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 Partnervest Advisory Services LLC

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
Kenneth HymanPartnervest Advisory Services LLC independent RIAElysian Capital no RAUMOtherJun 11, 2021Sep 8, 2016
Douglas Joseph GillPartnervest Advisory Services LLC no RAUMCreativeone Wealth, LLC independent RIAOtherDec 7, 2020Dec 2, 2020
Scott Ryan MalonePartnervest Advisory Services LLC independent RIARincon Wealth Management state registeredRIA to a state-registered adviserOct 28, 2020Apr 15, 2021 (169 d)
Jon-Eric Lawrence KronvallPartnervest Advisory Services LLC independent RIAOnedigital institutionalOtherJul 10, 2019Jun 3, 2019
Robert Joseph KnightPartnervest Advisory Services LLC independent RIAAlliance Advisory & Securities, LLC independent RIARIA to RIAApr 9, 2019Jan 3, 2025 (2096 d)
David Kenneth HicokPartnervest Advisory Services LLC otherProcore Advisors, LLC independent RIAOtherNov 21, 2017Aug 10, 2017
Keythe Elizabeth Ward-AguilarPartnervest Advisory Services LLC otherProcore Advisors, LLC independent RIAOtherNov 9, 2017Aug 10, 2017
Bryan David WardPartnervest Advisory Services LLC otherProcore Advisors, LLC independent RIAOtherSep 29, 2017Aug 10, 2017
Diane BrewerPartnervest Advisory Services LLC otherSowell Management otherOtherMay 1, 2017Jun 20, 2017 (50 d)
George Marshall SmithPartnervest Advisory Services LLC otherSmith Bruer independent RIAOtherSep 30, 2016Jul 12, 2016
Rene Louis BruerPartnervest Advisory Services LLC otherSmith Bruer independent RIAOtherSep 30, 2016Aug 19, 2016
Steven Michael HiragaPartnervest Advisory Services LLC otherSmith Bruer independent RIAOtherSep 30, 2016Aug 19, 2016
James Glenn HerrellPartnervest Advisory Services LLC otherBeacon Pointe Advisors, LLC otherOtherJun 28, 2016Jun 1, 2016
Adam Michael GoyerPartnervest Advisory Services LLC otherKeystone Capital Corporation otherOtherMar 1, 2016Feb 10, 2014
Scott Timothy DooleyPartnervest Advisory Services LLC otherColumbus Macro, LLC asset managerOtherJul 20, 2015Aug 2, 2019 (1474 d)
Christopher John RomanoPartnervest Advisory Services LLC otherOrion Portfolio Solutions, LLC independent RIAOtherJul 20, 2015Nov 8, 2019 (1572 d)
Janice Michelle DunnPartnervest Advisory Services LLC otherRobert W. Baird & Co. Incorporated otherOtherJan 16, 2015Jan 15, 2015
Brian Scott SommersPartnervest Advisory Services LLC otherHbks Wealth Advisors otherOtherJun 16, 2014Jun 16, 2014
Joshua ShapiroPartnervest Advisory Services LLC otherAst Investment Services, Inc. otherOtherMar 31, 2014Dec 16, 2015 (625 d)
Scott Douglas BrowningPartnervest Advisory Services LLC otherBrowning Capital Management LLC independent RIAOtherDec 2, 2013Oct 23, 2013
Louis Anthony GardnerPartnervest Advisory Services LLC otherLion Street Advisors, LLC no RAUMOtherNov 5, 2013Dec 26, 2013 (51 d)
Larry LuxenbergPartnervest Advisory Services LLC otherLexington Avenue Capital Management, LLC mixed wealthOtherSep 30, 2013Aug 15, 2021 (2876 d)
Bryan David WardPartnervest Advisory Services LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherJul 22, 2013Jul 19, 2013
Peter Anthony SavaresePartnervest Advisory Services LLC otherScottrade Investment Management otherOtherMay 1, 2013Sep 28, 2016 (1246 d)
Charles Philip LeePartnervest Advisory Services LLC otherLexington Avenue Capital Management, LLC mixed wealthOtherDec 31, 2012Jan 1, 2026 (4749 d)
James ParkerPartnervest Advisory Services LLC otherSorrento Pacific Financial, LLC otherOtherJul 16, 2012Aug 23, 2012 (38 d)
Lisa Ann NeffPartnervest Advisory Services LLC otherAlpha Titans LLC otherOtherJun 11, 2012Aug 5, 2013 (420 d)
Edward Anthony BondyPartnervest Advisory Services LLC otherSterling Global Strategies LLC otherOtherJan 19, 2012Mar 8, 2012 (49 d)
