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 Gladstone 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 |
|---|---|---|---|---|---|
| Richard Edward Frick | Gladstone Wealth Partners independent RIA | Integrity Alliance, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 27, 2026 | Mar 26, 2026 |
| Marites De Leon Velena | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 13, 2026 | Feb 12, 2026 |
| Joshua Barrett Diamond | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 20, 2025 | Feb 21, 2020 |
| Derek J Podolak | Gladstone Wealth Partners independent RIA | Solyco Wealth LLC independent RIA | RIA to RIA | Nov 13, 2025 | Nov 20, 2025 |
| Cristina M. Jimenez | Gladstone Wealth Partners independent RIA | Strategic Advisers LLC national BD | RIA to affiliated broker-dealer or bank | Nov 7, 2025 | Feb 17, 2026 (102 d) |
| Adam Anthony Vega | Gladstone Wealth Partners independent RIA | Avance Private Wealth LLC state registered | RIA to a state-registered adviser | Oct 31, 2025 | Jun 23, 2025 |
| Michael S Gregory | Gladstone Wealth Partners independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 2, 2025 | Sep 17, 2025 |
| Marni Handel | Gladstone Wealth Partners independent RIA | The Herbst Group, LLC independent RIA | RIA to RIA | Sep 11, 2025 | Oct 29, 2025 (48 d) |
| Jeffrey Orlouski | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 5, 2025 | Sep 8, 2025 |
| David Sean Rich | Gladstone Wealth Partners independent RIA | Financial Resources Group Investment Services, LLC unclassified | Other | Sep 5, 2025 | Aug 15, 2022 |
| James Franklin Liddington | Gladstone Wealth Partners independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 5, 2025 | Jan 27, 2026 (144 d) |
| Lindsey Marie Bessant | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 5, 2025 | Sep 4, 2025 |
| Christopher L Zehetmaier | Gladstone Wealth Partners independent RIA | Equitable Advisors, LLC national BD | RIA to affiliated broker-dealer or bank | Aug 4, 2025 | Sep 22, 2025 (49 d) |
| Jose Alexander Bonilla | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 7, 2025 | Jun 27, 2025 |
| Pasquale Giannella | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 3, 2025 | Jul 1, 2025 |
| Andrew Evan Karasyk | Gladstone Wealth Partners independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | May 2, 2025 | Apr 9, 2025 |
| Andrew S. Luehs | Gladstone Wealth Partners independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Dec 16, 2024 | Jan 7, 2025 |
| Rosanna Coviello | Gladstone Wealth Partners independent RIA | UBS Financial Services Inc. wirehouse | RIA to wirehouse | Jul 9, 2024 | Jul 30, 2024 |
| Berton Robert Brown | Gladstone Wealth Partners BD affiliated | Creativeone Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2024 | Jan 21, 2025 (302 d) |
| Jason Klein | Gladstone Wealth Partners BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 5, 2024 | Aug 8, 2024 (156 d) |
| Zachary Hamilton Otey | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2024 | Feb 20, 2024 |
| Eric Michael Mulligan | Gladstone Wealth Partners BD affiliated | U.S. Bancorp Investments, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2023 | Nov 28, 2023 |
| Braylin Mensik | Gladstone Wealth Partners BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Feb 23, 2024 (136 d) |
| Matthew Cavalier | Gladstone Wealth Partners BD affiliated | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Sep 18, 2023 | Nov 3, 2023 (46 d) |
| Chad Vincent Cassiani | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 7, 2023 | Sep 7, 2023 |
| Sueanne Marie Walsh | Gladstone Wealth Partners BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 25, 2023 | Oct 14, 2023 (50 d) |
| David Adam Solomon | Gladstone Wealth Partners BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2023 | Feb 9, 2022 |
| Aryeh Moses Mentzel | Gladstone Wealth Partners BD affiliated | Mariner Independent independent RIA | Affiliated broker-dealer or bank to independent RIA | May 15, 2023 | May 15, 2023 |
| David Lau | Gladstone Wealth Partners BD affiliated | Consolidated Portfolio Review Corp independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2023 | Apr 28, 2023 |
