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 Lji 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Gregory Allen Whicker | Lji Wealth Management, LLC independent RIA | Whicker Wealth Management, LLC state registered | RIA to a state-registered adviser | Mar 6, 2026 | Mar 4, 2026 |
| Kevin John Mitchell | Lji Wealth Management, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Oct 3, 2025 | Nov 4, 2025 (32 d) |
| Bradley Heath Owens | Lji Wealth Management, LLC other | Charles Schwab & Co., Inc. national BD | Other | Sep 30, 2009 | Oct 8, 2009 |
Page 1 of 1
3 moves match.