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 Illumination 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 |
|---|---|---|---|---|---|
| Christopher Tritt | Illumination Wealth Management independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 11, 2026 | Apr 10, 2026 (58 d) |
| Heidi Bao Phan | Illumination Wealth Management independent RIA | Rebalance LLC independent RIA | RIA to RIA | Feb 11, 2026 | Apr 29, 2026 (77 d) |
| Sean R Meyeres | Illumination Wealth Management independent RIA | Q3 Advisors, LLC no RAUM | Other | Aug 14, 2025 | Jul 10, 2025 |
| Penny Prewitt Jones | Illumination Wealth Management independent RIA | Titleist Asset Management, LLC independent RIA | RIA to RIA | Jun 16, 2025 | Sep 12, 2025 (88 d) |
| Jenna Rose Rodrigues | Illumination Wealth Management independent RIA | Saltbox Financial LLC independent RIA | RIA to RIA | Mar 26, 2024 | Mar 6, 2025 (345 d) |
| Jacob Phelps | Illumination Wealth Management independent RIA | Strong Wealth state registered | RIA to a state-registered adviser | Jul 12, 2023 | Nov 22, 2023 (133 d) |
| Eric Eugene Niergarth | Illumination Wealth Management independent RIA | Origin Investment Advisory LLC independent RIA | RIA to RIA | May 2, 2022 | Jul 20, 2022 (79 d) |
| Kathleen Brittany Boyd | Illumination Wealth Management independent RIA | Slp Wealth no RAUM | RIA to a newly registered adviser | Mar 15, 2021 | Feb 12, 2024 (1064 d) |
| Andrew James Costello | Illumination Wealth Management independent RIA | Captrust institutional | Other | Mar 27, 2020 | Apr 22, 2020 |
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9 moves match.