DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Reston Wealth Management
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 |
|---|---|---|---|---|---|
| Chloerissa Grey Kirwan | Reston Wealth Management independent RIA | Grey Kirwan Financial state registered | RIA to a state-registered adviser | Dec 1, 2025 | Dec 2, 2025 |
| Daniel Elmer Morgan | Reston Wealth Management other | Independent Financial Planning state registered | Other | Nov 6, 2014 | Jan 5, 2015 (60 d) |
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2 moves match.