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 Fsa Wealth 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 |
|---|---|---|---|---|---|
| Christopher Richard Jones | Precision Financial Services independent RIA | Fsa Wealth Partners independent RIA | RIA to RIA | Sep 27, 2022 | Feb 10, 2023 (136 d) |
| Langston Washington | Fidelity Personal And Workplace Advisors BD affiliated | Fsa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2022 | Feb 11, 2022 (35 d) |
| Jordan David Daugherty | Campbell Wealth Management, Inc. independent RIA | Fsa Wealth Partners independent RIA | RIA to RIA | Jun 5, 2021 | Jan 2, 2026 (1672 d) |
| Aaron Liege Weston | Charles Schwab & Co., Inc. national BD | Fsa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Mar 17, 2021 (40 d) |
| Ian Thomas Mcmillan | LPL Financial LLC other | Fsa Wealth Partners other | Other | Nov 28, 2016 | Mar 6, 2017 (98 d) |
| Rianka Rachelle Dorsainvil | The Family Firm, Inc. other | Fsa Wealth Partners other | Other | Sep 29, 2014 | Mar 24, 2015 (176 d) |
| Kimberly Anne Basenback | Concourse Financial Group Advisors other | Fsa Wealth Partners other | Other | Apr 10, 2013 | Feb 21, 2014 (317 d) |
| Jonathan Scott Gruber | Charles Schwab & Co., Inc. national BD | Fsa Wealth Partners other | Other | Sep 14, 2010 | Oct 5, 2010 |
| Ronald James Rough | Genworth Financial Asset Management, Inc unclassified | Fsa Wealth Partners other | Other | Apr 25, 2006 | Mar 12, 2014 (2878 d) |
| James Edward Joseph | Charles Schwab & Co., Inc. national BD | Fsa Wealth Partners other | Other | Nov 5, 2004 | Nov 9, 2004 |
Page 1 of 1
10 moves match.