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 Parkwoods 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
Jacob Rudd LingardWellspring Financial Partners mixed wealthParkwoods Wealth Partners, LLC independent RIARIA to RIAJul 8, 2026Jun 9, 2026
Jacob Andrew EdwardsWellspring Financial Partners mixed wealthParkwoods Wealth Partners, LLC independent RIARIA to RIAJul 8, 2026Jun 10, 2026
Timothy Michael FleshmanWellspring Financial Partners mixed wealthParkwoods Wealth Partners, LLC independent RIARIA to RIAJul 8, 2026Jun 19, 2026
Justin Case CoxFocus Partners Wealth, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAJun 17, 2026Jun 5, 2026
Terence Anthony DonaheSpringwater Wealth Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAJun 10, 2026May 1, 2026
James Louis CorbeauSpringwater Wealth Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAJun 10, 2026May 1, 2026
Cole William WheelerLinscomb Wealth, Inc. independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAFeb 24, 2026Feb 26, 2026
Marion Eugene ShoreShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Robert Jay BumbaloughShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Vicki Jean KelseyShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Joshua Dee BrumbaughShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Mark Edward LuxShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
Edward Francis LuxShoreline Wealth Advisors independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 10, 2025Aug 1, 2025
David Andrew NashTend Wealth unclassifiedParkwoods Wealth Partners, LLC independent RIAOtherOct 14, 2025Aug 1, 2025
Dustin Ryan MeyerFocus Partners Wealth, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIAAug 5, 2025Sep 18, 2025 (44 d)
Robert Timothy FrenchRetirement Researcher, LLC no RAUMParkwoods Wealth Partners, LLC independent RIAOtherDec 31, 2024Mar 25, 2025 (84 d)
William Henry BraddyKraft Asset Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIADec 17, 2024Jan 8, 2025
Ryan Laurence FurlongPurposepath Capital, LLC state registeredParkwoods Wealth Partners, LLC independent RIAOtherNov 15, 2024Dec 17, 2024 (32 d)
Eric Howard LaneCetera Investment Advisers LLC BD affiliatedParkwoods Wealth Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2024Feb 18, 2025 (97 d)
Jeffrey Michael CampbellFmf&E Wealth Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIASep 27, 2024Sep 27, 2024
Christopher Hovey GardnerFmf&E Wealth Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIASep 27, 2024Sep 27, 2024
April Marie MuellerFmf&E Wealth Management, LLC independent RIAParkwoods Wealth Partners, LLC independent RIARIA to RIASep 27, 2024Sep 27, 2024
John Oakley ResurreccionDimensional Fund Advisors LP asset managerParkwoods Wealth Partners, LLC independent RIAOtherAug 18, 2023Jan 8, 2025 (509 d)
Deirdre Marie KochanskiWellspring99 no RAUMParkwoods Wealth Partners, LLC independent RIAOtherDec 31, 2016Jun 24, 2026 (3462 d)
Patrick John ZumbuschWellspring99 no RAUMParkwoods Wealth Partners, LLC independent RIAOtherDec 31, 2016Jun 26, 2026 (3464 d)
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25 moves match.