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 Tfo 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.

AdvisorFromToTypeLeftRegistered
Jordan L CrabbMariner BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 11, 2026Jun 2, 2026
Michael Glenn RinaldiEnza Financial, LLC independent RIATfo Wealth Partners independent RIARIA to RIAApr 3, 2026May 11, 2026 (38 d)
Matthew David SheridanVanguard Advisers, Inc. BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2024May 6, 2025 (126 d)
Nicholas Paul CosentinoKey Investment Services LLC BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2023Sep 12, 2023
Grant S SimsMunn Wealth Management, LLC independent RIATfo Wealth Partners independent RIARIA to RIAMar 30, 2022Apr 12, 2022
Joshua David RochonJdr Financial, LLC unclassifiedTfo Wealth Partners independent RIAOtherDec 2, 2021Dec 9, 2021
Dejha Lee KrajcarFifth Third Securities, Inc. BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2019Jun 11, 2019 (39 d)
Sarah Ann SherwinFifth Third Securities, Inc. BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2019Mar 15, 2019
Chaz Robert PriceRaymond James Financial Services Advisors, Inc BD affiliatedTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2019Feb 4, 2019
Nina Marie DipalmaOne To One, LLC no RAUMTfo Wealth Partners otherOtherApr 19, 2018Nov 13, 2017
Christopher George RoditisEdward Jones national BDTfo Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 11, 2018Jul 26, 2018 (106 d)
Matthew S KlaessBrookstone Wealth Advisors, LLC otherTfo Wealth Partners otherOtherMar 25, 2015Jan 20, 2015
Erik Lawrence KromBrookstone Wealth Advisors, LLC otherTfo Wealth Partners otherOtherMar 25, 2015Jan 23, 2015
Ryan Andrew ZelaskiFinancial Telesis, Inc. otherTfo Wealth Partners otherOtherSep 18, 2014Oct 21, 2014 (33 d)
Stephanie Mary Smith-TremoulisLPL Financial LLC otherTfo Wealth Partners otherOtherJan 28, 2013Jun 26, 2014 (514 d)
Brady Michael FineskeWalnut Street Securities, Inc. otherTfo Wealth Partners otherOtherSep 9, 2011Sep 1, 2011
James Robert HerrickWalnut Street Securities, Inc. otherTfo Wealth Partners otherOtherSep 9, 2011Sep 1, 2011
Adam Matthew LublinEdward Jones national BDTfo Wealth Partners otherOtherMay 10, 2011May 17, 2011
Steven Joel SchwartzLPL Financial LLC otherTfo Wealth Partners otherOtherApr 7, 2010Jan 19, 2010
Michael Seth MillerLPL Financial LLC otherTfo Wealth Partners otherOtherMar 8, 2010Jan 19, 2010
Christopher Edward ErblichLPL Financial LLC otherTfo Wealth Partners otherOtherJul 7, 2009Feb 17, 2010 (225 d)
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21 moves match.