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 Thepartners Wealth Management
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 |
|---|---|---|---|---|---|
| Ryan Douglas Preiss | Thepartners Wealth Management independent RIA | Financial Sense Advisors, Inc. independent RIA | RIA to RIA | Jun 22, 2026 | Jun 23, 2026 |
| Richard Paul Schwab | Thepartners Wealth Management independent RIA | Your Ia, LLC independent RIA | RIA to RIA | Mar 31, 2026 | Jun 4, 2026 (65 d) |
| George Gadzik | Thepartners Wealth Management independent RIA | Your Ia, LLC no RAUM | RIA to a newly registered adviser | Feb 18, 2026 | Jan 24, 2026 |
| Zachary J Smith | Thepartners Wealth Management independent RIA | Savvy independent RIA | RIA to RIA | Feb 11, 2026 | Mar 3, 2026 |
| Jason Lewis Wiseman | Thepartners Wealth Management independent RIA | Your Ia, LLC no RAUM | RIA to a newly registered adviser | Jan 2, 2026 | Dec 4, 2025 |
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5 moves match.