DFX Intelligence
Advisor moves
Arrivals at Wealthcare Advisory Partners LLCWhat a move isA 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.
205 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Sewall Rodman | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 15, 2026 |
| Stephen Kronick | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 14, 2026 |
| John C Bianchi | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 15, 2026 |
| James August Bartolacci | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 14, 2026 |
| Ryan Joseph Conlin | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 14, 2026 |
| Spencer Fried | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 15, 2026 |
| Jesse Philip Pellegrino | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 14, 2026 |
| Joseph Clark Parsons | Iam Advisory LLC independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 17, 2026 | Jul 15, 2026 |
| Jimmy Fish | Aegis Wealth Management, Inc. independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 7, 2026 | Aug 7, 2026 |
| Cynthia Denise Salzman | Cetera Investment Advisers LLC BD affiliated | Wealthcare Advisory Partners LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 8, 2026 | Jun 26, 2026 |
| Matthew N Wallen | Mariner Independent independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2026 | Jun 30, 2026 |
| Anna Leigh Green | Cwm, LLC BD affiliated | Wealthcare Advisory Partners LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Aug 5, 2026 (50 d) |
| Paul Pittman | Advisornet Wealth Partners independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2026 | Jun 1, 2026 |
| Kevin Joseph Brey | Advice And Planning Services BD affiliated | Wealthcare Advisory Partners LLC BD affiliated | Affiliated broker-dealer or bank to another | May 15, 2026 | Jun 11, 2026 |
| Richard Lee Bartholomew | Farther independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 13, 2026 | Apr 27, 2026 |
| Douglas Edward Grom | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Wealthcare Advisory Partners LLC independent RIA | Wirehouse to independent RIA | Mar 20, 2026 | Mar 19, 2026 |
| Andrew Emerson Shuford | &Partners independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Mar 17, 2026 | Mar 13, 2026 |
| Taylor Daniel Griffey | LPL Financial LLC BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 6, 2026 | Dec 15, 2025 |
| Henry John Saur | Advice And Planning Services BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2026 | Jan 5, 2026 |
| Frederick John Crowley | Crowley Wealth Management, Inc. independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 29, 2025 |
| Robert Alfanso Crowley | Crowley Wealth Management, Inc. independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Dec 31, 2025 | Oct 29, 2025 |
| Sean Michael Wilson | Jfs Wealth Advisors, LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Nov 14, 2025 | Jan 7, 2026 (54 d) |
| Jeffrey Peirce Garinger | Facet independent RIA | Wealthcare Advisory Partners LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 10, 2025 | May 28, 2026 (230 d) |
| Hugh Titus Singletary | Florida Financial Advisors, LLC BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 15, 2025 | Aug 15, 2025 (31 d) |
| Andrew D Gauldin | Morgan Stanley wirehouse | Wealthcare Advisory Partners LLC independent RIA | Wirehouse to independent RIA | Jul 10, 2025 | Jul 9, 2025 |
| Steven D Privette | Edward Jones national BD | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 20, 2025 | Jun 23, 2025 |
| Anthony Michael Aulffo | Private Advisor Group, LLC BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 12, 2025 | Jan 1, 2026 (203 d) |
| Craig Fishel | Edward Jones national BD | Wealthcare Advisory Partners LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2025 | Jul 28, 2026 (411 d) |
| Gary Dale Haapala | Arbor Trust Wealth Advisors, LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | May 30, 2025 | May 30, 2025 |
| David Alan Kaiser | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 2, 2025 |
| David James Petoskey | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| Scott Edward Montgomery | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| David Anthony Camilleri | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| William Thomas Gibbons | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| Julie Neff Keating | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| Jason Louis Pivoz | Integrated Wealth Concepts LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Mar 31, 2025 |
| James Marshall Dubrueler | Alphastar Capital Management independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Apr 1, 2025 |
| Jack Victor Clauser | Alphastar Capital Management independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Apr 1, 2025 | Jun 17, 2025 (77 d) |
| Leith Suzanne Harmon | Counsel Fiduciary, LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Mar 31, 2025 | Dec 18, 2024 |
| Susan Grinnell Middleton | Counsel Fiduciary, LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Mar 31, 2025 | Dec 19, 2024 |
| Mohammed A Siddiqui | Trilogy Capital, Inc. independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Mar 3, 2025 | Mar 3, 2025 |
| Mitchell Sehi | MML Investors Services, LLC BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2025 | Mar 31, 2025 (47 d) |
| Ronald Douglas Sala | Capital Analysts BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2024 | Jul 2, 2025 (211 d) |
| Matthew Bondurant | LPL Enterprise, LLC no RAUM | Wealthcare Advisory Partners LLC independent RIA | Other | Dec 2, 2024 | Dec 20, 2024 |
| Hongwei Liu | Ni Advisors state registered | Wealthcare Advisory Partners LLC independent RIA | Other | Oct 31, 2024 | Nov 26, 2025 (391 d) |
| Ryan Keith Gunn | Osaic Wealth, Inc. BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2024 | Aug 5, 2024 |
| Jerry Aroneo | Citigroup Global Markets Inc. BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2024 | Jan 1, 2026 (603 d) |
| Timmy Lee Baker | Index Fund Advisors, Inc. independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Mar 26, 2024 | Jun 4, 2024 (70 d) |
| Cristina M Bennett | Ic Advisory Services, Inc. BD affiliated | Wealthcare Advisory Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2024 | Mar 11, 2024 |
| Andreas Wochtl | Wells Fargo Advisors wirehouse | Wealthcare Advisory Partners LLC independent RIA | Wirehouse to independent RIA | Feb 23, 2024 | Mar 8, 2024 |
| James David Fair | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Feb 20, 2024 | Feb 20, 2024 |
| Marc A Wilborn | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Feb 20, 2024 | Feb 20, 2024 |
| Peggy L Bruce | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Feb 20, 2024 | Feb 20, 2024 |
| Emily Susan Wilborn | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Feb 20, 2024 | Feb 20, 2024 |
| Karen Ann Koenig | Union Capital Company independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Feb 12, 2024 | Feb 2, 2024 |
| Philip James Paschang | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Jan 3, 2024 | Jan 2, 2024 |
| Matthew Philip Paschang | The Wealth Consulting Group independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Jan 3, 2024 | Jan 2, 2024 |
| Christopher Stephen Cotterell | Water Street Financial LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 2, 2024 |
| Thomas Eric Stine | Water Street Financial LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 2, 2024 |
| Ryan Charles Oates | Water Street Financial LLC independent RIA | Wealthcare Advisory Partners LLC independent RIA | RIA to RIA | Dec 31, 2023 | Jan 2, 2024 |
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