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 Advisornet 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 |
|---|---|---|---|---|---|
| Bradley Raymond Konopaske | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 17, 2026 | Jun 8, 2023 |
| Thad Robert Dunn | Advisornet Wealth Partners independent RIA | Savvy independent RIA | RIA to RIA | Jul 10, 2026 | Jul 7, 2026 |
| Jerald Larson Dunn | Advisornet Wealth Partners independent RIA | Savvy independent RIA | RIA to RIA | Jul 10, 2026 | Jul 7, 2026 |
| Paul Pittman | Advisornet Wealth Partners independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2026 | Jun 1, 2026 |
| Joan Maastricht Gilles | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2026 | Jun 29, 2023 |
| Jennifer Lynn Haas | Advisornet Wealth Partners independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 9, 2026 | Mar 7, 2019 |
| Jeffrey Charles Severtson | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Douglas Ray Box | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Cyrus Steve Shabaz | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Christopher J Hasling | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Eric Steven Hedberg | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Michael Box | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Matthew Luke Bearth | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| Daniel Timothy Adams | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 1, 2026 | Jun 29, 2023 |
| William Joseph Regenscheid | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 9, 2026 | Jun 29, 2023 |
| Megan Elizabeth Gehrman | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 24, 2025 | Jun 29, 2023 |
| Luke James Strom | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2025 | Jun 29, 2023 |
| Patrick Francis Madison | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2025 | Jun 29, 2023 |
| Laura Fedor Brunetti | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2025 | Jun 29, 2023 |
| Michael David Petersen | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2025 | Jun 29, 2023 |
| Michael Merritt Hiniker | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Jun 29, 2023 |
| Christine Mary Zuck | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Jun 29, 2023 |
| Luke T Hannahan | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Jun 29, 2023 |
| Maxwell Thomas Opheim | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 11, 2025 | Jun 29, 2023 |
| Evan Alfred Chang | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 6, 2025 | Jun 29, 2023 |
| Timothy James Sigstad | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 11, 2025 | Jun 29, 2023 |
| Steven William Ohm | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Jeremy Matthew Lipinski | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Anders John Haugen | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Robert Miller Bonine | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Peter Joe Wiedewitsch | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Logan Briar Taft | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| Brooke Kristine Anderson | Advisornet Wealth Partners independent RIA | Lifelong Wealth Advisors, Inc. no RAUM | RIA to a newly registered adviser | Oct 17, 2024 | Oct 1, 2024 |
| James Paul Benson | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 12, 2024 | Jun 29, 2023 |
| David Brady Hunter | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 12, 2024 | Jun 29, 2023 |
| Jeffrey Terry Bergerson | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2024 | Jun 29, 2023 |
| Trever Thomas Christian | Advisornet Wealth Partners independent RIA | Freedom Financial Partners LLC no RAUM | RIA to a newly registered adviser | Jan 16, 2024 | Nov 20, 2023 |
| John Stephen Schwalbach | Advisornet Wealth Partners independent RIA | Freedom Financial Partners LLC no RAUM | RIA to a newly registered adviser | Jan 16, 2024 | Nov 20, 2023 |
| Brian Joseph Adamek | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2024 | Jun 29, 2023 |
| Connor Glenn Lantz | Advisornet Wealth Partners independent RIA | E-Wealth Partners independent RIA | RIA to RIA | Jan 16, 2024 | Oct 6, 2023 |
| Kyle David Playford | Advisornet Wealth Partners independent RIA | Freedom Financial Partners LLC no RAUM | RIA to a newly registered adviser | Jan 16, 2024 | Nov 20, 2023 |
| Jonathan Held | Advisornet Wealth Partners independent RIA | Landcasted Capital Management LLC state registered | RIA to a state-registered adviser | Dec 5, 2023 | Jul 11, 2025 (584 d) |
| Andre Gottrel Marshall | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 4, 2023 | Jun 29, 2023 |
| John Lawrence May | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 13, 2023 | Jun 29, 2023 |
| Jason Daniel May | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 10, 2023 | Jun 29, 2023 |
| Daniel Jaye Dorval | Advisornet Wealth Partners independent RIA | Dorval & Chorne Financial Advisors independent RIA | RIA to RIA | Oct 3, 2023 | Sep 21, 2020 |
| John Thomas Chorne | Advisornet Wealth Partners independent RIA | Dorval & Chorne Financial Advisors independent RIA | RIA to RIA | Oct 3, 2023 | Sep 21, 2020 |
| Leah Irene Woodly | Advisornet Wealth Partners independent RIA | Dorval & Chorne Financial Advisors independent RIA | RIA to RIA | Oct 3, 2023 | Oct 11, 2022 |
| Brian Lee Thorkelson | Advisornet Wealth Partners independent RIA | Prosperity - An Eisneramper Company independent RIA | RIA to RIA | Aug 24, 2023 | Aug 30, 2023 |
| Nathan James Ahlberg | Advisornet Wealth Partners independent RIA | Prosperity - An Eisneramper Company independent RIA | RIA to RIA | Aug 24, 2023 | Aug 30, 2023 |
| Michele L Martin | Advisornet Wealth Partners independent RIA | Prosperity - An Eisneramper Company independent RIA | RIA to RIA | Aug 24, 2023 | Aug 30, 2023 |
| Daniel Roger Jandro | Advisornet Wealth Partners independent RIA | Q3 Advisors, LLC no RAUM | Other | Jun 1, 2023 | Sep 29, 2023 (120 d) |
| Kari Anna Polasek | Advisornet Wealth Partners independent RIA | Adaptive Financial Design LLC state registered | RIA to a state-registered adviser | May 24, 2023 | Sep 8, 2023 (107 d) |
| Cynthia Holmes Stacy | Advisornet Wealth Partners independent RIA | RBC Capital Markets, LLC national BD | RIA to affiliated broker-dealer or bank | Feb 16, 2023 | Feb 28, 2023 |
| Joseph Anthony Johnson | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 17, 2022 | Jun 29, 2023 (224 d) |
| Thomas Woodrow Rash | Advisornet Wealth Partners independent RIA | Viawealth, LLC independent RIA | RIA to RIA | Nov 11, 2022 | Jan 1, 2026 (1147 d) |
| Matthew Michael Masyga | Advisornet Wealth Partners independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2022 | Oct 14, 2022 |
| Steven Scott Haagenson | Advisornet Wealth Partners independent RIA | Focus Financial independent RIA | RIA to RIA | Oct 14, 2022 | Oct 4, 2022 |
| Jed Andrew Lund | Advisornet Wealth Partners independent RIA | Focus Financial independent RIA | RIA to RIA | Sep 29, 2022 | Sep 27, 2022 |
| Mark Robert Stanger | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 23, 2022 | Jun 29, 2023 (279 d) |
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155 moves match.