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 Focus Partners Wealth, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Alexander Robert Norath | Focus Partners Wealth, LLC independent RIA | Rockefeller Capital Management BD affiliated | RIA to affiliated broker-dealer or bank | Sep 8, 2026 | Sep 10, 2026 |
| Andrey Vladimirovich Rudomiotov | Focus Partners Wealth, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Jul 27, 2026 | Jul 28, 2026 |
| Mehul Amritlal Khivesara | Focus Partners Wealth, LLC independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Jul 27, 2026 | Jul 29, 2026 |
| Peter Thomas Dillon | Focus Partners Wealth, LLC independent RIA | United Wealth Management, LLC independent RIA | RIA to RIA | Jul 27, 2026 | Sep 10, 2026 (45 d) |
| Cooper Steven Fitz | Focus Partners Wealth, LLC independent RIA | Seia BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Jul 28, 2026 |
| Kathryn Doherty | Focus Partners Wealth, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2026 | Aug 12, 2026 |
| Michael Jeff Glozer | Focus Partners Wealth, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Jul 13, 2026 | Sep 16, 2026 (65 d) |
| Sharni Catherine Elizabeth Cutajar | Focus Partners Wealth, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jul 13, 2026 | Jul 29, 2026 |
| Rosana Ralya | Focus Partners Wealth, LLC independent RIA | Values Added Financial independent RIA | RIA to RIA | Jul 2, 2026 | Jul 8, 2026 |
| Derek Lee Ackerman | Focus Partners Wealth, LLC independent RIA | Ieq Capital, LLC independent RIA | RIA to RIA | Jul 2, 2026 | Jul 8, 2026 |
| Joseph Francis Granger | Focus Partners Wealth, LLC independent RIA | Verum Partners LLC independent RIA | RIA to RIA | Jun 30, 2026 | Jun 26, 2026 |
| Robin Jan Patinkin | Focus Partners Wealth, LLC independent RIA | The Mather Group, LLC independent RIA | RIA to RIA | Jun 18, 2026 | Jun 2, 2026 |
| William Andrew Wallbank | Focus Partners Wealth, LLC independent RIA | Signal Advisors Wealth, LLC independent RIA | RIA to RIA | Jun 17, 2026 | Jul 24, 2026 (37 d) |
| Justin Case Cox | Focus Partners Wealth, LLC independent RIA | Parkwoods Wealth Partners, LLC independent RIA | RIA to RIA | Jun 17, 2026 | Jun 5, 2026 |
| Laura G Glennon | Focus Partners Wealth, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jun 15, 2026 | Aug 11, 2026 (57 d) |
| John Buckingham | Focus Partners Wealth, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 20, 2026 | Apr 27, 2026 |
| Jason R Clark | Focus Partners Wealth, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 20, 2026 | Apr 27, 2026 |
| Christopher Quigley | Focus Partners Wealth, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 20, 2026 | Apr 27, 2026 |
| Alyssa Lauren Tacconelli | Focus Partners Wealth, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 20, 2026 | Jun 4, 2026 |
| Phillip Alexander Edwards | Focus Partners Wealth, LLC independent RIA | Mariner Independent independent RIA | RIA to RIA | May 20, 2026 | May 28, 2026 |
| Simeon Spruill | Focus Partners Wealth, LLC independent RIA | Chevy Chase Trust Company mixed wealth | RIA to RIA | May 13, 2026 | Jul 30, 2026 (78 d) |
| Beltran Maroto Tobias | Focus Partners Wealth, LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 7, 2026 | May 12, 2026 |
| Kevin Dewey Hoyle | Focus Partners Wealth, LLC independent RIA | Kaiyo Wealth LLC independent RIA | RIA to RIA | Apr 28, 2026 | Apr 1, 2026 |
| Mark William Rizvi | Focus Partners Wealth, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 23, 2026 | Jul 14, 2026 (82 d) |
| Daniel Kenneth Brackett | Focus Partners Wealth, LLC independent RIA | Choreo, LLC independent RIA | RIA to RIA | Apr 23, 2026 | May 6, 2026 |
| Jason Charles Rothman | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 23, 2026 | May 19, 2026 |
| Zachary Lepore | Focus Partners Wealth, LLC independent RIA | Trufp independent RIA | RIA to RIA | Apr 23, 2026 | Jul 17, 2026 (85 d) |
| Zachary Penn Benton | Focus Partners Wealth, LLC independent RIA | Illumination Wealth Management independent RIA | RIA to RIA | Apr 20, 2026 | May 19, 2026 |
| Benjamin Michael Thiele | Focus Partners Wealth, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 7, 2026 | Apr 20, 2026 |
| Deborah O Porter | Focus Partners Wealth, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | Apr 7, 2026 |
| Angel M Davis | Focus Partners Wealth, LLC independent RIA | Ep Wealth Advisors independent RIA | RIA to RIA | Mar 26, 2026 | Mar 23, 2026 |
