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 Org 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 |
|---|---|---|---|---|---|
| Catherine Gaynell Bailey | Org Partners independent RIA | Ascentis Asset Management, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Sep 7, 2025 |
| Timothy Dean Griffith | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Timothy Paul Miller | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 9, 2026 |
| Sarah Abigail Brace | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Michael Peter Mansur | Org Partners independent RIA | Ascentis Wealth Management, LLC no RAUM | Other | Jan 5, 2026 | Jul 12, 2024 |
| Jody Daniel Howard | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Stephanie Ann Hunter | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 9, 2026 |
| Julian Anthony Korber | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Thomas Clarkson Worth | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Brian Richard Tinker | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Joseph Clarence Leary | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Ryan Michael Uszenski | Org Partners independent RIA | Ascentis Wealth Management, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Feb 4, 2026 |
| Jeffrey J Cismoski | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Dominic J Messina | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| George Elias | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| James Raymond Newman | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Grant Christopher Wilson | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| William H Little | Org Partners independent RIA | Ascentis Wealth Management, LLC no RAUM | Other | Jan 5, 2026 | Jul 12, 2024 |
| Douglas Michael Wood | Org Partners independent RIA | Ascentis Wealth Management, LLC no RAUM | Other | Jan 5, 2026 | Jul 12, 2024 |
| Trevin Charles Seskey | Org Partners independent RIA | Ascentis Independent Advisors, LLC independent RIA | RIA to RIA | Jan 5, 2026 | Jan 8, 2026 |
| Alma Pajova | Org Partners independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Aug 6, 2025 | Aug 6, 2025 |
| Alisha Zianne Reilly | Org Partners independent RIA | Ascentis Wealth Management, LLC independent RIA | RIA to RIA | Mar 10, 2025 | Feb 19, 2025 |
| Nathan Robert Legrand | Org Partners independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 5, 2025 |
| Micah Nathaniel Wheat | Org Partners independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 13, 2025 |
| Douglas Steven Riggert | Org Partners independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 5, 2025 |
| Isaac Wayne Mccoy | Org Partners independent RIA | Guardian Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 2, 2025 | Jan 3, 2025 |
| Angel Richelle Way | Org Partners independent RIA | Way Street Financial, LLC state registered | RIA to a state-registered adviser | Jun 25, 2024 | Jun 24, 2024 |
| Steve Kevin Lowe | Org Partners independent RIA | Freedom Financial Advisors state registered | RIA to a state-registered adviser | Apr 15, 2024 | Jan 2, 2025 (262 d) |
| Matthew Vegel | Org Partners independent RIA | Sequoia Financial Group, L.L.C. independent RIA | RIA to RIA | Oct 26, 2023 | Feb 20, 2024 (117 d) |
| William Joseph Demarco | Org Partners independent RIA | Amfg Wealth Management LLC state registered | RIA to a state-registered adviser | Apr 26, 2023 | Jan 31, 2023 |
| Dana Louis Cornell | Org Partners independent RIA | Lincoln Park Capital LLC independent RIA | RIA to RIA | Apr 5, 2023 | May 1, 2026 (1122 d) |
| Dustin Lewis Tait | Org Partners independent RIA | Cortez Wealth Advisors LLC state registered | RIA to a state-registered adviser | May 13, 2022 | Sep 9, 2022 (119 d) |
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32 moves match.