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 Abacus 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 |
|---|---|---|---|---|---|
| Rasheed Ahmed | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jul 29, 2026 | Jul 2, 2026 |
| Jacob Quiroz | Abacus Wealth Partners independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Feb 11, 2026 | Sep 3, 2026 (204 d) |
| Jacqueline Worstell | Abacus Wealth Partners independent RIA | Brooklyn Fi, LLC independent RIA | RIA to RIA | Aug 18, 2025 | Feb 9, 2026 (175 d) |
| Mary Elizabeth Storjohann | Abacus Wealth Partners independent RIA | Allora Wealth, LLC state registered | RIA to a state-registered adviser | May 19, 2025 | Jun 18, 2025 |
| Brian Edward Canning | Abacus Wealth Partners independent RIA | Brave New Wealth no RAUM | RIA to a newly registered adviser | Apr 24, 2025 | May 5, 2025 |
| Tachelle Tanesha Nettles | Abacus Wealth Partners independent RIA | Smartpath Advisors no RAUM | Other | Apr 7, 2025 | Nov 10, 2025 (217 d) |
| Jessica Lu-Buetow | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Dec 4, 2024 | Jan 21, 2025 (48 d) |
| Uchechi Kalu | Abacus Wealth Partners independent RIA | Ellevest independent RIA | RIA to RIA | Oct 9, 2024 | Oct 24, 2024 |
| Christopher Lane Stroup | Abacus Wealth Partners independent RIA | Silicon Beach Financial LLC state registered | RIA to a state-registered adviser | Aug 12, 2024 | Aug 30, 2024 |
| Casie Rae Dunning | Abacus Wealth Partners independent RIA | Rain Or Shine Planning, LLC state registered | RIA to a state-registered adviser | Oct 2, 2023 | Dec 31, 2023 (90 d) |
| Alana Hall | Abacus Wealth Partners independent RIA | Creative Capital Management Investments LLC independent RIA | RIA to RIA | Jan 27, 2023 | Oct 22, 2024 (634 d) |
| Wende Mattson Headley | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| John Dah-Ji Eing | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| Elizabeth James Greulich | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 7, 2022 | Feb 7, 2022 |
| Scott Miller Swanson | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Mar 1, 2022 | Jan 3, 2022 |
| Kimberly Helm | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Feb 22, 2022 | Jul 3, 2025 (1227 d) |
| Tracy Ann Shemano | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jan 31, 2022 | Jan 3, 2024 (702 d) |
| Alexandra Noelle Long | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC independent RIA | RIA to RIA | Jan 31, 2022 | Jan 3, 2024 (702 d) |
| Ryan Anthony Balderian | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 31, 2022 | Feb 4, 2022 |
| Matthew John Higgins | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 31, 2022 | Feb 1, 2022 |
| Darius Geiser Gagne | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 28, 2022 | Jan 3, 2022 |
| David Allen Dewolf | Abacus Wealth Partners independent RIA | Quantum Financial Advisors, LLC no RAUM | RIA to a newly registered adviser | Jan 28, 2022 | Jan 3, 2022 |
| Laura Morganelli | Abacus Wealth Partners independent RIA | Captrust institutional | Other | Jun 8, 2021 | Jul 20, 2021 (42 d) |
| Jason M Cole | Abacus Wealth Partners independent RIA | Abacus Portfolios unclassified | Other | Aug 2, 2019 | Aug 5, 2004 |
| Brie Ellen Pio | Abacus Wealth Partners other | Birch Point Wealth Management LLC state registered | Other | Dec 12, 2017 | Jan 13, 2020 (762 d) |
| Adam Guadalupe Salas | Abacus Wealth Partners other | Yellowbrickroad Financial Advisors, LLC other | Other | Jan 5, 2017 | Nov 28, 2016 |
| Jessica Abrams | Abacus Wealth Partners other | Ameriprise Financial Services, LLC national BD | Other | Jul 21, 2016 | May 11, 2016 |
| Scott David Carl | Abacus Wealth Partners other | Green Lane Capital Advisors, LLC unclassified | Other | Feb 1, 2016 | Jul 21, 2016 (171 d) |
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28 moves match.