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 |
|---|---|---|---|---|---|
| Claudia Paola Angeles Ponce | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Alexander Raphael Cohen | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Elliott Price Ashe | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Rose Marie Hill | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 10, 2024 | Oct 28, 2024 |
| Robert Weis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Oct 3, 2024 | Sep 13, 2024 |
| Brian James Kelly | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Beth L Rhodes | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Brad Matthew Hindman | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Cady Kirkwood Rankin | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Stephanie Morley | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Christina Crites | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 30, 2024 | Sep 25, 2024 |
| Louise Ozolins | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2024 | Sep 13, 2024 |
| Richard Stanfel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2024 | Sep 13, 2024 |
| Anastasia Olegovna Tashlitsky | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2024 | Sep 13, 2024 |
| Lucas Weis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 24, 2024 | Sep 13, 2024 |
| Ryan Begley | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 20, 2024 | Sep 13, 2024 |
| Michael Joseph Petix | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 17, 2024 | Aug 30, 2024 |
| James Edward Phelps | LPL Financial LLC BD affiliated | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2024 | Sep 4, 2024 |
| Nycole Christina Vannata | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 11, 2024 | Sep 6, 2024 |
| Dino Stanisic | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 11, 2024 | Sep 6, 2024 |
| Paul Eugene Roy | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 11, 2024 | Sep 6, 2024 |
| Kristopher R Tedeschi | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 11, 2024 | Sep 6, 2024 |
| Peter Hutchins Cahill | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 11, 2024 | Sep 6, 2024 |
| Dennis Alan Schmidt | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 10, 2024 | Sep 6, 2024 |
| Peter Joseph Noto | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| Terry Christine Majeski | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| Sara M Overslaugh | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| Melanie Carol Cromartie | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2024 | Aug 29, 2024 |
| Nicholas Rocco Lapenna | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| Dominick Anthony Lapenna | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| Paul Alphonse Viel | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 4, 2024 | Aug 30, 2024 |
| David William Simons | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 3, 2024 | Aug 22, 2024 |
| Thomas Matthew Cordes | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 3, 2024 | Aug 22, 2024 |
| J Kathryn Delmain | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 3, 2024 | Aug 22, 2024 |
| Heikki Erik Von Hellens | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2024 | Aug 29, 2024 |
| Brandon Luke Mallinckrodt | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Sep 3, 2024 | Aug 22, 2024 |
| Micah Coleman Elkins | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2024 | Aug 30, 2024 |
| Michael Heath Nobles | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 27, 2024 | Aug 16, 2024 |
| Edward Eric Butler | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 27, 2024 | Oct 4, 2024 (38 d) |
| Jo L Grooms | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 22, 2024 | Aug 16, 2024 |
| Amanda Resha Hales | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 22, 2024 | Aug 19, 2024 |
| Elizabeth Vasquez Spiller | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 22, 2024 | Aug 16, 2024 |
| Michael Mayes Nobles | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 22, 2024 | Aug 16, 2024 |
| Karen Barnes | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 14, 2024 | Aug 2, 2024 |
| Frank Lusebrink | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 14, 2024 | Aug 2, 2024 |
| James Grace | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 13, 2024 | Aug 2, 2024 |
| Bradley Clark | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 13, 2024 | Aug 2, 2024 |
| Gabriel Davis | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 13, 2024 | Aug 2, 2024 |
| John Stewart | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 12, 2024 | Aug 2, 2024 |
| Theodore James Zak | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 25, 2024 |
| Richard Domminick Zangara | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 29, 2024 |
| Lisa D Littles | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 25, 2024 |
| Sandra N Zakhary | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 29, 2024 |
| Tracey Lynn Stefanisko | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 25, 2024 |
| Suken Jogani | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 25, 2024 |
| Anthony Michael Colatta Juliano | Wells Fargo Advisors wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Aug 5, 2024 | Jul 25, 2024 |
| Joann Michelle Jolly | Charles Schwab & Co., Inc. national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2024 | Jun 8, 2026 (677 d) |
| Daniel George Kleinschuster | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 30, 2024 | Jul 19, 2024 |
| Grace Borden | UBS Financial Services Inc. wirehouse | &Partners independent RIA | Wirehouse to independent RIA | Jul 30, 2024 | Jul 19, 2024 |
| Patrick Jason Unnerstall | Edward Jones national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 22, 2024 | Jul 19, 2024 |
520 moves match.