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 Impact Partnership Wealth, 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
Scott Gaylen BallingerGradient Advisors, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAAug 3, 2026Aug 10, 2026
Virgil Nathaniel SweetFlorida Financial Advisors, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 4, 2026Jun 23, 2026
Tyler Eric ZaborskyGwn Securities Inc. BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 1, 2026May 1, 2026
Jose Maria ValenzuelaCpr Investments Inc independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMar 10, 2026Mar 17, 2026
Julia Marie ValenzuelaCpr Investments Inc independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMar 10, 2026Mar 12, 2026
Amber Marion KellyGlobal Wealth Management Investment Advisory, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 24, 2026Mar 16, 2026
Kyle Garrett KellyGlobal Wealth Management Investment Advisory, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 24, 2026Mar 11, 2026
Jorge Enrique AriasRoyal Fund Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAFeb 10, 2026Jul 15, 2026 (155 d)
James Stephen WilliamsOsaic Wealth, Inc. BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2026Jan 23, 2026
Karen Ames GarnerRwm Capital, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 4, 2025Dec 12, 2025
Maria Fernanda WojciechowskiRwm Capital, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 4, 2025Jan 6, 2026 (33 d)
Weston Rush LindemannRwm Capital, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 4, 2025Dec 19, 2025
Scott Francis DavisRwm Capital, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIADec 4, 2025Dec 4, 2025
Ronald Dale RayInnovative Wealth Management state registeredImpact Partnership Wealth, LLC independent RIAOtherNov 26, 2025Nov 14, 2025
George Allen MartinAlphastar Capital Management independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 16, 2025Oct 22, 2025
John Foster RipleyTucker Asset Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 23, 2025Mar 14, 2025
John Charles CheesemanTucker Asset Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 23, 2025Sep 3, 2025
Cory Hunter EasterlingRwm Capital, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 11, 2025Jan 12, 2026 (123 d)
Robert Lynn HallBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherJul 21, 2025Jul 21, 2025
Matthew Howard EilersFoundations Investment Advisors LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJul 16, 2025Jul 16, 2025
Jonathan James SmithLPL Financial LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2025Aug 19, 2025 (90 d)
Tracey Elizabeth RichardsonChoreo, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAApr 16, 2025Sep 12, 2025 (149 d)
Steven Todd StandleyD.H. Hill Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMar 28, 2025Mar 27, 2025
James Bradford StarkOneascent Financial Services LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 29, 2025Mar 10, 2025 (40 d)
Amanda Elise Devilbiss FullerOne Wealth Map, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 17, 2025Jan 30, 2026 (378 d)
Gunnar Nathan LaasanenCovingtonalsina independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIANov 25, 2024Dec 11, 2024
Daniel Richard GarvinTriumph Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 14, 2024Jun 26, 2024
John Jude ScallanBeam Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 8, 2024Oct 16, 2024
Jordan Christopher ScallanBeam Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 8, 2024Oct 23, 2024
Jamie Lyn PeakBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherOct 7, 2024Oct 3, 2024
Corey Francis WardJenkins Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 3, 2024Mar 25, 2024
Jacquelyn Renea CampbellJenkins Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 3, 2024Jan 4, 2024
Ricky Granger HughesBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 23, 2024Sep 23, 2024
Rick Dale HughesBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 18, 2024Sep 18, 2024
James Allen CrowRedwood Private Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIASep 4, 2024Sep 13, 2024
Suzanne Kay PorskeAegis Wealth Management, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAAug 16, 2024Mar 11, 2026 (572 d)
Brandon Paul WyattFoundations Investment Advisors LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJul 19, 2024Sep 17, 2024 (60 d)
Nathaniel Antonio DejesusMML Investors Services, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2024Sep 25, 2024 (117 d)
Erik Sean WilsonTriumph Wealth Advisors, Inc. independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMay 30, 2024Mar 20, 2026 (659 d)
Shayna Leanne FossumIp Financial Advisory Services LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 20, 2024Apr 12, 2024
Aaron Michael VincentCambridge Investment Research Advisors, Inc. BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2024Apr 15, 2024
Michael Francis BaumannHonor Investment Group, LLC unclassifiedImpact Partnership Wealth, LLC independent RIAOtherMar 26, 2024Jul 10, 2023
Patrick Chapman SmithAe Wealth Management, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 26, 2024May 9, 2024 (44 d)
William MenesesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseImpact Partnership Wealth, LLC independent RIAWirehouse to independent RIAMar 21, 2024Apr 18, 2024
Jason William BergeyTransition Wealth Management LLC unclassifiedImpact Partnership Wealth, LLC independent RIAOtherFeb 19, 2024Feb 1, 2024
Zachary Alexander CashmoreAdvisor Share Wealth Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 30, 2024Jan 3, 2024
Rick HoskinsSorrento Pacific Financial, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2024Jan 23, 2024
Frederick Charles WhitfordAdvisor Share Wealth Management, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJan 19, 2024Jan 16, 2024
Craig Eastman ShepardBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherJan 17, 2024Feb 26, 2024 (40 d)
Jimmy D LinGradient Advisors, LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIANov 24, 2023Nov 20, 2023
Lawrence Peter SpothJenkins Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 16, 2023Oct 16, 2023
Jacob Zachary ChildJenkins Wealth independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAOct 16, 2023Oct 16, 2023
Wesley Dean BurdetteAe Wealth Management, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 28, 2023Oct 25, 2023
Roland Robert GrecoJ. W. Cole Advisors, Inc. BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 14, 2023Sep 24, 2025 (741 d)
David Matthew BrandonBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherSep 7, 2023Sep 27, 2023
Paul Jeffrey BertrandBrookstone Wealth Advisors, LLC no RAUMImpact Partnership Wealth, LLC independent RIAOtherAug 21, 2023Sep 25, 2023 (35 d)
Robbin Perry BroomeFoundations Investment Advisors LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJul 13, 2023May 30, 2023
Ryan Nicholas ShubinGlobal View Capital Management LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAJun 1, 2023Jun 2, 2023
Kevin Edward RutledgeFoundations Investment Advisors LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAMay 12, 2023Apr 26, 2023
Shawna Marie-Mckinney MooreFoundations Investment Advisors LLC independent RIAImpact Partnership Wealth, LLC independent RIARIA to RIAApr 12, 2023Apr 14, 2023
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97 moves match.