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RIA / WealthAdvisor31 years in industry

DEIRDRE MARIE KOCHANSKI

Advisor at PARKWOODS WEALTH PARTNERS, LLC

CLAYTON, MO | TUCSON, AZ

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Search this name across graphsid dfx:ria:e40f82ea-121d-efa8-20fa-fbc36f9698e5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 18, 1998 to Sep 15, 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: PARKWOODS WEALTH PARTNERS, LLC
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: Feb 13, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 13, 1995
First registration: Aug 18, 1998
Dual registered: no
Other names: DELRARE MARIE BETTIS|DEIRDRE MARIE BETTIS
IAPD individual key: 1953073

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
PARKWOODS WEALTH PARTNERS, LLC	Independent wealth	Jun 24, 2026	n/a	yes	TUCSON, AZ\|CLAYTON, MO	Current employment
Wellspring99	Former SEC adviser	Aug 3, 2012	Dec 31, 2016	no	TUCSON, AZ	Previous registration
WELLSPRING FINANCIAL PARTNERS	Former SEC adviser	Sep 21, 2011	Jul 8, 2026	no	TUCSON, AZ	Previous registration
EVOLVE SECURITIES, INC.	n/a	Sep 21, 2006	Dec 31, 2009	no	TUCSON, AZ\|DALLAS, TX\|TUCSON, AZ	Previous registration
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Former SEC adviser	May 4, 2004	Sep 14, 2006	no	TUCSON, AZ	Previous registration
PATHWAYS FINANCIAL PARTNERS,INC.	Former SEC adviser	Sep 16, 2003	Oct 20, 2011	no	TUCSON, AZ	Previous registration
FDX ADVISORS, INC.	Asset manager	Aug 18, 1998	May 4, 2004	no	TUCSON, AZ	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
WELLSPRING FINANCIAL PARTNERS	Wellspring99	Jul 8, 2026	Aug 3, 2012	-5,087	Firm change after gap	Other
Wellspring99	PARKWOODS WEALTH PARTNERS, LLC	Dec 31, 2016	Jun 24, 2026	3,462	Firm change after gap	Other
PATHWAYS FINANCIAL PARTNERS,INC.	MID ATLANTIC FINANCIAL MANAGEMENT, INC.	Oct 20, 2011	May 4, 2004	-2,725	Firm change after gap	Other
EVOLVE SECURITIES, INC.	WELLSPRING FINANCIAL PARTNERS	Dec 31, 2009	Sep 21, 2011	629	Firm change after gap	Other
MID ATLANTIC FINANCIAL MANAGEMENT, INC.	EVOLVE SECURITIES, INC.	Sep 14, 2006	Sep 21, 2006	7	Firm change	Other
FDX ADVISORS, INC.	PATHWAYS FINANCIAL PARTNERS,INC.	May 4, 2004	Sep 16, 2003	-231	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
158872:162427:AZ:2026-07-08	Jul 8, 2026	Aug 3, 2012	TUCSON, AZ	Firm change after gap
162427:331565:AZ:2016-12-31	Dec 31, 2016	Jun 24, 2026	TUCSON, AZ	Firm change after gap

Relationships

Registered with (7)

→ PARKWOODS WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jun 24, 2026 to presentfactForm ADV
→ WELLSPRING FINANCIAL PARTNERSRegistered adviserregistration: previous registration
Sep 21, 2011 to Jul 8, 2026factForm ADV
→ WELLSPRING99Registered adviserregistration: previous registration
Aug 3, 2012 to Dec 31, 2016factForm ADV
→ PATHWAYS FINANCIAL PARTNERS,INC.Registered adviserregistration: previous registration
Sep 16, 2003 to Oct 20, 2011factForm ADV
→ EVOLVE SECURITIES, INC.Registered adviserregistration: previous registration
Sep 21, 2006 to Dec 31, 2009factForm ADV
→ MID ATLANTIC FINANCIAL MANAGEMENT, INC.Registered adviserregistration: previous registration
May 4, 2004 to Sep 14, 2006factForm ADV
→ FDX ADVISORS, INC.Registered adviserregistration: previous registration
Aug 18, 1998 to May 4, 2004factForm ADV

Dated events

Occurred
Jul 8, 2026
Advisor changed firm
Deirdre Marie Kochanski left Wellspring Financial Partners for Wellspring99 (registered 2012-08-03)
Form ADVobserved 4 days ago