Advisor moves

Departures from Goldman Sachs Wealth Services, L.P.

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
Nathaniel ChangGoldman Sachs Wealth Services, L.P. otherBenefit Financial Services Group otherOtherMay 5, 2009Jan 28, 2010 (268 d)
Paul Stanton HuebnerGoldman Sachs Wealth Services, L.P. otherHuebner, Paul unclassifiedOtherNov 26, 2008Apr 4, 2011 (859 d)
Brian JonesGoldman Sachs Wealth Services, L.P. otherSequoia Capital Management, LLC unclassifiedOtherNov 26, 2008Mar 26, 2009 (120 d)
Kenneth Francis DuganGoldman Sachs Wealth Services, L.P. otherComprehensive Wealth Solutions, LLC otherOtherNov 25, 2008Jan 6, 2009 (42 d)
Annette Louise SchiavoneGoldman Sachs Wealth Services, L.P. otherIc Advisory Services, Inc. otherOtherNov 25, 2008Feb 13, 2009 (80 d)
Brian Joseph SamuelsGoldman Sachs Wealth Services, L.P. otherSii Investments, Inc. otherOtherNov 25, 2008Mar 5, 2009 (100 d)
Roger M BaloucouneGoldman Sachs Wealth Services, L.P. otherThe Daniel Group otherOtherNov 24, 2008Feb 20, 2009 (88 d)
David Jeung OwGoldman Sachs Wealth Services, L.P. otherCambridge Investment Research Advisors, Inc. otherOtherNov 24, 2008Nov 17, 2010 (723 d)
Thomas Butler HallGoldman Sachs Wealth Services, L.P. otherWellspring Wealth Management LLC otherOtherNov 24, 2008Jul 28, 2010 (611 d)
Philip N. NeznanovGoldman Sachs Wealth Services, L.P. otherChase Investment Services Corp. otherOtherNov 24, 2008Aug 24, 2009 (273 d)
Jason Anthony GalardyGoldman Sachs Wealth Services, L.P. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherNov 24, 2008Apr 13, 2009 (140 d)
Justin David SmithGoldman Sachs Wealth Services, L.P. otherJ.P. Morgan Securities LLC wirehouseOtherNov 24, 2008Apr 9, 2009 (136 d)
Angelo Louis FontanesiGoldman Sachs Wealth Services, L.P. otherAmeriprise Financial Services, LLC national BDOtherNov 19, 2008Jun 17, 2010 (575 d)
Helen CurlowGoldman Sachs Wealth Services, L.P. otherBancwest Investment Services, Inc. (Bwis) otherOtherSep 2, 2008Mar 22, 2010 (566 d)
Christopher Mark PritchardGoldman Sachs Wealth Services, L.P. otherPnc Wealth Management otherOtherJul 30, 2008Nov 1, 2012 (1555 d)
Robert M BasileGoldman Sachs Wealth Services, L.P. otherMariner BD affiliatedOtherJul 9, 2008Apr 23, 2021 (4671 d)
Lawrence Scott AbrahamsGoldman Sachs Wealth Services, L.P. otherCrescent Bay Advisors, LLC unclassifiedOtherJul 7, 2008May 28, 2009 (325 d)
Blake Barnes MorrisGoldman Sachs Wealth Services, L.P. otherHilltop Securities Asset Management, LLC otherOtherApr 7, 2008Apr 7, 2008
Glenn Carrick MckenzieGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherApr 1, 2008Sep 3, 2010 (885 d)
Amy L PastorinoGoldman Sachs Wealth Services, L.P. otherErnst & Young Investment Advisers Llp no RAUMOtherMar 31, 2008Jan 6, 2010 (646 d)
Jason Bernard CulpGoldman Sachs Wealth Services, L.P. otherBrightedge Wealth Management state registeredOtherJan 31, 2008Feb 4, 2013 (1831 d)
James Matthew WoodGoldman Sachs Wealth Services, L.P. otherM&I Financial Advisors, Inc. no RAUMOtherOct 17, 2007Feb 8, 2008 (114 d)
Nicholas Paul BreitGoldman Sachs Wealth Services, L.P. otherFiducient Advisors LLC otherOtherAug 15, 2007Apr 16, 2015 (2801 d)
Matthew Frank WilkGoldman Sachs Wealth Services, L.P. otherThe Mde Group, Inc. otherOtherJun 22, 2007Jul 13, 2007
Matthew Jacob FleissigGoldman Sachs Wealth Services, L.P. otherBmo Family Office, LLC otherOtherJun 6, 2007Jul 18, 2007 (42 d)
Steven Jeffrey MillerGoldman Sachs Wealth Services, L.P. otherDeloitte Investment Advisors LLC unclassifiedOtherApr 16, 2007May 2, 2007
Natalie Lynn ChandlerGoldman Sachs Wealth Services, L.P. otherEagle Strategies LLC otherOtherMar 2, 2007Jan 27, 2009 (697 d)
Bradley RepinskyGoldman Sachs Wealth Services, L.P. otherStrategic Advisers LLC national BDOtherFeb 28, 2007Nov 3, 2015 (3170 d)
Brian Tuan TuGoldman Sachs Wealth Services, L.P. otherMullintbg Advisors otherOtherJan 24, 2007Sep 23, 2008 (608 d)
Suzanne Marie FitzgeraldGoldman Sachs Wealth Services, L.P. otherEagle Strategies LLC otherOtherJan 17, 2007Apr 27, 2010 (1196 d)
