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 Gatepass Capital, 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 |
|---|---|---|---|---|---|
| Anthony Nicholas Debaltzo | Charles Schwab & Co., Inc. national BD | Gatepass Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 5, 2025 | Nov 30, 2025 (86 d) |
| Christine Ann Kalt | Cbiz Investment Advisory Services, LLC institutional | Gatepass Capital, LLC independent RIA | Other | Jan 17, 2025 | Feb 28, 2025 (42 d) |
| David Richard Lapuma | Cambridge Investment Research Advisors, Inc. other | Gatepass Capital, LLC independent RIA | Other | Nov 21, 2011 | Sep 26, 2024 (4693 d) |
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3 moves match.