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 One Wealth Map, 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 |
|---|---|---|---|---|---|
| Amanda Elise Devilbiss Fuller | One Wealth Map, LLC independent RIA | Impact Partnership Wealth, LLC independent RIA | RIA to RIA | Jan 17, 2025 | Jan 30, 2026 (378 d) |
| Paolo Gabrielli Kipping Torres | One Wealth Map, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Dec 16, 2022 | Feb 22, 2023 (68 d) |
| Roger Alan Nicholls | One Wealth Map, LLC independent RIA | Investment Advisor Group independent RIA | RIA to RIA | Oct 8, 2021 | Oct 27, 2021 |
| Denise L Heimel | One Wealth Map, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 20, 2021 | Nov 30, 2022 (498 d) |
| Kofi Sakyi | One Wealth Map, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 12, 2021 | Nov 6, 2025 (1578 d) |
| J Todd Keffury | One Wealth Map, LLC independent RIA | Cadenza Financial Planning state registered | RIA to a state-registered adviser | Mar 29, 2021 | Jun 15, 2021 (78 d) |
| Brian Kubis | One Wealth Map, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2020 | Dec 10, 2021 (427 d) |
| Jordan Bradford Peterson | One Wealth Map, LLC independent RIA | Skyoak Wealth independent RIA | RIA to RIA | May 15, 2019 | May 15, 2019 |
| Kevin Dauphinee | One Wealth Map, LLC no RAUM | Eagle Strategies LLC other | Other | Apr 14, 2016 | Nov 30, 2016 (230 d) |
| Marianne Rice Reeves | One Wealth Map, LLC no RAUM | Cetera Advisors LLC other | Other | Sep 26, 2015 | Oct 3, 2016 (373 d) |
| Lynne Ann Witmer | One Wealth Map, LLC no RAUM | Meridian Wealth Management, LLC independent RIA | Other | Jan 22, 2015 | May 3, 2022 (2658 d) |
Page 1 of 1
11 moves match.