DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Sentinel Pension Advisors, LLC.

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
Dylan T. LemisSentinel Pension Advisors, LLC. institutionalVoya Financial Advisors, Inc. BD affiliatedOtherApr 13, 2026Apr 15, 2026
Brian RaymondSentinel Pension Advisors, LLC. institutionalGlobal Retirement Partners LLC institutionalOtherFeb 3, 2026Apr 9, 2026 (65 d)
James Stephen BremisSentinel Pension Advisors, LLC. institutionalRmr Wealth Builders, Inc. independent RIAOtherJul 10, 2025Jul 11, 2025
Nathan Kaman GurchakSentinel Pension Advisors, LLC. institutionalKey Investment Services LLC BD affiliatedOtherJun 6, 2025Jul 8, 2025 (32 d)
Dana Marie CalabreseSentinel Pension Advisors, LLC. institutionalEmpower Advisory Group, LLC BD affiliatedOtherMar 20, 2025Oct 23, 2025 (217 d)
Jhonatan WhiteSentinel Pension Advisors, LLC. institutionalTd Private Client Wealth LLC BD affiliatedOtherMar 13, 2025Jul 31, 2025 (140 d)
Fabiana Carla PereiraSentinel Pension Advisors, LLC. institutionalOsaic Institutions, Inc. BD affiliatedOtherMar 6, 2025May 1, 2025 (56 d)
Nicole Marie McwilliamsSentinel Pension Advisors, LLC. institutionalCambridge Investment Research Advisors, Inc. BD affiliatedOtherJan 24, 2025Feb 26, 2025 (33 d)
Allison SmallSentinel Pension Advisors, LLC. institutionalCommonwealth Financial Network national BDOtherNov 27, 2024Apr 10, 2025 (134 d)
Valerie DetersSentinel Pension Advisors, LLC. institutionalWorld Investment Advisors, LLC institutionalOtherSep 26, 2024Oct 18, 2024
Brogan Patrick O'ConnorSentinel Pension Advisors, LLC. institutionalRmr Wealth Builders, Inc. independent RIAOtherSep 4, 2024Sep 13, 2024
Lukas Benjamin EldridgeSentinel Pension Advisors, LLC. institutionalIma Advisory Services, Inc. independent RIAOtherApr 4, 2024Aug 2, 2024 (120 d)
Vivek VishalSentinel Pension Advisors, LLC. institutionalCreative Planning independent RIAOtherDec 9, 2022Dec 14, 2022
Marc J ZampantiSentinel Pension Advisors, LLC. institutionalPutnam Investment Management, LLC asset managerOtherAug 19, 2022Oct 25, 2022 (67 d)
Mark Richard DetersSentinel Pension Advisors, LLC. institutionalCreative Planning independent RIAOtherJun 23, 2022Jul 6, 2022
Antonio LisiSentinel Pension Advisors, LLC. institutionalCitizens Securities, Inc. BD affiliatedOtherJun 10, 2022Sep 9, 2022 (91 d)
Chad KredaSentinel Pension Advisors, LLC. institutionalMainstay Capital Management, LLC independent RIAOtherJun 10, 2022May 5, 2023 (329 d)
Michael P SullivanSentinel Pension Advisors, LLC. institutionalEmpower Advisory Group, LLC otherOtherSep 8, 2021Sep 30, 2021
Ryan Michael RikerSentinel Pension Advisors, LLC. institutionalPruco Securities, LLC BD affiliatedOtherNov 16, 2020Mar 3, 2021 (107 d)
Daniel McgurlSentinel Pension Advisors, LLC. institutionalFortis Capital Advisors, LLC independent RIAOtherSep 30, 2020May 17, 2022 (594 d)
Christopher HanSentinel Pension Advisors, LLC. institutionalCetera Investment Advisers LLC BD affiliatedOtherMay 26, 2020Dec 16, 2025 (2030 d)
Ryan Adam HuardSentinel Pension Advisors, LLC. institutionalCommonwealth Financial Network national BDOtherMay 29, 2018Jun 28, 2018
