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.
Registered advisor
Deirdre Marie Kochanski
Feed of 09/15/2026
Also filed as Delrare Marie Bettis
At current firm
0 y
since Jun 24, 2026
In the industry
31 y
since Feb 13, 1995 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Parkwoods Wealth Partners, LLC independent RIA currentsince Jun 24, 2026 · Tucson, Az
- Wellspring99 formerAug 3, 2012 to Dec 31, 2016 · Tucson, Az
- Wellspring Financial Partners formerSep 21, 2011 to Jul 8, 2026 · Tucson, Az
- Evolve Securities, Inc. unclassifiedSep 21, 2006 to Dec 31, 2009 · Tucson, Az
- Mid Atlantic Financial Management, Inc. formerMay 4, 2004 to Sep 14, 2006 · Tucson, Az
- Pathways Financial Partners,Inc. formerSep 16, 2003 to Oct 20, 2011 · Tucson, Az
- Fdx Advisors, Inc. asset managerAug 18, 1998 to May 4, 2004 · Tucson, Az
Moves
a registration end followed by a registration begin elsewhere
- Wellspring Financial Partners to Wellspring99left Jul 8, 2026, registered Aug 3, 2012 (-5087 days) · Other · moved with a team
- Wellspring99 to Parkwoods Wealth Partners, LLCleft Dec 31, 2016, registered Jun 24, 2026 (3462 days) · Other · moved with a team
- Pathways Financial Partners,Inc. to Mid Atlantic Financial Management, Inc.left Oct 20, 2011, registered May 4, 2004 (-2725 days) · Other
- Evolve Securities, Inc. to Wellspring Financial Partnersleft Dec 31, 2009, registered Sep 21, 2011 (629 days) · Other
- Mid Atlantic Financial Management, Inc. to Evolve Securities, Inc.left Sep 14, 2006, registered Sep 21, 2006 (7 days) · Other
- Fdx Advisors, Inc. to Pathways Financial Partners,Inc.left May 4, 2004, registered Sep 16, 2003 (-231 days) · Other
Signals
- Deirdre Marie Kochanski left Wellspring Financial Partners for Wellspring99 (registered 2012-08-03)Jul 8, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address