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 Gladstone 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 |
|---|---|---|---|---|---|
| Antonio Angelo Taddeo | Financial Planning Associates, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Sep 16, 2026 | Oct 14, 2025 |
| Brandon Kurt Dingman | Capital City Wealth Management, Inc. independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 20, 2026 | Aug 24, 2026 |
| Leah Crystal Burnett | Aurora Wealth Advisors independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Aug 11, 2026 | Oct 14, 2025 |
| Michael Anthony Delgado | Aurora Wealth Advisors independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Aug 11, 2026 | Oct 14, 2025 |
| William Jay Peacock | Ameriprise Financial Services, LLC national BD | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Jun 12, 2026 | Jun 9, 2026 |
| Matthew Simon | Cetera Investment Advisers LLC BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 16, 2026 | Apr 14, 2026 |
| Derek J Podolak | LPL Financial LLC BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 11, 2025 | Apr 17, 2023 |
| Cristina M. Jimenez | Aurora Wealth Advisors independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Nov 6, 2025 | Oct 14, 2025 |
| James Franklin Liddington | LPL Financial LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2025 | Jul 2, 2020 |
| Christopher L Zehetmaier | LPL Financial LLC BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Feb 20, 2024 |
| Suzanne Marie Barry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gladstone Wealth Partners independent RIA | Wirehouse to independent RIA | Jun 18, 2025 | Jun 16, 2025 |
| Joshua Tyler Swanson | Plan Group Financial, Inc. independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Jun 2, 2025 | May 22, 2025 |
| Robert Francis Mammana | Fidelity Personal And Workplace Advisors BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2025 | Mar 26, 2025 |
| Andrew Patrick Campbell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gladstone Wealth Partners independent RIA | Wirehouse to independent RIA | Feb 6, 2025 | Mar 10, 2025 (32 d) |
| Edgardo Martinez | Oppenheimer & Co. Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Jul 22, 2025 (201 d) |
| Lisa Ann Richmond | Pruco Securities, LLC no RAUM | Gladstone Wealth Partners independent RIA | Other | Jan 2, 2025 | May 5, 2025 (123 d) |
| James Murray Paul | Private Advisor Group, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 14, 2024 | Oct 15, 2024 |
| Troy Edward Langendoerfer | Private Advisor Group, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 14, 2024 | Oct 14, 2024 |
| Randall Scott Karl | Axxcess Wealth Management, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Aug 2, 2024 | Jun 21, 2024 |
| Andrew Evan Karasyk | Cresset Asset Management, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | May 10, 2024 | May 20, 2024 |
| Jose Alexander Bonilla | Transamerica Financial Advisors, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2024 | Apr 30, 2024 |
| Anthony John Cirieco | The Windmill Group, Inc. independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Apr 12, 2024 | Apr 12, 2024 |
| Logan Cruet | Florida Financial Advisors, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2024 | May 2, 2024 |
| Marni Handel | Merit Financial Advisors independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 27, 2024 | Sep 9, 2025 (531 d) |
| Jason Klein | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gladstone Wealth Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 28, 2024 | Feb 23, 2024 |
| Marites De Leon Velena | Transamerica Financial Advisors, LLC BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2024 | Feb 14, 2024 |
| Derren Burse | Charles Schwab & Co., Inc. national BD | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 10, 2024 | Jun 17, 2025 (524 d) |
| Sean Patrick Clary | Bridgeway Wealth Partners, LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Nov 20, 2023 |
| Konstantinos Pagiazitis | Bridgeway Wealth Partners, LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2023 | Nov 8, 2023 |
| Sean J Song | Hightower Advisors, LLC BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2023 | Oct 27, 2023 (45 d) |
| Joseph John Battaglia | Sequent Planning, LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jun 30, 2023 | Jun 30, 2023 |
| William Charles Meltzer | Private Portfolio Partners, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 10, 2023 | Oct 17, 2019 |
| Randall Kent Rinderknecht | Gradient Wealth Management BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Dec 21, 2022 |
| Kalvin Nicholas Johnson | Gradient Wealth Management BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Dec 21, 2022 |
| Daniel Evan Gombrich | Gradient Wealth Management BD affiliated | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2022 | Dec 22, 2022 |
| Michael S Gregory | Precise Investment Management, Inc. independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Sep 15, 2022 | Nov 17, 2022 (63 d) |
| Chad Vincent Cassiani | Brookstone Capital Management LLC independent RIA | Gladstone Wealth Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 25, 2022 | Dec 21, 2022 (118 d) |
| Jeffrey Orlouski | B. Riley Wealth Advisors, Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 23, 2022 | Jun 9, 2022 |
| Peter J Daiker | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 4, 2022 |
| Renee Jean Welch | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 4, 2022 |
| Curtis Lynn Krueger | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Patricia Lynn Sacco Krueger | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Latonya Lee Bousquet | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Timothy Moylan Vanderloo | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Daniel Charles Benedum | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Jan 2, 2026 (1373 d) |
| Timothy John Kelly | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Abraham M. Glaser | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Justin Michael Gibson | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| James Joseph Stanek | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Eric Michael Mulligan | Silverleaf Advisor Group, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 31, 2022 | Mar 2, 2022 |
| Rosanna Coviello | Private Portfolio Partners, LLC independent RIA | Gladstone Wealth Partners independent RIA | RIA to RIA | Mar 2, 2022 | Feb 17, 2021 |
| Steven Michael Friedman | Raymond James & Associates, Inc. national BD | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 4, 2022 | Jan 13, 2026 (1439 d) |
| Jeremy Isaac Friedman | Raymond James & Associates, Inc. national BD | Gladstone Wealth Partners BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2022 | Dec 16, 2022 (315 d) |
| David Michael Schuttig | Mutual Advisors, LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2022 | Sep 18, 2024 (985 d) |
| C.Brian Mckee | Cambridge Investment Research Advisors, Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2021 | Nov 1, 2021 |
| David A Diekmann | Cambridge Investment Research Advisors, Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2021 | Nov 1, 2021 |
| Joshua David Mcglothlin | Cambridge Investment Research Advisors, Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 5, 2021 | Nov 1, 2021 |
| Allison R Tregoning | Cetera Investment Advisers LLC BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 8, 2021 | Sep 28, 2021 |
| Francis Anthony Ciocari | Morgan Stanley wirehouse | Gladstone Wealth Partners independent RIA | Wirehouse to independent RIA | Sep 22, 2021 | Sep 3, 2021 |
| Michael Joseph Agriesti | Osaic Fa, Inc. BD affiliated | Gladstone Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 1, 2021 | Aug 31, 2021 |
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142 moves match.