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
Jay W Wirig
Personal Financial Specialist
Feed of 09/14/2026
At current firm
2 y
since Jul 1, 2024
In the industry
45 y
since Jun 1, 1981 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Focus Partners Wealth, LLC independent RIA currentsince Jul 1, 2024 · Woodland Hills, Ut
- Buckingham Strategic Wealth, LLC formerJul 27, 2018 to Nov 14, 2024 · Walnut Creek, Ca
- Earned Wealth Advisors, LLC independent RIANov 4, 1999 to Jul 25, 2018 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- Buckingham Strategic Wealth, LLC to Focus Partners Wealth, LLCleft Nov 14, 2024, registered Jul 1, 2024 (-136 days) · corporate re-registration, not a move
- Earned Wealth Advisors, LLC to Buckingham Strategic Wealth, LLCleft Jul 25, 2018, registered Jul 27, 2018 (2 days) · RIA to RIA
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
- Independent wealth managerderived
- Years in industry
- 45derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address