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 Daymark Wealth 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
Mark Alan PentAnnex Wealth Management, LLC independent RIADaymark Wealth Partners, LLC independent RIARIA to RIAAug 7, 2026Jul 13, 2026
Rex Elliot MackMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 12, 2026Jun 1, 2026
Patrick Michael PetscheMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
Vincenzo CostanzoMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
Anthony Joseph CostanzoMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 4, 2026Jun 1, 2026
Victoria Miller RickerJanney Montgomery Scott LLC BD affiliatedDaymark Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 8, 2025Jun 26, 2025
Steven Lawrence RoweWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 25, 2025Jul 7, 2025
Patrick Neal StraderWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 25, 2025Jun 25, 2025
Emily Carolyn RoweWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 25, 2025Jun 20, 2025
Hilary Anne BrysonMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 1, 2025Apr 17, 2025
John Read KaufmanMorgan Stanley wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 1, 2025Apr 21, 2025
Thomas Cruse HofstetterWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 8, 2024Apr 30, 2024
Daniel Norman BaronWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 8, 2024Apr 30, 2024
Megan E HelbigWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 8, 2024Apr 30, 2024
T Rodney TwellsWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2023May 5, 2023
Joseph Francis SchmidtWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2023May 5, 2023
Karen Jean SuskowiczWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2023May 5, 2023
Kimberly Jean FitzgeraldWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2023May 5, 2023
Andrew Lee SikorovskyWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAMay 15, 2023May 5, 2023
Loni Jo Adams-KiskadenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAApr 13, 2023Aug 18, 2023 (127 d)
Martin HopkinsWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAFeb 23, 2023Feb 21, 2023
Jacob John KrecicWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAFeb 23, 2023Feb 17, 2023
Justin Paul FitchkoWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAFeb 23, 2023Feb 17, 2023
Robert Ernest PrangleyWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 13, 2022Jun 6, 2022
Michael Ray LarisonWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 10, 2022Jun 6, 2022
Peter John BolandWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 10, 2022Jun 6, 2022
Daryl Joseph DemoWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 10, 2022Jun 6, 2022
Michael William QuinWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC independent RIAWirehouse to independent RIAJun 10, 2022Jun 29, 2023 (384 d)
Jason Michael BeischelWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 10, 2022Jun 6, 2022
Eric Kevin LarisonWells Fargo Advisors wirehouseDaymark Wealth Partners, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 10, 2022Jun 6, 2022
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30 moves match.