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 Advisornet 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 |
|---|---|---|---|---|---|
| Scott Lee Schneidermann | Boyum Wealth Architects LLC independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Jun 2, 2026 | Aug 18, 2026 (77 d) |
| Eric V Bennett | Morgan Stanley wirehouse | Advisornet Wealth Partners independent RIA | Wirehouse to independent RIA | Jan 21, 2026 | Jan 22, 2026 |
| Julia Slobodnik | Equitable Advisors, LLC national BD | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2026 | Feb 4, 2026 |
| Kevin Dean Hemme | Cetera Investment Advisers LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 31, 2025 | Jan 3, 2025 |
| Cory Steven Zafke | Foundations Investment Advisors LLC independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Mar 10, 2025 | Feb 23, 2026 (350 d) |
| Jacqueline Ann Fursman | Foundations Investment Advisors LLC independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Mar 6, 2025 | Mar 7, 2025 |
| Taylor James Sundeen | Foundations Investment Advisors LLC independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Mar 3, 2025 | Mar 4, 2025 |
| Phoebe Taylor Bird | Everest Financial Group independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Jan 14, 2025 | Mar 4, 2025 (49 d) |
| Veralynn Mary Morris | Capital Portfolio Management, Inc. state registered | Advisornet Wealth Partners independent RIA | Other | Dec 23, 2024 | Dec 10, 2024 |
| Brenden Thomas Fitzpatrick | Cetera Investment Advisers LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 11, 2024 | Nov 15, 2024 |
| Justin Patrick Gervais | Cetera Investment Advisers LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 6, 2024 | Dec 7, 2023 |
| Dylan Todd Mueller Merchant | Equitable Advisors, LLC national BD | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2023 | Nov 13, 2023 |
| Anthony Richard Rubino | Go Wealth Management mixed wealth | Advisornet Wealth Partners independent RIA | RIA to RIA | Aug 14, 2023 | Sep 21, 2023 (38 d) |
| Patrick Francis Madison | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2023 | Apr 7, 2021 |
| Joan Maastricht Gilles | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jun 29, 2023 | Mar 18, 2015 |
| Kristi Lee Andersen | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jun 29, 2023 | Jan 29, 2014 |
| James Paul Benson | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jun 29, 2023 | Aug 16, 2016 |
| Laura Fedor Brunetti | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jun 29, 2023 | Dec 10, 2015 |
| Timothy James Sigstad | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2023 | Oct 26, 2022 |
| Evan Alfred Chang | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2023 | Dec 23, 2019 |
| Brian Joseph Adamek | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jun 29, 2023 | Jan 27, 2014 |
| David Brady Hunter | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2023 | Oct 21, 2022 |
| Daniel Michael Bonkoski | Denver Wealth Management, Inc. independent RIA | Advisornet Wealth Partners independent RIA | RIA to RIA | Jun 15, 2023 | Aug 3, 2023 (49 d) |
| Kenneth Dean Dedeker | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | May 8, 2023 | Jan 29, 2014 |
| Cynthia Holmes Stacy | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2023 | Sep 22, 2021 |
| Brooke Kristine Anderson | RBC Capital Markets, LLC national BD | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 13, 2023 | Jan 4, 2023 |
| Steven Scott Haagenson | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 13, 2022 | Mar 20, 2019 |
| Jed Andrew Lund | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 29, 2022 | May 23, 2019 |
| Brandon M Ohara | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2022 | Oct 16, 2019 |
| Dale Allan Meinders | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2022 | Nov 10, 2021 |
| Matthew Michael Masyga | Ae Wealth Management, LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 28, 2022 | May 12, 2022 (104 d) |
| David Arnold Schwandt | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jan 24, 2022 | Jan 28, 2014 |
| John Joseph Karpinsky | Advanced Wealth Management Group, Inc. unclassified | Advisornet Wealth Partners independent RIA | Other | Nov 23, 2021 | Dec 22, 2021 |
| Daniel John Klein | Advanced Wealth Management Group, Inc. unclassified | Advisornet Wealth Partners independent RIA | Other | Nov 23, 2021 | Dec 21, 2021 |
| Thomas Charles Pell | Avantax Advisory Services BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2021 | Oct 27, 2021 |
| Joseph David Turner | Thrivent Investment Management Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2021 | Nov 10, 2021 |
| Jerald Larson Dunn | United Capital Financial Advisors BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 31, 2021 | Aug 5, 2021 |
| Kimberly Jean Brumbaugh | Osaic Fa, Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2021 | Jul 28, 2021 |
| Christopher John Martin | Osaic Fa, Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2021 | Dec 1, 2022 (492 d) |
| Andrew Michael Storti | Osaic Fa, Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2021 | Jul 29, 2021 |
| Melissa Rae Machlitt | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | May 14, 2021 | Apr 18, 2017 |
| Stephanie Lynn Danforth Johnson | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | May 14, 2021 | Jun 26, 2017 |
| William Joseph Regenscheid | LPL Financial LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2021 | Feb 8, 2021 |
| Jonathan Held | Waterstreet Asset Management LLC state registered | Advisornet Wealth Partners independent RIA | Other | Dec 31, 2020 | Dec 16, 2022 (715 d) |
| Alan Lloyd Johnson | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Nov 13, 2020 | Apr 18, 2017 |
| Brandon Michael Lawrence | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Nov 11, 2020 | Oct 5, 2017 |
| John Stephen Schwalbach | United Capital Financial Advisors BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2020 | Feb 28, 2020 |
| Aaron Michael Peloquin | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 16, 2020 | Aug 7, 2020 |
| Gregory Jay Molle | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Oct 7, 2020 | Sep 12, 2014 |
| Troy Dale Winegarner | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Oct 7, 2020 | Sep 12, 2014 |
| Steven William Ohm | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Jun 3, 2019 |
| Jeremy Matthew Lipinski | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | May 28, 2019 |
| Anders John Haugen | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | May 28, 2019 |
| Robert Miller Bonine | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | May 28, 2019 |
| Peter Joe Wiedewitsch | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Sep 1, 2020 |
| Daniel Roger Jandro | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Sep 11, 2020 |
| Logan Briar Taft | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 3, 2020 | Sep 11, 2020 |
| Christine Mary Zuck | LPL Financial LLC BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2020 | Aug 3, 2020 |
| Paul Russell Cunningham | Woodbury Financial Services, Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2020 | Jul 10, 2020 |
| John Albert House | Cetera Advisor Networks LLC BD affiliated | Advisornet Wealth Partners other | Other | Jul 1, 2020 | Mar 25, 2003 |
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142 moves match.