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 Root Financial 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 |
|---|---|---|---|---|---|
| Jaden Bryan Blansett | Pandowealth. LLC mixed wealth | Root Financial Partners independent RIA | RIA to RIA | Aug 31, 2026 | Aug 31, 2026 |
| Christopher S Boren | Jackson & Associates, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jul 20, 2026 | Jul 21, 2026 |
| Erica Nicole Grundza | Betterment independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jun 12, 2026 | May 20, 2026 |
| Levi H Anderson | Ep Wealth Advisors independent RIA | Root Financial Partners independent RIA | RIA to RIA | May 11, 2026 | Jun 3, 2026 |
| Ikechukwu Egwuonwu | Beacon Pointe Advisors, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Apr 13, 2026 | Apr 21, 2026 |
| Zacariah Fustgaard | Commonwealth Financial Network national BD | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Aug 5, 2026 (118 d) |
| Nicholas Robert Hassig | Charles Schwab & Co., Inc. national BD | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 25, 2026 | Mar 10, 2026 |
| Jacob Boyer | Guiding Financial state registered | Root Financial Partners independent RIA | Other | Feb 4, 2026 | Feb 9, 2026 |
| Ashley Lavon Clark | Cain, Watters & Associates, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 2, 2026 | Feb 17, 2026 |
| Erika Lopez | Reyes Financial Architecture Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jan 9, 2026 | Jan 5, 2026 |
| Andrew Ross Blumenstock | Peak Retirement Planning, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jan 8, 2026 | Feb 9, 2026 (32 d) |
| Sean Patrick Nisil | Belpointe Asset Management LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Dec 12, 2025 | Dec 5, 2025 |
| Christopher Michael Casale | Rightwise Wealth state registered | Root Financial Partners independent RIA | Other | Dec 2, 2025 | Apr 14, 2026 (133 d) |
| Brett Theodore Grau | Schwab Wealth Advisory, Inc. no RAUM | Root Financial Partners independent RIA | Other | Nov 5, 2025 | Oct 20, 2025 |
| Hope Olivia Fry | Deerfield independent RIA | Root Financial Partners independent RIA | RIA to RIA | Oct 31, 2025 | Nov 21, 2025 |
| Brian Barbee | Edward Jones national BD | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 30, 2025 | Sep 29, 2025 |
| Eden Elizabeth Ross | Stordahl Capital Management, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Sep 24, 2025 | Jan 20, 2026 (118 d) |
| Cory David Beam | Empower Advisory Group, LLC BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2025 | Aug 26, 2025 |
| Grace L Cappellini | Thor Wealth Management Inc independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 7, 2025 | Aug 15, 2025 |
| Kerri Allison Allen | Tfc Financial Management Inc independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 4, 2025 | Aug 12, 2025 |
| Robert Scott Burkholder | Pandowealth. LLC mixed wealth | Root Financial Partners independent RIA | RIA to RIA | Jun 12, 2025 | Jun 25, 2025 |
| Roch Earl Monnig | The Burney Company independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jun 4, 2025 | Jun 3, 2025 |
| Trevor Elijah Buggs | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Root Financial Partners independent RIA | Wirehouse to independent RIA | Jun 2, 2025 | Jun 9, 2025 |
| Erin Rochelle Varghese | Pure Portfolios independent RIA | Root Financial Partners independent RIA | RIA to RIA | May 5, 2025 | May 16, 2025 |
| Chelsea Lynn English | Raymond James Financial Services Advisors, Inc BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 28, 2025 | May 16, 2025 |
| Alexandra Rose Addington Stickelman | Rossby Financial, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Mar 21, 2025 | Mar 27, 2025 |
| Benjamin Ahmetagic | Centerline Wealth Advisors, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 27, 2025 | Jan 22, 2025 |
| Justin Obrien | Fidelity Personal And Workplace Advisors BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 24, 2025 | Apr 8, 2025 (43 d) |
