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 Point 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 |
|---|---|---|---|---|---|
| Mark Ian Magnuson | Vantage Point Wealth Management independent RIA | Strategic Wealth Group independent RIA | RIA to RIA | Oct 29, 2025 | May 28, 2025 |
| Jon Kipling Johansen | Vantage Point Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2024 | Mar 6, 2024 |
| Patrick Linn Wight | Vantage Point Wealth Management independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 20, 2024 | Mar 6, 2024 |
| Erik Johnson | Vantage Point Wealth Management independent RIA | Fleischer & Johnson Wealth Management, Inc. state registered | RIA to a state-registered adviser | Jan 6, 2022 | Sep 28, 2021 |
| Michael Pikkarainen | Vantage Point Wealth Management independent RIA | Brp Capital LLC unclassified | Other | Feb 26, 2018 | Feb 21, 2018 |
| Lauren Griggs | Vantage Point Wealth Management other | Woodbury Financial Services, Inc. other | Other | Nov 23, 2015 | Nov 17, 2015 |
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6 moves match.