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 Gds Wealth 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.

AdvisorFromToTypeLeftRegistered
Michael Lee DemingsTfr Capital independent RIAGds Wealth Management independent RIARIA to RIAJun 16, 2026Jul 17, 2026 (31 d)
Jason Scott FreebyRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2026Jun 4, 2026 (36 d)
Samuel Thomas PokludaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGds Wealth Management independent RIAWirehouse to independent RIANov 6, 2025Dec 15, 2025 (39 d)
Jacob BoenFidelity Personal And Workplace Advisors BD affiliatedGds Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 27, 2025Aug 11, 2026 (561 d)
Michael Patrick JanseyEquitable Advisors, LLC national BDGds Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2024Jul 22, 2024
Jordan Dimiter StefanovUnited Capital Financial Advisors independent RIAGds Wealth Management independent RIARIA to RIAMay 8, 2024May 23, 2024
Andrew Thomas SchmuhlSwmg, LLC independent RIAGds Wealth Management independent RIARIA to RIAJan 2, 2024Apr 8, 2024 (97 d)
Daniel Patrick Lee AmadorSchwab Wealth Advisory, Inc. no RAUMGds Wealth Management independent RIAOtherOct 25, 2023Nov 27, 2023 (33 d)
Ross Edward MortensenFisher Investments independent RIAGds Wealth Management independent RIARIA to RIASep 14, 2023Sep 29, 2023
James Brady RisalvatoFisher Investments independent RIAGds Wealth Management independent RIARIA to RIAJun 6, 2022Aug 3, 2022 (58 d)
Alex SchremmerWoodbury Financial Services, Inc. BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 31, 2021Jan 24, 2022
Robert Lawrence CaseyRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 20, 2021Sep 27, 2021
Talmage Wayne DemeesterRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 20, 2021Sep 27, 2021
Erica Lynn DoreRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2021Sep 27, 2021
Annie Danette AdkisonRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2021Sep 27, 2021
Glen David SmithRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 11, 2021Sep 27, 2021
Jordan Daniel KastRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 11, 2021Sep 27, 2021
Victoria Mae GeigerRaymond James Financial Services Advisors, Inc BD affiliatedGds Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 11, 2021Sep 27, 2021
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18 moves match.