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

Arrivals at Litman Gregory 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.

AdvisorFromToTypeLeftRegistered
Jason Jareth SiedleWedgewood Partners, Inc. independent RIALitman Gregory Wealth Management, LLC independent RIARIA to RIAAug 7, 2023Aug 11, 2023
Anthony Lawrence GuerrerioWedgewood Partners, Inc. independent RIALitman Gregory Wealth Management, LLC independent RIARIA to RIAAug 7, 2023Aug 11, 2023
Cynthia J MorrisSensiba San Filippo Financial Advisers LLC otherLitman Gregory Wealth Management, LLC independent RIAOtherJan 6, 2022Dec 17, 2021
Taylor Michael WelzWelz Financial Services, Inc. otherLitman Gregory Wealth Management, LLC mixed wealthOtherJan 16, 2019Jan 29, 2019
Lesley Estelle CannanStrategic Advisers LLC national BDLitman Gregory Wealth Management, LLC otherOtherDec 5, 2012Sep 3, 2014 (637 d)
John Michael BaxmanStrategic Advisers LLC national BDLitman Gregory Wealth Management, LLC otherOtherAug 13, 2009Jan 14, 2013 (1250 d)
Gretchen Carol HollsteinBay Isle Financial LLC unclassifiedLitman Gregory Wealth Management, LLC otherOtherMar 30, 2005Feb 8, 2011 (2141 d)
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7 moves match.