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 Thepartners Wealth Management

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
Joseph David ShalomHornor, Townsend & Kent, LLC independent RIAThepartners Wealth Management independent RIARIA to RIAJul 21, 2026Jul 17, 2026
Eric Lee LeibowitzBelpointe Asset Management LLC independent RIAThepartners Wealth Management independent RIARIA to RIAJul 17, 2026Jun 18, 2026
Robert Earl O'QuinnArcus Capital Partners, LLC independent RIAThepartners Wealth Management independent RIARIA to RIAApr 19, 2026Mar 20, 2026
Peter John FreidelRaymond James Financial Services Advisors, Inc BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAMar 10, 2026Apr 1, 2026
Kathleen Valerie ElliottTrivelloni Asset Management otherThepartners Wealth Management independent RIAOtherDec 31, 2025Mar 27, 2025
Antonio Bruno TrivelloniTrivelloni Asset Management otherThepartners Wealth Management independent RIAOtherDec 31, 2025Jun 3, 2026 (154 d)
Zachary J SmithTrivelloni Asset Management otherThepartners Wealth Management independent RIAOtherDec 31, 2025Mar 4, 2025
Tyler Nicholas BroekOsaic Wealth, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2025Dec 18, 2025
Lonnie Gordon OgulnickOsaic Wealth, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIADec 8, 2025Dec 11, 2025
Rabin KaydanianOsaic Advisory Services, LLC BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2025Aug 29, 2025
Kyle J. BradyStrategic Advisers LLC national BDThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2025Aug 21, 2025
Lynn Marie BiancoOsaic Advisory Services, LLC BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2025Jun 26, 2025
Yair Y KlymanOsaic Wealth, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2025Jun 9, 2025
Brad Richard SmallOsaic Wealth, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2025Mar 31, 2025
William Paul KrauseOsaic Wealth, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2025Mar 28, 2025
Richard Paul SchwabTransamerica Financial Advisors, LLC BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2025May 2, 2025 (99 d)
Tyrell SmithScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2024Nov 1, 2024
Justin BalasElite Portfolios no RAUMThepartners Wealth Management independent RIAOtherOct 29, 2024Mar 18, 2024
Bruce J BryceScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 21, 2024Sep 18, 2024
George GadzikScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2024Sep 16, 2024
Phillip Joseph PalmerScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2024Sep 18, 2024
Randall Clifford BarnesScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2024Sep 18, 2024
Craig Ashby ConnollyScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2024Sep 18, 2024
Jason Lewis WisemanScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2024Sep 18, 2024
Daniel Adair MorrisScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2024Sep 16, 2024
Gary Bruce GordonAmerican Portfolios Advisors, Inc BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIASep 16, 2024Feb 13, 2026 (515 d)
Adam WorthScf Investment Advisors, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2024Aug 30, 2024
Richard WilkinsPrincipal Securities, Inc. BD affiliatedThepartners Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2024Jan 1, 2025 (272 d)
Christopher Paul LeinWells Fargo Advisors wirehouseThepartners Wealth Management independent RIAWirehouse to independent RIAAug 15, 2023Apr 24, 2023
Matthew James BradyWells Fargo Advisors wirehouseThepartners Wealth Management independent RIAWirehouse to independent RIAAug 15, 2023Apr 24, 2023
Dale William WalkerFinancial Sense Advisors, Inc. independent RIAThepartners Wealth Management independent RIARIA to RIAMar 31, 2023Apr 12, 2023
Ryan Douglas PreissFinancial Sense Advisors, Inc. independent RIAThepartners Wealth Management independent RIARIA to RIAJan 25, 2022Jul 21, 2025 (1273 d)
Bart P CutinoCentaurus Financial, Inc. BD affiliatedThepartners Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 12, 2021Nov 16, 2021
Trevin Richard KentCentaurus Financial, Inc. BD affiliatedThepartners Wealth Management no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 12, 2021Nov 16, 2021
Gregory Allan RutherfordRiskx Investments LLC otherThepartners Wealth Management independent RIAOtherJun 26, 2015Jan 1, 2025 (3477 d)
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35 moves match.