services, Inc. otherGitterman Wealth Management, LLC otherOtherMar 23, 2012Aug 2, 2012 (132 d)
Bernadette Marie StroutAmeriprise Financial Services, LLC national BDGitterman Wealth Management, LLC otherOtherJan 25, 2012Jan 17, 2012
Caitlin M WestMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGitterman Wealth Management, LLC otherOtherJun 15, 2011Aug 17, 2016 (1890 d)
James Alfred HalprinSignator Investors, Inc. otherGitterman Wealth Management, LLC otherOtherJul 9, 2010Jul 29, 2010
Jeffrey Lewis GittermanTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010May 14, 2010
David Irwin KatzTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010May 14, 2010
Theodore Victor KowalchynTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010May 14, 2010
Elias Stuart RauchTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010May 14, 2010
Tara L JakubikTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010May 14, 2010
Daniel ArmasTriad Advisors, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010Aug 5, 2010 (92 d)
Dennis Lewis SchlegelVoya Financial Partners, LLC otherGitterman Wealth Management, LLC otherOtherMay 5, 2010Aug 5, 2010 (92 d)
Sheila Adair JacobsWells Fargo Advisors wirehouseGitterman Wealth Management, LLC otherOtherNov 10, 2009Dec 20, 2010 (405 d)
David Allen BrounleyVoya Financial Partners, LLC otherGitterman Wealth Management, LLC otherOtherSep 10, 2009May 14, 2010 (246 d)
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22 moves match.