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RIA / WealthAdvisorCertified Financial Planner32 years in industry

GREGORY ALLAN RUTHERFORD

Advisor at THEPARTNERS WEALTH MANAGEMENT

CARMEL BY THE SEA, CA

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Search this name across graphsid dfx:ria:cb31f4c1-060f-11b9-3359-089d7f87a4e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2002 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jul 20, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 20, 1994
First registration: Feb 8, 2002
Dual registered: no
IAPD individual key: 2459249

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ELITE PORTFOLIOS	Asset manager	Sep 10, 2026	n/a	yes	CARMEL BY THE SEA, CA	Current employment
THEPARTNERS WEALTH MANAGEMENT	Independent wealth	Jan 1, 2025	n/a	yes	CARMEL BY THE SEA, CA	Current employment
RISKX INVESTMENTS LLC	Former SEC adviser	Jul 11, 2011	Jun 26, 2015	no	OMAHA, NE	Previous registration
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2006	Jul 5, 2011	no	OMAHA, NE\|GREENWOOD VILLAGE, CO\|OMAHA, NE	Previous registration
OSAIC WEALTH, INC.	Bd affiliated wealth	Feb 8, 2002	Oct 13, 2004	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RISKX INVESTMENTS LLC	THEPARTNERS WEALTH MANAGEMENT	Jun 26, 2015	Jan 1, 2025	3,477	Firm change after gap	Other
CETERA ADVISORS LLC	RISKX INVESTMENTS LLC	Jul 5, 2011	Jul 11, 2011	6	Firm change	Other
OSAIC WEALTH, INC.	CETERA ADVISORS LLC	Oct 13, 2004	Feb 28, 2006	503	Firm change after gap	Other

Relationships

Registered with (5)

→ ELITE PORTFOLIOSRegistered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ THEPARTNERS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ RISKX INVESTMENTS LLCRegistered adviserregistration: previous registration
Jul 11, 2011 to Jun 26, 2015factForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2006 to Jul 5, 2011factForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Feb 8, 2002 to Oct 13, 2004factForm ADV

Dated events

No dated event names this entity yet.