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.
Advisor moves
Departures from Fsa Wealth Partners
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Leone Zarrelli | Fsa Wealth Partners independent RIA | Foundry Financial LLC independent RIA | RIA to RIA | Apr 24, 2026 | May 6, 2026 |
| Langston Washington | Fsa Wealth Partners independent RIA | Orion Portfolio Solutions, LLC independent RIA | RIA to RIA | Sep 1, 2022 | Aug 26, 2022 |
| Ian Thomas Mcmillan | Fsa Wealth Partners independent RIA | Sherman Wealth Management LLC independent RIA | RIA to RIA | Nov 28, 2018 | Nov 27, 2018 |
| Rianka Rachelle Dorsainvil | Fsa Wealth Partners other | Your Greatest Contribution unclassified | Other | Oct 30, 2015 | May 5, 2016 (188 d) |
| Jonathan Scott Gruber | Fsa Wealth Partners other | Wells Fargo Advisors wirehouse | Other | Apr 11, 2012 | Apr 10, 2012 |
| Joel Robert Cundick | Fsa Wealth Partners other | Corcoran Group other | Other | Nov 11, 2008 | Aug 8, 2015 (2461 d) |
| Richard Wayne Schaeffer | Fsa Wealth Partners other | Schaeffer Financial LLC other | Other | Apr 7, 2005 | Jan 3, 2005 |
| Karen Patricia Schaeffer | Fsa Wealth Partners other | Schaeffer Financial LLC other | Other | Apr 7, 2005 | Jan 3, 2005 |
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8 moves match.