DFX Intelligence
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 |
|---|---|---|---|---|---|
| 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 |
| Beth Ann Anderson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 18, 2025 | Sep 15, 2025 (89 d) |
| Cynthia Ann Briggs | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 18, 2025 | Jun 13, 2025 |
| Thomas Alexander Campbell | 49 Financial independent RIA | &Partners independent RIA | RIA to RIA | Jun 5, 2025 | Jun 2, 2025 |
| Pamela Jean Guggenheim | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 4, 2025 | May 30, 2025 |
| Craig Alexander Halliday | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 4, 2025 | Jun 12, 2025 |
| Garret Igino Venetta | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jun 4, 2025 | May 31, 2025 |
| Douglas Eugene Walters | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | May 21, 2025 | May 16, 2025 |
| Julie Lynn Rapp | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | May 21, 2025 | May 16, 2025 |
| Patrick Anthony Hoene | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | May 21, 2025 | May 16, 2025 |
| Todd Jay Geller | Ameriprise Financial Services, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | May 9, 2025 |
| Richard J Rubin | Ameriprise Financial Services, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | May 9, 2025 |
| Gerald Kirschner | Ameriprise Financial Services, LLC national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2025 | May 9, 2025 |
| Carolyn Smith Link | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | May 8, 2025 | May 21, 2025 |
| Hannah Dove | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2025 | May 19, 2025 |
| Stanford Reid Slovin | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 30, 2025 | Apr 25, 2025 |
| Patrick Kennedy Callaghan | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 30, 2025 | Apr 25, 2025 |
| Irene Kapusciarz | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 30, 2025 | Apr 25, 2025 |
| Jonathan J Neuman | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 30, 2025 | Apr 25, 2025 |
| Chin-Hui Su | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 30, 2025 | Apr 25, 2025 |
| Joseph Rhyne | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Patrick Riazzi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Shannon Lewis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Dawn Boyer | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Daniel Riazzi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Sterling Swaim | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Jodie Daniel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Brett Laboube | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Megan Gray Sassone | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Patrick Clarkson Rhyne | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Dakota J Dzula | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 17, 2025 | Apr 3, 2025 |
| Janeen Renee Babas | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 11, 2025 | May 7, 2025 |
| Tina Prior Sellers-Phelan | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 2, 2025 | Mar 28, 2025 |
| Dave Lyndon Spurrier | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 2, 2025 | Mar 28, 2025 |
| Debra Ella Nicholas | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 2, 2025 | Mar 28, 2025 |
| Ana C Gomez | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 2, 2025 | Mar 28, 2025 |
| Michael Lyndon Spurrier | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Apr 2, 2025 | Mar 28, 2025 |
| Samuel Michael Annaian | Pnc Wealth Management BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 1, 2025 | Mar 28, 2025 |
| Kenneth Schmiedbauer | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Lisa Schmiedbauer | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Shana Curtis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Matthew J Thiessen | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Paul J Ehrhart | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Timothy James Hartland | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Derek Carl James Slaymaker | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Robert Paul Hartland | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Justin Ostrander | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 26, 2025 | Mar 21, 2025 |
| Scott M Ward | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 19, 2025 | Mar 14, 2025 |
| Mandana Sedigh | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 19, 2025 | Mar 20, 2025 |
| David Weiss | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 19, 2025 | Mar 14, 2025 |
| Susan Brown | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 18, 2025 | Mar 13, 2025 |
| Karen Beth Shane | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 18, 2025 | Mar 13, 2025 |
| Dawn Lynette Wilson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 18, 2025 | Mar 13, 2025 |
| Nicholas Marten | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 12, 2025 | Mar 11, 2025 |
| Lloyd Dean Laughlin | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 11, 2025 | Mar 6, 2025 |
| Diane M Patterson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 11, 2025 | Mar 7, 2025 |
520 moves match.