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 Private Portfolio Partners, 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 |
|---|---|---|---|---|---|
| Paul Douglas Jetter | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Anindita Dhar | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Leila Ross | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 26, 2025 |
| Kurt Patrick Schroeder | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Romil Bhagat | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| George Alexander Jenkins | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Kevin Peter Sincavage | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 27, 2025 |
| Said Abouomar | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| John Menniti | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Kyle David Reise | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Matthew Willett Taylor | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Theresa Ann Kohles | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Michael Scott Poggi | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 27, 2025 |
| Donald Joseph Link | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Michael Paul Capriotti | Private Portfolio Partners, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Feb 26, 2025 |
| Ralph Franzese | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Todd Jason Rosenblatt | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Christopher Venuto | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| James Wai-Jing Leong | Private Portfolio Partners, LLC independent RIA | Newedge Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2025 | Mar 17, 2025 |
| Jonathan Shen | Private Portfolio Partners, LLC independent RIA | Sax Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 14, 2023 | May 9, 2023 |
| Ethan Howard Saidel | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2023 | Mar 30, 2023 |
| Eric Kleinstein | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2023 | Mar 30, 2023 |
| William Charles Meltzer | Private Portfolio Partners, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 10, 2023 | Oct 17, 2019 |
| Richard Gaspare Dragotta | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 10, 2023 | Mar 14, 2023 |
| Jimmy Rodriguez | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 10, 2023 | Aug 4, 2022 |
| Daniel Carl Minnis | Private Portfolio Partners, LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 10, 2023 | Mar 14, 2023 |
| Rosanna Coviello | Private Portfolio Partners, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 2, 2022 | Feb 17, 2021 |
| Francis Edward Granizo | Private Portfolio Partners, LLC independent RIA | Talisman Wealth Advisors, LLC independent RIA | RIA to RIA | May 12, 2021 | Jan 1, 2026 (1695 d) |
| Jennifer Prewitt Kirby | Private Portfolio Partners, LLC independent RIA | Talisman Wealth Advisors, LLC independent RIA | RIA to RIA | May 12, 2021 | Jan 1, 2026 (1695 d) |
| Steven Christopher Testino | Private Portfolio Partners, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2019 | Aug 20, 2019 |
| Mark Anthony Giordano | Private Portfolio Partners, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2019 | Aug 20, 2019 |
| Robert William Quinlan | Private Portfolio Partners, LLC independent RIA | Q Capital Solutions independent RIA | RIA to RIA | Aug 14, 2018 | Jan 2, 2025 (2333 d) |
| Raymond P. Kondler | Private Portfolio Partners, LLC independent RIA | Brookstone Capital Management LLC independent RIA | RIA to RIA | Aug 14, 2018 | Jan 6, 2026 (2702 d) |
| Bradley Jay Bolnick | Private Portfolio Partners, LLC independent RIA | Gcb Private Wealth state registered | RIA to a state-registered adviser | Apr 23, 2018 | Mar 23, 2018 |
| Gregory Scott Bennett | Private Portfolio Partners, LLC other | Merit Financial Advisors other | Other | Jun 23, 2017 | Jun 23, 2017 |
| Thomas V Caruso | Private Portfolio Partners, LLC other | Morgan Stanley wirehouse | Other | May 26, 2017 | Oct 30, 2017 (157 d) |
| Michael Eugene Di Lorenzo | Private Portfolio Partners, LLC other | Unified Wealth Management, LLC other | Other | Jan 13, 2017 | Jan 18, 2017 |
| Keith Thomas Brothers | Private Portfolio Partners, LLC other | Gladstone Wealth Partners other | Other | Dec 19, 2016 | Feb 9, 2016 |
| Michael David Palace | Private Portfolio Partners, LLC other | Gladstone Wealth Partners no RAUM | Other | Jan 4, 2016 | Aug 12, 2015 |
| Richard Axel Pascual | Private Portfolio Partners, LLC other | Gladstone Wealth Partners no RAUM | Other | Jan 4, 2016 | Aug 12, 2015 |
| Stephen Michael Roth | Private Portfolio Partners, LLC other | Gladstone Wealth Partners no RAUM | Other | Jan 4, 2016 | Aug 13, 2015 |
| Robert Paul Hudson | Private Portfolio Partners, LLC other | Gladstone Wealth Partners other | Other | Jan 4, 2016 | Feb 9, 2016 (36 d) |
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42 moves match.