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 Concord 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 |
|---|---|---|---|---|---|
| Bryan Cody Anderson | Strategic Advisers LLC national BD | Concord Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 19, 2026 | Jun 3, 2026 |
| Rebecca Michelle Blevins | Andersen independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | May 26, 2022 | Jul 17, 2025 (1148 d) |
| Michael Paul Poissant | Personal Wealth Partners LLC independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | May 20, 2022 | Nov 29, 2022 (193 d) |
| Marissa Mccleary Klaers | Personal Wealth Partners LLC independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | May 20, 2022 | Nov 29, 2022 (193 d) |
| Edward Joseph Zywien | Coppertree?, LLC independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | Dec 31, 2021 | Oct 19, 2021 |
| Adam Anthony Waitkevich | Coppertree?, LLC independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | Dec 31, 2021 | Oct 25, 2021 |
| Joseph Porter Waitkevich | Coppertree?, LLC independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | Dec 31, 2021 | Jan 11, 2022 |
| Emily N Lee | Cwm, LLC BD affiliated | Concord Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2021 | Dec 6, 2021 |
| Daniel Thomas Thornton | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Concord Wealth Partners independent RIA | Wirehouse to independent RIA | Dec 4, 2020 | Dec 7, 2020 |
| Mitchell Paul York | Edelman Financial Engines independent RIA | Concord Wealth Partners independent RIA | RIA to RIA | Feb 5, 2020 | Nov 3, 2020 (272 d) |
| Rebecca Shea Newton | H. Beck, Inc. other | Concord Wealth Partners other | Other | Nov 7, 2017 | Nov 3, 2017 |
| Jon Mark Dabareiner | Ameriprise Financial Services, LLC national BD | Concord Wealth Partners other | Other | Feb 13, 2013 | Mar 1, 2013 |
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12 moves match.