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
Caroline Alyssa SharpGoldman Sachs Wealth Services, L.P. otherBarclays Capital Inc. otherOtherAug 29, 2012Sep 4, 2012
Kyle James DepasqualeGoldman Sachs Wealth Services, L.P. otherRothschild Wealth LLC otherOtherAug 27, 2012Nov 14, 2012 (79 d)
Jesse Lewis StumpfGoldman Sachs Wealth Services, L.P. otherKovitz Investment Group, LLC otherOtherJul 31, 2012Aug 27, 2012
Gustavo ArceGoldman Sachs Wealth Services, L.P. otherUnited Capital Financial Advisors otherOtherJun 14, 2012Sep 19, 2012 (97 d)
Viju Philip RajanGoldman Sachs Wealth Services, L.P. otherIndependent Family Office, LLC independent RIAOtherJun 13, 2012Aug 24, 2021 (3359 d)
David Patrick ReillyGoldman Sachs Wealth Services, L.P. otherAdvice And Planning Services otherOtherMay 31, 2012Jun 6, 2012
Jeffrey Andrew KarnsGoldman Sachs Wealth Services, L.P. otherH Financial Management otherOtherApr 25, 2012May 22, 2012
Timothy T ThatcherGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherApr 13, 2012Mar 19, 2012
Daniel E ParkGoldman Sachs Wealth Services, L.P. otherBlack Coral Financial Advisors, LLC otherOtherFeb 27, 2012Dec 11, 2012 (288 d)
Robert Paul HoskinGoldman Sachs Wealth Services, L.P. otherAdvice And Planning Services otherOtherFeb 23, 2012Feb 24, 2012
Eric Louis GaborGoldman Sachs Wealth Services, L.P. otherConvergent Wealth Advisors, LLC otherOtherFeb 16, 2012Feb 28, 2012
Gerald William KingGoldman Sachs Wealth Services, L.P. otherVestor Capital Partners, LLC otherOtherFeb 6, 2012Jan 30, 2012
Jannah Llewellyn DevineGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherJan 24, 2012Mar 20, 2012 (56 d)
Vanessa Bovo CurranGoldman Sachs Wealth Services, L.P. otherKevin M. Gibney And Company, LLC independent RIAOtherJan 20, 2012Jan 1, 2026 (5095 d)
Edward James KearneyGoldman Sachs Wealth Services, L.P. otherChequers Financial Management LLC independent RIAOtherDec 8, 2011Oct 20, 2025 (5065 d)
Richard Ivan DavisGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherNov 15, 2011Nov 10, 2011
Patrick Augustine NolanGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC independent RIAOtherNov 11, 2011Jan 5, 2026 (5169 d)
James George TalbotGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherOct 25, 2011Oct 21, 2011
Scott WodzenskiGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherSep 27, 2011Dec 15, 2011 (79 d)
Austin Christopher LeeGoldman Sachs Wealth Services, L.P. otherTransamerica Financial Advisors, LLC BD affiliatedOtherSep 27, 2011Jul 30, 2020 (3229 d)
Bryan Patrick LandadioGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherSep 1, 2011Jan 31, 2012 (152 d)
David Bernard WolkeGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 1, 2011Aug 17, 2011
Braden Ryan ColeGoldman Sachs Wealth Services, L.P. otherRgt Wealth Advisors otherOtherJul 28, 2011Feb 26, 2015 (1309 d)
Wolfgang Karl FrischGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherJun 7, 2011May 19, 2011
John Fernando VieiraGoldman Sachs Wealth Services, L.P. otherPersonal Cfo Solutions LLC otherOtherJun 3, 2011Jul 19, 2011 (46 d)
William Christopher ClintonGoldman Sachs Wealth Services, L.P. otherBarclays Capital Inc. otherOtherApr 7, 2011Apr 14, 2011
Matthew SharpGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherApr 7, 2011Apr 13, 2011
Aaron James LangstonGoldman Sachs Wealth Services, L.P. otherDestination Wealth Management otherOtherMar 28, 2011Apr 15, 2011
Michael Joseph MasilunasGoldman Sachs Wealth Services, L.P. otherLincoln Investment otherOtherMar 16, 2011Apr 1, 2011
