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
Michael CollopyGoldman Sachs Wealth Services, L.P. BD affiliatedF3logic, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2018Nov 20, 2018
Kevin Michael BoutwellGoldman Sachs Wealth Services, L.P. BD affiliatedF3logic, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2018Nov 19, 2018
Skye TaberGoldman Sachs Wealth Services, L.P. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseNov 8, 2018Jun 6, 2024 (2037 d)
John David RogersGoldman Sachs Wealth Services, L.P. BD affiliatedF3logic, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2018Oct 17, 2018
Kristen Keenan CahillGoldman Sachs Wealth Services, L.P. BD affiliatedRockefeller Capital Management BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2018Sep 20, 2021 (1064 d)
Jason A BlairGoldman Sachs Wealth Services, L.P. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 2, 2018Oct 15, 2018
Nicholas WoitachGoldman Sachs Wealth Services, L.P. BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseSep 27, 2018Nov 2, 2024 (2228 d)
Mark Joseph LandauGoldman Sachs Wealth Services, L.P. BD affiliatedMinichmacgregor Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 13, 2018Jul 15, 2019 (305 d)
Mark Joseph DeluciaGoldman Sachs Wealth Services, L.P. BD affiliatedUnited Capital Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 11, 2018Sep 23, 2022 (1473 d)
John Arthur RinkerGoldman Sachs Wealth Services, L.P. BD affiliatedF3logic, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2018Sep 26, 2018
Max Andrew RockwellGoldman Sachs Wealth Services, L.P. BD affiliatedWealthshield LLC mixed wealthAffiliated broker-dealer or bank to independent RIAAug 27, 2018Jan 18, 2019 (144 d)
Robert Timothy HoldcroftGoldman Sachs Wealth Services, L.P. BD affiliatedVoya Financial Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 11, 2018Jul 18, 2018
Fadi MansourGoldman Sachs Wealth Services, L.P. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2018Aug 20, 2018 (53 d)
Andrew Moore SmithGoldman Sachs Wealth Services, L.P. BD affiliatedPersonal Capital Advisors Corporation independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2018Jul 25, 2018
David IannalfoGoldman Sachs Wealth Services, L.P. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseMay 17, 2018Apr 9, 2020 (693 d)
Robert Terry PetersonGoldman Sachs Wealth Services, L.P. BD affiliatedCrescent Grove Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2018Jun 12, 2018 (39 d)
Christine Elizabeth SuozziGoldman Sachs Wealth Services, L.P. BD affiliatedCapital Financial Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2018May 24, 2022 (1489 d)
Justin Dennis RucciGoldman Sachs Wealth Services, L.P. BD affiliatedWarren Street Wealth Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 5, 2018Apr 23, 2018
Karlyn Jaye WrightGoldman Sachs Wealth Services, L.P. BD affiliatedUBS Financial Services Inc. wirehouseAffiliated broker-dealer or bank to wirehouseMar 30, 2018Oct 29, 2020 (944 d)
Mark AgnewGoldman Sachs Wealth Services, L.P. otherPersonal Capital Advisors Corporation independent RIAOtherMar 5, 2018Mar 8, 2018
Michele Christine WaiteGoldman Sachs Wealth Services, L.P. otherAdvice And Planning Services BD affiliatedOtherFeb 28, 2018May 25, 2021 (1182 d)
Benjamin Hodgkins MatzellGoldman Sachs Wealth Services, L.P. otherLPL Financial LLC independent RIAOtherJan 9, 2018Feb 27, 2018 (49 d)
Timothy Pham TarabaGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 4, 2017Dec 11, 2017
Adrienne Marie KnappGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherNov 7, 2017Aug 24, 2021 (1386 d)
Lisa M PaczkowskiGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherNov 1, 2017Oct 30, 2017
Ivy LauGoldman Sachs Wealth Services, L.P. otherJ.P. Morgan Securities LLC wirehouseOtherOct 30, 2017Nov 28, 2017
Benjamin H. OstroveGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherOct 5, 2017Dec 15, 2017 (71 d)
Ryan Michael TamasiGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 22, 2017Sep 19, 2017
