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 Sagespring 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 |
|---|---|---|---|---|---|
| Brennan Meyer Roach | Cambridge Investment Research Advisors, Inc. BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2026 | May 26, 2026 |
| Olivia Huckabay | New Edge Wealth BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 23, 2026 | Mar 27, 2026 |
| Max Bortenschlager | Cetera Investment Advisers LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2025 | Dec 23, 2025 |
| Krysia A Gannon | Robert W. Baird & Co. Incorporated mixed wealth | Sagespring Wealth Partners independent RIA | RIA to RIA | Nov 20, 2025 | Jan 12, 2026 (53 d) |
| Eli Nathaniel Watts | Alliancebernstein L.P. asset manager | Sagespring Wealth Partners independent RIA | Other | Aug 21, 2025 | Aug 21, 2025 |
| John Tyler Ernst | MML Investors Services, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2025 | Sep 3, 2025 |
| Lauren Melissa Williams | MML Investors Services, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2025 | May 26, 2026 (291 d) |
| Mary Alexander Ballard | Pya Waltman Capital, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | May 16, 2025 | Jun 9, 2025 |
| Jessica Rose Colston | Cwm, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2025 | May 14, 2025 |
| Keri Vetere | Premier Private Wealth, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Apr 14, 2025 | Apr 17, 2025 |
| Bryant R Carpenter | Raymond James & Associates, Inc. national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2025 | Feb 3, 2025 |
| Joel Houston Hall | Raymond James & Associates, Inc. national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 10, 2025 | Feb 3, 2025 |
| Tyler Robert Howarth | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 19, 2024 | Dec 24, 2025 (370 d) |
| Winston Frederick Justice | Alliancebernstein L.P. asset manager | Sagespring Wealth Partners independent RIA | Other | Nov 22, 2024 | Dec 1, 2024 |
| Samantha Rae Gilgosch | Sequoia Financial Group, L.L.C. independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Nov 8, 2024 | Feb 19, 2025 (103 d) |
| Jordan Erwin Mcfarland | Chapwood Capital Investment Management, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Jul 26, 2024 | Aug 13, 2024 |
| Jennifer L Morris | Kestra Advisory Services, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 25, 2024 | Mar 6, 2024 (41 d) |
| Abdulkarim Safi | Orion Portfolio Solutions, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2023 | Feb 27, 2024 (88 d) |
| Robert James Facio | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Nov 15, 2023 | Dec 20, 2023 (35 d) |
| Justin Briley Allen | Ulrich Investment Consultants mixed wealth | Sagespring Wealth Partners independent RIA | RIA to RIA | Nov 8, 2023 | Apr 10, 2024 (154 d) |
| Kyler Kinsman Smith | Edward Jones national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 23, 2023 | Jan 18, 2024 (87 d) |
| Robert Cade Russell | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2023 | Oct 23, 2023 |
| Marco Silva | Edward Jones national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2023 | Sep 6, 2024 (435 d) |
| Samuel Jacob Rice | Exencial Wealth Advisors independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Jun 6, 2023 | Dec 12, 2023 (189 d) |
| Devonte Lamarcus Wayne Thomas | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 12, 2023 | Mar 28, 2023 |
| Garrett Smith | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 13, 2023 | Mar 15, 2023 |
| Joseph Parker Mcclearn | MML Investors Services, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 17, 2023 | Jul 20, 2023 (153 d) |
| Daniel J Browne | Prudent Street Financial Advisors, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Oct 19, 2022 | Nov 22, 2022 (34 d) |
| Melissa Renee Evans | Eudaimonia Partners, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Sep 26, 2022 | Apr 6, 2022 |
| Allen Kerry Oakley | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 8, 2022 | Jun 22, 2022 |
| Nathan Dendy | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 13, 2022 | May 19, 2022 |
| Laurie L Snively | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | May 10, 2022 | Oct 13, 2020 |
| Alex Prusa | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 27, 2022 | Aug 10, 2022 (105 d) |
| Julia Aleksandrovna Hooper | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Apr 25, 2022 | Jun 22, 2022 (58 d) |
| Devin Lowenberg | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 19, 2022 | Aug 10, 2022 (113 d) |
| Chelsey Wahlman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Mar 1, 2022 | Aug 9, 2022 (161 d) |
| Hugh Holden Gully | Oneascent Wealth Management independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Feb 18, 2022 | Apr 1, 2022 (42 d) |
| Dorothi Leigh Brown | Ameriprise Financial Services, LLC national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2021 | May 20, 2022 (182 d) |
| Mary Patton Peeples Gilmer | Waverly Advisors, LLC independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Nov 11, 2021 | Dec 2, 2021 |
| Michael Dean Shahan | First Horizon Advisors, Inc mixed wealth | Sagespring Wealth Partners independent RIA | RIA to RIA | Jul 26, 2021 | Sep 2, 2021 (38 d) |
| Wesley Howard Mcneillie | Prudent Street Financial Advisors, LLC mixed wealth | Sagespring Wealth Partners independent RIA | RIA to RIA | Jul 8, 2021 | Sep 2, 2021 (56 d) |
| James Daniel Grenn | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2021 | Dec 3, 2020 |
| John Richard O'Connor | Wealth Enhancement Advisory Services, LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 1, 2021 | Feb 24, 2021 |
| Robert Douglas Soerens | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Jul 1, 2020 | Aug 25, 2021 (420 d) |
| Luke Jefferson Powers | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2020 | Dec 9, 2019 |
| Jeff Wayne Whaling | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2020 | Oct 1, 2019 |
| Jacob Thomas Greene | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 25, 2020 | May 15, 2020 |
| Caroline Crisp Hall | Raymond James Financial Services Advisors, Inc BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2019 | Oct 29, 2019 |
| Andrew Williamson Shibley | Park Avenue Securities LLC BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 4, 2019 | Aug 28, 2019 |
| Daniel Todd Peterman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Nov 15, 2018 | Dec 11, 2018 |
| Luke H Fairchild | Wells Fargo Advisors wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Oct 2, 2018 | Jun 6, 2022 (1343 d) |
| David Victor Miller | Thrivent Investment Management Inc. BD affiliated | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2018 | Nov 9, 2018 (59 d) |
| Michael C Cowles | Strategic Advisers LLC national BD | Sagespring Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 29, 2018 | Jul 16, 2018 |
| George Tompkins Andrews | Independent Financial Partners independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | Jun 27, 2018 | May 17, 2018 |
| Meredith Ezell Flautt | Independent Financial Partners independent RIA | Sagespring Wealth Partners independent RIA | RIA to RIA | May 10, 2018 | May 17, 2018 |
| Anitra Carol Brennan | LPL Financial LLC other | Sagespring Wealth Partners other | Other | Sep 18, 2017 | Nov 6, 2017 (49 d) |
| Andrew Tyler Clement | Ronald Blue & Co., LLC other | Sagespring Wealth Partners independent RIA | Other | Aug 1, 2017 | Aug 25, 2021 (1485 d) |
| Jonathan Workman | Morgan Stanley wirehouse | Sagespring Wealth Partners independent RIA | Wirehouse to independent RIA | Jun 12, 2017 | Aug 5, 2026 (3341 d) |
| Melissa Melton Jones | LPL Financial LLC other | Sagespring Wealth Partners other | Other | Apr 26, 2017 | Mar 12, 2018 (320 d) |
| Frederick Owen Haiman | Financial Gravity Asset Management, Inc. other | Sagespring Wealth Partners other | Other | Feb 3, 2017 | Feb 14, 2017 |
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106 moves match.