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 Guardian 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Hampton Matheney | Guardian Wealth Partners, LLC BD affiliated | First Heartland Consultants, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2026 | Oct 16, 2025 |
| Autumn Valore | Guardian Wealth Partners, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 11, 2025 |
| Michael Tyler Valore | Guardian Wealth Partners, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2025 | Dec 11, 2025 |
| Tanner Johnson | Guardian Wealth Partners, LLC BD affiliated | Pnc Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2025 | Jan 26, 2026 (81 d) |
| Pat Phondi Chuturbhuti | Guardian Wealth Partners, LLC BD affiliated | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2025 | Feb 25, 2025 |
| Jessica Leigh Mccain | Guardian Wealth Partners, LLC independent RIA | Waterway Wealth Management, L.L.C. independent RIA | RIA to RIA | Jan 21, 2025 | Feb 11, 2025 |
| Haley Nguyen | Guardian Wealth Partners, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 20, 2023 | Jan 5, 2024 |
| Andrew Thomas Van Alstyne | Guardian Wealth Partners, LLC independent RIA | Fiduciary Financial Advisors independent RIA | RIA to RIA | Nov 30, 2023 | Nov 30, 2023 |
| Anne Elizabeth Crabbe | Guardian Wealth Partners, LLC independent RIA | Park Avenue Securities LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2023 | Oct 26, 2021 |
| Sandra Nies | Guardian Wealth Partners, LLC BD affiliated | Huntington Financial Advisors BD affiliated | Affiliated broker-dealer or bank to another | Nov 8, 2022 | Feb 7, 2023 (91 d) |
| Joshua Charles Miller | Guardian Wealth Partners, LLC no RAUM | Iliad Wealth Solutions no RAUM | Other | Sep 29, 2021 | Nov 15, 2021 (47 d) |
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11 moves match.