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 Personal 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
Ruth MillerPersonal Wealth Partners LLC independent RIACx Institutional, LLC independent RIARIA to RIAOct 25, 2022Jun 20, 2022
Daniel Edward SteichenPersonal Wealth Partners LLC independent RIALPL Financial LLC otherOtherOct 25, 2022May 26, 2017
Susan Gay IsaacsonPersonal Wealth Partners LLC independent RIACx Institutional, LLC independent RIARIA to RIAOct 25, 2022Jun 20, 2022
Laura MortonPersonal Wealth Partners LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Aug 7, 2025 (1017 d)
Brian Anthony JamesPersonal Wealth Partners LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankOct 25, 2022Mar 6, 2024 (498 d)
Trevor HopkinsPersonal Wealth Partners LLC independent RIACx Institutional, LLC independent RIARIA to RIAOct 25, 2022Jun 22, 2022
Benjamin Keith StreeterPersonal Wealth Partners LLC independent RIASym Financial Advisors independent RIARIA to RIAOct 25, 2022Jun 6, 2025 (955 d)
William Gregory ChrismanPersonal Wealth Partners LLC independent RIAMiller Private Wealth LLC independent RIARIA to RIAOct 25, 2022Dec 5, 2022 (41 d)
Michael Paul PoissantPersonal Wealth Partners LLC independent RIAConcord Wealth Partners independent RIARIA to RIAMay 20, 2022Nov 29, 2022 (193 d)
Marissa Mccleary KlaersPersonal Wealth Partners LLC independent RIAConcord Wealth Partners independent RIARIA to RIAMay 20, 2022Nov 29, 2022 (193 d)
Steven Joseph SchoederPersonal Wealth Partners LLC independent RIAUnited Planners' Financial Services Of America A Limited Partner independent RIARIA to RIAMay 18, 2022May 23, 2022
Matthew James QuinnPersonal Wealth Partners LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAMay 18, 2022Apr 24, 2023 (341 d)
Gary Dean RybergPersonal Wealth Partners LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 15, 2021Nov 15, 2021
Brittany TraubPersonal Wealth Partners LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankFeb 24, 2020Feb 20, 2020
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14 moves match.