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 Gilbert & Cook, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Todd Charles Henningsen | Bergankdv Wealth Management, LLC mixed wealth | Gilbert & Cook, Inc. independent RIA | RIA to RIA | Jun 22, 2023 | Jul 27, 2023 (35 d) |
| Michelle Louise Miller | Eagle Strategies LLC BD affiliated | Gilbert & Cook, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 2, 2021 | Jun 10, 2021 |
| Jessica Swaim | Equitable Advisors, LLC national BD | Gilbert & Cook, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2020 | Oct 15, 2020 |
| Jarrett Sheets | Integrity Alliance, LLC independent RIA | Gilbert & Cook, Inc. independent RIA | RIA to RIA | Nov 19, 2019 | Nov 22, 2019 |
| Shea Alac Mears | Foster Group, Inc. independent RIA | Gilbert & Cook, Inc. independent RIA | RIA to RIA | Aug 20, 2018 | Aug 27, 2018 |
| Katherine Ann Gudgel | Principal Securities, Inc. other | Gilbert & Cook, Inc. independent RIA | Other | Feb 23, 2017 | Dec 11, 2022 (2117 d) |
| Linda Lundstrom Cook | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Apr 14, 2016 | Apr 18, 2016 |
| Christopher Calvin Cook | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Apr 14, 2016 | Apr 14, 2016 |
| Jerit Paul Tripp | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Apr 14, 2016 | Apr 14, 2016 |
| Brandon Dominic Grimm | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Apr 14, 2016 | Apr 14, 2016 |
| Thomas Martin Mccaffrey | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Apr 14, 2016 | Apr 14, 2016 |
| Megan Leigh Rosenstiel | Vsr Advisory Services other | Gilbert & Cook, Inc. no RAUM | Other | Dec 31, 2015 | Apr 18, 2016 (109 d) |
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12 moves match.