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 Fas Wealth Partners, Inc.
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 |
|---|---|---|---|---|---|
| Bennett Christopher Long | LPL Financial LLC BD affiliated | Fas Wealth Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 9, 2025 | Sep 4, 2025 |
| Tyler Robert Eckert | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Aug 16, 2024 | Aug 20, 2024 |
| Brooks Christopher Elder | Tfb Advisors, LLC independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Mar 8, 2024 | Aug 16, 2023 |
| John Walter Munz | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Mar 4, 2022 | Mar 24, 2022 |
| Jacquelyn Elayne Glenn | Waddell & Reed BD affiliated | Fas Wealth Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2021 | Jan 6, 2022 (111 d) |
| Carlie Kent | American Century Investments Private Client Group, Inc. BD affiliated | Fas Wealth Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 24, 2021 | Apr 14, 2021 |
| Timothy Michael Wickey | Sunrise Advisors independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Jun 30, 2020 | May 5, 2020 |
| Clayton Norman Fisher | Bok Financial Advisors BD affiliated | Fas Wealth Partners, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2020 | Jan 20, 2020 |
| Kevin Patrick Fisher Amey | Aspyre Wealth Partners independent RIA | Fas Wealth Partners, Inc. independent RIA | RIA to RIA | Jan 25, 2019 | Feb 7, 2019 |
| Benjamin Garrett Price | Waddell & Reed other | Fas Wealth Partners, Inc. other | Other | May 15, 2014 | Jun 27, 2014 (43 d) |
| Harriet Pratt Higgins | Ameriprise Financial Services, LLC national BD | Fas Wealth Partners, Inc. other | Other | Oct 3, 2013 | Oct 16, 2013 |
| Michael John Filing | LPL Financial LLC other | Fas Wealth Partners, Inc. independent RIA | Other | Aug 1, 2013 | Nov 15, 2022 (3393 d) |
| Jason Allen-Pechar Harrison | American Century Advisory Services, Inc. no RAUM | Fas Wealth Partners, Inc. independent RIA | Other | Dec 31, 2012 | May 13, 2021 (3055 d) |
| Deanna Louise Moore | Umb Financial Services, Inc. no RAUM | Fas Wealth Partners, Inc. other | Other | Feb 9, 2007 | Apr 17, 2009 (798 d) |
| John T Meier | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fas Wealth Partners, Inc. other | Other | May 22, 2002 | Nov 2, 2004 (895 d) |
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15 moves match.