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
Arrivals at &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 |
|---|---|---|---|---|---|
| Harry Dekle Vann | Amb Wealth, LLC independent RIA | &Partners independent RIA | RIA to RIA | Apr 11, 2026 | Apr 13, 2026 |
| James Edward Pyles | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 1, 2026 | Mar 27, 2026 |
| Grayson J Foley | Pnc Wealth Management BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2026 | Apr 1, 2026 |
| Glenn Reid Quattlebaum | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Phillip Evans Gilbert | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 30, 2026 | Mar 27, 2026 |
| Shawn Thomas Keisuke Mccarthy | Raymond James Financial Services Advisors, Inc BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | Sep 8, 2026 (166 d) |
| Kyrstie Lee Wootten | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 24, 2026 | Mar 20, 2026 |
| Peter N Derensis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 16, 2026 | Mar 10, 2026 |
| Dominic Francis Shea | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 16, 2026 | Mar 10, 2026 |
| Gregory Lee Lamonica | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 16, 2026 | Mar 10, 2026 |
| Marci Holden | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 16, 2026 | Mar 10, 2026 |
| John Riley Smith | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Jonathan Nathaniel Chasen | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Crystal Gormus Martin | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Patrick Nicolaus Carroll | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Michelle Kelsay Bishop | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Noah Chapman Elias | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 6, 2026 |
| Heather Nadeau | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 10, 2026 | Mar 10, 2026 |
| Christopher Ara Markarian | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2026 | Jun 15, 2026 (101 d) |
| Debra A. Dragich | Raymond James & Associates, Inc. national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Mar 2, 2026 |
| Bradley Lammert Bauer | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 4, 2026 | Mar 9, 2026 |
| Charles B James | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 3, 2026 | Mar 3, 2026 |
| Sarah Michelle Rhodes | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 23, 2026 | Mar 2, 2026 |
| George Heyward Barnes | Ameriprise Financial Services, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Feb 5, 2026 |
| Steven Clarence Flowers | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 10, 2026 |
| Camden Marshall Collins | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 11, 2026 | Feb 11, 2026 |
| Douglas Nease Bruner | Ameriprise Financial Services, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2026 | Feb 5, 2026 |
| Brian Joseph Konop | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 28, 2026 | Jan 27, 2026 |
| Edward John Curley | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 14, 2026 | Jan 9, 2026 |
| Jody Angellotti | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 14, 2026 | Jan 9, 2026 |
| Corbin Philip Curley | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 14, 2026 | Jan 9, 2026 |
| Andrei Constantin Prada | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 13, 2026 | Jan 5, 2026 |
| Conner Rood | J.P. Morgan Securities LLC wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 11, 2026 | Jan 12, 2026 |
| Paul James Oblon | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Lisa Marie Paulosky | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Jorge Diddier Palacios Murphy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 23, 2025 |
| Steven Daniel Doyle | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 26, 2025 | Nov 21, 2025 |
| Richard Morgenstern | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 13, 2025 | Nov 3, 2025 |
| Jack Evan Wiener | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 4, 2025 |
| Michael Donohue | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 5, 2025 |
| Michael Timothy Waldron | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 4, 2025 |
| Dennis Robert Hall | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 5, 2025 |
| Jennifer Mcmanemin | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 4, 2025 |
| Karen L Bauman | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| Matthew Palusak | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 4, 2025 |
| David W Deahl | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| Jeannetta Robinson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 7, 2025 |
| Michael Donohue | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 12, 2025 | Nov 4, 2025 |
| John Philip Zinn | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 10, 2025 |
| Julia Renee Lindberg | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 23, 2025 |
| Matthew A Parsons | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 12, 2025 |
| Brandon Thomas Parsons | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 10, 2025 |
| John P Zinn | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 10, 2025 |
| Tamara Lynne Stewart | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 10, 2025 | Nov 11, 2025 |
| Edward Craig Wingrove | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| Vincent Frank Gerardi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Shannon Julia Simar | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Ann Adair Connolly | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| James Wolslager | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Nov 3, 2025 |
| David Willis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
515 moves match.