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 Destiny Wealth 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 |
|---|---|---|---|---|---|
| William Sterling Newton | Destiny Wealth Partners, LLC independent RIA | Destiny Family Office no RAUM | RIA to a newly registered adviser | Mar 31, 2026 | Nov 12, 2025 |
| Bradford A Kerr | Destiny Wealth Partners, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Mar 25, 2025 | Apr 17, 2025 |
| Stefan Kip Astheimer | Destiny Wealth Partners, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Jul 11, 2024 | Apr 16, 2025 (279 d) |
| Kimberly Caris Good | Destiny Wealth Partners, LLC independent RIA | Kcg Investment Advisory Services LLC state registered | RIA to a state-registered adviser | Dec 31, 2023 | Jan 3, 2024 |
| Mark Lee Dickerson | Destiny Wealth Partners, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Nov 30, 2023 | Jan 29, 2024 (60 d) |
| Anthony Van Ore | Destiny Wealth Partners, LLC independent RIA | Nottingham Wealth Partners, Inc. independent RIA | RIA to RIA | Feb 17, 2023 | Apr 5, 2023 (47 d) |
| Julian M Arribas | Destiny Wealth Partners, LLC independent RIA | Copperleaf Capital, LLC independent RIA | RIA to RIA | Aug 12, 2022 | Oct 26, 2022 (75 d) |
| Colleen Arredondo | Destiny Wealth Partners, LLC independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Mar 24, 2022 | Oct 4, 2022 (194 d) |
| Makayla Bowman | Destiny Wealth Partners, LLC independent RIA | Onedigital institutional | Other | Nov 15, 2021 | Dec 17, 2021 (32 d) |
| David Justin Melnyk | Destiny Wealth Partners, LLC independent RIA | Asset Advisors Of America, LLC no RAUM | Other | Dec 1, 2020 | Nov 22, 2017 |
| Cory Donald Churchill | Destiny Wealth Partners, LLC institutional | Ruggie Wealth Management other | Other | Nov 21, 2018 | Mar 15, 2018 |
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11 moves match.