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 Wellspring Financial 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
Deborah KerrLido independent RIAWellspring Financial Partners mixed wealthRIA to RIAAug 22, 2025Sep 24, 2025 (33 d)
Richard Bruce PyleWellspring99 no RAUMWellspring Financial Partners independent RIAOtherDec 31, 2016Oct 5, 2015
Patrick John ZumbuschPathways Financial Partners,Inc. otherWellspring Financial Partners independent RIAOtherOct 20, 2011Sep 21, 2011
Jacob Rudd LingardEquitable Advisors, LLC national BDWellspring Financial Partners mixed wealthAffiliated broker-dealer or bank to independent RIAOct 21, 2010Oct 12, 2022 (4374 d)
Deirdre Marie KochanskiEvolve Securities, Inc. unclassifiedWellspring Financial Partners independent RIAOtherDec 31, 2009Sep 21, 2011 (629 d)
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5 moves match.