| Chrysta Andrade | Empower Advisory Group, LLC BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 18, 2025 | May 30, 2025 (101 d) |
| Christopher Sean Brown | Clark Asset Management, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 7, 2025 | Mar 6, 2025 |
| Evan Miller Perduk | Thor Wealth Management Inc independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 3, 2025 | Jun 11, 2025 (128 d) |
| Camille Joanne Bouvet | Aldrich Wealth LP independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jan 22, 2025 | Apr 21, 2025 (89 d) |
| Monica Kathleen Mejia | Golden Wealth Capital, LLC state registered | Root Financial Partners independent RIA | Other | Jan 22, 2025 | Jan 22, 2025 |
| Brooks Hamilton Palmer | Dimensional Fund Advisors LP asset manager | Root Financial Partners independent RIA | Other | Jan 15, 2025 | Apr 8, 2025 (83 d) |
| Harrison Robinson Sommers | Hightower Advisors, LLC BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2024 | Jan 22, 2025 |
| Jeffrey Joseph Kane | Schwab Wealth Advisory, Inc. no RAUM | Root Financial Partners independent RIA | Other | Nov 15, 2024 | Nov 11, 2024 |
| Steven Chandler Murphy | USA Financial Securities LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Sep 6, 2024 | Sep 27, 2024 |
| Naomi Monica Roy | Raymond James Financial Services Advisors, Inc BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2024 | Oct 10, 2024 (72 d) |
| Kathleen Jessica Villegas | Ellevest independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jul 29, 2024 | Oct 23, 2024 (86 d) |
| Logan Taylor Smith | Raymond James Financial Services Advisors, Inc BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2024 | Jul 25, 2024 |
| Jonathan Jay Lester | Empower Advisory Group, LLC BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 13, 2024 | Jun 24, 2024 |
| Jordan Nicholas Mcconnell | Vanguard Advisers, Inc. BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 10, 2024 | Apr 23, 2024 |
| Kathryn Kavehrad | Independent Advisor Alliance, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Apr 2, 2024 | May 8, 2024 (36 d) |
| Paul K. Layton | Empower Advisory Group, LLC BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2024 | Apr 1, 2024 |
| Jennifer R Akhlaghi | Global Financial Advisory Services, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Mar 1, 2024 | Feb 3, 2026 (704 d) |
| Brandon Gwynn Woods | Buckingham Strategic Wealth, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Feb 7, 2024 | Feb 28, 2024 |
| Carly Marie Jeavons | Raymond James Financial Services Advisors, Inc BD affiliated | Root Financial Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 18, 2023 | Nov 16, 2023 |
| Kenzie Leeann Passino | Keen Wealth Advisors independent RIA | Root Financial Partners independent RIA | RIA to RIA | Oct 13, 2023 | Nov 17, 2023 (35 d) |
| Chelsea Danielle Johns | Mills Wealth Advisors, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Jun 19, 2023 | Apr 12, 2024 (298 d) |
| Hannah Marie Lockard | Brooklyn Fi, LLC independent RIA | Root Financial Partners independent RIA | RIA to RIA | Nov 18, 2022 | Sep 12, 2025 (1029 d) |
| Nickolas Ryan Minard | Confidence Wealth Management, Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 24, 2022 | Aug 20, 2025 (1092 d) |
| Joseph Thomas Trimble | Savant Wealth Management independent RIA | Root Financial Partners independent RIA | RIA to RIA | Aug 1, 2022 | Aug 24, 2023 (388 d) |
| Christopher Joseph Riboli | Integrity Financial Corporation independent RIA | Root Financial Partners independent RIA | RIA to RIA | Nov 11, 2021 | Nov 18, 2021 |
| Ari Cooper Taublieb | Nuveen Asset Management, LLC mixed wealth | Root Financial Partners independent RIA | RIA to RIA | Aug 7, 2020 | Jan 9, 2025 (1616 d) |
| Derek F Hagen | Flourish Wealth Management Inc. independent RIA | Root Financial Partners independent RIA | RIA to RIA | May 7, 2018 | Jun 2, 2026 (2948 d) |
| James Matthew Conole | Seaside Wealth Management, Inc. other | Root Financial Partners independent RIA | Other | Aug 2, 2017 | May 22, 2018 (293 d) |
Page 1 of 1
56 moves match.