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.

AdvisorFromToTypeLeftRegistered
Jean Marie JacksonAdvisornet Wealth Partners independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 29, 2020Jun 3, 2020
Hailey Marie MelanderAdvisornet Wealth Partners independent RIAWinter & Associates, Inc. independent RIARIA to RIAMay 5, 2020Dec 15, 2020 (224 d)
Amanda Jane JohnsonAdvisornet Wealth Partners independent RIASecured Retirement Advisors, LLC independent RIARIA to RIAFeb 13, 2020Mar 10, 2020
Richard Fredrick DunnAdvisornet Wealth Partners independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 7, 2020Feb 6, 2020
Brian Lee KompelienAdvisornet Wealth Partners independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2019Jun 29, 2023 (1276 d)
Charles Robert CooperAdvisornet Wealth Partners independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 9, 2019Nov 26, 2019
Andrew James TuffordAdvisornet Wealth Partners independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 9, 2019Dec 10, 2019
Christina Nicole Jacobs HughesAdvisornet Wealth Partners independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2019Nov 26, 2019
Thomas Kenneth RippbergerAdvisornet Wealth Partners independent RIACetera Advisor Networks LLC otherOtherOct 22, 2019Feb 22, 2018
Trisha Sue QualyAdvisornet Wealth Partners independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankOct 22, 2019Oct 7, 2019
Scott Arlyn JensenAdvisornet Wealth Partners independent RIARenovate Financial Planning state registeredRIA to a state-registered adviserSep 11, 2019Jan 22, 2020 (133 d)
Michael Nathan LauerAdvisornet Wealth Partners independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2019Jun 29, 2023 (1389 d)
Aaron Daniel LockeAdvisornet Wealth Partners independent RIACetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 9, 2019Jun 29, 2023 (1389 d)
Rebecca L WyattAdvisornet Wealth Partners independent RIACetera Advisor Networks LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 6, 2019Jan 20, 2021 (502 d)
Michael DahlAdvisornet Wealth Partners independent RIAState Farm Investment Management Corp. asset managerOtherAug 1, 2018Dec 15, 2023 (1962 d)
Richard Michael GroffAdvisornet Wealth Partners otherThemoneymd.Com, LLC no RAUMOtherNov 2, 2017Nov 2, 2017
Billie Van LithAdvisornet Wealth Partners otherAvantax Advisory Services otherOtherOct 17, 2017Nov 2, 2017
Eric J KuituAdvisornet Wealth Partners otherPrincipal Securities, Inc. BD affiliatedOtherApr 24, 2017Oct 17, 2018 (541 d)
Melissa Rae BestulAdvisornet Wealth Partners otherU.S. Bancorp Investments, Inc. otherOtherApr 4, 2017Jul 10, 2017 (97 d)
Justin Royal KuituAdvisornet Wealth Partners otherPrincipal Securities, Inc. BD affiliatedOtherOct 25, 2016Dec 4, 2018 (770 d)
Andrew Raymond FeterlAdvisornet Wealth Partners otherBond & Devick Wealth Partners no RAUMOtherJul 26, 2016Jul 1, 2016
Brittany Jene MetzigAdvisornet Wealth Partners otherBond & Devick Wealth Partners no RAUMOtherJul 26, 2016Jul 1, 2016
Richard James DevickAdvisornet Wealth Partners otherBond & Devick Wealth Partners no RAUMOtherJul 20, 2016Jul 1, 2016
Brian Westfall LahrAdvisornet Wealth Partners otherOne Life Financial Group, Inc. independent RIAOtherDec 28, 2015Dec 23, 2015
Michael J MoshierAdvisornet Wealth Partners otherOne Life Financial Group, Inc. independent RIAOtherDec 28, 2015Dec 23, 2015
Douglas Eric DialAdvisornet Wealth Partners otherRegal Advisory Services, Inc. otherOtherMay 26, 2015Apr 5, 2016 (315 d)
Paul August AlegiAdvisornet Wealth Partners otherContego Capital Group, Inc. independent RIAOtherAug 15, 2014Jul 30, 2014
Dana Marie BrewerAdvisornet Wealth Partners otherBirchwood Financial Partners, Inc. no RAUMOtherAug 15, 2014Apr 1, 2014
Damian John WintherAdvisornet Wealth Partners otherBirchwood Financial Partners, Inc. no RAUMOtherAug 15, 2014Apr 1, 2014
Mary Bridget Miller HandkeAdvisornet Wealth Partners otherBirchwood Financial Partners, Inc. no RAUMOtherAug 15, 2014Apr 1, 2014
Stephen Boyd DixonAdvisornet Wealth Partners otherBirchwood Financial Partners, Inc. no RAUMOtherAug 15, 2014Apr 1, 2014
Chandra Ellen HalversonAdvisornet Wealth Partners otherBok Financial Advisors otherOtherDec 5, 2012Jan 8, 2014 (399 d)
James Joseph KrauseAdvisornet Wealth Partners otherLPL Financial LLC otherOtherJul 19, 2010Sep 18, 2012 (792 d)
Michael Conway BreeAdvisornet Wealth Partners otherHornor, Townsend & Kent, LLC otherOtherJul 14, 2010Dec 8, 2011 (512 d)
Richard Collins ClarkAdvisornet Wealth Partners otherHornor, Townsend & Kent, LLC otherOtherJul 14, 2010Dec 8, 2011 (512 d)
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155 moves match.