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 Gearhart & Associates
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 |
|---|---|---|---|---|---|
| Samantha Florio | W&S Brokerage Services, Inc. BD affiliated | Gearhart & Associates independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 20, 2024 | Aug 13, 2024 |
| Kenton Kyle Gearhart | Raymond James & Associates, Inc. national BD | Gearhart & Associates no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 21, 2022 | Jul 14, 2022 |
| Kendall Mcgarry Harden | Raymond James & Associates, Inc. national BD | Gearhart & Associates no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 21, 2022 | Jul 14, 2022 |
| Alexandra Eichler Rice | Raymond James & Associates, Inc. national BD | Gearhart & Associates no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 30, 2022 | Jul 14, 2022 |
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4 moves match.