Advisor moves

Departures from Cadaret Grant & Co Inc

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
Matthew James MurawskiCadaret Grant & Co Inc otherGoodstein Wealth Management LLC independent RIAOtherApr 6, 2016Apr 13, 2016
Kevin Renzie SullivanCadaret Grant & Co Inc otherRockbridge Investment Management, LLC independent RIAOtherApr 1, 2016May 10, 2021 (1865 d)
Seth BeckerCadaret Grant & Co Inc otherCambridge Investment Research Advisors, Inc. otherOtherMar 2, 2016Mar 1, 2016
Salvatore DispenziereCadaret Grant & Co Inc otherSagepoint Financial, Inc. otherOtherFeb 12, 2016Jan 19, 2016
Mark Alan LikesCadaret Grant & Co Inc otherSagepoint Financial, Inc. otherOtherFeb 5, 2016Jan 21, 2016
Patrick Louis BivonaCadaret Grant & Co Inc otherSagepoint Financial, Inc. otherOtherFeb 5, 2016Jan 21, 2016
Daniel J GoodwinCadaret Grant & Co Inc otherQuint Investments And Insurance independent RIAOtherDec 31, 2015Sep 14, 2021 (2084 d)
Joseph Dale ClemensCadaret Grant & Co Inc otherWisdom Wealth Strategies independent RIAOtherDec 31, 2015Apr 8, 2014
Andrea Lynn BlackwelderCadaret Grant & Co Inc otherWisdom Wealth Strategies independent RIAOtherDec 31, 2015Apr 8, 2014
Maggie Merrill KirchhoffCadaret Grant & Co Inc otherWisdom Wealth Strategies independent RIAOtherDec 31, 2015Apr 8, 2014
Alphonse Albert ProcaccinoCadaret Grant & Co Inc otherCastle Financial & Retirement Planning Associates Inc otherOtherDec 31, 2015Jan 9, 2007
Scott William CarrCadaret Grant & Co Inc otherAvantax Advisory Services otherOtherDec 24, 2015Dec 10, 2015
Thomas J HellerCadaret Grant & Co Inc otherWoodbury Financial Services, Inc. otherOtherNov 9, 2015Nov 9, 2015
Ronald James CaseCadaret Grant & Co Inc otherLPL Financial LLC otherOtherOct 13, 2015Oct 23, 2015
James Robert DelauraCadaret Grant & Co Inc otherRaymond James Financial Services Advisors, Inc otherOtherAug 6, 2015Aug 19, 2015
Jennifer L ReedCadaret Grant & Co Inc otherLPL Financial LLC BD affiliatedOtherJun 15, 2015Aug 3, 2021 (2241 d)
Mark Alan CongdonCadaret Grant & Co Inc otherHorizon Financial no RAUMOtherJun 8, 2015Sep 17, 2019 (1562 d)
Kenneth Stephen BlazickCadaret Grant & Co Inc otherSsn Advisory, Inc. BD affiliatedOtherJun 8, 2015Sep 19, 2019 (1564 d)
Michael J. RioloCadaret Grant & Co Inc otherRaymond James Financial Services Advisors, Inc otherOtherMar 19, 2015Jun 23, 2015 (96 d)
Joseph Anthony RomanoCadaret Grant & Co Inc otherJhs Capital Advisors, LLC otherOtherJan 8, 2015Jan 12, 2015
Patricia BarnesCadaret Grant & Co Inc otherMaine Advisory Associates, Inc. unclassifiedOtherDec 31, 2014Jan 2, 2015
Craig Anthony StevensCadaret Grant & Co Inc otherMaine Center For Wealth Management, LLC state registeredOtherDec 31, 2014Jan 2, 2015
James R. LetteneyCadaret Grant & Co Inc otherMaine Advisory Associates, Inc. unclassifiedOtherDec 31, 2014Jan 2, 2015
Sandra Alterio BarryCadaret Grant & Co Inc otherPrivate Advisor Group, LLC BD affiliatedOtherNov 26, 2014May 26, 2021 (2373 d)
Joel Martin MorawskiCadaret Grant & Co Inc otherPrivate Advisor Group, LLC BD affiliatedOtherNov 26, 2014May 12, 2021 (2359 d)
Joseph Peter HatfieldCadaret Grant & Co Inc otherOneida Wealth Management, Inc. otherOtherOct 2, 2014Mar 25, 2015 (174 d)
Michael Joseph TisdellCadaret Grant & Co Inc otherOneida Wealth Management, Inc. otherOtherOct 2, 2014Mar 25, 2015 (174 d)
Richard Jeffery AnthonyCadaret Grant & Co Inc otherVoya Financial Advisors, Inc. otherOtherSep 16, 2014Nov 13, 2015 (423 d)
George Alan GuttmanCadaret Grant & Co Inc otherCentaurus Financial, Inc. otherOtherJun 12, 2014Jul 14, 2014 (32 d)
