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 Assuredpartners Investment Advisors
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 |
|---|---|---|---|---|---|
| Isabel Catherine Gleason | Assuredpartners Investment Advisors mixed wealth | Stonebridge Financial Group, LLC independent RIA | RIA to RIA | May 18, 2026 | Jun 11, 2026 |
| Kirbe D Williamson | Assuredpartners Investment Advisors mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 12, 2026 | May 26, 2026 |
| Jessica L Benningsdorf | Assuredpartners Investment Advisors mixed wealth | Principal Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 6, 2026 | Apr 15, 2026 |
| Kathryn Riley | Assuredpartners Investment Advisors mixed wealth | Ima Advisory Services, Inc. mixed wealth | RIA to RIA | Mar 16, 2026 | Mar 6, 2026 |
| Joseph William Christianson | Assuredpartners Investment Advisors mixed wealth | Onedigital institutional | Other | Feb 5, 2026 | Jun 15, 2026 (130 d) |
| Timothy P Stamps | Assuredpartners Investment Advisors mixed wealth | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2026 | Jan 22, 2026 |
| Richard Alan Hultquist | Assuredpartners Investment Advisors mixed wealth | Scs independent RIA | RIA to RIA | Nov 7, 2025 | Oct 13, 2025 |
| Constantine Nicopoulos | Assuredpartners Investment Advisors mixed wealth | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Apr 14, 2025 | Oct 16, 2025 (185 d) |
| Thomas Dooley Mason | Assuredpartners Investment Advisors independent RIA | Corient independent RIA | RIA to RIA | Apr 4, 2024 | Nov 13, 2024 (223 d) |
| Brandi Lyn Lobato | Assuredpartners Investment Advisors independent RIA | Eversource Wealth Advisors, LLC independent RIA | RIA to RIA | Apr 4, 2024 | Mar 28, 2024 |
| Brooks Eugene Stahlnecker | Assuredpartners Investment Advisors independent RIA | Alphastar Capital Management independent RIA | RIA to RIA | Sep 20, 2023 | Apr 3, 2023 |
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11 moves match.