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 Illumination Wealth Management
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 |
|---|---|---|---|---|---|
| Joshua Weslie Simpson | Price Financial Group Wealth Management, Inc. independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Jul 2, 2026 | Jul 29, 2026 |
| Zachary Penn Benton | Focus Partners Wealth, LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Apr 20, 2026 | May 19, 2026 |
| Christine Papelian | Sterling Investment Counsel, LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Dec 8, 2025 | Dec 10, 2025 |
| David Kim | Ip Financial Advisory Services LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Apr 29, 2025 | Sep 3, 2025 (127 d) |
| Heidi Bao Phan | The Wealth Conservancy, Inc. independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Jan 31, 2025 | Feb 28, 2025 |
| Kimberly Grace Nickel | Las Olas Capital Advisors, LLC mixed wealth | Illumination Wealth Management independent RIA | RIA to RIA | Jan 7, 2025 | Dec 24, 2025 (351 d) |
| Sean R Meyeres | Mariner BD affiliated | Illumination Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2024 | Mar 1, 2024 (37 d) |
| John D Kenny | Savvy Investments & Planning LLC unclassified | Illumination Wealth Management independent RIA | Other | Jun 27, 2023 | Jan 1, 2025 (554 d) |
| Jenna Rose Rodrigues | Thrivent Investment Management Inc. BD affiliated | Illumination Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 25, 2021 | Mar 17, 2022 (143 d) |
| Sara Jane Gawick | Ameriprise Financial Services, LLC national BD | Illumination Wealth Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 2, 2021 | Jun 10, 2022 (343 d) |
| Jacob Phelps | Bonfire Financial, LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Jun 22, 2021 | Jun 11, 2021 |
| Penny Prewitt Jones | Mchenry Capital, L.L.C. state registered | Illumination Wealth Management independent RIA | Other | Jul 7, 2020 | Apr 4, 2024 (1367 d) |
| Eric Eugene Niergarth | Td Ameritrade, Inc. no RAUM | Illumination Wealth Management independent RIA | Other | Jul 15, 2019 | Apr 14, 2020 (274 d) |
| Kathleen Brittany Boyd | Brunch & Budget, LLC unclassified | Illumination Wealth Management independent RIA | Other | Jan 22, 2019 | Aug 22, 2019 (212 d) |
| Andrew James Costello | Watermark Asset Management, Inc. independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Aug 1, 2018 | Jul 25, 2018 |
| Benjamin Samuel Rinkey | Ben Rinkey And Associates, LLC unclassified | Illumination Wealth Management independent RIA | Other | Dec 1, 2016 | May 21, 2014 |
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16 moves match.