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 Rwa 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
Laura A. HearnRwa Wealth Partners independent RIACitrin Cooperman Wealth Management, LLC independent RIARIA to RIAMay 11, 2026Jun 30, 2026 (50 d)
Ryan Christopher ColletteRwa Wealth Partners independent RIAEp Wealth Advisors independent RIARIA to RIAOct 1, 2025Dec 10, 2025 (70 d)
Matthew Theodore ShumakerRwa Wealth Partners independent RIAGw&K Investment Management, LLC independent RIARIA to RIAAug 19, 2025Sep 17, 2025
Christopher John BradyRwa Wealth Partners independent RIAKayne Anderson Rudnick Investment Management, LLC otherOtherJul 25, 2025Aug 26, 2025 (32 d)
Gregory Wood EvansRwa Wealth Partners independent RIAF L Putnam Investment Management Co. independent RIARIA to RIAApr 16, 2025Jan 12, 2026 (271 d)
Wander Antonio CedanoRwa Wealth Partners independent RIAGolden Foundation Advisors state registeredRIA to a state-registered adviserApr 16, 2025Apr 23, 2026 (372 d)
Russell Boyce AlbrightRwa Wealth Partners independent RIASovran Advisors, LLC independent RIARIA to RIAApr 15, 2025Apr 17, 2025
Margery Anne NeisRwa Wealth Partners independent RIASovran Advisors, LLC independent RIARIA to RIAMar 11, 2025Apr 30, 2025 (50 d)
Alexander Stephen LapointeRwa Wealth Partners independent RIACrestwood Advisors independent RIARIA to RIANov 22, 2024Dec 16, 2024
Paul MankariousRwa Wealth Partners independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankOct 2, 2024Apr 22, 2025 (202 d)
Christopher Brian ThomRwa Wealth Partners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 6, 2024Jun 17, 2024 (42 d)
Elena SongRwa Wealth Partners independent RIADestination Wealth Management independent RIARIA to RIAApr 9, 2024May 8, 2024
Kathryn Smith BanisRwa Wealth Partners independent RIACreative Planning independent RIARIA to RIAFeb 15, 2024Jun 11, 2026 (847 d)
Jonathan Beck SchooleyRwa Wealth Partners independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankDec 19, 2023Feb 21, 2024 (64 d)
Christopher Kane ParksRwa Wealth Partners independent RIANorthwood Wealth Management, LLC state registeredRIA to a state-registered adviserDec 19, 2023Jan 1, 2026 (744 d)
Michael James KrezaRwa Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIADec 19, 2023Sep 10, 2024 (266 d)
Anton Thomas SchirmangRwa Wealth Partners independent RIACorient independent RIARIA to RIADec 1, 2023Dec 8, 2023
Bryce SagersRwa Wealth Partners independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 1, 2023Jan 24, 2024 (54 d)
Rafael Gregory ReyesRwa Wealth Partners independent RIAShp Wealth Management, LLC independent RIARIA to RIASep 6, 2023Jul 18, 2023
Richard Alec RosenRwa Wealth Partners independent RIAConnecticut Wealth Management, LLC independent RIARIA to RIAJul 13, 2023Nov 22, 2023 (132 d)
Claudine Patrice SchrockRwa Wealth Partners independent RIAMontis Financial, LLC independent RIARIA to RIAJun 5, 2023Jun 30, 2023
Todd Blanchard StockwellRwa Wealth Partners independent RIAPolaris Wealth Advisory Group independent RIARIA to RIAApr 14, 2023Mar 1, 2023
Jennifer YousifRwa Wealth Partners independent RIAReynders, Mcveigh Capital Management, LLC independent RIARIA to RIAApr 12, 2023Jul 18, 2023 (97 d)
Adam Nels JohnsonRwa Wealth Partners independent RIAKensington Investment Counsel independent RIARIA to RIAMar 8, 2023Sep 15, 2023 (191 d)
Adrian BaldeonRwa Wealth Partners independent RIAGenesis Wealth Advisors, LLC independent RIARIA to RIAFeb 21, 2023Mar 13, 2023
Sophie Anne BenanderRwa Wealth Partners independent RIACreative Planning Institutional Advisors, LLC institutionalOtherOct 24, 2022Nov 8, 2022
Alaina CosciaRwa Wealth Partners independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankOct 12, 2022Oct 21, 2025 (1105 d)
Jonpaul McbrideRwa Wealth Partners independent RIAFocus Partners Wealth, LLC independent RIARIA to RIAFeb 1, 2022Aug 8, 2022 (188 d)
Chad Sheldon OnufrechukRwa Wealth Partners independent RIACascade Wealth LLC state registeredRIA to a state-registered adviserFeb 1, 2022Aug 19, 2022 (199 d)
Christopher Stephen DooleyRwa Wealth Partners independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 23, 2021Oct 25, 2022 (306 d)
Brian John MackeyRwa Wealth Partners independent RIASchechter Investment Advisors, LLC independent RIARIA to RIAJul 1, 2020Jun 9, 2025 (1804 d)
Victor Louis ColellaRwa Wealth Partners independent RIAWoodward Financial Advisors, Inc. independent RIARIA to RIAJul 26, 2019Apr 20, 2020 (269 d)
Christopher Sean DeeleyRwa Wealth Partners otherGrimes & Company otherOtherDec 15, 2017Dec 14, 2017
Mary Kathryn KonetznyRwa Wealth Partners otherMontis Financial, LLC otherOtherAug 7, 2017Feb 6, 2018 (183 d)
Emily Marie SimcokeRwa Wealth Partners otherMML Investors Services, LLC BD affiliatedOtherApr 1, 2014Jun 26, 2025 (4104 d)
Bridget Erin CostelloRwa Wealth Partners otherTd Ameritrade, Inc. no RAUMOtherSep 17, 2013Sep 2, 2014 (350 d)
William Anderson HarigRwa Wealth Partners otherCommonwealth Financial Network national BDOtherFeb 4, 2013May 21, 2013 (106 d)
Christopher Patrick GreeleyRwa Wealth Partners otherStrategic Advisers LLC national BDOtherApr 10, 2012May 7, 2012
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38 moves match.