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 Burnham Gibson Wealth Advisors, Inc.

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
Eric Cameron TargoffMML Investors Services, LLC BD affiliatedBurnham Gibson Wealth Advisors, Inc. otherOtherNov 11, 2019Dec 12, 2019 (31 d)
Ryan C CallEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherOct 3, 2019Feb 1, 2018
Sina SoltaniEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherOct 3, 2019Jan 9, 2019
Daniel Micah StevensMcadam LLC independent RIABurnham Gibson Wealth Advisors, Inc. otherOtherAug 14, 2019Sep 19, 2019 (36 d)
Stephen YuLumen Funds unclassifiedBurnham Gibson Wealth Advisors, Inc. otherOtherApr 7, 2017May 9, 2018 (397 d)
Jeffrey Paul WarnockEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Dec 21, 2015
Darin GibsonEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Dec 21, 2015
Sung Bin Joseph ParkEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Jan 22, 2016
Todd Russell StahlEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Feb 2, 2016
Gregory Caldwell HanhauserEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Jan 20, 2016
Taylor BoydEquitable Advisors, LLC national BDBurnham Gibson Wealth Advisors, Inc. otherOtherSep 16, 2016Dec 21, 2015
Page 1 of 1
11 moves match.