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 Destiny 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.

AdvisorFromToTypeLeftRegistered
Tyler Nicholas Dodson49 Financial independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAMar 17, 2026Apr 17, 2026 (31 d)
Eliza Fryer KwentusMorgan Stanley wirehouseDestiny Wealth Partners, LLC independent RIAWirehouse to independent RIAMar 2, 2026Mar 20, 2026
Mitchel Travis FaulknerMai Capital Management, LLC independent RIADestiny Wealth Partners, LLC independent RIARIA to RIASep 2, 2025Sep 18, 2025
Alan Moore BelangerLPL Financial LLC BD affiliatedDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 15, 2025Oct 29, 2025 (75 d)
William Sterling NewtonSterling Newton, Inc. unclassifiedDestiny Wealth Partners, LLC independent RIAOtherMar 7, 2025Jan 6, 2025
Bradford A KerrStrategic Financial Services independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAAug 2, 2023Dec 5, 2023 (125 d)
Jeremiah Elijah WassmerAe Wealth Management, LLC BD affiliatedDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2023Apr 30, 2023 (37 d)
Stefan Kip AstheimerOdingard Capital Management state registeredDestiny Wealth Partners, LLC independent RIAOtherFeb 28, 2023Sep 1, 2023 (185 d)
Christopher George NicholsCwm, LLC BD affiliatedDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2023Jan 17, 2023
Mark Lee DickersonAmeriprise Financial Services, LLC national BDDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 26, 2022Feb 3, 2022
Kimberly Caris GoodKcg Investment Advisory Services LLC unclassifiedDestiny Wealth Partners, LLC independent RIAOtherApr 21, 2021Jan 19, 2021
Carol Ann MulcahyRuggie Wealth Management independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAJan 7, 2021May 13, 2020
Louis Mitchell ShinamanRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Jul 5, 2017
Anthony Van OreRuggie Wealth Management independent RIADestiny Wealth Partners, LLC independent RIARIA to RIAJan 7, 2021May 13, 2020
Robert ClarkRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Aug 9, 2017
Audrey Marie MancusoRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Jun 23, 2017
Jorge A RomeroRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 7, 2021Aug 9, 2017
Thomas Huey RuggieAsset Advisors Of America, LLC no RAUMDestiny Wealth Partners, LLC no RAUMOtherNov 19, 2020Aug 1, 2014
Colleen ArredondoCwm, LLC BD affiliatedDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 1, 2020May 15, 2020
David Justin MelnykRuggie Wealth Management independent RIADestiny Wealth Partners, LLC otherOtherJan 6, 2020Apr 17, 2017
Brian DavisWealth Enhancement Advisory Services, LLC BD affiliatedDestiny Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 16, 2019Jul 25, 2025 (2048 d)
Morgan Aileen Hatfield401k Generation otherDestiny Wealth Partners, LLC otherOtherJun 10, 2014Apr 6, 2015 (300 d)
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22 moves match.