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 Ggm Wealth Advisors

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
Jeffrey Grant JohnsonGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Jul 14, 2025
Michael Dean LittleGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Jennifer Ann SweeneyGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Steven Thomas HanniganGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Mar 21, 2025
Ryan Mackenzie BaldwinGgm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Dec 17, 2025 (134 d)
Mark Dwayne Bauer Jr.Ggm Wealth Advisors independent RIAWaverly Advisors, LLC independent RIARIA to RIAAug 5, 2025Jan 1, 2026 (149 d)
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6 moves match.