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 Gerber Kawasaki Wealth & Investment Management

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
Brendan JungLnw independent RIAGerber Kawasaki Wealth & Investment Management independent RIARIA to RIADec 4, 2025May 6, 2026 (153 d)
Brogan Gerald MooneyStrategic Advisers LLC national BDGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2025Aug 25, 2025
Benedict John McgrathEquitable Advisors, LLC national BDGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 25, 2025May 6, 2026 (315 d)
Ryan GomezNwf Advisory Services Inc independent RIAGerber Kawasaki Wealth & Investment Management independent RIARIA to RIAApr 25, 2025Jun 16, 2025 (52 d)
Robert Paul VettiAssetmark, Inc. BD affiliatedGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2024May 21, 2025 (238 d)
Jeff J. KimSagepoint Financial, Inc. BD affiliatedGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIASep 1, 2023Aug 25, 2023
Abraham Aaron EbrianiJ.P. Morgan Securities LLC wirehouseGerber Kawasaki Wealth & Investment Management independent RIAWirehouse to independent RIANov 3, 2021Nov 12, 2021
Michael GilmanFidelity Personal And Workplace Advisors BD affiliatedGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIASep 7, 2021Jan 12, 2023 (492 d)
Julie VuongLPL Financial LLC BD affiliatedGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2020Aug 31, 2021 (327 d)
Nona AgboJ.P. Morgan Securities LLC wirehouseGerber Kawasaki Wealth & Investment Management independent RIAWirehouse to independent RIASep 10, 2020Aug 31, 2021 (355 d)
Thomas Edward DonnellyAdviceperiod, LLC independent RIAGerber Kawasaki Wealth & Investment Management independent RIARIA to RIAJun 1, 2020Jul 2, 2020 (31 d)
Gregory Michael FieldsJ.P. Morgan Securities LLC wirehouseGerber Kawasaki Wealth & Investment Management independent RIAWirehouse to independent RIAJul 26, 2018Oct 4, 2018 (70 d)
Xiaoxiao BiLPL Financial LLC independent RIAGerber Kawasaki Wealth & Investment Management independent RIARIA to RIAMay 4, 2018Jan 1, 2025 (2434 d)
Bryan Adam SchimmelEquitable Advisors, LLC national BDGerber Kawasaki Wealth & Investment Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 27, 2018Apr 1, 2019 (339 d)
Eric SchulkinLPL Financial LLC otherGerber Kawasaki Wealth & Investment Management otherOtherMar 3, 2016Oct 13, 2015
Bryan Anthony MirandaLPL Financial LLC otherGerber Kawasaki Wealth & Investment Management otherOtherFeb 1, 2016Jan 15, 2013
Ross Matthew GerberIndependent Capital Management unclassifiedGerber Kawasaki Wealth & Investment Management otherOtherJun 9, 2010Jul 20, 2010 (41 d)
Danilo KawasakiIndependent Capital Management unclassifiedGerber Kawasaki Wealth & Investment Management otherOtherJun 9, 2010Jul 20, 2010 (41 d)
Hatem Ben DhiabIndependent Capital Management unclassifiedGerber Kawasaki Wealth & Investment Management otherOtherJun 9, 2010Jul 20, 2010 (41 d)
Matthew IantoscaIndependent Capital Management unclassifiedGerber Kawasaki Wealth & Investment Management otherOtherJun 9, 2010Jul 20, 2010 (41 d)
Elijah Jerome SouzaAmeriprise Financial Services, LLC national BDGerber Kawasaki Wealth & Investment Management otherOtherJan 26, 2009Jul 1, 2011 (886 d)
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21 moves match.