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 Nerdwallet 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 |
|---|---|---|---|---|---|
| Stephen Montez | Equitable Advisors, LLC national BD | Nerdwallet Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 17, 2026 | Aug 19, 2026 (33 d) |
| David Pierce Muller | Alliancebernstein L.P. other | Nerdwallet Wealth Partners, LLC independent RIA | Other | Jul 6, 2026 | Jul 15, 2026 |
| Alexander Kemp | Zoe Financial, Inc. no RAUM | Nerdwallet Wealth Partners, LLC independent RIA | Other | Mar 26, 2026 | Feb 24, 2026 |
| Karina Baldizon | Lazard Asset Management LLC other | Nerdwallet Wealth Partners, LLC independent RIA | Other | Mar 18, 2026 | Aug 19, 2026 (154 d) |
| Isabella Dantas Mccloskey | Equitable Advisors, LLC national BD | Nerdwallet Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 12, 2026 | Mar 3, 2026 |
| Michael Beau Letzter | Alliancebernstein L.P. asset manager | Nerdwallet Wealth Partners, LLC independent RIA | Other | Aug 21, 2025 | Aug 12, 2025 |
| Tracey Melissa Rinaldi | Capital Group Private Client Services, Inc. independent RIA | Nerdwallet Wealth Partners, LLC independent RIA | RIA to RIA | Aug 18, 2025 | Aug 13, 2025 |
| Joshua Rubin | New Edge Wealth BD affiliated | Nerdwallet Wealth Partners, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 12, 2025 |
| Daniel Ryan Sterling | Future You Wealth independent RIA | Nerdwallet Wealth Partners, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Aug 11, 2025 |
| Lauren Debra Sterling | Future You Wealth independent RIA | Nerdwallet Wealth Partners, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Aug 6, 2025 |
| William Ambrose Toczylowski | Future You Wealth independent RIA | Nerdwallet Wealth Partners, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Aug 11, 2025 |
| James Timothy Bashall | Future You Wealth independent RIA | Nerdwallet Wealth Partners, LLC independent RIA | RIA to RIA | Jul 31, 2025 | Aug 20, 2025 |
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12 moves match.