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 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 BebaultEdward Jones national BDTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 3, 2025Nov 6, 2025 (34 d)
David Michael LeeLPL Financial LLC BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 27, 2025May 13, 2025
Travis Lee ZimmermanCetera Investment Advisers LLC BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 30, 2025Mar 4, 2025 (33 d)
Tehrrek Lee FitzpatrickOn Investment Management Co BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 15, 2022Sep 6, 2022 (83 d)
Ryan J MoreheadOn Investment Management Co BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 15, 2022Sep 9, 2022 (86 d)
Frank HolderOn Investment Management Co BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 15, 2022Sep 9, 2022 (86 d)
Sarah Houston ZieseOn Investment Management Co BD affiliatedTip Group LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJun 15, 2022Sep 9, 2022 (86 d)
Page 1 of 1
7 moves match.