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

Ronald Litteral

Gibbs Wealth Management, LLCindependent RIAAlpharetta, Ga IA-onlyIAPD 5762717

Feed of 09/15/2026

Also filed as Ronald Litteral

At current firm

0 y

since Mar 18, 2026

In the industry

13 y

since Aug 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Gibbs Wealth Management, LLC independent RIA current
since Mar 18, 2026 · Alpharetta, Ga
San Blas Advisory, Inc. independent RIA
Nov 6, 2025 to Mar 23, 2026 · Atlanta, Ga
Sb Advisory, LLC independent RIA
Oct 30, 2025 to Mar 23, 2026 · Tucson, Az
Strategic Advisers LLC national BD
Mar 31, 2025 to Oct 8, 2025 · Tucson, Az
Fidelity Personal And Workplace Advisors former
Jan 12, 2023 to Mar 31, 2025 · Tucson, Az
Raymond James Financial Services Advisors, Inc BD affiliated
Oct 21, 2014 to Sep 12, 2022 · Hillsboro, Or
Cuso Financial Services, L.P. former
Mar 25, 2014 to Oct 20, 2014 · Wilsonville, Or

Moves

a registration end followed by a registration begin elsewhere

Sb Advisory, LLC to San Blas Advisory, Inc.
left Mar 23, 2026, registered Nov 6, 2025 (-137 days) · RIA to RIA
San Blas Advisory, Inc. to Gibbs Wealth Management, LLC
left Mar 23, 2026, registered Mar 18, 2026 (-5 days) · RIA to RIA
Strategic Advisers LLC to Sb Advisory, LLC
left Oct 8, 2025, registered Oct 30, 2025 (22 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Personal And Workplace Advisors to Strategic Advisers LLC
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
Raymond James Financial Services Advisors, Inc to Fidelity Personal And Workplace Advisors
left Sep 12, 2022, registered Jan 12, 2023 (122 days) · Affiliated broker-dealer or bank to another
Cuso Financial Services, L.P. to Raymond James Financial Services Advisors, Inc
left Oct 20, 2014, registered Oct 21, 2014 (1 days) · Other

Signals

Ronald Litteral left San Blas Advisory, Inc. for Gibbs Wealth Management, Llc (registered 2026-03-18)
Mar 23, 2026 · Advisor changed firm · fact
Ronald Litteral left Sb Advisory, Llc for San Blas Advisory, Inc. (registered 2025-11-06)
Mar 23, 2026 · Advisor changed firm · fact
Ronald Litteral left Strategic Advisers Llc for Sb Advisory, Llc (registered 2025-10-30)
Oct 8, 2025 · Advisor changed firm · fact
Ronald Litteral left Raymond James Financial Services Advisors, Inc for Fidelity Personal And Workplace Advisors (registered 2023-01-12)
Sep 12, 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address