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 Rwa 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 |
|---|---|---|---|---|---|
| Joseph A Silverman | Schwab Wealth Advisory, Inc. no RAUM | Rwa Wealth Partners independent RIA | Other | Apr 23, 2026 | Apr 15, 2026 |
| Patrick Charles Hannon | Planning Alternatives Ltd independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Mar 26, 2026 | Mar 25, 2026 |
| Christopher Laurence Watson | Mai Capital Management, LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Feb 27, 2026 | Jul 9, 2026 (132 d) |
| Silas Marley Hill | Farther independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Jan 26, 2026 | May 21, 2026 (115 d) |
| Jeffrey Abraham Beshansky | Cibc Private Wealth Advisors, Inc. BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2026 | Jan 13, 2026 |
| Sydnee Goodeaux | Heritage Financial Services independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 24, 2025 | Dec 10, 2025 |
| Jennifer Kleimon Votano | Citizens Private Wealth BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Nov 7, 2025 (38 d) |
| Karen Marie Schmid | Moirai Wealth Management LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Sep 9, 2025 | Sep 8, 2025 |
| Evelyn Pepe | Citizens Securities, Inc. BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2025 | Nov 7, 2025 (100 d) |
| Catherine Ocampo | Empower Advisory Group, LLC BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2025 | Jul 10, 2025 |
| Olivia Mae Allen | J.P. Morgan Securities LLC wirehouse | Rwa Wealth Partners independent RIA | Wirehouse to independent RIA | Jun 3, 2025 | Jun 26, 2025 |
| Timothy Mazanec | Allworth Financial, L.P. BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 16, 2024 | Feb 1, 2024 |
| Gregory Wood Evans | Fidelity Personal And Workplace Advisors BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 8, 2023 | Feb 7, 2024 (61 d) |
| Jeremy Dee Witbeck | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Dec 8, 2023 | Nov 3, 2023 |
| Paul Mankarious | Mcadam LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Dec 4, 2023 | Dec 6, 2023 |
| Francis John Sennott | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Michelle Ann Knight | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 14, 2023 |
| Shruti Bansal | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Jennifer K Loveless | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Joseph Edmund Powers | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Winfield Craven Grimm | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Michael James Stevens | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Terrence Callahan Tedeschi | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Daniel Luiz Almeida | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 13, 2023 |
| Sean Clifford Turner | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Blake Mackay Russell | Ropes Wealth Advisors independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 29, 2023 | Dec 6, 2023 |
| Laura A. Hearn | Brighton Jones LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 27, 2023 | Dec 6, 2023 |
| Christopher Brian Thom | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 8, 2023 | Mar 17, 2023 |
| Russell Boyce Albright | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Jeff Jacob Menning | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Jun 14, 2023 |
| Matthew Philip Erickson | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 18, 2024 (377 d) |
| Stephen In Hee Lee | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Jonathan Beck Schooley | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Ryan Drews | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Apr 20, 2023 |
| Matthew Don Batzel | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Aug 28, 2024 (295 d) |
| Anton Thomas Schirmang | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Ryan Christopher Collette | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Bryce Sagers | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Christopher Kane Parks | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Elena Song | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Margery Anne Neis | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Michael James Kreza | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 7, 2023 | Nov 3, 2023 |
| Cody Allen Carlson | Polaris Wealth Advisory Group independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Nov 6, 2023 | Mar 30, 2023 |
| John Charles Puetz | Lejeune Puetz Investment Counsel independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Sep 6, 2023 | Jul 17, 2023 |
| Christopher John Brady | Clarendon Private LLC mixed wealth | Rwa Wealth Partners independent RIA | RIA to RIA | Aug 9, 2023 | Oct 5, 2023 (57 d) |
| Steven Edward Reder | United Capital Financial Advisors BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2023 | Feb 6, 2023 |
| Adrian Baldeon | USA Financial Securities LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Mar 30, 2022 | Apr 12, 2022 |
| Todd Blanchard Stockwell | Fidelity Personal And Workplace Advisors BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2022 | Feb 16, 2022 (37 d) |
| Christopher Stephen Dooley | Personal Capital Advisors Corporation independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Jul 26, 2021 | Jul 30, 2021 |
| Kristen Marie Manjikian | Securities America Advisors, Inc. BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2020 | Sep 22, 2021 (411 d) |
| John Connor Ronan | One Charles Private Wealth independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Jul 16, 2020 | Feb 2, 2021 (201 d) |
| Jonpaul Mcbride | Daintree Advisors LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Oct 21, 2019 | Nov 5, 2019 |
| Ryan William O'Shaughnessy | Citizens Securities, Inc. BD affiliated | Rwa Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2019 | Feb 11, 2019 (40 d) |
| Richard Alec Rosen | LPL Financial LLC independent RIA | Rwa Wealth Partners independent RIA | RIA to RIA | Apr 25, 2018 | Apr 23, 2018 |
| Andrew Joseph Busa | Monument Group Wealth Advisors, LLC other | Rwa Wealth Partners independent RIA | Other | Jan 11, 2018 | Nov 21, 2019 (679 d) |
| Bradley Keith Sharp | Braver Wealth Management, LLC other | Rwa Wealth Partners other | Other | Feb 21, 2017 | Feb 6, 2017 |
| Stephen Ellsworth Johnson | Braver Wealth Management, LLC other | Rwa Wealth Partners other | Other | Feb 21, 2017 | Feb 6, 2017 |
| David Alan Fontaine | Braver Wealth Management, LLC other | Rwa Wealth Partners other | Other | Feb 21, 2017 | Feb 6, 2017 |
| Judith Diane Ludwig | Braver Wealth Management, LLC other | Rwa Wealth Partners other | Other | Feb 21, 2017 | Feb 6, 2017 |
| Mary Kathryn Konetzny | Braver Wealth Management, LLC other | Rwa Wealth Partners other | Other | Feb 21, 2017 | Feb 6, 2017 |
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77 moves match.