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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

D•••• T• W••••

U•••••• I••••••••• M•••••••••independent RIAAtlanta, GaIA-onlyIAPD 4429494

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as D•••• Travis W••••

At current firm

3 y

since May 1, 2023

In the industry

26 y

since Sep 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

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: Chief Investment Officer, Partnerreportedunifiedim.comfirm site, Sep 16, 2026
Designations: CFAreportedunifiedim.comas printed on the bio page, Sep 16, 2026
Partner or owner: “Chief Investment Officer, Partner”reportedunifiedim.comthe sentence on the bio page
Years, as the firm states: 20reportedunifiedim.com“Travis has over 20 years experience in the wealth management industry.”
Professional profile: unifiedim.com/team-member/travis-weitzreportedunifiedim.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

U•••••• I••••••••• M••••••••• independent RIA current
since May 1, 2023 · Atlanta, Ga
M••••• G••••• A••••••• I••• independent RIA
Apr 8, 2022 to Mar 16, 2023 · Denver, Co
A•• W••••• I••• former
Oct 5, 2018 to Dec 16, 2022 · Atlanta, Ga
R••••••• F•••••••• A•••••••• L•• independent RIA
Aug 8, 2007 to Oct 1, 2018 · Atlanta, Ga
R••••••• F•••••••• A••••••••• I••• unclassified
Oct 14, 2005 to Aug 14, 2007 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M••••• G••••• A••••••• I••• to U•••••• I••••••••• M•••••••••
left Mar 16, 2023, registered May 1, 2023 (46 days) · RIA to a newly registered adviser · moved with a team
A•• W••••• I••• to M••••• G••••• A••••••• I•••
left Dec 16, 2022, registered Apr 8, 2022 (-252 days) · RIA to RIA · moved with a team
R••••••• F•••••••• A•••••••• L•• to A•• W••••• I•••
left Oct 1, 2018, registered Oct 5, 2018 (4 days) · RIA to RIA
R••••••• F•••••••• A••••••••• I••• to R••••••• F•••••••• A•••••••• L••
left Aug 14, 2007, registered Aug 8, 2007 (-6 days) · Other

Signals

D•••• T• W•••• left M••••• G••••• A••••••• I••• for U•••••• I••••••••• M••••••••• (registered 2023-05-01)
Mar 16, 2023 · Advisor changed firm · fact
D•••• T• W•••• left A•• W••••• I••• for M••••• G••••• A••••••• I••• (registered 2022-04-08)
Dec 16, 2022 · 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