DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealthcare Advisory 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.

AdvisorFromToTypeLeftRegistered
James Patrick KniffenJames P. Kniffen Portfolio Management, LLC unclassifiedWealthcare Advisory Partners LLC independent RIAOtherDec 20, 2023Nov 13, 2023
Brian James WardChartwell Investment Partners, LLC otherWealthcare Advisory Partners LLC independent RIAOtherOct 27, 2023May 1, 2024 (187 d)
Charles Dan GrayPruco Securities, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2023Oct 18, 2023
William Joseph BradleyPrincipal Securities, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2023Aug 1, 2023
Brendan Harry SheehanSecurities America Advisors, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2023Jan 1, 2026 (882 d)
Robin Michael WalshSecurities America Advisors, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2023Jan 1, 2026 (882 d)
Jessica Kay HoffmanLPL Financial LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2023Mar 15, 2023
Dominick P AmmiratoOrion Portfolio Solutions, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2023May 12, 2023
Michael Patrick MageeRaymond James Investment Management asset managerWealthcare Advisory Partners LLC independent RIAOtherMay 2, 2023May 6, 2024 (370 d)
Tameron Lynn KeyesAire Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 18, 2023Apr 17, 2023
Douglas Daniel KoopmannHeacock & Jones Financial Services, Inc. independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 17, 2023Apr 14, 2023
James Francis MaddenCorient BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2023Dec 26, 2023 (260 d)
Adam Mccord SommersSommers Financial Management unclassifiedWealthcare Advisory Partners LLC independent RIAOtherFeb 24, 2023Jan 3, 2023
Joyce Lynn PereiraSommers Financial Management unclassifiedWealthcare Advisory Partners LLC independent RIAOtherFeb 24, 2023Dec 22, 2022
Blaine William ButcherSommers Financial Management unclassifiedWealthcare Advisory Partners LLC independent RIAOtherFeb 24, 2023Dec 22, 2022
John J FioritoRmr Wealth Management independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 5, 2023Dec 2, 2022
Jonathan LappFaithward Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 16, 2022Nov 15, 2022
Lawrence Matthew KnolleFaithward Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 16, 2022Nov 15, 2022
Cristina L CarusoAmeriprise Financial Services, LLC national BDWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 22, 2022Sep 16, 2022
Michael Edward LengeOrion Portfolio Solutions, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIASep 1, 2022Aug 16, 2023 (349 d)
John Francis NortonCadaret Grant & Co Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 9, 2022Dec 8, 2022 (121 d)
Jack Eugene DittEagle Financial Management Services, LLC otherWealthcare Advisory Partners LLC independent RIAOtherJul 19, 2022May 11, 2022
William Lawrence MccollumEagle Financial Management Services, LLC otherWealthcare Advisory Partners LLC independent RIAOtherJul 19, 2022May 11, 2022
Brandon Wesley GulleyMML Investors Services, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 13, 2022Jul 14, 2022
Christopher Von HollandWealth Enhancement Advisory Services, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2022Jul 8, 2022
Todd Anthony ScorzafavaM Holdings Securities, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 28, 2022Apr 28, 2022
Jana Lea LockhartCrown Capital Securities, L.P. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2022May 12, 2022
Joshua Levi StyrculaMariner Independent independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 7, 2022Mar 31, 2022
Robert Kenneth RichardsCadaret Grant & Co Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 5, 2022Jan 5, 2022
William F CorrCadaret Grant & Co Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2021Nov 30, 2021
Symour JacobsSy Jacobs CFP LLC unclassifiedWealthcare Advisory Partners LLC independent RIAOtherNov 23, 2021Oct 15, 2021
Stephen PaluckWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIANov 23, 2021Nov 17, 2021
Stefan NensalaWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIANov 1, 2021Jan 28, 2022 (88 d)
Richard Todd DavisEfficient Advisors independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAOct 29, 2021Jul 14, 2021
William Joel ThorntonEfficient Advisors independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAOct 29, 2021Jul 14, 2021
Eugene James LongAmerican Portfolios Advisors, Inc independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAOct 21, 2021Oct 21, 2021
Matthew Robert CoburnAmerican Portfolios Advisors, Inc independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAOct 21, 2021Oct 21, 2021
Christopher Michael BecksRaymond James Financial Services Advisors, Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2021Sep 1, 2021
James E BlueRootstock Advisors independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAAug 24, 2021Mar 25, 2021
Mark DoughertyMutual Of Omaha Investor Services, Inc. no RAUMWealthcare Advisory Partners LLC independent RIAOtherJun 1, 2021May 13, 2021
Brooke Lea MartinCuna Brokerage Services, Inc. BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 12, 2021Mar 11, 2022 (303 d)
James Joseph KrauseHornor, Townsend & Kent, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2021Apr 28, 2021 (40 d)
Thomas Theodore CorenevskyLPL Financial LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 19, 2021Feb 22, 2021
Thomas Stephen RichardsWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIAJan 14, 2021Jan 8, 2021
Mark Christopher MillerWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIAJan 14, 2021Jan 8, 2021
Katrina Bowers FalkeFortis Group Advisors LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 4, 2021Jan 4, 2021
Timothy Ryan HallHornor, Townsend & Kent, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2020Mar 10, 2021 (69 d)
Laurence GillstonHirtle & Co., LLC otherWealthcare Advisory Partners LLC independent RIAOtherDec 7, 2020Mar 18, 2021 (101 d)
Jeffrey Allen FalkeFortis Group Advisors LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 30, 2020Dec 1, 2020
Devin Anthony PalmeseColonial River Wealth Management LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIANov 2, 2020Nov 2, 2020
Stephen Leslie CoffmanUnited Brokerage Services Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2020Oct 28, 2020
David Willingham LentzKestra Advisory Services, LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 20, 2020Feb 18, 2026 (1947 d)
Paul K DoakKms Financial Services, Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 19, 2020Oct 19, 2020
Steven Jay PerlmanLPL Financial LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Jul 2, 2018
Jeffrey Alan ReidEdward Jones national BDWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2020Nov 13, 2020 (45 d)
Anthony Corbin SuttonValmark Advisers, Inc. mixed wealthWealthcare Advisory Partners LLC independent RIARIA to RIASep 24, 2020Oct 15, 2020
Michele Christine HammannAvantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 17, 2020Sep 11, 2020
Scott Michael MartinAvantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2020Sep 17, 2020
Bert Leroy FalleyAvantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2020Sep 11, 2020
James Raymond ColahanAvantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2020Sep 11, 2020
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205 moves match.