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 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.

AdvisorFromToTypeLeftRegistered
Ronald LitteralSan Blas Advisory, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 23, 2026Mar 18, 2026
Devin Warren ChoulesCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 6, 2026Jul 8, 2020
Stephen Schoen BaldwinKinetic Investment Management, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAFeb 3, 2026Dec 23, 2025
Emile Joachim BabinEagle Strategies LLC BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2026Feb 5, 2026
Breck JacobsJacobs Financial Group unclassifiedGibbs Wealth Management, LLC independent RIAOtherJan 7, 2026Jun 6, 2025
Rushi PatelFairbridge Capital Management, LLC state registeredGibbs Wealth Management, LLC independent RIAOtherDec 31, 2025Jan 19, 2024
Justin Duane MundtTransce3nd LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJul 29, 2025Jul 2, 2025
Keegan ColangeloThrivent Investment Management Inc. BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2025May 5, 2025
Dominick Anthony MessinaCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMar 6, 2025Mar 12, 2025
Dustin Brandt MitchellCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAFeb 13, 2025Feb 27, 2025
Blake Alexander DixonAe Wealth Management, LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJan 7, 2025Jan 22, 2025
Peter William DotsonBcd Advisors state registeredGibbs Wealth Management, LLC independent RIAOtherAug 26, 2024Nov 29, 2025 (460 d)
William Earl SmithTriumph Wealth Advisors, Inc. independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJun 5, 2024Jun 7, 2024
Jesse Logan DietzRetirement Planners Of Texas unclassifiedGibbs Wealth Management, LLC independent RIAOtherApr 1, 2024Dec 14, 2023
John Olaf OlsonOsaic Wealth, Inc. BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 22, 2024Jan 22, 2025 (306 d)
Douglas A ClancyCornerstone Wealth & Tax Advisory Group unclassifiedGibbs Wealth Management, LLC independent RIAOtherFeb 19, 2024Jun 15, 2020
Salvatore Antonio LavelyPruco Securities, LLC BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 2, 2024Apr 8, 2024 (66 d)
Michael Allen LeeCreativeone Securities, LLC BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2024Jan 8, 2024
Jason McgilveryMorgan Stanley wirehouseGibbs Wealth Management, LLC independent RIAWirehouse to independent RIAJan 3, 2024Dec 23, 2025 (720 d)
John Paul ReisingBrookstone Capital Management LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJan 2, 2024Jan 4, 2024
Kurtis Wesley BarnettVirtue Capital Management, LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIADec 8, 2023Dec 21, 2023
Gregory Miles BabcockVirtue Capital Management, LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIANov 3, 2023Jan 1, 2025 (425 d)
Robert Steven MessinaFinancial Resources Group unclassifiedGibbs Wealth Management, LLC independent RIAOtherJul 20, 2023Dec 23, 2025 (887 d)
Laura Ann PesekWoodbury Financial Services, Inc. BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2023May 19, 2023 (31 d)
Mcgarry P MurrayBrookstone Capital Management LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAJan 19, 2023Feb 23, 2023 (35 d)
Theodore M MoyerLegacy 360 Financial And Wealth Management LLC unclassifiedGibbs Wealth Management, LLC independent RIAOtherDec 16, 2022Apr 5, 2022
Andrew Robert PieraciniSilver Oak Securities, Inc. BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2022May 11, 2022
Daniel Roy MoweryPruco Securities, LLC BD affiliatedGibbs Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 20, 2022Jan 28, 2022
Brendan Vincent GradyBrookstone Asset Management, LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIADec 31, 2021Oct 31, 2022 (304 d)
Peter Svend TychsenBrookstone Capital Management LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIADec 9, 2021Aug 31, 2022 (265 d)
John Allen LawrenceJ.A. Lawrence Wealth Management state registeredGibbs Wealth Management, LLC independent RIAOtherAug 18, 2021Sep 15, 2021
Lisa Gail BrumfieldVisionary Wealth Management, LLC no RAUMGibbs Wealth Management, LLC independent RIAOtherAug 11, 2021May 23, 2024 (1016 d)
Brian Wade WhitakerGreat Lakes Wealth Management, LLC unclassifiedGibbs Wealth Management, LLC independent RIAOtherJun 30, 2020Apr 21, 2020
Terence K BrownCoppell Advisory Solutions LLC independent RIAGibbs Wealth Management, LLC independent RIARIA to RIAMay 28, 2020Jun 15, 2020
Steven James KatzWiner Wealth Management, Inc. unclassifiedGibbs Wealth Management, LLC independent RIAOtherSep 30, 2016Sep 16, 2021 (1812 d)
Martin D. WeissFlying Eagle Wealth Management, LLC unclassifiedGibbs Wealth Management, LLC independent RIAOtherSep 28, 2016Feb 4, 2022 (1955 d)
Cherisse Juliana Ferrier-YardeFirst Command Advisory Services otherGibbs Wealth Management, LLC independent RIAOtherMay 9, 2016Jul 2, 2025 (3341 d)
Edward Byron GibbsTriumph Wealth Advisors, Inc. otherGibbs Wealth Management, LLC independent RIAOtherNov 23, 2015Nov 19, 2015
Thomas Edward GuidiciCitizens Securities, Inc. otherGibbs Wealth Management, LLC independent RIAOtherAug 16, 2011Oct 19, 2023 (4447 d)
Dustin Patrick GrimesMML Investors Services, LLC otherGibbs Wealth Management, LLC independent RIAOtherSep 20, 2010Dec 24, 2021 (4113 d)
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40 moves match.