Heather FoxGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherSep 11, 2017Mar 25, 2019 (560 d)
Kyle Paul BoniGoldman Sachs Wealth Services, L.P. otherShade Tree Advisors LLC independent RIAOtherSep 11, 2017Jan 30, 2020 (871 d)
Jonathan Drew SchaechterGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherAug 24, 2017Jul 28, 2017
Paul David D'EliaGoldman Sachs Wealth Services, L.P. otherCerity Partners LLC independent RIAOtherAug 7, 2017May 14, 2021 (1376 d)
Anne Rita DouglasGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherAug 7, 2017Sep 11, 2017 (35 d)
Jeffrey James JordanoGoldman Sachs Wealth Services, L.P. otherPnc Wealth Management otherOtherJul 24, 2017Aug 16, 2017
Daniel DavisGoldman Sachs Wealth Services, L.P. otherStrategic Advisers LLC national BDOtherJul 13, 2017Aug 10, 2017
Kevin Richard TaltyGoldman Sachs Wealth Services, L.P. otherLighthouse Financial Advisors, Inc. otherOtherJul 11, 2017Aug 22, 2017 (42 d)
Alfred Alexander CantilinaGoldman Sachs Wealth Services, L.P. otherSurepath Wealth Management unclassifiedOtherJun 6, 2017May 4, 2018 (332 d)
Ross Austin MorrowGoldman Sachs Wealth Services, L.P. otherHoward Financial Services, Ltd. otherOtherJun 5, 2017Jul 14, 2017 (39 d)
Michael L. AntonacciGoldman Sachs Wealth Services, L.P. otherRockbridge Investment Management, LLC independent RIAOtherMay 26, 2017May 30, 2021 (1465 d)
Monica Diane HernandezGoldman Sachs Wealth Services, L.P. otherIconiq Capital, LLC otherOtherMay 23, 2017Aug 17, 2017 (86 d)
Vincent Tyler ClarkGoldman Sachs Wealth Services, L.P. otherElwood & Goetz independent RIAOtherMay 22, 2017Nov 8, 2023 (2361 d)
Kelly AndersonGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherApr 25, 2017Aug 25, 2017 (122 d)
Caitlin Stewart HochstetlerGoldman Sachs Wealth Services, L.P. otherSignaturefd, LLC independent RIAOtherMar 13, 2017Jun 19, 2019 (828 d)
James Henry WilkesGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherMar 3, 2017Mar 17, 2017
William SimmermacherGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 27, 2017Apr 3, 2017 (35 d)
Kenneth Jorma TerpeningGoldman Sachs Wealth Services, L.P. otherKing Wealth Management Group, LLC independent RIAOtherFeb 24, 2017May 24, 2021 (1550 d)
Stephen Joseph RosaminoGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 17, 2017Feb 17, 2017
Michael S RolfesGoldman Sachs Wealth Services, L.P. otherFifth Third Securities, Inc. BD affiliatedOtherFeb 13, 2017Aug 6, 2018 (539 d)
Steven R. ParamoGoldman Sachs Wealth Services, L.P. otherCharles Schwab & Co., Inc. national BDOtherFeb 13, 2017Oct 30, 2017 (259 d)
Christopher P. RiggiGoldman Sachs Wealth Services, L.P. otherReagan Companies Asset Management, Inc independent RIAOtherJan 19, 2017Oct 3, 2018 (622 d)
Brian Scott RothmanGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherJan 10, 2017Feb 15, 2017 (36 d)
Corey LorentGoldman Sachs Wealth Services, L.P. otherStrategic Advisers LLC national BDOtherJan 10, 2017May 23, 2017 (133 d)
Michael Todd SmurlGoldman Sachs Wealth Services, L.P. otherRBC Rochdale, LLC otherOtherNov 22, 2016Jun 8, 2017 (198 d)
Matthew Michael PredilettoGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 22, 2016Dec 5, 2016
Nadira Balkissoon DeeryGoldman Sachs Wealth Services, L.P. otherCreative Planning independent RIAOtherNov 10, 2016Apr 1, 2020 (1238 d)
Robert Graham ButlerGoldman Sachs Wealth Services, L.P. otherCedar Rowe Partners otherOtherOct 21, 2016Nov 2, 2016
Derek G GrayGoldman Sachs Wealth Services, L.P. otherCurran Wealth Management independent RIAOtherOct 14, 2016Aug 30, 2021 (1781 d)
Gregory K StryjskiGoldman Sachs Wealth Services, L.P. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 14, 2016Nov 17, 2017 (399 d)
Matthew Louis BurnellGoldman Sachs Wealth Services, L.P. otherCetera Investment Advisers LLC BD affiliatedOtherOct 14, 2016Aug 21, 2023 (2502 d)
James Bray KillingsworthGoldman Sachs Wealth Services, L.P. otherThe Legacy Financial Group, Inc. otherOtherOct 13, 2016May 12, 2017 (211 d)
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615 moves match.