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 Gibbs 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 |
|---|---|---|---|---|---|
| Zachary Maxwell Williams | Gibbs Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Jun 2, 2026 | Jul 10, 2026 (38 d) |
| Marcus Champion | Gibbs Wealth Management, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Apr 9, 2026 |
| Peter Svend Tychsen | Gibbs Wealth Management, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2025 | Jul 16, 2025 |
| Blake Alexander Dixon | Gibbs Wealth Management, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Sep 17, 2025 | Oct 6, 2025 |
| Rushi Patel | Gibbs Wealth Management, LLC independent RIA | Fairbridge Capital Management, LLC state registered | RIA to a state-registered adviser | Mar 19, 2025 | Feb 25, 2026 (343 d) |
| Joshua Lloyd Ottinger | Gibbs Wealth Management, LLC independent RIA | Triad Wealth Partners, LLC independent RIA | RIA to RIA | Nov 18, 2024 | Nov 19, 2024 |
| Thomas Edward Guidici | Gibbs Wealth Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Apr 25, 2024 | Apr 22, 2024 |
| Michael Francis Irwin | Gibbs Wealth Management, LLC independent RIA | Coppell Advisory Solutions LLC independent RIA | RIA to RIA | Dec 13, 2023 | Dec 15, 2023 |
| Sabrina Lennhoff Brown | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | Other | May 27, 2022 | Apr 20, 2021 |
| John Allen Lawrence | Gibbs Wealth Management, LLC independent RIA | J.A. Lawrence Wealth Management state registered | RIA to a state-registered adviser | Nov 29, 2021 | Jan 4, 2022 (36 d) |
| Nicolas John Pesci | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Nov 12, 2021 | Apr 20, 2021 |
| Dana William Dunkelberger | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Nov 12, 2021 | Apr 20, 2021 |
| Terence K Brown | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Sep 23, 2021 | Apr 23, 2021 |
| Devin Warren Choules | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Aug 23, 2021 | Apr 20, 2021 |
| Matthew Benjamin Rowley | Gibbs Wealth Management, LLC independent RIA | Visionary Wealth Management, LLC no RAUM | RIA to a newly registered adviser | Jul 22, 2021 | Apr 20, 2021 |
| Stephen Schoen Baldwin | Gibbs Wealth Management, LLC independent RIA | Kinetic Investment Management, Inc. independent RIA | RIA to RIA | Apr 8, 2021 | Mar 16, 2021 |
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16 moves match.