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

Robert Edward Lampe

Rightwealth Advisors, LLCindependent RIADayton, Ohdual registrantIAPD 2397314

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/14/2026

At current firm

7 y

since Jul 30, 2019

In the industry

32 y

since Oct 1, 1993 (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: Managing Partner, Financial Advisorreportedrightwa.comfirm site, Sep 16, 2026
Designations: CFP, ChFCreportedrightwa.comas printed on the bio page, Sep 16, 2026
Partner or owner: “Managing Partner, Financial Advisor”reportedrightwa.comthe sentence on the bio page
Business email: rlampe@rightwa.comreportedrightwa.comfirm site, Sep 16, 2026
Professional profile: rightwa.com/robert-lampereportedrightwa.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/rob-lampe-cfp%C2%AE-chfc%C2%AE-ba6244areportedrightwa.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

Rightwealth Advisors, LLC independent RIA current
since Jul 30, 2019 · Dayton, Oh
Raymond James & Associates, Inc. national BD
Feb 13, 2013 to Jul 1, 2019 · Miamisburg, Oh
Morgan Keegan & Company, LLC former
Feb 22, 2011 to Feb 13, 2013 · Miamisburg, Oh
Morgan Stanley wirehouse
Jun 1, 2009 to Mar 11, 2011 · Centerville, Oh
Citigroup Global Markets Inc. BD affiliated
Dec 7, 1999 to Jun 1, 2009 · Centerville, Oh

Moves

a registration end followed by a registration begin elsewhere

Raymond James & Associates, Inc. to Rightwealth Advisors, LLC
left Jul 1, 2019, registered Jul 30, 2019 (29 days) · Affiliated broker-dealer or bank to independent RIA
Morgan Keegan & Company, LLC to Raymond James & Associates, Inc.
left Feb 13, 2013, registered Feb 13, 2013 (0 days) · corporate re-registration, not a move
Morgan Stanley to Morgan Keegan & Company, LLC
left Mar 11, 2011, registered Feb 22, 2011 (-17 days) · Other
Citigroup Global Markets Inc. to Morgan Stanley
left 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: Independent wealth managerderived
Years in industry: 32derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address