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 Wealthcare Advisory 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 |
|---|---|---|---|---|---|
| Zachary Easley | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jun 18, 2026 | Jun 3, 2026 |
| Charles Joseph Schilleci | Wealthcare Advisory Partners LLC BD affiliated | LPL Financial LLC other | Other | Jun 12, 2026 | Nov 8, 2017 |
| Daniel Ray Griffey | Wealthcare Advisory Partners LLC BD affiliated | LPL Financial LLC other | Other | Jun 12, 2026 | Nov 8, 2017 |
| Taylor Daniel Griffey | Wealthcare Advisory Partners LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 8, 2026 |
| Brennen Taylor Stewart | Wealthcare Advisory Partners LLC BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 8, 2026 |
| Philip James Paschang | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Wesley Lowell Hazelrigg | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| James David Fair | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Marc A Wilborn | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Stephen Michael Burns | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Peggy L Bruce | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Matthew Philip Paschang | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Emily Susan Wilborn | Wealthcare Advisory Partners LLC BD affiliated | Prairie Advisory, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | May 15, 2026 | Feb 13, 2026 |
| Gregory Keith Kempner | Wealthcare Advisory Partners LLC BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2026 | Apr 27, 2026 |
| Timothy Paul Hammond | Wealthcare Advisory Partners LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Aug 14, 2025 |
| Lee Oglesby Morris | Wealthcare Advisory Partners LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2026 | Aug 24, 2026 (154 d) |
| Bert Leroy Falley | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| James Raymond Colahan | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Brian P. Lang | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Feb 19, 2026 |
| Michele Christine Hammann | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Colin Dean Aldrich | Wealthcare Advisory Partners LLC independent RIA | Merit Financial Advisors independent RIA | RIA to RIA | Feb 25, 2026 | Jan 9, 2026 |
| Matthew Bondurant | Wealthcare Advisory Partners LLC independent RIA | Empower Advisory Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 18, 2026 | Mar 24, 2026 (34 d) |
| Michael Edward Lenge | Wealthcare Advisory Partners LLC independent RIA | Orion Portfolio Solutions, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2025 | Feb 23, 2026 (66 d) |
| Jeffrey Allen Falke | Wealthcare Advisory Partners LLC independent RIA | Kingswood Wealth Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Oct 10, 2025 |
| Scott Michael Martin | Wealthcare Advisory Partners LLC independent RIA | Mariner Wealth no RAUM | Other | Aug 14, 2025 | Nov 4, 2025 (82 d) |
| Michael Patrick Magee | Wealthcare Advisory Partners LLC independent RIA | Investment Performance Services LLC institutional | Other | Jan 31, 2025 | Sep 16, 2026 (593 d) |
| Keri Elizabeth Blake | Wealthcare Advisory Partners LLC independent RIA | Wealthcare Capital Partners, LLC no RAUM | RIA to a newly registered adviser | Dec 6, 2024 | Jul 12, 2024 |
| Jessica Kay Hoffman | Wealthcare Advisory Partners LLC independent RIA | Wealthcare Capital Partners, LLC no RAUM | RIA to a newly registered adviser | Dec 6, 2024 | Jul 12, 2024 |
| Kevin Alexander Mautte | Wealthcare Advisory Partners LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Nov 8, 2024 | Nov 7, 2024 |
| Devin Anthony Palmese | Wealthcare Advisory Partners LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Oct 21, 2024 | Oct 17, 2024 |
| William Lawrence Mccollum | Wealthcare Advisory Partners LLC independent RIA | Rfg Advisory, LLC independent RIA | RIA to RIA | Sep 5, 2024 | Sep 30, 2024 |
