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 Aspyre 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 |
|---|---|---|---|---|---|
| Angelina Hope Schuman | Aspyre Wealth Partners independent RIA | Intellicents Investment Solutions Inc mixed wealth | RIA to RIA | Sep 16, 2026 | Aug 11, 2026 |
| Matthew Martin Schlossman | Aspyre Wealth Partners independent RIA | Cgn Advisors, LLC independent RIA | RIA to RIA | Oct 16, 2025 | Oct 27, 2025 |
| Meghan Deann Hein | Aspyre Wealth Partners independent RIA | Clearpath Wealth Management, L.C. state registered | RIA to a state-registered adviser | Oct 16, 2025 | Oct 30, 2025 |
| Kolin Hayes | Aspyre Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 21, 2025 | Oct 15, 2025 (86 d) |
| Tyler Robert Eckert | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Aug 16, 2024 | Aug 20, 2024 |
| Jamie Ann Bosse | Aspyre Wealth Partners independent RIA | Cgn Advisors, LLC independent RIA | RIA to RIA | Jul 3, 2024 | Jul 11, 2024 |
| Kyle David Strehlow | Aspyre Wealth Partners independent RIA | Bcwm independent RIA | RIA to RIA | Jun 21, 2024 | Oct 9, 2024 (110 d) |
| John Walter Munz | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Mar 4, 2022 | Mar 24, 2022 |
| Thomas John Farrell | Aspyre Wealth Partners independent RIA | Stringer Asset Management, LLC independent RIA | RIA to RIA | Aug 15, 2019 | Feb 6, 2020 (175 d) |
| Kevin Patrick Fisher Amey | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Jan 25, 2019 | Feb 7, 2019 |
| Kimberly A Bridges | Aspyre Wealth Partners other | Bright Women Financial state registered | Other | Mar 16, 2015 | Oct 9, 2025 (3860 d) |
| Christopher Alan Wolff | Aspyre Wealth Partners other | Creative Planning other | Other | Nov 8, 2013 | Jan 17, 2014 (70 d) |
| Corey Don Holliman | Aspyre Wealth Partners other | Equitable Advisors, LLC national BD | Other | Jul 13, 2012 | Mar 6, 2013 (236 d) |
| Christopher Sean Walden | Aspyre Wealth Partners other | Heartland Capital Advisors, L.C. other | Other | Sep 8, 2008 | Nov 13, 2009 (431 d) |
| Stephen Allen Hartel | Aspyre Wealth Partners other | Stephen A. Hartel unclassified | Other | Dec 31, 2002 | Feb 22, 2005 (784 d) |
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15 moves match.