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RIA / WealthAdvisor25 years in industry

Timothy Daniel Gallagher

Advisor at VITA PLANNING GROUP LLC

CAMAS, WA

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Search this name across graphsid dfx:ria:f29a60c7-dc1f-8889-9642-e6177476965c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2001 to Sep 14, 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: VITA PLANNING GROUP 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: Dec 5, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Dec 5, 2000
First registration: Apr 17, 2001
Dual registered: no
IAPD individual key: 4275580

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
VITA PLANNING GROUP LLC	Independent wealth	Apr 7, 2021	n/a	yes	CAMAS, WA	Current employment
LIBERTY WEALTH MANAGEMENT, LLC	Independent wealth	May 17, 2018	Apr 14, 2021	no	Mountian View, CA\|OAKLAND, CA	Previous registration
LIBERTY WEALTH MANAGEMENT, LLC	Former SEC adviser	Jun 5, 2017	Oct 10, 2018	no	OAKLAND, CA\|OAKLAND, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 12, 2011	Aug 19, 2016	no	ARLINGTON, VA\|MENLO PARK, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 24, 2008	Sep 10, 2010	no	Menlo Park, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 24, 2006	Mar 25, 2008	no	CAMPBELL, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Nov 20, 2003	Nov 17, 2005	no	SANTA CLARA, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Nov 4, 2003	no	SAN JOSE, CA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Apr 17, 2001	Jul 1, 2003	no	SAN JOSE, CA	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
LIBERTY WEALTH MANAGEMENT, LLC	VITA PLANNING GROUP LLC	Apr 14, 2021	Apr 7, 2021	-7	Firm change	RIA to new firm
LIBERTY WEALTH MANAGEMENT, LLC	LIBERTY WEALTH MANAGEMENT, LLC	Oct 10, 2018	May 17, 2018	-146	Channel change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	LIBERTY WEALTH MANAGEMENT, LLC	Aug 19, 2016	Jun 5, 2017	290	Firm change	Other
CHARLES SCHWAB & CO., INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Sep 10, 2010	May 12, 2011	244	Firm change	Other
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Mar 25, 2008	Mar 24, 2008	-1	Firm change	Ibd to ibd
WELLS FARGO INVESTMENTS, LLC	STRATEGIC ADVISERS LLC	Nov 17, 2005	Feb 24, 2006	99	Firm change	Other
WELLS FARGO ADVISORS	WELLS FARGO INVESTMENTS, LLC	Nov 4, 2003	Nov 20, 2003	16	Firm change	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
286001:312323:CA:2021-04-01	Apr 14, 2021	Apr 7, 2021	OAKLAND, CA	Firm change
106036:286001:CA:2018-10-10	Oct 10, 2018	May 17, 2018	OAKLAND, CA	Firm change after gap

Relationships

Registered with (9)

→ VITA PLANNING GROUP LLCRegistered adviserregistration: current employment
Apr 7, 2021 to presentfactForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 17, 2018 to Apr 14, 2021factForm ADV
→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 5, 2017 to Oct 10, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 12, 2011 to Aug 19, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 24, 2008 to Sep 10, 2010factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Feb 24, 2006 to Mar 25, 2008factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Nov 20, 2003 to Nov 17, 2005factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Nov 4, 2003factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Apr 17, 2001 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.