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
Dinu Marian Tise
Feed of 09/14/2026
Also filed as Dinu Tise
At current firm
4 y
since Aug 30, 2022
In the industry
23 y
since Nov 21, 2002 (earliest exam, job or registration)
Prior registered firms
7
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Synergist Private Wealth LLC state registered currentsince Aug 30, 2022 · New Orleans, La
- Gibbs Wealth Management, LLC independent RIAOct 8, 2024 to Mar 27, 2025 · New Orleans, La
- Mutual Advisors, LLC BD affiliatedJul 13, 2021 to Dec 31, 2021 · New Orleans, La
- Ameriprise Financial Services, LLC national BDDec 16, 2019 to Apr 9, 2021 · Metairie, La
- J.P. Morgan Securities LLC wirehouseOct 1, 2012 to Nov 26, 2019 · New Orleans, La
- Chase Investment Services Corp. formerOct 10, 2006 to Oct 1, 2012 · New Orleans, La
- Morgan Stanley Dw Inc. unclassifiedNov 21, 2005 to Jul 28, 2006 · New Orleans, La
- Waddell & Reed formerNov 21, 2002 to Feb 2, 2004 · Baton Rouge, La
Moves
a registration end followed by a registration begin elsewhere
- Gibbs Wealth Management, LLC to no registered destinationleft Mar 27, 2025 · Departure, no registered destination
- Mutual Advisors, LLC to Synergist Private Wealth LLCleft Dec 31, 2021, registered Aug 30, 2022 (242 days) · Affiliated broker-dealer or bank to a state-registered adviser
- Ameriprise Financial Services, LLC to Mutual Advisors, LLCleft Apr 9, 2021, registered Jul 13, 2021 (95 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Ameriprise Financial Services, LLCleft Nov 26, 2019, registered Dec 16, 2019 (20 days) · Wirehouse to affiliated broker-dealer or bank
- Chase Investment Services Corp. to J.P. Morgan Securities LLCleft Oct 1, 2012, registered Oct 1, 2012 (0 days) · corporate re-registration, not a move
- Morgan Stanley Dw Inc. to Chase Investment Services Corp.left Jul 28, 2006, registered Oct 10, 2006 (74 days) · Other
- Waddell & Reed to Morgan Stanley Dw Inc.left Feb 2, 2004, registered Nov 21, 2005 (658 days) · Other
Signals
- Dinu Marian Tise no longer registered at Gibbs Wealth Management, Llc; no later IA registration on IAPDMar 27, 2025 · Advisor departure · 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
- STATE REGISTEREDderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address