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
Joseph Edward PetrovichGoldman Sachs Wealth Services, L.P. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 11, 2016May 22, 2018 (588 d)
Dong-Hwan HongGoldman Sachs Wealth Services, L.P. otherCresset Asset Management, LLC independent RIAOtherSep 19, 2016Sep 21, 2021 (1828 d)
Victoria Grossmann HenryGoldman Sachs Wealth Services, L.P. otherWest Financial Services, Inc. otherOtherSep 16, 2016Nov 10, 2016 (55 d)
Dennis Delaney McnamaraGoldman Sachs Wealth Services, L.P. otherLighthouse Financial Advisors, Inc. otherOtherSep 8, 2016Apr 4, 2017 (208 d)
Maryanne Bogush MitchellGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherAug 23, 2016Dec 5, 2016 (104 d)
Eric Dylan CownieGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherAug 12, 2016Aug 12, 2016
Danielle MajorGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherJul 6, 2016Jun 27, 2018 (721 d)
Juan Miguel GrauGoldman Sachs Wealth Services, L.P. otherCreative Planning independent RIAOtherJul 6, 2016Aug 30, 2023 (2611 d)
Anthony Ling Yee WanGoldman Sachs Wealth Services, L.P. otherWealthboost Advisors, LLC state registeredOtherJun 30, 2016Dec 27, 2016 (180 d)
Robert Michael PalmerGoldman Sachs Wealth Services, L.P. otherAtlas Private Wealth Management, LLC otherOtherMay 16, 2016Oct 18, 2016 (155 d)
Christopher John LannonGoldman Sachs Wealth Services, L.P. otherKey Investment Services LLC otherOtherMay 16, 2016Nov 15, 2016 (183 d)
Wajima RasoulGoldman Sachs Wealth Services, L.P. otherCrescent Wealth Advisory, LLC state registeredOtherMay 16, 2016Sep 5, 2018 (842 d)
Matthew Ross HecklerGoldman Sachs Wealth Services, L.P. otherCerity Partners LLC otherOtherMay 16, 2016Apr 1, 2017 (320 d)
John Robert GarrisonGoldman Sachs Wealth Services, L.P. otherErnst & Young Investment Advisers Llp no RAUMOtherMay 16, 2016Sep 15, 2016 (122 d)
Donald Henry YeomansGoldman Sachs Wealth Services, L.P. otherWilliam Blair & Company L.L.C. otherOtherMay 11, 2016Oct 9, 2017 (516 d)
Jessica Lee GoedtelGoldman Sachs Wealth Services, L.P. otherValley National Advisers Inc otherOtherMay 9, 2016May 23, 2016
Alex P WisnewskiGoldman Sachs Wealth Services, L.P. otherIconiq Capital, LLC otherOtherApr 25, 2016May 24, 2016
Frederick E DisbrowGoldman Sachs Wealth Services, L.P. otherCitizens Securities, Inc. otherOtherApr 22, 2016May 4, 2016
Jennifer Michelle KulekGoldman Sachs Wealth Services, L.P. otherCambridge Connection Inc otherOtherJan 29, 2016Mar 3, 2016 (34 d)
Thomas L PatriccaGoldman Sachs Wealth Services, L.P. otherTlp Financial Services, Inc. state registeredOtherDec 4, 2015May 20, 2016 (168 d)
Lori McnamaraGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherOct 8, 2015Oct 22, 2015
Kevin Michael PendergastGoldman Sachs Wealth Services, L.P. otherBrownson, Rehmus & Foxworth, Inc. otherOtherOct 2, 2015Oct 19, 2015
Joseph Rocco PecoraroGoldman Sachs Wealth Services, L.P. otherAdvisors Capital Management, LLC otherOtherSep 23, 2015Oct 9, 2015
Jeremy Nathan WinigGoldman Sachs Wealth Services, L.P. otherVoya Financial Partners, LLC otherOtherJun 24, 2015Jul 10, 2015
Samuel FishelbergGoldman Sachs Wealth Services, L.P. otherWealthspire Advisors independent RIAOtherJun 17, 2015Aug 30, 2021 (2266 d)
Jason Noah DanzigerGoldman Sachs Wealth Services, L.P. otherAvalon Investment & Advisory independent RIAOtherJun 8, 2015Jun 19, 2019 (1472 d)
Jessica May RoksGoldman Sachs Wealth Services, L.P. otherM Holdings Securities, Inc. otherOtherFeb 12, 2015Mar 3, 2015
Armando AcostaGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherFeb 4, 2015Oct 19, 2015 (257 d)
Michael Willis KingGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 17, 2014Dec 23, 2014
Frank Zou Yeag TengGoldman Sachs Wealth Services, L.P. otherFirst Allied Advisory Services, Inc. otherOtherNov 18, 2014Jun 18, 2015 (212 d)
