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 Sigfig 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 |
|---|---|---|---|---|---|
| Nicholas Joel Tilson | Sigfig Wealth Management LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 28, 2026 | Mar 27, 2026 |
| Andrew John Vanlaningham | Sigfig Wealth Management LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2025 | Feb 14, 2025 |
| Howard I Mortenson | Sigfig Wealth Management LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 17, 2024 | Aug 31, 2026 (805 d) |
| Steven Paul Lifgren | Sigfig Wealth Management LLC independent RIA | Forusall institutional | Other | Feb 6, 2020 | Nov 30, 2021 (663 d) |
| Raymond F Tenpenny | Sigfig Wealth Management LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Mar 5, 2019 | May 29, 2020 (451 d) |
| Maggie Rhea Parker | Sigfig Wealth Management LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Sep 24, 2018 | Apr 15, 2019 (203 d) |
| Howard I Mortenson | Sigfig Wealth Management LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2018 | Oct 2, 2018 |
| Jason Willyard | Sigfig Wealth Management LLC independent RIA | Citizens Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2018 | Oct 1, 2018 |
| Gerald Joseph Sharkey | Sigfig Wealth Management LLC other | Creative Planning independent RIA | Other | Apr 4, 2017 | Feb 8, 2019 (675 d) |
| Timothy Montillano Salunga | Sigfig Wealth Management LLC other | Advice And Planning Services other | Other | Dec 7, 2016 | Dec 15, 2016 |
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10 moves match.