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 Org 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 |
|---|---|---|---|---|---|
| Thomas Clarkson Worth | Defender Capital independent RIA | Org Partners independent RIA | RIA to RIA | Feb 18, 2025 | Feb 19, 2025 |
| Joseph Clarence Leary | Defender Capital independent RIA | Org Partners independent RIA | RIA to RIA | Feb 18, 2025 | Feb 19, 2025 |
| Grant Christopher Wilson | Defender Capital independent RIA | Org Partners independent RIA | RIA to RIA | Feb 18, 2025 | Feb 19, 2025 |
| James Raymond Newman | Ameriprise Financial Services, LLC national BD | Org Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2025 | Feb 3, 2025 |
| Stephanie Ann Hunter | Cetera Investment Advisers LLC BD affiliated | Org Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2024 | Oct 21, 2024 |
| Timothy Paul Miller | Cetera Investment Advisers LLC BD affiliated | Org Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 24, 2024 | Aug 7, 2024 |
| Alma Pajova | Hightower Advisors, LLC BD affiliated | Org Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2024 | Jun 27, 2024 (112 d) |
| Alisha Zianne Reilly | Lgt Financial Advisors LLC independent RIA | Org Partners independent RIA | RIA to RIA | Jul 13, 2023 | Aug 29, 2023 (47 d) |
| Ryan Michael Uszenski | Wealthshield Partners, LLC independent RIA | Org Partners independent RIA | RIA to RIA | Aug 30, 2022 | May 9, 2022 |
| Kimberly T Abmeyer | Xo Wealth Management independent RIA | Org Partners independent RIA | RIA to RIA | Feb 28, 2022 | Mar 2, 2022 |
| Timothy Dean Griffith | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Nathan Robert Legrand | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Sarah Abigail Brace | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Jody Daniel Howard | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Brian Richard Tinker | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 8, 2021 |
| Jeffrey J Cismoski | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Dominic J Messina | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Aug 5, 2021 |
| George Elias | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Aug 2, 2021 |
| William Joseph Demarco | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Angel Richelle Way | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Aug 2, 2021 |
| Douglas Steven Riggert | Wealthshield Partners, LLC independent RIA | Org Partners no RAUM | RIA to a newly registered adviser | Jul 30, 2021 | Jul 30, 2021 |
| Julian Anthony Korber | RBC Capital Markets, LLC national BD | Org Partners no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 7, 2021 | Jun 18, 2021 |
| Catherine Gaynell Bailey | Castleview Partners, LLC independent RIA | Org Partners independent RIA | RIA to RIA | Mar 25, 2021 | Oct 31, 2021 (220 d) |
| Dana Louis Cornell | Morgan Stanley wirehouse | Org Partners independent RIA | Wirehouse to independent RIA | Jan 25, 2021 | May 17, 2022 (477 d) |
| Micah Nathaniel Wheat | Raymond James Financial Services Advisors, Inc BD affiliated | Org Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 9, 2020 | Jul 29, 2024 (1358 d) |
| Michael Peter Mansur | Castleview Advisory unclassified | Org Partners no RAUM | Other | Dec 31, 2019 | May 17, 2021 (503 d) |
| Dustin Lewis Tait | Neuberger Berman Bd LLC other | Org Partners independent RIA | Other | May 26, 2015 | Oct 4, 2021 (2323 d) |
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27 moves match.