| Eric Alan Kaplan | Wealthcare Advisory Partners LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2024 | Feb 29, 2024 |
| Fernando Gonzalez | Wealthcare Advisory Partners LLC independent RIA | Osaic Wealth, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2024 | Feb 29, 2024 |
| Katelyn Erin Murray | Wealthcare Advisory Partners LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 10, 2024 | Dec 15, 2023 |
| Christopher Conwell Underwood | Wealthcare Advisory Partners LLC independent RIA | Greenup Street Wealth Management LLC independent RIA | RIA to RIA | Sep 6, 2023 | Nov 10, 2025 (796 d) |
| Roddrick Newhouse | Wealthcare Advisory Partners LLC independent RIA | Concurrent Investment Advisors, LLC independent RIA | RIA to RIA | Jul 19, 2023 | Jul 17, 2023 |
| Anna Leigh Green | Wealthcare Advisory Partners LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 19, 2023 | Jul 10, 2023 |
| Ferdinand Perez Pernia | Wealthcare Advisory Partners LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 15, 2023 | Jun 1, 2023 |
| David Alan Kaiser | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 5, 2023 |
| David James Petoskey | Wealthcare Advisory Partners LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 17, 2023 | Apr 28, 2021 |
| Timothy Paul Lata | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 3, 2023 |
| Scott Edward Montgomery | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 3, 2023 |
| David Anthony Camilleri | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 3, 2023 |
| William Thomas Gibbons | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 11, 2023 |
| Jason Louis Pivoz | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | May 17, 2023 | Jan 3, 2023 |
| Jasmine Alberta Lambert | Wealthcare Advisory Partners LLC independent RIA | Core Planning independent RIA | RIA to RIA | Apr 19, 2023 | May 11, 2023 |
| Ryan John Quinn | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | Apr 4, 2023 | Jan 3, 2023 |
| Joshua Mark Barron | Wealthcare Advisory Partners LLC independent RIA | Integrated Wealth Concepts LLC independent RIA | RIA to RIA | Apr 4, 2023 | Jan 3, 2023 |
| Brooke Lea Martin | Wealthcare Advisory Partners LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 23, 2023 | Mar 31, 2023 |
| Jonathan Lapp | Wealthcare Advisory Partners LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 22, 2022 | Jan 11, 2023 |
| Lawrence Matthew Knolle | Wealthcare Advisory Partners LLC independent RIA | Belpointe Asset Management LLC independent RIA | RIA to RIA | Dec 22, 2022 | Jan 11, 2023 |
| Jonathan Leif Holljes | Wealthcare Advisory Partners LLC independent RIA | Redwood Private Wealth independent RIA | RIA to RIA | Nov 10, 2022 | Nov 2, 2022 |
| Harrison Bromley | Wealthcare Advisory Partners LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 15, 2022 | Sep 15, 2022 |
| Kent Brooks Monypeny | Wealthcare Advisory Partners LLC independent RIA | Strategic Advisory Services independent RIA | RIA to RIA | Aug 2, 2022 | Jul 26, 2022 |
| Charles Raymond Hardee | Wealthcare Advisory Partners LLC independent RIA | Strategic Advisory Services independent RIA | RIA to RIA | Aug 2, 2022 | Jul 26, 2022 |
| Staci Lynne Jackson | Wealthcare Advisory Partners LLC independent RIA | Strategic Advisory Services independent RIA | RIA to RIA | Aug 2, 2022 | Aug 3, 2022 |
| David Christopher Quinn | Wealthcare Advisory Partners LLC independent RIA | The Connemara Group, LLC independent RIA | RIA to RIA | Jul 25, 2022 | Oct 29, 2021 |
| Drew Michael Forte | Wealthcare Advisory Partners LLC independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Mar 3, 2022 | Jun 8, 2022 (97 d) |
| James E Blue | Wealthcare Advisory Partners LLC independent RIA | Blue Advisors state registered | RIA to a state-registered adviser | Jan 3, 2022 | Sep 7, 2021 |
| Jeffrey Perry | Wealthcare Advisory Partners LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 10, 2021 | Nov 5, 2021 |
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80 moves match.