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 Sagespring 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 |
|---|---|---|---|---|---|
| Joel Kosch | Sagespring Wealth Partners independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | May 31, 2026 | Jun 17, 2026 |
| Jessica Rose Colston | Sagespring Wealth Partners independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2026 | Apr 22, 2026 |
| Ramann Satyam Kakani Nallamala | Sagespring Wealth Partners independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 2, 2026 | Mar 13, 2026 |
| Winston Frederick Justice | Sagespring Wealth Partners independent RIA | Elevation Point Wealth Partners, LLC independent RIA | RIA to RIA | Nov 25, 2025 | Jan 14, 2026 (50 d) |
| Luke Bradley Walters | Sagespring Wealth Partners independent RIA | Vestia Personal Wealth Advisors independent RIA | RIA to RIA | Sep 3, 2025 | Mar 11, 2026 (189 d) |
| Luke Jefferson Powers | Sagespring Wealth Partners independent RIA | Visionary Horizons, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Aug 1, 2025 |
| Crystal A Imperiali | Sagespring Wealth Partners independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Jul 15, 2025 | Aug 12, 2025 |
| Michael Dean Shahan | Sagespring Wealth Partners independent RIA | Capwealth Advisors, LLC independent RIA | RIA to RIA | Jul 1, 2025 | Jul 17, 2025 |
| Jennifer L Morris | Sagespring Wealth Partners independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Nov 27, 2024 | Jun 2, 2025 (187 d) |
| Cody W Stansell | Sagespring Wealth Partners independent RIA | Victory Financial independent RIA | RIA to RIA | Oct 7, 2024 | Oct 8, 2024 |
| Andrew James Creme | Sagespring Wealth Partners independent RIA | Victory Financial independent RIA | RIA to RIA | Oct 1, 2024 | Oct 1, 2024 |
| Nathaniel Todd Davis | Sagespring Wealth Partners independent RIA | Victory Financial independent RIA | RIA to RIA | Oct 1, 2024 | Oct 10, 2024 |
| Melissa Renee Evans | Sagespring Wealth Partners independent RIA | United Capital Financial Advisors independent RIA | RIA to RIA | Sep 26, 2024 | Sep 19, 2024 |
| Luke H Fairchild | Sagespring Wealth Partners independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Sep 26, 2024 | Apr 16, 2025 (202 d) |
| Daniel J Browne | Sagespring Wealth Partners independent RIA | Brighton Jones LLC independent RIA | RIA to RIA | Sep 24, 2024 | Jul 31, 2024 |
| Julia Aleksandrovna Hooper | Sagespring Wealth Partners independent RIA | World Investment Advisors, LLC institutional | Other | Sep 24, 2024 | Aug 8, 2024 |
| Lindsey Ann Wilson | Sagespring Wealth Partners independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jun 20, 2024 | Jul 18, 2024 |
| Thomas Edward Noah Doerfler | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2024 | Apr 12, 2024 |
| Samuel Jacob Rice | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 3, 2024 | May 21, 2024 |
| Colton Trent Larue | Sagespring Wealth Partners independent RIA | Victory Financial independent RIA | RIA to RIA | May 3, 2024 | Apr 11, 2024 |
| Luke John Aull | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Jan 31, 2024 |
| April Marie Binkley | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Feb 5, 2024 |
| Samuel Taylor Smith | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Feb 5, 2024 |
| Jennifer Lynn Herendon | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Jan 31, 2024 |
| David Victor Miller | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Feb 5, 2024 |
| Stephen Robert Neu | Sagespring Wealth Partners independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 10, 2024 | Feb 5, 2024 |
| Jacob H. Washburn | Sagespring Wealth Partners independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Dec 19, 2023 | Dec 14, 2022 |
| Andrew Williamson Shibley | Sagespring Wealth Partners independent RIA | Afton Advisors, LLC independent RIA | RIA to RIA | Dec 12, 2023 | Feb 5, 2024 (55 d) |
| Robert Douglas Soerens | Sagespring Wealth Partners independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 13, 2023 | Jun 9, 2023 |
| Devin Lowenberg | Sagespring Wealth Partners independent RIA | Retirement Income Strategies, LLC independent RIA | RIA to RIA | May 2, 2023 | May 3, 2023 |
| Chelsey Wahlman | Sagespring Wealth Partners independent RIA | Beacon Capital Management, LLC independent RIA | RIA to RIA | Mar 14, 2023 | Apr 10, 2023 |
| Beau Thomas Wirick | Sagespring Wealth Partners independent RIA | Morton Wealth independent RIA | RIA to RIA | Dec 5, 2022 | Jan 31, 2023 (57 d) |
| Hillary Marie Stalker | Sagespring Wealth Partners independent RIA | Capwealth Advisors, LLC independent RIA | RIA to RIA | Sep 1, 2022 | Oct 21, 2022 (50 d) |
| Meredith Ezell Flautt | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 9, 2022 | Aug 8, 2022 |
| George Tompkins Andrews | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 9, 2022 | Aug 8, 2022 |
| Anitra Carol Brennan | Sagespring Wealth Partners independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Aug 5, 2022 | May 31, 2022 |
| Andrew Tyler Clement | Sagespring Wealth Partners independent RIA | Northwest Asset Management independent RIA | RIA to RIA | Jul 25, 2022 | Jun 28, 2022 |
| Samuel Martin Kuster | Sagespring Wealth Partners independent RIA | J.P. Morgan Securities LLC wirehouse | RIA to wirehouse | Apr 13, 2022 | Mar 31, 2022 |
| Grayson Oneil Garvin | Sagespring Wealth Partners independent RIA | Arrow Alliance state registered | RIA to a state-registered adviser | Apr 1, 2022 | Mar 7, 2022 |
| Wesley Howard Mcneillie | Sagespring Wealth Partners independent RIA | Leconte Wealth Management, LLC independent RIA | RIA to RIA | Apr 1, 2022 | Jan 26, 2022 |
| Caroline Crisp Hall | Sagespring Wealth Partners independent RIA | Level Four Advisory Services BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jul 6, 2021 |
| Melissa Renee Evans | Sagespring Wealth Partners independent RIA | Eudaimonia Partners, LLC independent RIA | RIA to RIA | Jun 29, 2021 | Jan 12, 2021 |
| Samantha Ray Deneefe | Sagespring Wealth Partners independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jun 29, 2021 | Jul 29, 2021 |
| David Alan Hayes | Sagespring Wealth Partners independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 17, 2021 | Mar 17, 2021 |
| Christopher Lee White | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Dec 14, 2020 | May 15, 2020 |
| Brian Kenneth Reichenbach | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Dec 14, 2020 | May 15, 2020 |
| Hugh Holden Gully | Sagespring Wealth Partners independent RIA | Oneascent Wealth Management no RAUM | RIA to a newly registered adviser | Dec 14, 2020 | Jan 8, 2021 |
| Katsiaryna Ivanovna Quandt | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | May 21, 2020 | May 27, 2020 |
| Michael C Cowles | Sagespring Wealth Partners independent RIA | Td Ameritrade Investment Management, LLC independent RIA | RIA to RIA | Feb 8, 2019 | Feb 6, 2019 |
| Jeremy Richard George | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 22, 2018 | Aug 21, 2018 |
| Eric Daniel Wellons | Sagespring Wealth Partners independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Aug 22, 2018 | Aug 21, 2018 |
| Daniel Glenn Freed | Sagespring Wealth Partners independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Jun 11, 2018 | Jun 22, 2018 |
| Stephen Paul Weathers | Sagespring Wealth Partners independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | May 23, 2018 | May 22, 2018 |
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53 moves match.