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 Gilpin Wealth Management 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 |
|---|---|---|---|---|---|
| William Howard Shriver | Shriver Investments unclassified | Gilpin Wealth Management LLC independent RIA | Other | Apr 9, 2024 | Sep 6, 2023 |
| Brooks Joseph Rarden | Corex Portfolios, LLC unclassified | Gilpin Wealth Management LLC independent RIA | Other | Oct 27, 2023 | Mar 17, 2026 (872 d) |
| John Joseph Glasman | Peak Asset Management, LLC independent RIA | Gilpin Wealth Management LLC independent RIA | RIA to RIA | Jun 2, 2021 | Sep 28, 2021 (118 d) |
| Anthony Kenneth Mceahern | Cresset Asset Management, LLC independent RIA | Gilpin Wealth Management LLC independent RIA | RIA to RIA | Mar 18, 2020 | Jan 4, 2021 (292 d) |
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4 moves match.