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

Lewis Wade Partridge

MarinerBD affiliatedBenton, ArIA-onlyIAPD 2533907

Feed of 09/14/2026

Also filed as Wade Partridge

At current firm

0 y

since Jan 5, 2026

In the industry

31 y

since Sep 22, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Mariner BD affiliated current
since Jan 5, 2026 · Benton, Ar
Lexaurum Advisors independent RIA
Oct 14, 2022 to Aug 7, 2023 · Benton, Ar
Sowell Management independent RIA
Mar 6, 2017 to Nov 10, 2020 · Benton, Ar
Vsr Advisory Services former
Sep 2, 2016 to Nov 3, 2016 · Benton, Ar
Summit Financial Group Inc former
Sep 1, 2016 to Mar 6, 2017 · Benton, Ar
Vsr Advisory Services former
Feb 12, 2010 to Sep 1, 2016 · Overland Park, Ks
Investment Professionals, Inc. former
May 18, 2004 to Feb 18, 2010 · Benton, Ar
LPL Financial LLC BD affiliated
Nov 14, 2001 to May 19, 2004 · Benton, Ar

Moves

a registration end followed by a registration begin elsewhere

Lexaurum Advisors to Mariner
left Aug 7, 2023, registered Jan 5, 2026 (882 days) · RIA to affiliated broker-dealer or bank
Sowell Management to Lexaurum Advisors
left Nov 10, 2020, registered Oct 14, 2022 (703 days) · RIA to RIA
Summit Financial Group Inc to Vsr Advisory Services
left Mar 6, 2017, registered Sep 2, 2016 (-185 days) · channel change inside one enterprise, not a move
Vsr Advisory Services to Sowell Management
left Nov 3, 2016, registered Mar 6, 2017 (123 days) · Other
Vsr Advisory Services to Summit Financial Group Inc
left Sep 1, 2016, registered Sep 1, 2016 (0 days) · corporate re-registration, not a move
Investment Professionals, Inc. to Vsr Advisory Services
left Feb 18, 2010, registered Feb 12, 2010 (-6 days) · Other
LPL Financial LLC to Investment Professionals, Inc.
left May 19, 2004, registered May 18, 2004 (-1 days) · Other

Signals

Lewis Wade Partridge left Lexaurum Advisors for Mariner (registered 2026-01-05)
Aug 7, 2023 · 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: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address