DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Seros 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Lennard Cuno Van Der Feltz | Seros Wealth Partners independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2024 | Nov 13, 2024 |
| Collin M Bryce | Seros Wealth Partners independent RIA | Go Wealth Management mixed wealth | RIA to RIA | Mar 12, 2024 | May 3, 2024 (52 d) |
| Andres Antonio Favela | Seros Wealth Partners independent RIA | Kestra Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 5, 2018 | Jun 12, 2018 (68 d) |
| Bryce Thomas Keffeler | Seros Wealth Partners independent RIA | Dew Wealth Management independent RIA | RIA to RIA | Feb 28, 2018 | Apr 9, 2018 (40 d) |
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4 moves match.