| Joshua Paul Statler | Focus Partners Wealth, LLC independent RIA | Krilogy independent RIA | RIA to RIA | Mar 23, 2026 | May 5, 2026 (43 d) |
| Matthew John Mueller | Focus Partners Wealth, LLC independent RIA | Composition Wealth, LLC independent RIA | RIA to RIA | Mar 16, 2026 | May 7, 2026 (52 d) |
| Patrick Callahan Ceplenski | Focus Partners Wealth, LLC independent RIA | Wealthspire Advisors independent RIA | RIA to RIA | Mar 16, 2026 | Apr 15, 2026 |
| Jacob Anthony Stewart | Focus Partners Wealth, LLC independent RIA | Moneta Group Investment Advisors, LLC independent RIA | RIA to RIA | Mar 16, 2026 | Apr 1, 2026 |
| Steven M Peterson | Focus Partners Wealth, LLC independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Feb 27, 2026 | Mar 9, 2026 |
| Natalie Ann Stover | Focus Partners Wealth, LLC independent RIA | Lido independent RIA | RIA to RIA | Feb 27, 2026 | Feb 27, 2026 |
| Adam Patrick Bowers | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Feb 12, 2026 | Feb 19, 2026 |
| Margaret Mary Callahan | Focus Partners Wealth, LLC independent RIA | Brio Financial Group independent RIA | RIA to RIA | Jan 29, 2026 | Jan 29, 2026 |
| Erik Michael Kratz | Focus Partners Wealth, LLC independent RIA | Arena Private Wealth independent RIA | RIA to RIA | Jan 20, 2026 | Jan 15, 2026 |
| Devon James Hunter | Focus Partners Wealth, LLC independent RIA | Earned Wealth Advisors, LLC independent RIA | RIA to RIA | Dec 5, 2025 | Dec 10, 2025 |
| Christopher Carter Davis | Focus Partners Wealth, LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 24, 2025 | Mar 19, 2026 (115 d) |
| Kristi Lewis Tidwell | Focus Partners Wealth, LLC independent RIA | Asset Dedication, LLC independent RIA | RIA to RIA | Oct 17, 2025 | Oct 29, 2025 |
| Thomas James Murray | Focus Partners Wealth, LLC independent RIA | Singer Wealth Advisors LLC independent RIA | RIA to RIA | Oct 10, 2025 | Oct 27, 2025 |
| Colton Inglis Growney | Focus Partners Wealth, LLC independent RIA | Costello Asset Management, Inc. independent RIA | RIA to RIA | Oct 2, 2025 | Oct 21, 2025 |
| Rosa Diana Cadena | Focus Partners Wealth, LLC independent RIA | Connecticut Wealth Management, LLC independent RIA | RIA to RIA | Sep 22, 2025 | Mar 30, 2026 (189 d) |
| Jaggar Daniel Deeds | Focus Partners Wealth, LLC independent RIA | Onedigital institutional | Other | Sep 10, 2025 | Mar 23, 2026 (194 d) |
| Hannah Lynne Santa Cruz | Focus Partners Wealth, LLC independent RIA | Core Planning independent RIA | RIA to RIA | Sep 8, 2025 | Sep 17, 2025 |
| Lily Inez Gillman | Focus Partners Wealth, LLC independent RIA | Mdrn Wealth state registered | RIA to a state-registered adviser | Sep 8, 2025 | Sep 19, 2025 |
| Gabrielle Elizabeth Kong | Focus Partners Wealth, LLC independent RIA | Beam Wealth Advisors, Inc. independent RIA | RIA to RIA | Sep 2, 2025 | Apr 15, 2026 (225 d) |
| Michael James Merrigan | Focus Partners Wealth, LLC independent RIA | Oppenheimer & Co. Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 6, 2025 | Nov 13, 2025 (99 d) |
| Dustin Ryan Meyer | Focus Partners Wealth, LLC independent RIA | Parkwoods Wealth Partners, LLC independent RIA | RIA to RIA | Aug 5, 2025 | Sep 18, 2025 (44 d) |
| Matthew Reinhardt | Focus Partners Wealth, LLC independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 10, 2025 | Jul 11, 2025 |
| Kevin Yee | Focus Partners Wealth, LLC independent RIA | Brooker Wealth Management independent RIA | RIA to RIA | Jul 10, 2025 | Dec 18, 2025 (161 d) |
| Miles Brandon Amodeo | Focus Partners Wealth, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 8, 2025 | Aug 18, 2025 (41 d) |
| Benjamin Carl Huston | Focus Partners Wealth, LLC independent RIA | Kayne Anderson Rudnick Investment Management, LLC other | Other | Jul 2, 2025 | Aug 22, 2025 (51 d) |
| Kevion Lamar Latham | Focus Partners Wealth, LLC independent RIA | Northwest Asset Management independent RIA | RIA to RIA | May 30, 2025 | May 30, 2025 |
| Scott Everett Morrison | Focus Partners Wealth, LLC independent RIA | Moment Private Wealth independent RIA | RIA to RIA | May 30, 2025 | Jun 6, 2025 |
| Anderson Wiegman | Focus Partners Wealth, LLC independent RIA | Severin Investments LLC independent RIA | RIA to RIA | May 28, 2025 | Jun 9, 2025 |
| Brandon Michael Bol | Focus Partners Wealth, LLC independent RIA | Alphacore Capital LLC independent RIA | RIA to RIA | May 27, 2025 | Jun 2, 2025 |
Page 1 of 2Next
102 moves match.