Kevin Dennis BuckleyGoldman Sachs Wealth Services, L.P. otherCerity Partners LLC independent RIAOtherJan 4, 2007May 14, 2021 (5244 d)
John Jones HarrisGoldman Sachs Wealth Services, L.P. otherMighty Oak Strong America Investment Company independent RIAOtherJan 4, 2007Feb 14, 2023 (5885 d)
Dominick Joseph TrimarchiGoldman Sachs Wealth Services, L.P. otherLeerink Swann LLC otherOtherDec 7, 2006Dec 9, 2010 (1463 d)
David BlairGoldman Sachs Wealth Services, L.P. otherCapwest Securities, Inc. unclassifiedOtherDec 7, 2006Jun 3, 2009 (909 d)
Brittyn Russell BrenderGoldman Sachs Wealth Services, L.P. otherTolleson Private Wealth Management mixed wealthOtherNov 3, 2006Sep 10, 2019 (4694 d)
Matthew R RapoportGoldman Sachs Wealth Services, L.P. otherFocus Partners Wealth, LLC otherOtherAug 10, 2006Feb 7, 2018 (4199 d)
Drew Thomas GibbonsGoldman Sachs Wealth Services, L.P. otherCiticorp Investment Services unclassifiedOtherJul 25, 2006Nov 2, 2006 (100 d)
Emily Tubola HermenoGoldman Sachs Wealth Services, L.P. otherFinancial Advocates LLC unclassifiedOtherMar 20, 2006Sep 12, 2006 (176 d)
Kathryn Gerber KennedyGoldman Sachs Wealth Services, L.P. otherLehman Brothers Inc. unclassifiedOtherFeb 24, 2006Feb 22, 2006
Tiffany VanhookGoldman Sachs Wealth Services, L.P. otherLinscomb Wealth, Inc. otherOtherFeb 13, 2006Dec 18, 2006 (308 d)
Justyn Gregory VoleskoGoldman Sachs Wealth Services, L.P. otherAj Wealth otherOtherDec 21, 2005May 24, 2012 (2346 d)
Scott G PurrelliGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherDec 12, 2005Feb 15, 2013 (2622 d)
Eric Scott KatzGoldman Sachs Wealth Services, L.P. otherLeo Fund Services, LLC otherOtherDec 12, 2005Jun 2, 2015 (3459 d)
Mitchell Abraham ProskGoldman Sachs Wealth Services, L.P. otherM&I Investment Management Corp. otherOtherNov 15, 2005Apr 7, 2006 (143 d)
David Scott KeevinsGoldman Sachs Wealth Services, L.P. otherM&I Investment Management Corp. otherOtherOct 21, 2005Oct 5, 2006 (349 d)
Christopher Michael JauchGoldman Sachs Wealth Services, L.P. otherM&I Investment Management Corp. otherOtherOct 21, 2005Jul 21, 2008 (1004 d)
Nicholas Henry KochanskiGoldman Sachs Wealth Services, L.P. otherM&I Financial Advisors, Inc. no RAUMOtherSep 26, 2005Apr 13, 2006 (199 d)
Gregg William GeorgeGoldman Sachs Wealth Services, L.P. otherM&I Financial Advisors, Inc. no RAUMOtherAug 22, 2005Sep 16, 2005
Daniel David SuditGoldman Sachs Wealth Services, L.P. otherZions Capital Advisors, Inc. otherOtherAug 15, 2005Aug 18, 2005
Patrick J MurphyGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 15, 2005Jun 18, 2012 (2499 d)
John Patrick KrolikowskiGoldman Sachs Wealth Services, L.P. otherBill Few Associates, Inc. otherOtherJul 14, 2005Jul 19, 2006 (370 d)
Ronald Benjamin LeftonGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherJul 14, 2005Jul 29, 2005
Ryan Paul HallidayGoldman Sachs Wealth Services, L.P. otherZions Capital Advisors, Inc. otherOtherJun 10, 2005Jun 8, 2005
Robert Joseph StandishGoldman Sachs Wealth Services, L.P. otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherMar 7, 2005Oct 14, 2003
William Michael ReickertGoldman Sachs Wealth Services, L.P. otherIndependent Family Office, LLC independent RIAOtherMar 4, 2005Sep 1, 2021 (6025 d)
Bonnie Free ChadwickGoldman Sachs Wealth Services, L.P. otherParatus Financial, Inc. otherOtherMar 4, 2005Feb 2, 2005
Lee WilsonGoldman Sachs Wealth Services, L.P. otherWilson Advisors, LLC state registeredOtherMar 4, 2005Oct 3, 2007 (943 d)
Christopher RoseGoldman Sachs Wealth Services, L.P. otherUvest Financial Services Group, Inc. unclassifiedOtherJan 28, 2005Apr 21, 2011 (2274 d)
Patrick Lawrence ChuGoldman Sachs Wealth Services, L.P. otherMullintbg Advisors otherOtherNov 1, 2004Feb 9, 2011 (2291 d)
Timothy John WilsonGoldman Sachs Wealth Services, L.P. otherTbg Advisory Services Corporation unclassifiedOtherOct 28, 2004Dec 6, 2005 (404 d)
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615 moves match.