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 Tfo 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 |
|---|---|---|---|---|---|
| Grant S Sims | Tfo Wealth Partners independent RIA | Sjs Investment Services independent RIA | RIA to RIA | Apr 1, 2026 | Apr 1, 2026 |
| Grace Ann Touchette | Tfo Wealth Partners independent RIA | Innovia Wealth, LLC independent RIA | RIA to RIA | Sep 23, 2025 | Sep 25, 2025 |
| Joshua David Rochon | Tfo Wealth Partners independent RIA | Advisory Alpha, LLC independent RIA | RIA to RIA | Jun 28, 2025 | Sep 24, 2025 (88 d) |
| Nicholas Paul Cosentino | Tfo Wealth Partners independent RIA | Facet independent RIA | RIA to RIA | May 12, 2025 | May 28, 2025 |
| Andrew James Nell | Tfo Wealth Partners independent RIA | Greenspring Advisors, LLC independent RIA | RIA to RIA | May 7, 2025 | Jul 30, 2025 (84 d) |
| Marc Joseph Bergeron | Tfo Wealth Partners independent RIA | Verde Capital Management, Inc. independent RIA | RIA to RIA | Jan 17, 2025 | Feb 25, 2025 (39 d) |
| Dejha Lee Krajcar | Tfo Wealth Partners independent RIA | Principal Asset Management other | Other | Mar 27, 2023 | Jan 22, 2024 (301 d) |
| Jacob Matthew Gardner | Tfo Wealth Partners independent RIA | Silver Oak Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2023 | Mar 13, 2023 |
| Ryan Andrew Zelaski | Tfo Wealth Partners independent RIA | One To One, LLC no RAUM | Other | Mar 8, 2021 | Nov 2, 2017 |
| Christopher George Roditis | Tfo Wealth Partners independent RIA | Blackrock Investment Management, LLC other | Other | Feb 14, 2020 | Mar 2, 2020 |
| Chaz Robert Price | Tfo Wealth Partners independent RIA | The Retirement Guys Formula other | Other | Jan 20, 2020 | Feb 24, 2020 (35 d) |
| Vincent Eugene Delicata | Tfo Wealth Partners independent RIA | One To One, LLC no RAUM | Other | Mar 15, 2019 | Mar 7, 2017 |
| Nina Marie Dipalma | Tfo Wealth Partners independent RIA | Kestra Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 19, 2018 | Jul 10, 2018 (82 d) |
| Patrick Reed | Tfo Wealth Partners other | One To One, LLC no RAUM | Other | Feb 9, 2018 | Mar 7, 2017 |
| Matthew S Klaess | Tfo Wealth Partners other | Ae Wealth Management, LLC other | Other | Jul 5, 2017 | Jun 7, 2017 |
| Erik Lawrence Krom | Tfo Wealth Partners other | Clear Creek Advisors independent RIA | Other | Jul 5, 2017 | Jun 2, 2017 |
| Adam Matthew Lublin | Tfo Wealth Partners other | Edward Jones national BD | Other | Jun 7, 2011 | Jun 10, 2011 |
Page 1 of 1
17 moves match.