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
Jesse Logan Dietz
Certified Financial Planner
Feed of 09/15/2026
At current firm
2 y
since Dec 14, 2023
In the industry
26 y
since Feb 16, 2000 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Gibbs Wealth Management, LLC independent RIA currentsince Dec 14, 2023 · Houston, Tx
- Retirement Planners Of Texas unclassifiedJun 11, 2014 to Apr 1, 2024 · Houston, Tx
- Wealth Mentors, LLC unclassifiedFeb 1, 2013 to Oct 23, 2014 · Pearland, Tx
- Msi Financial Services, Inc. formerSep 19, 2012 to Feb 8, 2013 · Houston, Tx
- Mwa Financial Services, Inc. BD affiliatedAug 12, 2011 to Aug 27, 2012 · Baytown, Tx
- Amegy Investments, Inc. formerFeb 2, 2009 to Apr 14, 2011 · Cypress, Tx
- Zions Capital Advisors, Inc. institutionalMar 11, 2008 to Jan 6, 2009 · Baytown, Tx
- Amsouth Investment Management Company LLC unclassifiedSep 23, 2005 to Mar 1, 2006 · Birmingham, Al
- LPL Financial LLC BD affiliatedMar 26, 2004 to Sep 19, 2005 · Rogersville, Tn
Moves
a registration end followed by a registration begin elsewhere
- Retirement Planners Of Texas to Gibbs Wealth Management, LLCleft Apr 1, 2024, registered Dec 14, 2023 (-109 days) · Other
- Wealth Mentors, LLC to Retirement Planners Of Texasleft Oct 23, 2014, registered Jun 11, 2014 (-134 days) · Other
- Msi Financial Services, Inc. to Wealth Mentors, LLCleft Feb 8, 2013, registered Feb 1, 2013 (-7 days) · Other
- Mwa Financial Services, Inc. to Msi Financial Services, Inc.left Aug 27, 2012, registered Sep 19, 2012 (23 days) · Other
- Amegy Investments, Inc. to Mwa Financial Services, Inc.left Apr 14, 2011, registered Aug 12, 2011 (120 days) · Other
- Zions Capital Advisors, Inc. to Amegy Investments, Inc.left Jan 6, 2009, registered Feb 2, 2009 (27 days) · Other
- Amsouth Investment Management Company LLC to Zions Capital Advisors, Inc.left Mar 1, 2006, registered Mar 11, 2008 (741 days) · Other
- LPL Financial LLC to Amsouth Investment Management Company LLCleft Sep 19, 2005, registered Sep 23, 2005 (4 days) · Other
Signals
- Jesse Logan Dietz left Retirement Planners Of Texas for Gibbs Wealth Management, Llc (registered 2023-12-14)Apr 1, 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address