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 Gbs Advisors

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
Hani Yacoub MuslehWestern International Securities otherGbs Advisors otherOtherMar 16, 2012Jul 11, 2012 (117 d)
Trevor LooneySteward Partners Investment Solutions, LLC otherGbs Advisors otherOtherOct 3, 2011Aug 2, 2012 (304 d)
Alexander John NweeiaMorgan Stanley wirehouseGbs Advisors otherOtherJun 27, 2011Aug 28, 2012 (428 d)
Robert Steven WilkinsonSecurities America Advisors, Inc. otherGbs Advisors otherOtherFeb 15, 2011Mar 11, 2011
Manotham WardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGbs Advisors otherOtherFeb 3, 2011Jun 23, 2011 (140 d)
Lynn Marie Le GoyWaddell & Reed otherGbs Advisors otherOtherJan 12, 2011Jul 1, 2013 (901 d)
Christopher Todd IrvinUBS Financial Services Inc. wirehouseGbs Advisors otherOtherNov 5, 2010Nov 2, 2010
Silas William GassettEquitas America, LLC unclassifiedGbs Advisors otherOtherSep 7, 2010Sep 7, 2010
Clifford Newton GambleSecurities America Advisors, Inc. otherGbs Advisors otherOtherJul 7, 2010Aug 9, 2010 (33 d)
Brian Lynn EisenbarthNollenberger Capital Partners Inc. unclassifiedGbs Advisors otherOtherMay 14, 2010May 17, 2010
Michael Dee MinnochSpc otherGbs Advisors otherOtherMay 4, 2010May 4, 2010
Bruce Weston NollenbergerNollenberger Capital Investment Advisory Inc. unclassifiedGbs Advisors otherOtherMar 2, 2010Jul 15, 2010 (135 d)
Karen JaberWedbush Securities Inc. otherGbs Advisors otherOtherJul 22, 2009Jul 2, 2009
Michael Ole KokeshMorgan Stanley & Co. LLC unclassifiedGbs Advisors otherOtherApr 14, 2009Jan 5, 2011 (631 d)
Richard David StavesArque & Co Incororated unclassifiedGbs Advisors otherOtherMar 2, 2009Jul 26, 2007
Konrad Jacob KuciejMorgan Stanley & Co. LLC unclassifiedGbs Advisors otherOtherFeb 5, 2009Feb 16, 2011 (741 d)
Robert Franklin HansenEplanning Advisors Inc unclassifiedGbs Advisors otherOtherDec 31, 2008Jan 8, 2009
Charles Baker BachtellFirst Montauk Securities Corp. unclassifiedGbs Advisors otherOtherNov 26, 2008Nov 24, 2008
Adam Senator WiatrakLiberty Wealth Management, LLC otherGbs Advisors otherOtherJul 23, 2008Jul 25, 2008
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19 moves match.