DFX Intelligence

Data Factory

RIA / WealthAdvisor13 years in industry

RONALD LITTERAL

Advisor at GIBBS WEALTH MANAGEMENT, LLC

ALPHARETTA, GA | Tucson, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae5d95d4-8eca-de4b-9dcf-a1a1423014ee

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Mar 25, 2014 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GIBBS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 19, 2014
First registration: Mar 25, 2014
Dual registered: no
Other names: Ronald Litteral|RON LITTERAL|RONALD LITTERAL|RONALD LITTERAL
IAPD individual key: 5762717

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GIBBS WEALTH MANAGEMENT, LLC	Independent wealth	Mar 18, 2026	n/a	yes	ALPHARETTA, GA\|Tucson, AZ	Current employment
SAN BLAS ADVISORY, INC.	Independent wealth	Nov 6, 2025	Mar 23, 2026	no	ATLANTA, GA\|Tucson, AZ	Previous registration
SB ADVISORY, LLC	Independent wealth	Oct 30, 2025	Mar 23, 2026	no	Tucson, AZ\|ATLANTA, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Oct 8, 2025	no	TUCSON, AZ\|TUCSON, AZ\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 12, 2023	Mar 31, 2025	no	TUCSON, AZ	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Oct 21, 2014	Sep 12, 2022	no	HILLSBORO, OR\|MCMINNVILLE, OR	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Mar 25, 2014	Oct 20, 2014	no	WILSONVILLE, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SB ADVISORY, LLC	SAN BLAS ADVISORY, INC.	Mar 23, 2026	Nov 6, 2025	-137	Firm change after gap	RIA to RIA
SAN BLAS ADVISORY, INC.	GIBBS WEALTH MANAGEMENT, LLC	Mar 23, 2026	Mar 18, 2026	-5	Firm change	RIA to RIA
STRATEGIC ADVISERS LLC	SB ADVISORY, LLC	Oct 8, 2025	Oct 30, 2025	22	Firm change	Ibd to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 12, 2022	Jan 12, 2023	122	Firm change	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Oct 20, 2014	Oct 21, 2014	1	Firm change	Other

Relationships

Registered with (7)

→ GIBBS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Mar 18, 2026 to presentfactForm ADV
→ SB ADVISORY, LLCRegistered adviserregistration: previous registration
Oct 30, 2025 to Mar 23, 2026factForm ADV
→ SAN BLAS ADVISORY, INC.Registered adviserregistration: previous registration
Nov 6, 2025 to Mar 23, 2026factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Oct 8, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 12, 2023 to Mar 31, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Oct 21, 2014 to Sep 12, 2022factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Mar 25, 2014 to Oct 20, 2014factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Ronald Litteral left San Blas Advisory, Inc. for Gibbs Wealth Management, Llc (registered 2026-03-18)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2026
Advisor changed firm
Ronald Litteral left Sb Advisory, Llc for San Blas Advisory, Inc. (registered 2025-11-06)
Form ADVobserved 5 days ago
Occurred
Oct 8, 2025
Advisor changed firm
Ronald Litteral left Strategic Advisers Llc for Sb Advisory, Llc (registered 2025-10-30)
Form ADVobserved 5 days ago
Occurred
Sep 12, 2022
Advisor changed firm
Ronald Litteral left Raymond James Financial Services Advisors, Inc for Fidelity Personal And Workplace Advisors (registered 2023-01-12)
Form ADVobserved 5 days ago