DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Gt Investment 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 |
|---|---|---|---|---|---|
| Katelyn Henderson Gallanty | Citigroup Global Markets Inc. BD affiliated | Gt Investment Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 8, 2024 | Jun 17, 2026 (617 d) |
| Geoffrey Ryan Sokol | Ameriprise Financial Services, LLC national BD | Gt Investment Management, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 13, 2024 | Jul 2, 2024 |
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2 moves match.