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.
Registered advisor
Waymon Reuben Tipton
Chartered Financial Analyst
Feed of 09/14/2026
At current firm
6 y
since Oct 18, 2019
In the industry
40 y
since Mar 13, 1986 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Robert W. Baird & Co. Incorporated mixed wealth currentsince Oct 18, 2019 · Nashville, Tn
- J.J.B. Hilliard, W.L. Lyons, LLC formerJun 25, 2018 to Oct 18, 2019 · Nashville, Tn
- Avondale Partners, LLC formerJan 14, 2013 to Apr 1, 2019 · Nashville, Tn
- Stephens BD affiliatedJul 16, 2010 to Jan 15, 2013 · Nashville, Tn
- Morgan Stanley wirehouseJun 1, 2009 to Jul 22, 2010 · Nashville, Tn
- Citigroup Global Markets Inc. BD affiliatedApr 8, 2004 to Jun 1, 2009 · Nashville, Tn
Moves
a registration end followed by a registration begin elsewhere
- J.J.B. Hilliard, W.L. Lyons, LLC to Robert W. Baird & Co. Incorporatedleft Oct 18, 2019, registered Oct 18, 2019 (0 days) · corporate re-registration, not a move
- Avondale Partners, LLC to J.J.B. Hilliard, W.L. Lyons, LLCleft Apr 1, 2019, registered Jun 25, 2018 (-280 days) · Other
- Stephens to Avondale Partners, LLCleft Jan 15, 2013, registered Jan 14, 2013 (-1 days) · Other
- Morgan Stanley to Stephensleft Jul 22, 2010, registered Jul 16, 2010 (-6 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address