Lauren Ann RowlandGoldman Sachs Wealth Services, L.P. otherRzh Advisors LLC independent RIAOtherSep 26, 2014Jan 11, 2021 (2299 d)
Stefan Wilford OgleveeGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherSep 24, 2014May 12, 2011
Joseph Byron DowdGoldman Sachs Wealth Services, L.P. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 24, 2014Oct 14, 2014
Bridget HoranGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherSep 4, 2014Feb 12, 2015 (161 d)
Salvador Banguela ArcadipaneGoldman Sachs Wealth Services, L.P. otherEagle Strategies LLC otherOtherJul 28, 2014Jul 15, 2015 (352 d)
Francis Joseph FazioGoldman Sachs Wealth Services, L.P. otherAj Wealth otherOtherJul 7, 2014Jul 9, 2014
Tristin Michelle HotalingGoldman Sachs Wealth Services, L.P. otherAmeriprise Financial Services, LLC national BDOtherJun 30, 2014Apr 16, 2021 (2482 d)
Hilary Sylvester DisherGoldman Sachs Wealth Services, L.P. otherCavu Wealth Advisors independent RIAOtherJun 20, 2014Oct 22, 2014 (124 d)
Craig William MontanyeGoldman Sachs Wealth Services, L.P. otherCoury Investment Advisors, Inc. unclassifiedOtherMay 15, 2014May 15, 2015 (365 d)
Jonathan Michael FortinGoldman Sachs Wealth Services, L.P. otherFirstrust otherOtherFeb 24, 2014Mar 27, 2014 (31 d)
Erik B SeeneyGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherFeb 20, 2014Mar 3, 2014
Roger Van BeverenGoldman Sachs Wealth Services, L.P. otherCreative Planning otherOtherFeb 11, 2014Feb 28, 2014
Daniel Philip FreemanGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherFeb 6, 2014Mar 17, 2014 (39 d)
Wade N WilliamsGoldman Sachs Wealth Services, L.P. otherStrategic Advisers LLC national BDOtherNov 15, 2013Nov 18, 2014 (368 d)
Kevin Owen SimonGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherNov 6, 2013Oct 31, 2013
David A CastroGoldman Sachs Wealth Services, L.P. otherKovitz Investment Group, LLC otherOtherOct 23, 2013Dec 4, 2013 (42 d)
Tyler Richard CinelliGoldman Sachs Wealth Services, L.P. otherWilliams Financial, LLC independent RIAOtherOct 15, 2013Nov 1, 2017 (1478 d)
Benjamin S BlumenthalGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherMay 14, 2013Sep 2, 2015 (841 d)
Steven L. KennedyGoldman Sachs Wealth Services, L.P. otherAdvice And Planning Services otherOtherMay 14, 2013Jul 2, 2013 (49 d)
Michael Jonas KirklandGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherMar 15, 2013Sep 9, 2013 (178 d)
Brennan GuliGoldman Sachs Wealth Services, L.P. otherLighthouse Financial Advisors, Inc. otherOtherMar 12, 2013Jun 24, 2013 (104 d)
Megan Elise GormanGoldman Sachs Wealth Services, L.P. otherChequers Financial Management LLC independent RIAOtherFeb 25, 2013Mar 2, 2018 (1831 d)
Jeffrey David WeygantGoldman Sachs Wealth Services, L.P. otherLPL Financial LLC otherOtherFeb 1, 2013Jan 15, 2013
Bradley Smith HiltonGoldman Sachs Wealth Services, L.P. otherModera Wealth Management, LLC otherOtherJan 23, 2013Jan 26, 2017 (1464 d)
Venzon Vicencio ArominGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherJan 18, 2013Apr 23, 2013 (95 d)
Christopher Scott HoltonGoldman Sachs Wealth Services, L.P. otherFocus Partners Wealth, LLC otherOtherJan 2, 2013May 25, 2016 (1239 d)
Aaron Michael ByrkitGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherDec 14, 2012Dec 13, 2012
Richard Bradley MundyGoldman Sachs Wealth Services, L.P. otherStrategic Advisers LLC national BDOtherNov 29, 2012Aug 7, 2013 (251 d)
Steven Eric GottliebGoldman Sachs Wealth Services, L.P. otherValic Financial Advisors, Inc. otherOtherSep 18, 2012Oct 12, 2012
Joseph Michael GalloGoldman Sachs Wealth Services, L.P. otherBlack Coral Financial Advisors, LLC otherOtherSep 5, 2012Oct 1, 2012
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615 moves match.