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 Dynasty Wealth Management, LLC

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
Casey Shay JorgensenDynasty Wealth Management, LLC asset managerCyndeo Wealth Partners independent RIAOtherAug 10, 2026Sep 9, 2026
Jeremy W ZoladzDynasty Wealth Management, LLC asset managerAmericana Partners, LLC independent RIAOtherApr 16, 2026May 12, 2026
Caitlin Elizabeth DouglasDynasty Wealth Management, LLC asset managerElevation Point Wealth Partners, LLC independent RIAOtherSep 27, 2024Jan 1, 2025 (96 d)
Joshua P SchuetteDynasty Wealth Management, LLC asset managerMorgan Stanley wirehouseOtherJul 26, 2024Jun 18, 2025 (327 d)
Kyle James JanovskyDynasty Wealth Management, LLC asset managerHigh Note Wealth, LLC independent RIAOtherNov 8, 2022Sep 21, 2023 (317 d)
Joseph DursiDynasty Wealth Management, LLC asset managerJ.P. Morgan Securities LLC wirehouseOtherJun 18, 2021Sep 17, 2021 (91 d)
Thomas Steven GlamuzinaDynasty Wealth Management, LLC asset managerJ.P. Morgan Private Wealth Advisors LLC BD affiliatedOtherApr 8, 2020Apr 8, 2020
Matthew Fielding MarshDynasty Wealth Management, LLC asset managerBancwest Investment Services, Inc. (Bwis) BD affiliatedOtherNov 29, 2019Oct 28, 2019
Patricia Lynn BradyDynasty Wealth Management, LLC independent RIAPrinciple Wealth independent RIARIA to RIAJan 11, 2019Mar 12, 2019 (60 d)
Brian R FlynnDynasty Wealth Management, LLC independent RIAJourney Strategic Wealth LLC no RAUMRIA to a newly registered adviserDec 19, 2018Jan 20, 2021 (763 d)
Michael Charles BrownDynasty Wealth Management, LLC independent RIAJourney Strategic Wealth LLC no RAUMRIA to a newly registered adviserDec 19, 2018Jan 25, 2021 (768 d)
Sharon Helene GuptaDynasty Wealth Management, LLC independent RIAPathstone independent RIARIA to RIANov 12, 2018Nov 7, 2019 (360 d)
Javier RiveroDynasty Wealth Management, LLC otherInsigneo Advisory Services, LLC otherOtherFeb 26, 2018Mar 27, 2018
Steven Henry PisanoDynasty Wealth Management, LLC otherSimon Quick Advisors, LLC otherOtherJul 29, 2016Aug 30, 2016 (32 d)
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14 moves match.