RIA Intelligence

• Focus Partners Wealth, LLC independent RIA current
  since Jul 2, 2026 · Carmel, In
• Evernest Financial Advisors former
  Nov 10, 2023 to Aug 19, 2026 · Carmel, In
• Sanctuary Advisors, LLC BD affiliated
  Feb 15, 2022 to Dec 11, 2023 · Indianapolis, In
• Windsor Wealth Management, Inc. former
  Dec 17, 2015 to Mar 15, 2022 · Miami, Fl
• Washington & Scoville, LLC former
  Aug 17, 2015 to Dec 31, 2015 · Indianapolis, In
• UBS Financial Services Inc. wirehouse
  Jul 5, 2013 to Aug 25, 2015 · Indianapolis, In
• J.P. Morgan Securities LLC wirehouse
  Sep 11, 2009 to May 15, 2012 · Indianapolis, In
• Watermark Wealth Management, LLC former
  Feb 4, 2009 to Apr 16, 2009 · Indianapolis, In
• Wallington Asset Management independent RIA
  Jul 7, 2008 to Nov 12, 2008 · Indianapolis, In
• Allspring Funds Management, LLC asset manager
  Dec 12, 2006 to May 28, 2008 · Charlotte, Nc
• Allspring Global Investments, LLC asset manager
  Sep 8, 2005 to Oct 27, 2005 · San Francisco, Ca
• Strong Capital Management Inc unclassified
  May 14, 2002 to Dec 31, 2004 · Menomonee Falls, Wi

• Evernest Financial Advisors to Focus Partners Wealth, LLC
  left Aug 19, 2026, registered Jul 2, 2026 (-48 days) · RIA to RIA · moved with a team
• Sanctuary Advisors, LLC to Evernest Financial Advisors
  left Dec 11, 2023, registered Nov 10, 2023 (-31 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
• Windsor Wealth Management, Inc. to Sanctuary Advisors, LLC
  left Mar 15, 2022, registered Feb 15, 2022 (-28 days) · RIA to affiliated broker-dealer or bank · moved with a team
• Washington & Scoville, LLC to Windsor Wealth Management, Inc.
  left Dec 31, 2015, registered Dec 17, 2015 (-14 days) · Other
• UBS Financial Services Inc. to Washington & Scoville, LLC
  left Aug 25, 2015, registered Aug 17, 2015 (-8 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• J.P. Morgan Securities LLC to UBS Financial Services Inc.
  left May 15, 2012, registered Jul 5, 2013 (416 days) · Wirehouse to wirehouse
• Watermark Wealth Management, LLC to J.P. Morgan Securities LLC
  left Apr 16, 2009, registered Sep 11, 2009 (148 days) · RIA to wirehouse
• Wallington Asset Management to Watermark Wealth Management, LLC
  left Nov 12, 2008, registered Feb 4, 2009 (84 days) · Other
• Allspring Funds Management, LLC to Wallington Asset Management
  left May 28, 2008, registered Jul 7, 2008 (40 days) · Other
• Allspring Global Investments, LLC to Allspring Funds Management, LLC
  left Oct 27, 2005, registered Dec 12, 2006 (411 days) · Other
• Strong Capital Management Inc to Allspring Global Investments, LLC
  left Dec 31, 2004, registered Sep 8, 2005 (251 days) · Other

• Frank Joseph Esposito left Evernest Financial Advisors for Focus Partners Wealth, Llc (registered 2026-07-02)
  Aug 19, 2026 · Advisor changed firm · fact
• Frank Joseph Esposito left Sanctuary Advisors, Llc for Evernest Financial Advisors (registered 2023-11-10)
  Dec 11, 2023 · Advisor changed firm · fact
• Frank Joseph Esposito left Windsor Wealth Management, Inc. for Sanctuary Advisors, Llc (registered 2022-02-15)
  Mar 15, 2022 · Advisor changed firm · fact

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

29derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address