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 Platinum 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
Kenneth K JobsonPlatinum Wealth Partners otherHayden Royal independent RIAOtherMar 28, 2018Mar 26, 2018
Dale Joseph BoettcherPlatinum Wealth Partners otherHayden Royal independent RIAOtherMar 12, 2018Jan 12, 2018
David A GulacsyPlatinum Wealth Partners otherSandhill Wealth Management, Inc. no RAUMOtherJan 26, 2018Feb 1, 2018
Mark Douglas HermanPlatinum Wealth Partners otherMutual Advisors, LLC BD affiliatedOtherJan 11, 2018Jan 2, 2018
Douglas Michael SheahanPlatinum Wealth Partners otherIccf Wealth Management, LLC unclassifiedOtherJan 11, 2018Dec 21, 2017
David Reilly HendersonPlatinum Wealth Partners otherMutual Advisors, LLC BD affiliatedOtherJan 11, 2018Jan 9, 2018
Robert Lomax DobbsPlatinum Wealth Partners otherMutual Advisors, LLC BD affiliatedOtherJan 10, 2018Jan 8, 2018
Alexander James CrossPlatinum Wealth Partners otherMutual Advisors, LLC BD affiliatedOtherJan 10, 2018Jan 8, 2018
Jennifer Gale MoralesPlatinum Wealth Partners otherValic Financial Advisors, Inc. otherOtherJan 8, 2018Oct 26, 2017
Thomas Frances AlessiPlatinum Wealth Partners otherPinnacle Private Wealth, LLC independent RIAOtherDec 31, 2017Jan 24, 2018
Sandra Jean Galdieri KosibaPlatinum Wealth Partners otherWellfull otherOtherDec 31, 2017Dec 5, 2017
John Martin PadillaPlatinum Wealth Partners otherConcert Wealth Management otherOtherDec 31, 2017Apr 21, 2016
Tracy Aaron ZulloPlatinum Wealth Partners otherWellfull otherOtherDec 31, 2017Dec 6, 2017
Ryan Allen FrankelPlatinum Wealth Partners otherCapitalrock Financial, LLC independent RIAOtherDec 12, 2017Apr 30, 2018 (139 d)
Jenee C PetersPlatinum Wealth Partners otherCapitalrock Financial, LLC independent RIAOtherDec 11, 2017Jul 31, 2018 (232 d)
William John RothPlatinum Wealth Partners otherWellfull no RAUMOtherNov 13, 2017Sep 6, 2017
Rose Alyssa BernardoPlatinum Wealth Partners otherWellfull no RAUMOtherNov 13, 2017Sep 7, 2017
Nicholas Anthony BernardoPlatinum Wealth Partners otherWellfull no RAUMOtherNov 13, 2017Sep 6, 2017
Anthony Bernardo JrPlatinum Wealth Partners otherWellfull no RAUMOtherNov 13, 2017Sep 7, 2017
John Michael HinksonPlatinum Wealth Partners otherIntegra Capital Advisors otherOtherJul 31, 2017Aug 21, 2017
Robert William FraileyPlatinum Wealth Partners otherIntegra Capital Advisors otherOtherJul 31, 2017Aug 23, 2017
Charles Bradley CampbellPlatinum Wealth Partners otherIntegra Capital Advisors otherOtherJul 31, 2017Aug 3, 2017
John Joseph CampbellPlatinum Wealth Partners otherIntegra Capital Advisors otherOtherJul 31, 2017Aug 9, 2017
Randall Scott KarlPlatinum Wealth Partners otherTcfg Investment Advisors, LLC otherOtherMar 27, 2017Mar 17, 2017
Troy M MaillouxPlatinum Wealth Partners otherCharles Schwab & Co., Inc. national BDOtherNov 2, 2016Feb 2, 2017 (92 d)
Nicholas Edward DayPlatinum Wealth Partners otherFidelity Personal And Workplace Advisors BD affiliatedOtherAug 29, 2016Aug 27, 2018 (728 d)
David Richard HoferPlatinum Wealth Partners otherBlue Chip Wealth Management, Inc. otherOtherApr 12, 2016Apr 6, 2016
Barry Scott GreenPlatinum Wealth Partners otherIndependent Financial Partners otherOtherApr 1, 2016Mar 21, 2016
Curtis Scott BurnsPlatinum Wealth Partners otherVintage West Capital Management otherOtherApr 1, 2016Apr 19, 2016
Todd David BlackburnPlatinum Wealth Partners otherVintage West Capital Management otherOtherApr 1, 2016Apr 19, 2016
Anthony Jacob GarciaPlatinum Wealth Partners otherDaniel Wealth Advisors otherOtherNov 19, 2015Sep 23, 2015
Andrew (Nmn) KanePlatinum Wealth Partners otherDaniel Wealth Advisors otherOtherNov 19, 2015Sep 23, 2015
Keith Leon GlaserPlatinum Wealth Partners otherJ. W. Cole Advisors, Inc. otherOtherFeb 13, 2015Oct 9, 2014
Scott Christopher JacksonPlatinum Wealth Partners otherJ. W. Cole Advisors, Inc. otherOtherFeb 13, 2015Oct 6, 2014
Robert Adam KokolPlatinum Wealth Partners otherDivorce Financial Planning LLC unclassifiedOtherFeb 4, 2015Jun 29, 2011
Louis David DworskyPlatinum Wealth Partners otherThompson Davis Asset Management otherOtherAug 21, 2014Aug 19, 2014
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36 moves match.