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 Americana 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
Jeremy W ZoladzDynasty Wealth Management, LLC asset managerAmericana Partners, LLC independent RIAOtherApr 16, 2026May 12, 2026
Jorge Luis AmbrizL & S Advisors, Inc independent RIAAmericana Partners, LLC independent RIARIA to RIAMar 5, 2026Mar 10, 2026
Matthew Aaron NussbaumL & S Advisors, Inc independent RIAAmericana Partners, LLC independent RIARIA to RIAMar 5, 2026Mar 5, 2026
William Loyd GrayGoodpasture Gray independent RIAAmericana Partners, LLC independent RIARIA to RIADec 3, 2025Oct 3, 2025
Christopher Robin BrophyGoodpasture Gray independent RIAAmericana Partners, LLC independent RIARIA to RIADec 3, 2025Oct 3, 2025
Edward Matthew MobbsAdvisory Services Network independent RIAAmericana Partners, LLC independent RIARIA to RIANov 20, 2025Mar 4, 2026 (104 d)
Mark St. Cyr MonroeMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAJul 15, 2025Jun 27, 2025
Brandyn Cole Kalani MonizBoulevard Family Wealth independent RIAAmericana Partners, LLC independent RIARIA to RIAMay 22, 2025Apr 25, 2025
William Harger CarseyMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 19, 2025May 2, 2025
John William GutkowskiMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 19, 2025May 2, 2025
M H P MoldawerMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 16, 2025May 2, 2025
Kayla Knox SickmanMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 16, 2025May 2, 2025
Chad Lafate ClarySyntal Capital Partners, LLC asset managerAmericana Partners, LLC independent RIAOtherApr 15, 2025Jan 31, 2024
Jorge Suarez-VelezAllen Investment Management, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAOct 14, 2024May 6, 2024
Maria Jose BarrientosMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIASep 17, 2024Aug 26, 2024
Javier Ignacio AltimariOppenheimer & Co. Inc. BD affiliatedAmericana Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2024Aug 23, 2024
Shannon Kathleen MclaughlinBoulevard Family Wealth Services, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 14, 2024Apr 25, 2025 (254 d)
Matthew Joseph CelenzaBoulevard Family Wealth Services, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 14, 2024Jun 11, 2025 (301 d)
Miles Ian StackpoolBoulevard Family Wealth Services, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 14, 2024Apr 26, 2025 (255 d)
George W.P. BiggsMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAApr 25, 2024May 24, 2024
Elizabeth Jordan RundgrenRaymond James Financial Services Advisors, Inc BD affiliatedAmericana Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2024May 28, 2024 (35 d)
Jake Carter WaltonSyntal Capital Partners, LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAFeb 26, 2024Jan 26, 2024
Allen SabanovicMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIADec 1, 2023Dec 7, 2023
Nicholas M PerezMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMar 7, 2023Jun 14, 2023 (99 d)
Phillip K KnightMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAFeb 28, 2023Feb 24, 2023
Charles Lang Bailey JrMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAFeb 28, 2023Feb 24, 2023
Amy Lawler OgdenMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAFeb 28, 2023Feb 24, 2023
James T SnelsonMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAFeb 28, 2023Feb 24, 2023
Tamara Ann DupontMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAOct 11, 2022Nov 9, 2022
Michelle Mckesson HolmesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIADec 7, 2021Jan 3, 2022
Lynne RussellMcmurrey Investment Advisors LLC independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 17, 2021Jul 6, 2021
Jean Pierre MaloAvalon Investment & Advisory independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 10, 2021Aug 17, 2021
Joseph Cain SaveryAvalon Investment & Advisory independent RIAAmericana Partners, LLC independent RIARIA to RIAAug 3, 2021Aug 9, 2021
John Steven PilandAmeriprise Financial Services, LLC national BDAmericana Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 3, 2021Apr 25, 2022 (265 d)
Tomiko Reyelle ArthurMariner BD affiliatedAmericana Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 19, 2021May 18, 2021
Ronald Ed ThackerMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAJan 21, 2021Mar 31, 2021 (69 d)
Alex Charles ZengoMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIASep 15, 2020Sep 15, 2020
Madison Day BroylesEquitable Advisors, LLC national BDAmericana Partners, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJan 28, 2020Jan 27, 2020
Michael Karl MithoffHightower Advisors, LLC BD affiliatedAmericana Partners, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserAug 2, 2019Aug 2, 2019
Melissa Christine GilesMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 14, 2019Jan 10, 2022 (972 d)
Jason Lawrence FertittaMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2019Apr 26, 2019
Robert Hall WellingtonMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2019Apr 26, 2019
Joshua John CaltriderMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2019Apr 26, 2019
Johnathan Andrew SchnitzerMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 8, 2019Apr 26, 2019
William Sheldon BuschMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 7, 2019Apr 26, 2019
Tracy Shannon GriffinMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 6, 2019Jan 18, 2022 (988 d)
William Darryl BuschMorgan Stanley wirehouseAmericana Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)May 6, 2019May 31, 2019
Fatina Mckenzie BenjaminMorgan Stanley wirehouseAmericana Partners, LLC independent RIAWirehouse to independent RIAMay 6, 2019Jan 18, 2022 (988 d)
Robert Logan JonesT.A. Mckay & Co, Inc asset managerAmericana Partners, LLC mixed wealthOtherDec 31, 2018Sep 27, 2019 (270 d)
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49 moves match.