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 |
|---|---|---|---|---|---|
| Tyler Gunderson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Aaron James Connolly | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 5, 2025 | Oct 31, 2025 |
| Christy Ruth Turner | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 4, 2025 | Oct 10, 2025 |
| Jeffrey Michael Smith | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 29, 2025 | Oct 24, 2025 |
| Seth Burleigh Heisler | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 29, 2025 | Oct 24, 2025 |
| Jose A Bravo | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 29, 2025 | Oct 27, 2025 |
| Joshua Southwick | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 29, 2025 | Oct 24, 2025 |
| David Alan Kaslow | Oppenheimer & Co. Inc. BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2025 | Oct 24, 2025 |
| Edward Jordanich | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 24, 2025 | Oct 2, 2025 |
| Michael Cary Stalnecker | Oppenheimer & Co. Inc. BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2025 | Oct 24, 2025 |
| Malory Caltagirone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2025 | Oct 17, 2025 |
| Jarid Carl King | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 17, 2025 |
| Clyde Martin Pilkington | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 17, 2025 |
| Lisa Dorothy Probanski-Bonito | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 22, 2025 | Oct 27, 2025 |
| Aaron Yoon | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 20, 2025 | Oct 17, 2025 |
| Roberta Lynn Kealy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 15, 2025 | Oct 2, 2025 |
| Candace Lynn Deluca | Stratos Wealth Partners, Ltd BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2025 | Oct 14, 2025 |
| Christopher Bishop | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2025 | Sep 29, 2025 |
| Daniel Robert Kerrigan | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 26, 2025 | Sep 18, 2025 |
| Michael Roy Perry | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 25, 2025 | Sep 19, 2025 |
| Matthew Lee Bruton | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 25, 2025 | Aug 22, 2025 |
| David Sanford Thompson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Jennifer Ann Robinson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Deanna Cheryl Post | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Reeves Joshua Thompson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2025 | Sep 19, 2025 |
| Shannon Burnett Fernandez | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Sep 19, 2025 |
| Reece Eddy | Equitable Advisors, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Sep 12, 2025 |
| Kaleb Bryant Cowart | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 19, 2025 | Sep 18, 2025 |
| David James Gunter | Raymond James & Associates, Inc. national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2025 | Sep 12, 2025 |
| Stephen Paul Uzonyi | Raymond James & Associates, Inc. national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 15, 2025 | Sep 12, 2025 |
| David Michael Tarantini | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 10, 2025 | Sep 5, 2025 |
| David Lewis Nickel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 3, 2025 | Aug 28, 2025 |
| Samuel John Martin | Raymond James Financial Services Advisors, Inc BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 29, 2025 | Aug 26, 2025 |
| Ruth Ann Miller | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 27, 2025 | Aug 22, 2025 |
| Paul William Zambriski | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 26, 2025 | Aug 21, 2025 |
| Tyler Joseph Polson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 26, 2025 | Aug 21, 2025 |
| Alysha Rae Haezaert-House | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 26, 2025 | Aug 21, 2025 |
| Matthew Anthony Turo | Osaic Wealth, Inc. BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 26, 2025 | Nov 5, 2025 (71 d) |
| Brandon Harrison Craiger | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 15, 2025 |
| Ashlee Craiger | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 18, 2025 | Aug 15, 2025 |
| Justin Robert Mishacoff | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Dana Nicole Hausler Pollard | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Joyce Mary Murphy | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Charles Gordon | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Shawn Gordon | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Tyler Goodson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Jared Smith | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Kyle Scott | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Tommy James Fields | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Kevin James Braddock | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 5, 2025 |
| Virginia Bowie | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 30, 2025 | Jul 30, 2025 |
| Glenn R Rudy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 28, 2025 | Jun 15, 2026 (322 d) |
| Dean Blissit | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 22, 2025 | Jul 15, 2025 |
| Tammy Jones | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 22, 2025 | Jul 15, 2025 |
| William Paschal | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 22, 2025 | Jul 15, 2025 |
| Jennifer Feraldi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 22, 2025 | Jul 15, 2025 |
| Kathryn Moore Hartnett | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 22, 2025 | Jul 15, 2025 |
| Pasquale Capone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 16, 2025 | Jul 11, 2025 |
| Cristina Marie Capone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 16, 2025 | Jul 11, 2025 |
| Matthew Stephen Frank | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 20, 2025 | Jun 13, 2025 |
515 moves match.