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 Gambit Capital 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 |
|---|---|---|---|---|---|
| Matthew Louis Mattheisen | Focus Financial independent RIA | Gambit Capital Management, LLC independent RIA | RIA to RIA | Aug 3, 2026 | Jul 31, 2026 |
| Todd Christopher Stueve | Bluespring Wealth Management, LLC independent RIA | Gambit Capital Management, LLC independent RIA | RIA to RIA | Oct 16, 2023 | May 27, 2025 (589 d) |
| Tyler Jon Schelhaas | Bluespring Wealth Management, LLC independent RIA | Gambit Capital Management, LLC independent RIA | RIA to RIA | Dec 20, 2022 | Jan 16, 2024 (392 d) |
| Aron Patrick Frank | Woodbury Financial Services, Inc. BD affiliated | Gambit Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2022 | Mar 13, 2023 (102 d) |
| Daniel John Powers | Bluespring Wealth Management, LLC independent RIA | Gambit Capital Management, LLC independent RIA | RIA to RIA | Mar 29, 2022 | Mar 3, 2022 |
| Peter Allan Earp | Charles Schwab & Co., Inc. national BD | Gambit Capital Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2018 | Jan 3, 2024 (1840 d) |
Page 1 of 1
6 moves match.