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 Gordian Wealth Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Scott Philip Peters | Crosspoint Capital Management other | Gordian Wealth Advisors, LLC independent RIA | Other | Dec 31, 2015 | Jan 1, 2025 (3289 d) |
| Jason Stephen Cheu | Crosspoint Capital Management other | Gordian Wealth Advisors, LLC no RAUM | Other | Dec 31, 2015 | Jan 11, 2016 |
| Elliott Samuel Elbaz | Gordian Capital Management, LLC unclassified | Gordian Wealth Advisors, LLC no RAUM | Other | Jan 6, 2015 | Dec 2, 2015 (330 d) |
| Michael Allen Phippen | Gordian Capital Management, LLC unclassified | Gordian Wealth Advisors, LLC no RAUM | Other | Jan 6, 2015 | Dec 2, 2015 (330 d) |
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4 moves match.