This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

THEPARTNERS WEALTH MANAGEMENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Exams

S66

First exam

Oct 11, 2019

First registration

Aug 24, 2020

Dual registered

yes, broker-dealer

Other names

Joseph Shalom|JOE SHALOM

IAPD individual key

7170378

• Occurred

  Jul 21, 2026
  Advisor changed firm

  Joseph David Shalom left Hornor, Townsend & Kent, Llc for Thepartners Wealth Management (registered 2026-07-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6d49459b-3cc7-38c3-200b-98fa5107aeb8

First observed

Aug 24, 2020

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.