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 Total Wealth Planning, 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 |
|---|---|---|---|---|---|
| David Dean Wilder | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Dawn Ellen Morley | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 14, 2025 |
| Marc James Wambaugh | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Robert Norman Siegmann | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Robert Joseph Lemmons | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Amelia Ann West | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 12, 2025 |
| Joel Alan Musser | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Jonathan William Andre | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Christopher Charles Allen | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Jordan Curtis Nare | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Micah Peterson | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Madison Ann Krummen | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Dylan Micheal Sabol | Total Wealth Planning, LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Nov 10, 2025 |
| Cedric Xavier Louit | Total Wealth Planning, LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Jul 6, 2026 (105 d) |
| Navarrus Hale | Total Wealth Planning, LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 9, 2025 | Oct 15, 2025 |
| Justin Paul Clapp | Total Wealth Planning, LLC independent RIA | Nationwide Investment Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2025 | Dec 8, 2025 (83 d) |
| Holden Paul Varvel | Total Wealth Planning, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2025 | Aug 5, 2025 |
| Melina Therese Young | Total Wealth Planning, LLC independent RIA | Truepoint, Inc. independent RIA | RIA to RIA | Mar 1, 2024 | Mar 27, 2024 |
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18 moves match.