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

Daniel Richard Garvin

Munn Wealth Management, LLCindependent RIAMaumee, OhIA-onlyIAPD 1481768

Feed of 09/14/2026

At current firm

0 y

since Jul 16, 2026

In the industry

42 y

since Jan 1, 1984 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Client Advisorreportedmunnwealth.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Munn Wealth Management, LLC independent RIA current
since Jul 16, 2026 · Maumee, Oh
Impact Partnership Wealth, LLC independent RIA
Jun 26, 2024 to Sep 8, 2026 · Marietta, Ga
Triumph Wealth Advisors, Inc. former
Jun 9, 2016 to Oct 14, 2024 · Woodstock, Ga
Integrity Alliance, LLC BD affiliated
Mar 26, 2013 to May 16, 2016 · Urbandale, Ia
First Allied Advisory Services, Inc. former
Jul 2, 2012 to Apr 1, 2013 · Chesterfield, Mo
First Allied Securities, Inc. former
Mar 3, 2011 to Aug 9, 2012 · San Diego, Ca
Next Financial Group, Inc. former
Jun 6, 2003 to Mar 25, 2011 · Maumee, Oh

Moves

a registration end followed by a registration begin elsewhere

Impact Partnership Wealth, LLC to Munn Wealth Management, LLC
left Sep 8, 2026, registered Jul 16, 2026 (-54 days) · RIA to RIA
Triumph Wealth Advisors, Inc. to Impact Partnership Wealth, LLC
left Oct 14, 2024, registered Jun 26, 2024 (-110 days) · RIA to RIA
Integrity Alliance, LLC to Triumph Wealth Advisors, Inc.
left May 16, 2016, registered Jun 9, 2016 (24 days) · Other
First Allied Advisory Services, Inc. to Integrity Alliance, LLC
left Apr 1, 2013, registered Mar 26, 2013 (-6 days) · Other
First Allied Securities, Inc. to First Allied Advisory Services, Inc.
left Aug 9, 2012, registered Jul 2, 2012 (-38 days) · channel change inside one enterprise, not a move
Next Financial Group, Inc. to First Allied Securities, Inc.
left Mar 25, 2011, registered Mar 3, 2011 (-22 days) · Other

Signals

Daniel Richard Garvin left Impact Partnership Wealth, Llc for Munn Wealth Management, Llc (registered 2026-07-16)
Sep 8, 2026 · Advisor changed firm · fact
Daniel Richard Garvin left Triumph Wealth Advisors, Inc. for Impact Partnership Wealth, Llc (registered 2024-06-26)
Oct 14, 2024 · Advisor changed firm · fact

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: Independent wealth managerderived
Years in industry: 42derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address