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 Gannett Wealth Advisors

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
Corey William ThackerMML Investors Services, LLC BD affiliatedGannett Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2024Feb 14, 2025 (114 d)
Malcolm Emmanuel WaltonFisher Investments independent RIAGannett Wealth Advisors independent RIARIA to RIAOct 21, 2024Feb 14, 2025 (116 d)
Jessy Lee GilgerEagle Island Financial unclassifiedGannett Wealth Advisors independent RIAOtherApr 24, 2024Oct 10, 2023
Vaughn William KellermanHcm Wealth Advisors independent RIAGannett Wealth Advisors independent RIARIA to RIAMar 14, 2024May 29, 2024 (76 d)
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4 moves match.