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 Gps Wealth Strategies Group, 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.

AdvisorFromToTypeLeftRegistered
Anita Marie BrunoLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC otherOtherDec 5, 2025Mar 27, 2017
Justin Michael NimockLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 5, 2025Feb 3, 2025
Mason Collins SamuelsLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC no RAUMOtherNov 24, 2025Jan 3, 2017
Ryan NuuLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC no RAUMOtherAug 21, 2025Jan 3, 2017
Daniella FriendArax Advisory Partners independent RIAGps Wealth Strategies Group, LLC independent RIARIA to RIAFeb 4, 2025Feb 6, 2025
Raymond Scott VanderwalWestern Wealth Management LLC independent RIAGps Wealth Strategies Group, LLC independent RIARIA to RIASep 9, 2024Sep 9, 2024
Michael Anthony TruskowskiEdward Jones national BDGps Wealth Strategies Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2024Apr 11, 2024
Katherine PrestonEdward Jones national BDGps Wealth Strategies Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 25, 2024Mar 22, 2024
Charles Edwin HellumsEdward Jones national BDGps Wealth Strategies Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 19, 2023Jan 13, 2023
Jeffrey Davin PayneLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC no RAUMOtherJan 10, 2022Jan 3, 2017
Erik Curtis SorensonLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC no RAUMOtherDec 22, 2021Jan 3, 2017
Darla Dustin DouglasWestern Wealth Management LLC independent RIAGps Wealth Strategies Group, LLC independent RIARIA to RIAJan 11, 2021Jan 28, 2021
Alexander Logan GoldsteinLPL Financial LLC BD affiliatedGps Wealth Strategies Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2020Nov 19, 2019
Elizabeth Anne WindischUnited Capital Financial Advisors otherGps Wealth Strategies Group, LLC otherOtherMar 7, 2018Mar 26, 2018
Joel Dean AndrewsLPL Financial LLC otherGps Wealth Strategies Group, LLC no RAUMOtherApr 25, 2017Jan 3, 2017
Jeffrey Arthur GoreLPL Financial LLC otherGps Wealth Strategies Group, LLC no RAUMOtherApr 25, 2017Jan 3, 2017
Teresa Rae SandersLPL Financial LLC otherGps Wealth Strategies Group, LLC no RAUMOtherApr 25, 2017Jan 3, 2017
Samuel Ryan GrizzleLPL Financial LLC otherGps Wealth Strategies Group, LLC no RAUMOtherApr 25, 2017Jan 3, 2017
Jeffrey Allan HutchesonEdward Jones national BDGps Wealth Strategies Group, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJun 19, 2015Jan 3, 2017 (564 d)
Kathryn Ann LizotteUBS Financial Services Inc. wirehouseGps Wealth Strategies Group, LLC otherOtherOct 8, 2012Jan 2, 2018 (1912 d)
Page 1 of 1
20 moves match.