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 E-Wealth 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 |
|---|---|---|---|---|---|
| Jon Henry Jandro | Valley Ridge Wealth unclassified | E-Wealth Partners independent RIA | Other | Dec 31, 2025 | Mar 25, 2026 (84 d) |
| Dyanne Michelle Ross-Hanson | Kestra Advisory Services, LLC BD affiliated | E-Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2024 | Jan 6, 2025 |
| Connor Glenn Lantz | Advisornet Wealth Partners independent RIA | E-Wealth Partners independent RIA | RIA to RIA | Jan 16, 2024 | Oct 6, 2023 |
| Brian Joseph Adamek | Cetera Investment Advisers LLC BD affiliated | E-Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Oct 6, 2023 |
Page 1 of 1
4 moves match.