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 Gitterman 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.

AdvisorFromToTypeLeftRegistered
Jeffrey Lewis GittermanGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Nov 26, 2025
Elias Stuart RauchGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Jennifer Anne EasleyGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 6, 2025
Kenneth Michael QuarnaccioGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Ira Scott GoldbergGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 7, 2025
Edward Carl HoffmanGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 3, 2025
Jason Paul CondonGitterman Wealth Management, LLC independent RIAPerigon Wealth Management, LLC independent RIARIA to RIADec 9, 2025Oct 3, 2025
Jessica Allison SkolnickGitterman Wealth Management, LLC independent RIAArcher Investment Management independent RIARIA to RIAJan 19, 2024May 8, 2024 (110 d)
Daniel ArmasGitterman Wealth Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 8, 2021Mar 1, 2021
Brandon P BuhayGitterman Wealth Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 8, 2021Mar 5, 2021
Theodore Victor KowalchynGitterman Wealth Management, LLC independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankOct 20, 2020Oct 20, 2020
Jonathan Paul TerebetskiGitterman Wealth Management, LLC independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankOct 20, 2020Oct 20, 2020
Gregory GiardinoGitterman Wealth Management, LLC independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankJul 24, 2020Jul 24, 2020
Randolph Mark WarrenGitterman Wealth Management, LLC independent RIAGwn Securities Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 29, 2019Sep 5, 2019
Caitlin M WestGitterman Wealth Management, LLC otherJ.P. Morgan Private Wealth Advisors LLC otherOtherNov 16, 2017Jan 9, 2018 (54 d)
Dennis Lewis SchlegelGitterman Wealth Management, LLC otherMML Investors Services, LLC otherOtherApr 17, 2017May 9, 2017
Daniel Richard MartinGitterman Wealth Management, LLC otherCambridge Investment Research Advisors, Inc. otherOtherDec 2, 2016Dec 1, 2016
Jitender C. GidwaniGitterman Wealth Management, LLC otherTriad Advisors, LLC otherOtherOct 26, 2016Oct 28, 2016
Peter Michael SilvisGitterman Wealth Management, LLC otherFirst Allied Advisory Services, Inc. otherOtherOct 3, 2016Oct 5, 2016
Eric MangoldGitterman Wealth Management, LLC otherFirst Allied Advisory Services, Inc. otherOtherSep 26, 2016Sep 27, 2016
Bernadette Marie StroutGitterman Wealth Management, LLC otherFirst Allied Advisory Services, Inc. otherOtherJan 15, 2016Jan 20, 2016
David Irwin KatzGitterman Wealth Management, LLC otherAmeriprise Financial Services, LLC national BDOtherApr 30, 2014Jan 21, 2014
Tara L JakubikGitterman Wealth Management, LLC otherFeldstein, Steven Dba Steven Feldstein & Associates otherOtherSep 26, 2012Jan 21, 2013 (117 d)
James Alfred HalprinGitterman Wealth Management, LLC otherAdvisory Services Network otherOtherAug 13, 2012Aug 14, 2012
Sheila Adair JacobsGitterman Wealth Management, LLC otherWells Fargo Advisors wirehouseOtherApr 9, 2012Dec 9, 2013 (609 d)
David Allen BrounleyGitterman Wealth Management, LLC otherWealth Enhancement Advisory Services, LLC otherOtherMar 16, 2012Jan 11, 2016 (1396 d)
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26 moves match.