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 Keystone 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.

AdvisorFromToTypeLeftRegistered
Lawrence Wilton WarrenKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Mar 28, 2022
Chad Michael FletcherKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Apr 19, 2022
Kenneth Edward GatliffKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 10, 2022
Perry John DufresneKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 3, 2022
Francisco Paul SirventKeystone Wealth Partners LLC independent RIALifestyle Planning, LLC state registeredRIA to a state-registered adviserJun 29, 2022Sep 26, 2022 (89 d)
Nicholas Christopher LombardozziKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 5, 2022
Carlton Johnson WeberKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 3, 2022
Daniel Lee PallesenKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 3, 2022
Aaron Michael CoatesKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022May 3, 2022
Austin Joseph McdonoughKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Apr 10, 2023 (285 d)
Kent Richard AndersonKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Mar 28, 2022
John Michael MayerKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Jan 2, 2026 (1283 d)
Daniel Andrew ApplegateKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Jun 8, 2022
Cole Travis BeckwithKeystone Wealth Partners LLC independent RIACreative Planning independent RIARIA to RIAJun 29, 2022Jun 17, 2022
Kacie Lynn SchulzKeystone Wealth Partners LLC independent RIAFortify Financial Group, LLC state registeredRIA to a state-registered adviserMar 11, 2022Jul 19, 2022 (130 d)
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15 moves match.