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 Cordant 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
Brenda Kay MccombsCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Isaac Eugene PresleyCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Scott Elliott GerlachCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Shannon Garrick Brandon RozairoCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Samuel SlusserCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Durham Olin SundbergCordant Wealth Partners independent RIACerity Partners LLC independent RIARIA to RIAJul 17, 2026Jul 1, 2026
Scott Michael MalbasaCordant Wealth Partners independent RIAEmpirical Wealth Management independent RIARIA to RIAOct 12, 2023Nov 20, 2023 (39 d)
Daniel Jacob FrankelCordant Wealth Partners otherWealthcollab independent RIAOtherJun 2, 2015Sep 15, 2015 (105 d)
Dawn Marie PageCordant Wealth Partners otherConvergent Wealth Advisors, LLC otherOtherAug 7, 2013Oct 25, 2014 (444 d)
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9 moves match.