| Randall Kent Rinderknecht | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 5, 2023 |
| Kalvin Nicholas Johnson | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Mar 31, 2023 |
| Brandon Scott Bose | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 14, 2023 |
| Michael Thomas Tibbles | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 6, 2023 |
| Colton Skirvin | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 5, 2023 |
| Daniel Evan Gombrich | Gladstone Wealth Partners BD affiliated | Integrity Alliance, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 6, 2023 |
| John Antonio Palmieri | Gladstone Wealth Partners BD affiliated | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Mar 29, 2023 |
| Bryan Michael Dein | Gladstone Wealth Partners BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 10, 2023 | Feb 10, 2023 |
| James Joseph Ahern | Gladstone Wealth Partners BD affiliated | Bison Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 26, 2023 | Jan 20, 2023 |
| Daniel M Brady | Gladstone Wealth Partners BD affiliated | Savvy mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jan 19, 2023 | Sep 27, 2022 |
| Darin William Pilacinski | Gladstone Wealth Partners independent RIA | True Vision Financial Advisors no RAUM | RIA to a newly registered adviser | Oct 31, 2022 | Sep 6, 2022 |
| Nathan Andrew Pribyl | Gladstone Wealth Partners independent RIA | True Vision Financial Advisors no RAUM | RIA to a newly registered adviser | Oct 31, 2022 | Sep 7, 2022 |
| Michael J Struckman | Gladstone Wealth Partners independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2022 | Mar 9, 2022 |
| Syed Asif Hussain | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2022 | May 1, 2023 (420 d) |
| Jennifer M D'Amico | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 7, 2022 | Feb 7, 2022 |
| Jean Elzayek | Gladstone Wealth Partners independent RIA | Householder Group Estate & Retirement Specialists independent RIA | RIA to RIA | Jan 28, 2022 | Feb 17, 2022 |
| Michael Stephen Doody | Gladstone Wealth Partners independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2021 | Oct 14, 2021 (34 d) |
| William Charles Meltzer | Gladstone Wealth Partners independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Dec 16, 2020 | Mar 14, 2023 (818 d) |
| Paul William Morse | Gladstone Wealth Partners independent RIA | A.G.P / Alliance Global Partners independent RIA | RIA to RIA | Oct 1, 2020 | Oct 20, 2020 |
| Sabrina Mangual | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 25, 2019 | Nov 15, 2019 |
| Michael R Silverstein | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 18, 2019 | Nov 15, 2019 |
| Jared D Dykes | Gladstone Wealth Partners independent RIA | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 8, 2019 | Oct 9, 2019 |
| Michael Vincent Tedeschi | Gladstone Wealth Partners independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Nov 8, 2019 | Jul 24, 2018 |
| Matthew John Fox | Gladstone Wealth Partners independent RIA | LPL Financial LLC other | Other | Nov 7, 2019 | Jun 6, 2017 |
| Daniel James Gikher | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 31, 2019 | Dec 12, 2019 (42 d) |
| Robert James Mascia | Gladstone Wealth Partners independent RIA | Green Ridge Wealth Planning LLC independent RIA | RIA to RIA | Sep 30, 2019 | Jun 6, 2019 |
| Robert Klepner | Gladstone Wealth Partners independent RIA | Spc BD affiliated | RIA to affiliated broker-dealer or bank | Sep 25, 2019 | Sep 13, 2019 |
| Gavriel Yasha Kandkhorov | Gladstone Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 10, 2019 | Oct 2, 2019 |
| Robert Frederic Limmer | Gladstone Wealth Partners independent RIA | Wedbush Securities Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 27, 2019 | Jul 5, 2019 |
| Richard Axel Pascual | Gladstone Wealth Partners independent RIA | Integrity Advisory Solutions independent RIA | RIA to RIA | Nov 19, 2018 | Jan 6, 2026 (2605 d) |
| Ronald Charles Hunter | Gladstone Wealth Partners independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jul 6, 2018 | Feb 10, 2023 (1680 d) |
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61 moves match.