DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Ogilvie Security Advisors Corp

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
Gregory PowellOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Jul 3, 2013 (252 d)
William Howard BlackOgilvie Security Advisors Corp otherEquitable Advisors, LLC national BDOtherOct 24, 2012Mar 16, 2018 (1969 d)
Milner Edgardo CarballoOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 24, 2012
John Anthony PizzoferratoOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 24, 2012
Jonathon Bradley StewartOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 24, 2012
Joseph Tucker HudsonOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 24, 2012
Marilyn SueyOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 25, 2012
Brenda Diane RamseyOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 24, 2012
Jerry Allen RomjueOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 21, 2014 (727 d)
Dwight Allen HeikkilaOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 25, 2012
Daniel Edward BrunetteOgilvie Security Advisors Corp otherFirst Allied Advisory Services, Inc. otherOtherOct 24, 2012Oct 18, 2012
Douglas Charles NorbergOgilvie Security Advisors Corp otherCommonwealth Financial Network national BDOtherSep 7, 2011Sep 2, 2011
Patricia M GildeaOgilvie Security Advisors Corp otherCommonwealth Financial Network national BDOtherSep 7, 2011Sep 2, 2011
Peter Millard ManningOgilvie Security Advisors Corp otherCommonwealth Financial Network national BDOtherSep 7, 2011Sep 2, 2011
Daniel Norman FowlerOgilvie Security Advisors Corp otherGlobal Retirement Partners LLC institutionalOtherSep 7, 2011Nov 17, 2021 (3724 d)
Lisa Marie BoscoOgilvie Security Advisors Corp otherWells Fargo Advisors wirehouseOtherDec 31, 2010Feb 22, 2011 (53 d)
Igor A ZeyOgilvie Security Advisors Corp otherTlg Advisors, Inc. otherOtherNov 6, 2008Jan 14, 2016 (2625 d)
Ryan Stephen StromsborgOgilvie Security Advisors Corp otherM Holdings Securities, Inc. BD affiliatedOtherOct 3, 2008Jan 30, 2025 (5963 d)
Vincent K HymanOgilvie Security Advisors Corp otherAmerican Capital Management, Inc. state registeredOtherOct 1, 2007Jan 24, 2008 (115 d)
Kendall Benjamin StorchOgilvie Security Advisors Corp otherNrp Financial, Inc. unclassifiedOtherMay 25, 2007Jun 1, 2007
Stephen Leon HarrisonOgilvie Security Advisors Corp otherExeter Financial, LLC otherOtherMay 4, 2007Apr 5, 2007
Peter Westover HelmsOgilvie Security Advisors Corp otherExeter Financial, LLC otherOtherMay 4, 2007Apr 5, 2007
Robert John CondronOgilvie Security Advisors Corp otherAvantax Advisory Services otherOtherNov 1, 2006Jan 11, 2007 (71 d)
Suzanne Amy Case-PouliotOgilvie Security Advisors Corp otherMorgan Stanley wirehouseOtherAug 2, 2006Feb 9, 2012 (2017 d)
John Thomas BaxaOgilvie Security Advisors Corp otherWaterstone Financial Group, Inc. unclassifiedOtherJun 8, 2006Jun 6, 2006
Charlie Ray MeagherOgilvie Security Advisors Corp otherResource Horizons Investment Advisory, Inc. otherOtherMar 21, 2006Jul 24, 2007 (490 d)
Stephen L. DobrowOgilvie Security Advisors Corp otherKarp Capital Management Corporation otherOtherJun 27, 2005Oct 11, 2005 (106 d)
William Robert KitchelOgilvie Security Advisors Corp otherWaterstone Financial Group, Inc. unclassifiedOtherMar 14, 2005Mar 7, 2005
Mark Andrew TrewittOgilvie Security Advisors Corp otherKalos Management otherOtherOct 27, 2004May 18, 2005 (203 d)
Thomas Anthony CieslaOgilvie Security Advisors Corp otherRetirement Plan Advisors, LLC otherOtherMar 4, 2004Feb 23, 2004
William John ManbyOgilvie Security Advisors Corp otherWoodbury Financial Services, Inc. otherOtherNov 1, 2002Feb 27, 2006 (1214 d)
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31 moves match.