Sean Michael MooreGoldman Sachs Wealth Services, L.P. otherBlack Coral Financial Advisors, LLC otherOtherFeb 24, 2011Jan 30, 2012 (340 d)
Rocky Alexander FrancisGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherFeb 23, 2011Feb 29, 2012 (371 d)
Kathi Lynn ZimmerGoldman Sachs Wealth Services, L.P. otherLPL Financial LLC otherOtherDec 9, 2010Nov 30, 2010
Brian FeldmanGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherOct 22, 2010Sep 24, 2010
Matthew James AllainGoldman Sachs Wealth Services, L.P. otherLeo Wealth, LLC independent RIAOtherOct 20, 2010Sep 4, 2021 (3972 d)
Peter O PaikGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherOct 7, 2010Jan 1, 2015 (1547 d)
Thomas Patrick KirwanGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 4, 2010Jul 19, 2010
Trevor FahrGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 2, 2010Jul 9, 2010
Todd UrowskyGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 2, 2010Jul 28, 2010
David FolmnsbeeGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 2, 2010Jul 9, 2010
Andrew NooneGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 2, 2010Jul 9, 2010
Ryan AndersonGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherAug 2, 2010Jul 9, 2010
Corey Omar LangstonGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherJul 27, 2010Jun 29, 2010
Gary Scott HubandGoldman Sachs Wealth Services, L.P. otherMorgan Stanley wirehouseOtherJul 26, 2010Aug 25, 2010
Butch Marc SafyurtluGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherJul 16, 2010Jun 22, 2010
Anh Phuong TranGoldman Sachs Wealth Services, L.P. otherFirst Allied Securities, Inc. otherOtherJun 21, 2010Jun 22, 2010
Michael Vincent WhalenGoldman Sachs Wealth Services, L.P. otherLPL Financial LLC otherOtherMay 25, 2010Jun 2, 2010
Geoffrey Kyle NadlerGoldman Sachs Wealth Services, L.P. otherM&I Investment Management Corp. otherOtherMay 24, 2010Jul 29, 2010 (66 d)
Stephen Paul LiskaGoldman Sachs Wealth Services, L.P. otherBlack Coral Financial Advisors, LLC otherOtherMay 7, 2010Oct 7, 2010 (153 d)
Julia Christine PrescottGoldman Sachs Wealth Services, L.P. otherBlake Financial Counsel, LLC state registeredOtherMay 7, 2010Aug 15, 2019 (3387 d)
William Robert BeckerGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherMay 3, 2010Aug 30, 2012 (850 d)
Charles Janssens StoutGoldman Sachs Wealth Services, L.P. otherCommonwealth Financial Network national BDOtherApr 20, 2010Mar 29, 2011 (343 d)
Joel Adam FliegelGoldman Sachs Wealth Services, L.P. otherCla Financial Advisors, LLC otherOtherApr 20, 2010Apr 15, 2011 (360 d)
Robert Charles KnodeGoldman Sachs Wealth Services, L.P. otherLPL Financial LLC otherOtherApr 20, 2010Aug 16, 2011 (483 d)
Scott Michael RogowiczGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherMar 31, 2010Oct 31, 2012 (945 d)
Brandy Kilgore WrightGoldman Sachs Wealth Services, L.P. otherCambridge Wealth Counsel otherOtherMar 25, 2010Aug 3, 2010 (131 d)
Donald Anthony WrightGoldman Sachs Wealth Services, L.P. otherM&I Investment Management Corp. otherOtherMar 24, 2010Jun 2, 2010 (70 d)
Sheldon Matthew BengeGoldman Sachs Wealth Services, L.P. otherWells Fargo Advisors wirehouseOtherMar 1, 2010Mar 12, 2010
Joseph Alexander SalvatiGoldman Sachs Wealth Services, L.P. otherThe Colony Group, LLC unclassifiedOtherFeb 11, 2010Jan 18, 2011 (341 d)
Kevin Michael GibneyGoldman Sachs Wealth Services, L.P. otherKevin M. Gibney And Company, LLC independent RIAOtherNov 16, 2009May 10, 2022 (4558 d)
Ingrid Janice ShortGoldman Sachs Wealth Services, L.P. otherUBS Financial Services Inc. wirehouseOtherJun 12, 2009Dec 6, 2011 (907 d)
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615 moves match.