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.

Advisor moves

Departures from Litman Gregory Wealth Management, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Christopher C WheatonLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
John Michael BaxmanLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
Monica Blair MunozLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 14, 2026
Lesley Estelle CannanLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
Craig Bernard KellerLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 22, 2026
Jason Jareth SiedleLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Feb 26, 2026
Anthony Lawrence GuerrerioLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 13, 2026
Cynthia J MorrisLitman Gregory Wealth Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseOct 3, 2025Aug 4, 2026 (305 d)
Gretchen Carol HollsteinLitman Gregory Wealth Management, LLC independent RIAAspiriant, LLC independent RIARIA to RIASep 17, 2025Sep 30, 2025
William Samuel ThompsonLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 14, 2022Mar 13, 2023 (180 d)
Taylor Michael WelzLitman Gregory Wealth Management, LLC independent RIADkm Wealth Management, Inc. independent RIARIA to RIAJun 30, 2022Jun 24, 2022
Daniel MiladinovichLitman Gregory Wealth Management, LLC independent RIADkm Wealth Management, Inc. no RAUMRIA to a newly registered adviserOct 28, 2021Oct 27, 2021
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12 moves match.