DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Seros 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
Joshua Daniel MagnusWealthbuilders Investments independent RIASeros Wealth Partners independent RIARIA to RIASep 11, 2026Aug 13, 2026
Kaitlyn Ann-Crawley MorganSevensuede Investment Advisor state registeredSeros Wealth Partners independent RIAOtherFeb 9, 2026Feb 17, 2026
Whitney M. HendricksSevensuede Investment Advisor state registeredSeros Wealth Partners independent RIAOtherFeb 4, 2026Feb 13, 2026
Sherod Norton BigelowNewmark Capital Management, LLC unclassifiedSeros Wealth Partners independent RIAOtherDec 31, 2020Feb 26, 2014
Collin M BryceNewmark Capital Management, LLC unclassifiedSeros Wealth Partners independent RIAOtherDec 31, 2020Feb 9, 2021 (40 d)
Jeremy Windell SmithNewmark Capital Management, LLC unclassifiedSeros Wealth Partners independent RIAOtherDec 31, 2020Mar 11, 2013
Jill E BaumesNewmark Capital Management, LLC unclassifiedSeros Wealth Partners independent RIAOtherDec 31, 2020Mar 11, 2013
Lennard Cuno Van Der FeltzUnited Planners' Financial Services Of America A Limited Partner otherSeros Wealth Partners independent RIAOtherNov 20, 2017Jul 26, 2017
Andres Antonio FavelaUnited Planners' Financial Services Of America A Limited Partner otherSeros Wealth Partners independent RIAOtherNov 20, 2017Jul 26, 2017
Jeffrey Peterson WilcockFirst Financial Equity Corporation otherSeros Wealth Partners independent RIAOtherJul 1, 2013Mar 11, 2013
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10 moves match.