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 |
|---|---|---|---|---|---|
| Pamela S Wise | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 11, 2025 | Mar 7, 2025 |
| Daniel James Gopp | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2025 | Mar 7, 2025 |
| Mark Ira Gronner | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 5, 2025 | Mar 3, 2025 |
| Peter Leonard Disanza | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 5, 2025 | Mar 3, 2025 |
| Sasha Kiel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Mar 5, 2025 | Feb 28, 2025 |
| Aaron Jacob Tait | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2025 | Feb 28, 2025 |
| Chad Edward Teders | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 26, 2025 | Feb 14, 2025 |
| Chris Quackenbush | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 26, 2025 | Feb 14, 2025 |
| Jeremy A Jeffers | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 26, 2025 | Feb 14, 2025 |
| Gabrielle Judith Sherry | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 4, 2025 | Jan 29, 2025 |
| Andrew Bruce Lang | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 4, 2025 | Jan 29, 2025 |
| Todd Matthew Lang | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 4, 2025 | Jan 29, 2025 |
| Kenneth Bruce Lang | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 4, 2025 | Jan 29, 2025 |
| Jill Swank | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Feb 4, 2025 | Jan 29, 2025 |
| Stephen Edward Wilson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 15, 2025 | Jan 10, 2025 |
| Patrick Smothers Golden | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 15, 2025 | Jan 10, 2025 |
| David Mchenry | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 9, 2025 | Jan 7, 2025 |
| Kristie Lynn Daniel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jan 8, 2025 | Jan 7, 2025 |
| Willard Leo Foley | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 16, 2024 | Dec 9, 2024 |
| Kevin Magner Ignatius | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 16, 2024 | Dec 9, 2024 |
| Shaune Gwin Colwell | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Molly Jane Saxon | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Mark Allan Gilbert | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Edward Ewing Prewitt | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Megan Lee Hazard Varoz | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Max Alexander Mahler | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Christopher Joseph Boushelle | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Dec 12, 2024 | Nov 15, 2024 |
| Christopher Ross | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 27, 2024 | Nov 26, 2024 |
| Larry Jay Marks | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 20, 2024 | Nov 15, 2024 |
| Dawn Marie Porto | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 20, 2024 | Nov 15, 2024 |
| Perry Forrest Stubbs | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 19, 2024 | Nov 25, 2024 |
| Jeffrey Lee Upchurch | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 13, 2024 | Nov 8, 2024 |
| Ann E Senger | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 13, 2024 | Nov 8, 2024 |
| Ryan Heath Shank | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Nov 11, 2024 | Nov 26, 2024 |
| Robert Earl Dykes | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 8, 2024 | Nov 1, 2024 |
| David Thomas Felder | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Nov 1, 2024 |
| Clinton Ammon Bowen | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 4, 2024 | Nov 1, 2024 |
| Jeffrey Swartzentruber | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 30, 2024 |
| David M Labourdette | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Brad Welling Manchester | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Stephanie Ann Derzanovich | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| David James Labourdette | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Logan Perry Swartzentruber | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Kevin Labourdette | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Cody Huth | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 30, 2024 | Oct 25, 2024 |
| Clarissa Lee Coombs | Fidelity Personal And Workplace Advisors BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2024 | Oct 25, 2024 |
| David Scott Frank | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2024 | Oct 18, 2024 |
| Matthew Adam Klatsky | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2024 | Oct 18, 2024 |
| Mark A Dawson | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2024 | Oct 18, 2024 |
| Michael Grossman | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2024 | Oct 18, 2024 |
| Lukas K Mihailovich | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 23, 2024 | Oct 18, 2024 |
| Karen Burns Kight | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Tod Edward Wells | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Christopher Mark Senvisky | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Lisa L Scriba | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 14, 2024 |
| Michael Patrick Duggan | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Nicholas John Androvich | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 14, 2024 |
| Michael Christopher Davis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Brent Andrew Hann | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Steven Robert Giguere | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
520 moves match.