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 |
|---|---|---|---|---|---|
| Brandon M Ohara | Advisornet Wealth Partners independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 9, 2022 | Oct 7, 2022 (59 d) |
| Paul Russell Cunningham | Advisornet Wealth Partners independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2022 | Jul 13, 2022 |
| Brian Jeffrey Jass | Advisornet Wealth Partners independent RIA | Cetera Advisor Networks LLC other | Other | Apr 28, 2022 | Jan 9, 2018 |
| Matthew Joseph Schwartz | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Barry David Bigelow | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Michael Joseph Palumbo | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Justin Raymond Halverson | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Elijah Reed Kovar | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 11, 2022 |
| Nicholas Christopher Benjamin Foulks | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 5, 2022 |
| Joshua Martin Legband | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 14, 2022 |
| Will Keith Johnson | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Justin Dale Arfsten | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Megan Marie Nadeau | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Philip Burfeind | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 14, 2022 |
| Cody Joseph Nadeau | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Taylor John Hegna | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 11, 2022 |
| Patrick Conor Manning | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 5, 2022 |
| Devon Douglas Johnson | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Jacob Anton Barr | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 14, 2022 |
| Joseph David Turner | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 14, 2022 |
| Sarah Ellen Kaufman | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Christopher Ryan Kaufman | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 11, 2022 |
| Ethan Kyle Stone | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 6, 2022 |
| Daniel Jon Molenaar | Advisornet Wealth Partners independent RIA | Great Waters Financial no RAUM | RIA to a newly registered adviser | Apr 28, 2022 | Apr 11, 2022 |
| Clayton Knutsen | Advisornet Wealth Partners independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Apr 6, 2022 | Jan 8, 2024 (642 d) |
| Dale Allan Meinders | Advisornet Wealth Partners independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Apr 5, 2022 | Jul 7, 2022 (93 d) |
| Kristi Lee Andersen | Advisornet Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2022 | Jun 29, 2023 (486 d) |
| Thomas Charles Pell | Advisornet Wealth Partners independent RIA | Meristem Family Wealth independent RIA | RIA to RIA | Feb 24, 2022 | Feb 14, 2022 |
| Thomas Michael Shockman | Advisornet Wealth Partners independent RIA | Shockman Financial state registered | RIA to a state-registered adviser | Dec 31, 2021 | Nov 16, 2021 |
| Barry Walter Wold | Advisornet Wealth Partners independent RIA | Wold Financial Group no RAUM | RIA to a newly registered adviser | Dec 31, 2021 | Sep 20, 2021 |
| Ryan Davis Wold | Advisornet Wealth Partners independent RIA | Wold Financial Group no RAUM | RIA to a newly registered adviser | Dec 31, 2021 | Sep 20, 2021 |
| Stephanie Ann Wright | Advisornet Wealth Partners independent RIA | Wold Financial Group no RAUM | RIA to a newly registered adviser | Dec 31, 2021 | Sep 17, 2021 |
| Phoebe Taylor Bird | Advisornet Wealth Partners independent RIA | Charles Schwab & Co., Inc. national BD | RIA to affiliated broker-dealer or bank | Oct 21, 2021 | Jan 9, 2022 (80 d) |
| Eric V Bennett | Advisornet Wealth Partners independent RIA | E*Trade Capital Management, LLC independent RIA | RIA to RIA | Oct 4, 2021 | Oct 19, 2021 |
| Gregory Jay Molle | Advisornet Wealth Partners independent RIA | Strong Tower Advisory Services no RAUM | RIA to a newly registered adviser | Aug 6, 2021 | Jun 21, 2021 |
| Troy Dale Winegarner | Advisornet Wealth Partners independent RIA | Strong Tower Advisory Services no RAUM | RIA to a newly registered adviser | Aug 6, 2021 | Jun 21, 2021 |
| Aaron Michael Peloquin | Advisornet Wealth Partners independent RIA | Strong Tower Advisory Services no RAUM | RIA to a newly registered adviser | Aug 6, 2021 | Jun 21, 2021 |
| Skip Gordon Johnson | Advisornet Wealth Partners independent RIA | Tailwinds Wealth, LLC independent RIA | RIA to RIA | Jul 19, 2021 | Jan 14, 2026 (1640 d) |
| Tyler W Armstrong | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2021 | May 14, 2021 |
| Melissa Rae Machlitt | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2021 | May 14, 2021 |
| Stephanie Lynn Danforth Johnson | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2021 | May 17, 2021 |
| Andrew Campbell Earnest | Advisornet Wealth Partners independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | May 14, 2021 | Jul 7, 2021 (54 d) |
| Daniel Robert Erdmann | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 14, 2021 | May 14, 2021 |
| Kenneth Dean Dedeker | Advisornet Wealth Partners independent RIA | Captar Private Wealth independent RIA | RIA to RIA | Jan 21, 2021 | Jan 1, 2026 (1806 d) |
| Taylor James Sundeen | Advisornet Wealth Partners independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Dec 7, 2020 | Dec 15, 2020 |
| Cory Steven Zafke | Advisornet Wealth Partners independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Dec 7, 2020 | Dec 15, 2020 |
| Alan Lloyd Johnson | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 12, 2020 | Jun 15, 2021 (215 d) |
| Brandon Michael Lawrence | Advisornet Wealth Partners independent RIA | Global Retirement Partners LLC institutional | Other | Nov 12, 2020 | Nov 10, 2020 |
| Christopher Geordon Lage | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 12, 2020 | Mar 10, 2021 (118 d) |
| Gary Bruce Lage | Advisornet Wealth Partners independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Nov 12, 2020 | Jan 17, 2025 (1527 d) |
| Jason Michael Johnson | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group independent RIA | RIA to RIA | Oct 5, 2020 | Oct 1, 2020 |
| Derek Jonathan Nutter | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group independent RIA | RIA to RIA | Oct 2, 2020 | Oct 1, 2020 |
| Terra Rose Johnson | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group independent RIA | RIA to RIA | Oct 2, 2020 | Oct 1, 2020 |
| Michelle Lynn Campbell | Advisornet Wealth Partners independent RIA | Cetera Advisor Networks LLC other | Other | Jul 24, 2020 | Nov 19, 2013 |
| Matthew Lee Gulbransen | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group no RAUM | RIA to a newly registered adviser | Jul 24, 2020 | Jun 5, 2020 |
| Jeffrey Allan Clark | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group no RAUM | RIA to a newly registered adviser | Jul 24, 2020 | Jun 5, 2020 |
| Ryan Jeffrey Key | Advisornet Wealth Partners independent RIA | Pine Grove Financial Group no RAUM | RIA to a newly registered adviser | Jul 24, 2020 | Jun 5, 2020 |
| Shannon M Sassman | Advisornet Wealth Partners independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 14, 2020 | Jul 6, 2023 (1087 d) |
| John Albert House | Advisornet Wealth Partners independent RIA | Woodbury Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2020 | Jun 30, 2020 |
| Daniel Robert Meier | Advisornet Wealth Partners independent RIA | Wealth Management International, Ltd. other | Other | Jun 30, 2020 | Feb 26, 2016 |
155 moves match.