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 Fiduciary Wealth Partners, LLC
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 |
|---|---|---|---|---|---|
| Luke V Mccullough | Edward Jones national BD | Fiduciary Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Feb 8, 2026 (66 d) |
| Forrest Gilbert Chicoine | Svb Wealth BD affiliated | Fiduciary Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 5, 2024 | Sep 16, 2024 (73 d) |
| Ralph Frederick Wetmore | Beacon Pointe Advisors, LLC independent RIA | Fiduciary Wealth Partners, LLC independent RIA | RIA to RIA | Oct 13, 2021 | Jan 11, 2022 (90 d) |
| Charles David Brown | Windhaven Investment Management, Inc. other | Fiduciary Wealth Partners, LLC other | Other | May 15, 2015 | Feb 12, 2016 (273 d) |
| Preston Daniel Mcswain | Barclays Capital Inc. other | Fiduciary Wealth Partners, LLC no RAUM | Other | Jan 18, 2012 | Mar 1, 2012 (43 d) |
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5 moves match.