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 Tip Group 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.

AdvisorFromToTypeLeftRegistered
Tyler M BebaultTip Group LLC state registeredEdward Jones national BDOtherApr 13, 2026Apr 17, 2026
Dylan WaltherTip Group LLC state registeredManske Wealth Management, LLC independent RIAOtherMar 18, 2026Feb 24, 2026
Duane William WagnerTip Group LLC state registeredAe Wealth Management, LLC BD affiliatedOtherFeb 20, 2026Jul 10, 2026 (140 d)
Nicholas Peter HonsbergTip Group LLC state registeredCetera Investment Advisers LLC BD affiliatedOtherFeb 18, 2026Sep 2, 2026 (196 d)
David Michael LeeTip Group LLC state registeredFoundations Investment Advisors LLC independent RIAOtherNov 6, 2025Jan 20, 2026 (75 d)
Sarah Houston ZieseTip Group LLC state registeredAe Wealth Management, LLC BD affiliatedOtherJun 11, 2025Jul 9, 2026 (393 d)
Ryan J MoreheadTip Group LLC state registeredAe Wealth Management, LLC BD affiliatedOtherDec 3, 2024Jul 13, 2026 (587 d)
Autumn ValoreTip Group LLC state registeredGuardian Wealth Partners, LLC independent RIAOtherAug 21, 2024Mar 7, 2025 (198 d)
Michael Tyler ValoreTip Group LLC state registeredGuardian Wealth Partners, LLC independent RIAOtherMar 15, 2024Oct 29, 2024 (228 d)
Frank HolderTip Group LLC state registeredAllstate Financial Advisors, LLC BD affiliatedOtherDec 5, 2022Dec 8, 2022
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10 moves match.