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
Lynne Ann Witmer
Feed of 09/15/2026
Also filed as Lynne Witmer
At current firm
4 y
since May 3, 2022
In the industry
22 y
since Nov 3, 2003 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
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
- Meridian Wealth Management, LLC independent RIA currentsince May 3, 2022 · Encino, Ca
- One Wealth Map, LLC independent RIAJan 5, 2015 to Jan 22, 2015 · Las Vegas, Nv
- Southport Capital formerJun 30, 2014 to May 16, 2022 · Chattanooga, Tn
- Integrated Asset Management, LLC formerOct 3, 2013 to Dec 11, 2014 · Los Angeles, Ca
- Pnc Wealth Management BD affiliatedJan 10, 2007 to May 4, 2009 · State College, Pa
- Pnc Wealth Management BD affiliatedJan 1, 2004 to Jun 21, 2004 · Bellefonte, Pa
- J.J.B. Hilliard, W.L. Lyons, LLC formerNov 5, 2003 to Jan 1, 2004 · Bellefonte, Pa
Moves
a registration end followed by a registration begin elsewhere
- Southport Capital to One Wealth Map, LLCleft May 16, 2022, registered Jan 5, 2015 (-2688 days) · Other
- One Wealth Map, LLC to Meridian Wealth Management, LLCleft Jan 22, 2015, registered May 3, 2022 (2658 days) · Other
- Integrated Asset Management, LLC to Southport Capitalleft Dec 11, 2014, registered Jun 30, 2014 (-164 days) · Other
- Pnc Wealth Management to Integrated Asset Management, LLCleft May 4, 2009, registered Oct 3, 2013 (1613 days) · Other
- J.J.B. Hilliard, W.L. Lyons, LLC to Pnc Wealth Managementleft Jan 1, 2004, registered Jan 1, 2004 (0 days) · corporate re-registration, not a move
Signals
- Lynne Ann Witmer left Southport Capital for One Wealth Map, Llc (registered 2015-01-05)May 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address