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 Impact Partnership Wealth, 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 |
|---|---|---|---|---|---|
| Daniel Richard Garvin | Impact Partnership Wealth, LLC independent RIA | Munn Wealth Management, LLC independent RIA | RIA to RIA | Sep 8, 2026 | Jul 16, 2026 |
| Lori C. Avant | Impact Partnership Wealth, LLC independent RIA | The Fiduciary Alliance independent RIA | RIA to RIA | Jun 15, 2026 | Jun 16, 2026 |
| Dexter Irvin Pierce | Impact Partnership Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | May 4, 2026 | Jun 22, 2026 (49 d) |
| William Meneses | Impact Partnership Wealth, LLC independent RIA | Ameriprise Financial Services, LLC national BD | RIA to affiliated broker-dealer or bank | Mar 31, 2026 | May 29, 2026 (59 d) |
| Cory Hunter Easterling | Impact Partnership Wealth, LLC independent RIA | Prism Wealth Partners, LLC state registered | RIA to a state-registered adviser | Mar 10, 2026 | May 6, 2026 (57 d) |
| Lawrence Peter Spoth | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 19, 2026 | Feb 19, 2026 |
| Jacob Zachary Child | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 19, 2026 | Feb 19, 2026 |
| Gunnar Nathan Laasanen | Impact Partnership Wealth, LLC independent RIA | Cetera Investment Advisers LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2025 | Mar 5, 2026 (87 d) |
| Jeffrey Stephen Blocker | Impact Partnership Wealth, LLC independent RIA | Foundations Investment Advisors LLC independent RIA | RIA to RIA | Aug 28, 2025 | Sep 23, 2025 |
| Corey Francis Ward | Impact Partnership Wealth, LLC independent RIA | Voya Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Aug 13, 2025 | Aug 19, 2025 |
| Kevin Edward Rutledge | Impact Partnership Wealth, LLC independent RIA | Iams Wealth Management, LLC independent RIA | RIA to RIA | Aug 6, 2025 | Aug 12, 2025 |
| Benjamin Scott Smith | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | May 8, 2025 | Mar 31, 2025 |
| Shelli Jo Richardson | Impact Partnership Wealth, LLC independent RIA | Royal Fund Management, LLC independent RIA | RIA to RIA | May 6, 2025 | May 8, 2025 |
| Shawn Gary O'Keefe | Impact Partnership Wealth, LLC independent RIA | Summit Wealth Strategies state registered | RIA to a state-registered adviser | Mar 4, 2025 | Sep 20, 2024 |
| Daniel Roland Blair | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 20, 2025 | Nov 27, 2024 |
| Jonathan Richard Vogel | Impact Partnership Wealth, LLC independent RIA | Horizon Wealth independent RIA | RIA to RIA | Feb 20, 2025 | Nov 27, 2024 |
| Vicki Lynn Joern | Impact Partnership Wealth, LLC independent RIA | Bee Financial Partners Wealth, LLC state registered | RIA to a state-registered adviser | Jan 13, 2025 | Sep 26, 2024 |
| Karl Christian Joern | Impact Partnership Wealth, LLC independent RIA | Bee Financial Partners Wealth, LLC state registered | RIA to a state-registered adviser | Jan 13, 2025 | Oct 2, 2024 |
| Brandon Paul Wyatt | Impact Partnership Wealth, LLC independent RIA | M2 Financial LLC state registered | RIA to a state-registered adviser | Dec 26, 2024 | Jan 2, 2025 |
| Nathaniel Antonio Dejesus | Impact Partnership Wealth, LLC independent RIA | Eagle Strategies LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 18, 2024 | Mar 21, 2025 (154 d) |
| Catherine Mae Milano | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Oct 10, 2024 | Jan 1, 2026 (448 d) |
| Zachary Alexander Cashmore | Impact Partnership Wealth, LLC independent RIA | Advisor Share Wealth Management, LLC independent RIA | RIA to RIA | May 23, 2024 | Jun 2, 2024 |
| Shawna Marie-Mckinney Moore | Impact Partnership Wealth, LLC independent RIA | Moore Wealth Partners, LLC state registered | RIA to a state-registered adviser | Apr 30, 2024 | Oct 25, 2023 |
| Wesley Dean Burdette | Impact Partnership Wealth, LLC independent RIA | Brookstone Wealth Advisors, LLC no RAUM | Other | Jan 24, 2024 | Jan 7, 2026 (714 d) |
| John Anthony Stone | Impact Partnership Wealth, LLC independent RIA | MML Investors Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 21, 2023 | Dec 26, 2024 (371 d) |
| Crystal Marie Collado | Impact Partnership Wealth, LLC independent RIA | Davenport & Associates, Inc. unclassified | Other | Dec 19, 2023 | Oct 13, 2023 |
| Biran Clifford Herndon | Impact Partnership Wealth, LLC independent RIA | Herndon Wealth Services Inc state registered | RIA to a state-registered adviser | Dec 11, 2023 | May 29, 2024 (170 d) |
| Deanna Schuler Orf | Impact Partnership Wealth, LLC independent RIA | Plancorp, LLC independent RIA | RIA to RIA | Oct 16, 2023 | Nov 2, 2023 |
| Jaqueline Von Schadeck | Impact Partnership Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 6, 2023 | Nov 20, 2023 (45 d) |
| Clifford Robert Hitt | Impact Partnership Wealth, LLC independent RIA | Advice And Planning Services BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2023 | Aug 7, 2023 |
| Charles Stewart Cannon | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Jun 26, 2023 | Oct 28, 2024 (490 d) |
| Carrie Elizabeth Bertrand | Impact Partnership Wealth, LLC independent RIA | Bertrand Investment Strategies, L.L.C. state registered | RIA to a state-registered adviser | Jun 15, 2023 | Oct 12, 2022 |
| Anthony Perry Desantis | Impact Partnership Wealth, LLC independent RIA | Maripau Wealth Management LLC independent RIA | RIA to RIA | Jun 15, 2023 | Jun 21, 2023 |
| Eric Alan Sands | Impact Partnership Wealth, LLC independent RIA | St. Bernard Financial Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Jun 6, 2023 | Nov 30, 2023 (177 d) |
| Christopher Arnold Owens | Impact Partnership Wealth, LLC independent RIA | Ae Wealth Management, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Apr 25, 2023 | Apr 25, 2023 |
| Kevin Anthony Blanchard | Impact Partnership Wealth, LLC independent RIA | Meche And Associates LLC state registered | RIA to a state-registered adviser | Mar 3, 2023 | Feb 3, 2023 |
| Sean Michael Fitzpatrick | Impact Partnership Wealth, LLC independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 15, 2023 | Feb 15, 2023 |
| Linda Rose Jensen | Impact Partnership Wealth, LLC independent RIA | Wealth Watch Advisors, Inc independent RIA | RIA to RIA | Feb 1, 2023 | Feb 9, 2023 |
| Patrick John Volk | Impact Partnership Wealth, LLC independent RIA | Abich Financial Wealth Management, LLC independent RIA | RIA to RIA | Jan 20, 2023 | Jan 26, 2023 |
| Eduardo Margarito Martinez | Impact Partnership Wealth, LLC independent RIA | Secure Investment Management, LLC independent RIA | RIA to RIA | Nov 16, 2022 | Oct 30, 2024 (714 d) |
| Adam Smith | Impact Partnership Wealth, LLC independent RIA | Simplyria Advisor Network independent RIA | RIA to RIA | Jun 10, 2022 | Apr 28, 2023 (322 d) |
Page 1 of 1
41 moves match.