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 Gateway 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Weiss | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2026 | Sep 14, 2026 (49 d) |
| John Joseph Asta | Elevation Advisory Partners LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | May 5, 2026 | Apr 27, 2026 |
| Hope Sullivan | LPL Enterprise, LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | May 21, 2026 |
| Timothy Paul Hammond | Wealthcare Advisory Partners LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2026 | Aug 14, 2025 |
| Erik Edward Landsverk | Russell Investments other | Gateway Wealth Partners, LLC independent RIA | Other | Mar 30, 2026 | Jun 4, 2026 (66 d) |
| Jacob Morenus | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 26, 2026 | Mar 24, 2026 |
| Bryce Kostman | Mutual Of Omaha Investor Services, Inc. independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Mar 4, 2026 | May 12, 2026 (69 d) |
| William Jay Goldsmith | Osaic Wealth, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2026 | Mar 4, 2026 |
| Jeffery Wilson Masters | Independent Advisor Alliance, LLC other | Gateway Wealth Partners, LLC independent RIA | Other | Feb 24, 2026 | Feb 26, 2026 |
| Sam Michael Vercillo | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2026 | Feb 4, 2026 |
| Aaron Charles Piquet | Equitable Advisors, LLC national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 5, 2026 | Feb 5, 2026 |
| James Michael Healy | Main Street Financial Advisory LLC state registered | Gateway Wealth Partners, LLC independent RIA | Other | Jan 5, 2026 | Jan 23, 2026 |
| David William Romero | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Dec 15, 2025 | Jan 14, 2026 |
| Darren Keith Crow | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Dec 15, 2025 | Dec 16, 2025 |
| Michael Gary Tcheyan | Investment Strategy Advisors Inc. other | Gateway Wealth Partners, LLC independent RIA | Other | Dec 11, 2025 | Oct 15, 2025 |
| Scott David Kinderman | Osaic Wealth, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2025 | Feb 5, 2026 (63 d) |
| Robert Christopher Barthen | Osaic Wealth, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 3, 2025 | Dec 5, 2025 |
| Steven James Lautenschlager | Osaic Wealth, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 19, 2025 | Nov 20, 2025 |
| Evan P Drury | Kestra Advisory Services, LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2025 | Dec 9, 2025 |
| Amy Greenberg Nelson | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Oct 8, 2025 | Jun 30, 2025 |
| Kirk Mitchell Balin | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Sep 11, 2025 | Sep 8, 2025 |
| James Henry Perry | Invista Advisors mixed wealth | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Sep 1, 2025 | Apr 10, 2026 (221 d) |
| Sarah Lynn Mika | Edward Jones national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 27, 2025 | Oct 20, 2025 (54 d) |
| Christopher Michael Hagen | Independent Advisor Alliance, LLC other | Gateway Wealth Partners, LLC independent RIA | Other | Aug 21, 2025 | Aug 26, 2025 |
| Cory Justin Wright | Independent Advisor Alliance, LLC other | Gateway Wealth Partners, LLC independent RIA | Other | Aug 21, 2025 | Nov 26, 2025 (97 d) |
| David Andrew Heather | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Jun 24, 2025 | Jun 16, 2025 |
| Lance Alan Henley | Householder Group Estate & Retirement Specialists independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | May 29, 2025 | May 14, 2025 |
| Jeffrey Wayne Thorsen | Independent Advisor Alliance, LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Jan 27, 2025 | Jan 24, 2025 |
| Joshua Justun Jones | Northwestern Mutual Investment Services,LLC no RAUM | Gateway Wealth Partners, LLC independent RIA | Other | Jan 13, 2025 | Jan 14, 2025 |
| Ian Thomas Green | Greenlight Retirement Plan Consultants LLC unclassified | Gateway Wealth Partners, LLC independent RIA | Other | Dec 9, 2024 | Nov 27, 2024 |
| Bruce William Anesi | Private Advisor Group, LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 21, 2024 | Oct 22, 2024 |
| Michael James Hall | Osaic Wealth, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 16, 2024 | Oct 11, 2024 |
| Lyle Hans-Christian Pennell | Private Advisor Group, LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 28, 2024 | May 29, 2024 |
| Lindsay Anne Kaminski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gateway Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Jun 18, 2024 | Jun 14, 2024 |
| Andrea Lee Wolfe | Conscious Capital Wealth Management, LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | May 17, 2024 | Mar 18, 2024 |
| Jacob Gregory Sensiba | Securities America Advisors, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 11, 2024 | May 9, 2024 |
| Charles Marion Fetters | Conscious Capital Wealth Management, LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Apr 10, 2024 | Mar 19, 2024 |
| Michael Rickett | Four Town Financial LLC unclassified | Gateway Wealth Partners, LLC independent RIA | Other | Mar 26, 2024 | Apr 3, 2024 |
| Michael Dennis Torello | Cetera Investment Advisers LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 21, 2024 | Jan 12, 2024 |
| Mcfaddin Moise | Calton & Associates, Inc. independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Dec 26, 2023 | Jan 1, 2026 (737 d) |
| Scott Nicholas Beesley | Robert W. Baird & Co. Incorporated mixed wealth | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | Nov 30, 2023 | Nov 6, 2023 |
| Philip Eric Weisbach | Cetera Investment Advisers LLC BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 14, 2023 | Apr 14, 2025 (578 d) |
| Jeffrey Gage Haines | Raymond James & Associates, Inc. national BD | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2023 | Oct 4, 2023 (54 d) |
| Paul Allen Smallwood | Fsc Securities Corporation BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 25, 2023 | Nov 7, 2024 (471 d) |
| Bon Bounkeuat Keomany | Raymond James Financial Services Advisors, Inc BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 22, 2023 | Jun 22, 2023 |
| Thomas Allen Wittkopf | Sagepoint Financial, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2023 | Jun 13, 2023 |
| Robert Duncan Aikins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Gateway Wealth Partners, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2023 | Jan 30, 2026 (1026 d) |
| William Dyer Fendley | Cambridge Investment Research Advisors, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2023 | Mar 15, 2023 |
| Troy Charles Jordan | Cambridge Investment Research Advisors, Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2023 | Mar 15, 2023 |
| Tyler Reed Boling | Voya Financial Advisors, Inc. BD affiliated | Gateway Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Nov 17, 2022 | Nov 21, 2022 |
| David Houghton Wood | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Timothy James Stoller | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Erin Nicole Laukhuf | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Erin Kae Gilbert | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Ryan Thomas Stoller | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Matthew Scott Grohocki | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Seth David Gerber | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Daniel P Labroad | Pruco Securities, LLC BD affiliated | Gateway Wealth Partners, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Jul 14, 2022 | Nov 2, 2022 (111 d) |
| Todd Christopher Kuen | F3logic, LLC independent RIA | Gateway Wealth Partners, LLC independent RIA | RIA to RIA | May 19, 2022 | Jan 26, 2023 (252 d) |
| Brent Roy Kimball | Gwn Securities Inc. BD affiliated | Gateway Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 27, 2022 | Oct 22, 2023 (633 d) |
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78 moves match.