William BonacciSentinel Pension Advisors, LLC. otherCfm Advisors Inc mixed wealthOtherSep 5, 2017May 9, 2021 (1342 d)
Maria Louise CallaghanSentinel Pension Advisors, LLC. otherTwin Focus Capital Partners, LLC otherOtherOct 21, 2016Nov 15, 2016
James David BagaSentinel Pension Advisors, LLC. otherEssex Private Wealth Management LLC otherOtherAug 26, 2016Aug 26, 2016
Jeff D RealejoSentinel Pension Advisors, LLC. otherHeritage Investment Group, Inc. otherOtherJul 22, 2016Nov 9, 2017 (475 d)
James Nathaniel MeehanSentinel Pension Advisors, LLC. otherUsi Advisors otherOtherFeb 8, 2016Feb 7, 2018 (730 d)
James R FemiaSentinel Pension Advisors, LLC. otherSymmetry Partners otherOtherSep 24, 2015Oct 1, 2015
Ryan James JoyceSentinel Pension Advisors, LLC. otherSvb Wealth otherOtherAug 17, 2015Sep 9, 2015
Andrew Nicholas GreenspanSentinel Pension Advisors, LLC. otherUBS Financial Services Inc. wirehouseOtherJun 19, 2015Jun 22, 2015
Brian Vincent LopezSentinel Pension Advisors, LLC. otherSvb Wealth otherOtherMar 5, 2015Apr 17, 2015 (43 d)
Michael Edward CarlsonSentinel Pension Advisors, LLC. otherPinnacle Private Wealth, LLC otherOtherFeb 23, 2015May 20, 2015 (86 d)
Bernabe VillanuevaSentinel Pension Advisors, LLC. otherCitizens Securities, Inc. otherOtherNov 5, 2014May 12, 2015 (188 d)
Amy Elizabeth CinelliSentinel Pension Advisors, LLC. otherCommonwealth Financial Network national BDOtherSep 27, 2013Oct 15, 2013
Jeffrey Stuart ReiselSentinel Pension Advisors, LLC. otherAllstate Financial Advisors, LLC no RAUMOtherSep 24, 2013Apr 29, 2015 (582 d)
David George HanafinSentinel Pension Advisors, LLC. otherOsaic Institutions, Inc. otherOtherJun 24, 2013Jun 24, 2013
Michael AbateSentinel Pension Advisors, LLC. otherCapital One Advisors, LLC no RAUMOtherOct 16, 2012Dec 10, 2012 (55 d)
Adam Glen RobinsonSentinel Pension Advisors, LLC. otherEagle Strategies LLC otherOtherMay 12, 2011Jun 21, 2011 (40 d)
Robert Bradford EntwistleSentinel Pension Advisors, LLC. otherJ.P. Morgan Securities LLC wirehouseOtherSep 14, 2010Sep 23, 2010
Kenneth George SeropianSentinel Pension Advisors, LLC. otherUsi Advisors otherOtherOct 30, 2009Jan 5, 2010 (67 d)
Brandon James EcheverriaSentinel Pension Advisors, LLC. otherTower Square Securities, Inc. otherOtherAug 10, 2009Sep 10, 2009 (31 d)
Amy S LampertSentinel Pension Advisors, LLC. otherThe Lampert Advisory Group unclassifiedOtherDec 24, 2008Mar 19, 2010 (450 d)
Daniel ShapiroSentinel Pension Advisors, LLC. otherFinancial Telesis, Inc. otherOtherOct 7, 2008Nov 14, 2007
Sean Kevin ReddingtonSentinel Pension Advisors, LLC. otherOsaic Institutions, Inc. otherOtherAug 22, 2008Sep 12, 2008
Michael Robert MaguireSentinel Pension Advisors, LLC. otherGlobal Retirement Partners LLC institutionalOtherJun 28, 2006Mar 29, 2022 (5753 d)
Jacob Eliahu ShulamSentinel Pension Advisors, LLC. otherInvestors Capital Advisory otherOtherDec 17, 2004Nov 29, 2004
Jeffrey Lee BernierSentinel Pension Advisors, LLC. otherJohn Hancock Distributors LLC unclassifiedOtherOct 28, 2004Jan 27, 2006 (456 d)
David Edward BunkerSentinel Pension Advisors, LLC. otherEssex Private Wealth Management LLC independent RIAOtherJan 13, 2004Aug 15, 2018 (5328 d)
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48 moves match.