Neil Joseph FarrellCadaret Grant & Co Inc otherArbor Point Advisors otherOtherMay 9, 2014May 8, 2014
Robert DiamondCadaret Grant & Co Inc otherOsaic Fs, Inc. otherOtherApr 25, 2014Apr 29, 2014
Scott Michael ColesCadaret Grant & Co Inc otherOneida Wealth Management, Inc. otherOtherApr 24, 2014Mar 25, 2015 (335 d)
Ralph Donald DexterCadaret Grant & Co Inc otherCalton & Associates, Inc. otherOtherDec 31, 2013Jan 2, 2014
Lawrence Joseph KellyCadaret Grant & Co Inc otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2013May 16, 2014 (136 d)
Scott Michael LippaCadaret Grant & Co Inc otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2013Mar 27, 2014 (86 d)
Frederick James BlockCadaret Grant & Co Inc otherFinancial Telesis, Inc. otherOtherOct 4, 2013Oct 7, 2013
Matthew Scott BagellCadaret Grant & Co Inc otherCambridge Investment Research Advisors, Inc. otherOtherSep 24, 2013Sep 23, 2013
Gerard SimonelliCadaret Grant & Co Inc otherAmerican Investment Planners LLC otherOtherAug 6, 2013Feb 11, 2011
Bradley David KaplanCadaret Grant & Co Inc otherKaplan Wealth Management, Inc. no RAUMOtherMay 30, 2013May 31, 2013
Scott Andrew KaplanCadaret Grant & Co Inc otherKaplan Wealth Management, Inc. no RAUMOtherMay 30, 2013May 31, 2013
John AriolaCadaret Grant & Co Inc otherExodus Wealth, LLC otherOtherMay 16, 2013Feb 24, 2015 (649 d)
Scott David RaabCadaret Grant & Co Inc otherPnc Wealth Management otherOtherApr 30, 2013May 10, 2013
Humam Khalil SirhalCadaret Grant & Co Inc otherWashington Financial Group, Inc. independent RIAOtherDec 31, 2012Apr 20, 2005
Shelly R CortinaCadaret Grant & Co Inc otherStrategic Advisers LLC national BDOtherDec 11, 2012Nov 14, 2014 (703 d)
Gregory LambesisCadaret Grant & Co Inc otherCuso Financial Services, L.P. otherOtherOct 10, 2012Oct 31, 2012
Sanae KobayashiCadaret Grant & Co Inc otherMorgan Stanley wirehouseOtherSep 14, 2012Dec 3, 2012 (80 d)
Tyler Gary BrassCadaret Grant & Co Inc otherEquitable Advisors, LLC national BDOtherAug 2, 2012Aug 21, 2012
Mark LuchesaCadaret Grant & Co Inc otherPrivate Advisor Group, LLC otherOtherNov 30, 2011Dec 6, 2011
Jeffrey William DyeCadaret Grant & Co Inc otherSecurian Financial Services, Inc. otherOtherNov 7, 2011Mar 14, 2012 (128 d)
Carol Ann SchmidlinCadaret Grant & Co Inc otherSpc otherOtherOct 24, 2011Oct 24, 2011
Matthew L. BroadCadaret Grant & Co Inc otherFidelity Personal And Workplace Advisors BD affiliatedOtherAug 12, 2011Apr 21, 2023 (4270 d)
Jude StamboneCadaret Grant & Co Inc otherLPL Financial LLC otherOtherDec 31, 2010Jan 4, 2011
Gregory Peter GrimsleyCadaret Grant & Co Inc otherNovak Financial Planning LLC otherOtherDec 31, 2010Dec 13, 2012 (713 d)
Judith F LutzyCadaret Grant & Co Inc otherTilson Financial Group Inc independent RIAOtherNov 1, 2010Jan 1, 2026 (5540 d)
Joseph John BrautCadaret Grant & Co Inc otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 21, 2010Nov 5, 2010
Daniel Thomas DoughertyCadaret Grant & Co Inc otherHorter Investment Management, LLC otherOtherDec 31, 2009Feb 6, 2014 (1498 d)
Kevin Gerard MullinsCadaret Grant & Co Inc otherValic Financial Advisors, Inc. otherOtherOct 9, 2009Oct 21, 2009
Steven Todd WilliamsonCadaret Grant & Co Inc otherHelios Investments Inc unclassifiedOtherMar 6, 2009Mar 12, 2009
Michael Joseph CharletonCadaret Grant & Co Inc otherOsaic Fa, Inc. otherOtherNov 3, 2008Oct 31, 2008
Bruce G. CharletonCadaret Grant & Co Inc otherOsaic Fa, Inc. otherOtherNov 3, 2008Oct 31, 2008
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434 moves match.