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.

AdvisorFromToTypeLeftRegistered
Bryan John CiborowskiFocus Partners Wealth, LLC independent RIAWelch & Forbes LLC independent RIARIA to RIAMay 20, 2025Jul 21, 2025 (62 d)
David George ShawFocus Partners Wealth, LLC independent RIABridgewater Advisors Inc. independent RIARIA to RIAApr 24, 2025Jun 23, 2025 (60 d)
Karina Robin KingmanFocus Partners Wealth, LLC independent RIASpectrum Advisors, Inc. independent RIARIA to RIAApr 9, 2025Dec 18, 2025 (253 d)
Zachary HarmonFocus Partners Wealth, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMar 26, 2025May 19, 2025 (54 d)
Geraldo Flores OlivoFocus Partners Wealth, LLC independent RIABogart Wealth, LLC independent RIARIA to RIAMar 18, 2025Apr 9, 2025
Bradford C NewsomeFocus Partners Wealth, LLC independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 27, 2025Feb 26, 2025
Scott M BoganFocus Partners Wealth, LLC independent RIAClear Harbor Asset Management, LLC independent RIARIA to RIAFeb 19, 2025Mar 7, 2025
Mark Alexander GravinaFocus Partners Wealth, LLC independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 19, 2025Dec 3, 2024
Michael Harrison EglowFocus Partners Wealth, LLC independent RIACerity Partners LLC independent RIARIA to RIAFeb 19, 2025Feb 5, 2025
Alexander KluesnerFocus Partners Wealth, LLC independent RIAEast Bay Investment Solutions state registeredRIA to a state-registered adviserFeb 14, 2025Feb 14, 2025
Ekaterini RobertsFocus Partners Wealth, LLC independent RIAConnecticut Wealth Management, LLC independent RIARIA to RIADec 26, 2024Feb 20, 2025 (56 d)
Connie A JohnsonFocus Partners Wealth, LLC independent RIABartlett & Co. Wealth Management LLC independent RIARIA to RIADec 13, 2024Oct 29, 2024
Brandon Kurt DingmanFocus Partners Wealth, LLC independent RIACapital City Wealth Management, Inc. independent RIARIA to RIANov 19, 2024Feb 5, 2025 (78 d)
Brian Patrick RiggsFocus Partners Wealth, LLC independent RIAMoneta Group Investment Advisors, LLC independent RIARIA to RIAOct 8, 2024Oct 15, 2024
Otoniel Francisco MaxwellFocus Partners Wealth, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAOct 8, 2024Nov 17, 2025 (405 d)
Linda Marie WieczorekFocus Partners Wealth, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIASep 13, 2024Dec 11, 2024 (89 d)
Nicole Holderman SteinwedellFocus Partners Wealth, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 13, 2024Aug 15, 2024
Neil KeyserFocus Partners Wealth, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseSep 13, 2024Jan 23, 2025 (132 d)
Marianne Dao LoewFocus Partners Wealth, LLC independent RIAR M Davis Inc independent RIARIA to RIAAug 26, 2024Jul 16, 2024
Benjamin DuchanoFocus Partners Wealth, LLC independent RIAHightower Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 27, 2023Aug 30, 2024 (338 d)
Christopher Laurence WatsonFocus Partners Wealth, LLC independent RIAMai Capital Management, LLC independent RIARIA to RIAJun 28, 2023May 19, 2023
Brian Joseph PrestiFocus Partners Wealth, LLC independent RIATfc Financial Management Inc independent RIARIA to RIAJun 20, 2023Jun 30, 2023
Jacob Douglas FavaroFocus Partners Wealth, LLC independent RIABrown Edwards Wealth Strategies independent RIARIA to RIAMay 30, 2023Feb 22, 2023
Katherine Patricia BakerFocus Partners Wealth, LLC independent RIAPathstone independent RIARIA to RIAMay 1, 2023Jul 18, 2023 (78 d)
Rex Austin BergerFocus Partners Wealth, LLC independent RIAClaro Advisors Inc. independent RIARIA to RIAApr 4, 2023Feb 15, 2023
Daniel Scott DonofrioFocus Partners Wealth, LLC independent RIAAj Wealth independent RIARIA to RIAApr 4, 2022Apr 11, 2022
Alice LiFocus Partners Wealth, LLC independent RIAWealthspire Advisors independent RIARIA to RIAApr 4, 2022Jun 16, 2022 (73 d)
Edward Robert MillerFocus Partners Wealth, LLC independent RIAMeasured Wealth Private Client Group, LLC independent RIARIA to RIAOct 12, 2021Jun 25, 2021
Thomas Michael CallahanFocus Partners Wealth, LLC independent RIABoston Family Advisors LLC independent RIARIA to RIAOct 12, 2021Feb 1, 2022 (112 d)
Giovanni TisoFocus Partners Wealth, LLC independent RIACaptrust institutionalOtherOct 12, 2021Jul 6, 2021
Megan Nicole KellyFocus Partners Wealth, LLC independent RIADyson Capital Advisors, LLC independent RIARIA to RIAJul 27, 2021Aug 10, 2018
Shaun Patrick ThompsonFocus Partners Wealth, LLC otherPeak Financial Management Inc otherOtherAug 22, 2017Nov 7, 2017 (77 d)
Todd Coleman EarlyFocus Partners Wealth, LLC otherSovereign Investment Advisors LLC otherOtherJul 17, 2017Sep 12, 2017 (57 d)
Robert Edward WhelanFocus Partners Wealth, LLC otherFerris Capital, LLC otherOtherMar 13, 2017May 30, 2017 (78 d)
Steven MondolinoFocus Partners Wealth, LLC otherWealth Enhancement Advisory Services, LLC otherOtherOct 14, 2016Nov 1, 2016
Peter William TomaschFocus Partners Wealth, LLC otherCherry Bekaert Wealth Management LLC otherOtherAug 25, 2015Sep 1, 2015
Kevin Michael WilliamsFocus Partners Wealth, LLC otherCapital Analysts otherOtherMar 20, 2015Aug 29, 2016 (528 d)
Jeremy Seth SandlerFocus Partners Wealth, LLC otherNew England Private Wealth Advisors, LLC otherOtherJun 19, 2014Jul 1, 2014
Jeffrey Charles HeislerFocus Partners Wealth, LLC otherTwin Focus Capital Partners, LLC otherOtherFeb 25, 2014Mar 25, 2014
Paul Henry BarlowFocus Partners Wealth, LLC otherFirst Horizon Advisors, Inc otherOtherAug 19, 2013Aug 7, 2015 (718 d)
Aimee CullenFocus Partners Wealth, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 31, 2013Jun 5, 2013
Christopher PenfieldFocus Partners Wealth, LLC otherVigilant Wealth Management otherOtherDec 13, 2012Nov 29, 2012
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102 moves match.