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 Aldrich Wealth LP

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
Miles Panako LewisAldrich Wealth LP independent RIABecker Capital Management, Inc. independent RIARIA to RIAJul 7, 2026Jul 29, 2026
Travis John SchieleAldrich Wealth LP independent RIAQuantum Financial Planning Services, Inc. independent RIARIA to RIAApr 17, 2026Apr 23, 2026
Cynthia Edythe GatlinAldrich Wealth LP independent RIAStratos Wealth Partners, Ltd BD affiliatedRIA to affiliated broker-dealer or bankSep 8, 2025Oct 9, 2025 (31 d)
Thomas Edward GilbersAldrich Wealth LP independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 1, 2025Sep 16, 2025 (77 d)
Sydney Paige Van BaestAldrich Wealth LP independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 17, 2025Jul 3, 2025
Matthew Alfonso CasaticoAldrich Wealth LP independent RIAChoreo, LLC independent RIARIA to RIAMay 2, 2025May 21, 2025
Camille Joanne BouvetAldrich Wealth LP independent RIARoot Financial Partners independent RIARIA to RIAJan 22, 2025Apr 21, 2025 (89 d)
Thomas ElliotAldrich Wealth LP independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 5, 2024Oct 7, 2024 (32 d)
Jorge Luis RosasAldrich Wealth LP independent RIAEmpirical Wealth Management independent RIARIA to RIASep 12, 2023Jan 6, 2026 (847 d)
Taylor Winston HindleAldrich Wealth LP independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankJul 18, 2023Jul 31, 2023
Tyler P ConroyAldrich Wealth LP independent RIAFerguson Wellman Capital Management, Inc. independent RIARIA to RIAMar 16, 2023Apr 10, 2023
John Hogan WendlandAldrich Wealth LP independent RIAM Holdings Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 16, 2022Oct 5, 2022 (50 d)
David Teninty ClawsonAldrich Wealth LP independent RIAWells Fargo Advisors wirehouseRIA to wirehouseFeb 3, 2022Jul 29, 2022 (176 d)
Jonathan Kyle MetzAldrich Wealth LP independent RIADeschutes Investment Consulting, LLC mixed wealthRIA to RIAJan 19, 2022Apr 12, 2022 (83 d)
Stephen Hollister NelsonAldrich Wealth LP mixed wealthBirchwood Capital state registeredRIA to a state-registered adviserSep 25, 2020Oct 1, 2020
Susannah Terrell StuckeyAldrich Wealth LP mixed wealthFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 20, 2020May 11, 2020 (81 d)
Jeffrey A ClarkAldrich Wealth LP mixed wealthReilly Financial Advisors independent RIARIA to RIAMar 26, 2019Jun 26, 2019 (92 d)
Brandon Geoffry KurzAldrich Wealth LP mixed wealthMercer Global Advisors Inc. independent RIARIA to RIAJun 14, 2018Sep 12, 2018 (90 d)
Amy Barbara BarnesAldrich Wealth LP otherFirebrand Wealth Management, LLC state registeredOtherDec 13, 2017Apr 17, 2018 (125 d)
Julie Kay Pedersen-McdevittAldrich Wealth LP otherVoya Retirement Advisors, LLC independent RIAOtherApr 28, 2017Nov 13, 2018 (564 d)
Grant Allan WebsterAldrich Wealth LP otherDowling & Yahnke, LLC otherOtherJul 25, 2016Dec 15, 2016 (143 d)
Jenifer Patricia PrattAldrich Wealth LP otherReilly Financial Advisors otherOtherJul 21, 2015Mar 1, 2016 (224 d)
Amelia Christine GasparyAldrich Wealth LP otherWells Fargo Advisors wirehouseOtherFeb 25, 2015Feb 27, 2015
Bonnie Jean MoseleyAldrich Wealth LP otherSbr Financial Group unclassifiedOtherJan 31, 2014Jan 27, 2014
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24 moves match.