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 Investment Management
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 |
|---|---|---|---|---|---|
| Nathan Parker Chisholm | Personal Capital Advisors Corporation independent RIA | Gilbert Investment Management state registered | RIA to a state-registered adviser | Jun 14, 2018 | Jun 15, 2020 (732 d) |
| Donald E Gilbert | Bolton Global Asset Management other | Gilbert Investment Management state registered | Other | Dec 31, 2017 | Jan 24, 2018 |
| Wayne George Schaab | Commonwealth Financial Network national BD | Gilbert Investment Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 10, 2004 | Feb 13, 2018 (4843 d) |
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3 moves match.