Ronald Allen SchleyPartnervest Advisory Services LLC otherResource Horizons Investment Advisory, Inc. otherOtherDec 31, 2011Jan 10, 2012
Marilee Alice StephensPartnervest Advisory Services LLC otherFirst Financial Equity Corporation otherOtherFeb 22, 2011Jan 27, 2011
Dirk Gavin GilliardPartnervest Advisory Services LLC otherDan Goldie Financial Services LLC otherOtherDec 31, 2010Jan 11, 2011
Douglas Charles MichiePartnervest Advisory Services LLC otherVentura Coast Wealth Management state registeredOtherJun 15, 2010Jul 26, 2010 (41 d)
Justin Michael SimmonsPartnervest Advisory Services LLC otherBeck Capital Management LLC otherOtherApr 29, 2010Jan 12, 2010
James Franklin BeckPartnervest Advisory Services LLC otherBeck Capital Management LLC otherOtherMar 2, 2010Jan 20, 2010
Gerald Thomas McilhonPartnervest Advisory Services LLC otherBeck Capital Management LLC otherOtherMar 2, 2010Mar 5, 2010
Donna Louise PaynePartnervest Advisory Services LLC otherVsr Advisory Services otherOtherNov 23, 2009Nov 24, 2009
Dorothy Marguerite BelvillePartnervest Advisory Services LLC otherPacific West Financial Consultants Inc otherOtherJul 13, 2009Jul 13, 2009
Daniel Clyde GoldiePartnervest Advisory Services LLC otherDan Goldie Financial Services LLC otherOtherJul 1, 2009Jun 17, 2009
Petra Kuebler KearneyPartnervest Advisory Services LLC otherWells Fargo Investments, LLC unclassifiedOtherFeb 9, 2009Mar 24, 2009 (43 d)
Sasan FaizPartnervest Advisory Services LLC otherMorton Wealth independent RIAOtherJul 8, 2008Aug 4, 2025 (6236 d)
Olga GuinPartnervest Advisory Services LLC otherSignator Financial Services, Inc. otherOtherJun 10, 2008Jul 2, 2009 (387 d)
Nicholas Peter KrsnichPartnervest Advisory Services LLC otherJmn Financial, LLC unclassifiedOtherMay 13, 2008May 28, 2008
Scott Alexander SmithPartnervest Advisory Services LLC otherWamu Investments, Inc. unclassifiedOtherOct 18, 2007Nov 21, 2007 (34 d)
Cory M ShapiraPartnervest Advisory Services LLC otherWasmer Schroeder otherOtherSep 20, 2007Jan 24, 2018 (3779 d)
Sean Francis OflahertyPartnervest Advisory Services LLC otherOsaic Wealth, Inc. otherOtherSep 17, 2007Oct 17, 2007
John Archibald DavidsonPartnervest Advisory Services LLC otherKyleshill Financial Planning state registeredOtherDec 31, 2006Dec 26, 2008 (726 d)
Stephen Mark SolomonPartnervest Advisory Services LLC otherCentara Capital Management Group, Inc. otherOtherDec 18, 2006Dec 19, 2006
John Dudley HouckPartnervest Advisory Services LLC otherVoya Financial Advisors, Inc. otherOtherOct 13, 2006Dec 11, 2006 (59 d)
Nooshin MckinneyPartnervest Advisory Services LLC otherSuntrust Investment Services, Inc. otherOtherSep 7, 2006Apr 12, 2007 (217 d)
David Scott GollerPartnervest Advisory Services LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 19, 2005Oct 2, 2006 (531 d)
Cynthia Jacqueline TamPartnervest Advisory Services LLC otherInvestors Capital Advisory otherOtherMar 11, 2005Mar 24, 2005
Ronald Keith MoorePartnervest Advisory Services LLC otherCincinnati Analysts, Inc otherOtherFeb 24, 2005Feb 27, 2007 (733 d)
Ryan L MorelliPartnervest Advisory Services LLC otherSecure Retirement Solutions, Inc. unclassifiedOtherFeb 15, 2005Jan 12, 2006 (331 d)
Carolin AlaverdianPartnervest Advisory Services LLC otherTd Ameritrade, Inc. no RAUMOtherJan 31, 2005Feb 4, 2005
Gregory Patrick KlinglerPartnervest Advisory Services LLC otherFsc Securities Corporation otherOtherDec 6, 2004Dec 15, 2004
Mark D WendellPartnervest Advisory Services LLC otherWescom Financial Services, LLC independent RIAOtherDec 1, 2003Mar 16, 2006 (836 d)
William Kenneth Young TerryPartnervest Advisory Services LLC otherU.S. Bancorp Advisors, LLC otherOtherJul 15, 2003Jul 16, 2003
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57 moves match.