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 Vantage 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 |
|---|---|---|---|---|---|
| Christina Danielle Gann Munguia | Vantage Wealth Management, LLC independent RIA | Team Hewins, LLC independent RIA | RIA to RIA | Dec 31, 2025 | Apr 29, 2026 (119 d) |
| Christopher John Thomas | Vantage Wealth Management, LLC independent RIA | Align Wealth Management, LLC independent RIA | RIA to RIA | Dec 31, 2022 | Dec 9, 2022 |
| Aaron Michael Agte | Vantage Wealth Management, LLC independent RIA | Graystone Advisor, LLC state registered | RIA to a state-registered adviser | Jun 26, 2019 | Jun 5, 2025 (2171 d) |
Page 1 of 1
3 moves match.