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 Waypoint 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
Jessica Pence ShoreWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 19, 2025Jul 15, 2025
Courtney Brooke HutchinsonWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 15, 2025
Charles Lee BowesWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 18, 2025
Annette Eriksen BrintonWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 18, 2025
Rania GhawiWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 30, 2025
Rachel Ann Calvert SowersWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 21, 2025
Daniel Wain CampbellWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 21, 2025
Jill CarothersWaypoint Wealth Partners independent RIARebalance LLC independent RIARIA to RIASep 3, 2024Sep 30, 2024
Christopher James RoseWaypoint Wealth Partners independent RIAAptus Financial, LLC no RAUMOtherMar 25, 2024Mar 22, 2024
Cearull Jack HorganWaypoint Wealth Partners independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseNov 9, 2020Jan 15, 2021 (67 d)
Joseph C ParkWaypoint Wealth Partners independent RIAJ.P. Morgan Private Wealth Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2019Jul 1, 2019
Sheila Mary RabautWaypoint Wealth Partners otherBakeravenue otherOtherFeb 13, 2018Feb 26, 2018
Justin Michael DyerWaypoint Wealth Partners otherBridge Advisory LLC independent RIAOtherNov 2, 2016Apr 12, 2019 (891 d)
Alyssa Hall MorrisWaypoint Wealth Partners otherParallel Advisors, LLC otherOtherNov 9, 2015Nov 10, 2015
Jane K YooWaypoint Wealth Partners otherAspiriant, LLC otherOtherJun 13, 2013Jan 30, 2017 (1327 d)
Edward Andres RunyonWaypoint Wealth Partners otherSagevest Financial Advisors, LLC state registeredOtherSep 17, 2012Jul 2, 2025 (4671 d)
Gabriel Stephen BrennerWaypoint Wealth Partners otherNext Step Wealth, LLC unclassifiedOtherDec 31, 2010Oct 20, 2010
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17 moves match.