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 Stancorp Investment Advisers, Inc.

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.

Advisor	From	To	Type	Left	Registered
Noah Bylsma	Stancorp Investment Advisers, Inc. other	Mariner BD affiliated	Other	Mar 10, 2026	Mar 16, 2026
Jennifer Fahey	Stancorp Investment Advisers, Inc. other	Creative Planning independent RIA	Other	Feb 20, 2026	May 26, 2026 (95 d)
Christopher Richard Halpin	Stancorp Investment Advisers, Inc. mixed wealth	Empower Advisory Group, LLC BD affiliated	RIA to affiliated broker-dealer or bank	Oct 10, 2023	Aug 16, 2024 (311 d)
Kathleen A Dalton	Stancorp Investment Advisers, Inc. mixed wealth	Fidelity Personal And Workplace Advisors BD affiliated	RIA to affiliated broker-dealer or bank	Jul 6, 2023	Sep 12, 2023 (68 d)
Janic Cesar Hoyuela	Stancorp Investment Advisers, Inc. mixed wealth	Beacon Pointe Advisors, LLC independent RIA	RIA to RIA	Jun 28, 2023	Jul 6, 2023
Kelly Crowder Amato	Stancorp Investment Advisers, Inc. other	Raymond James & Associates, Inc. national BD	Other	Feb 24, 2023	Mar 22, 2023
Daniel Anthony Marshall	Stancorp Investment Advisers, Inc. other	Raymond James Financial Services Advisors, Inc BD affiliated	Other	Nov 30, 2022	Jul 20, 2023 (232 d)
Eduardo Badillo Garza	Stancorp Investment Advisers, Inc. other	World Investment Advisors, LLC institutional	Other	Sep 27, 2022	Oct 4, 2022
Joseph Anthony Simmons	Stancorp Investment Advisers, Inc. other	Global Retirement Partners LLC institutional	Other	Apr 8, 2022	May 17, 2022 (39 d)
Paige Macy Lewis	Stancorp Investment Advisers, Inc. other	Principal Securities, Inc. BD affiliated	Other	Apr 8, 2022	Jun 14, 2022 (67 d)
Wendy Lee Olson	Stancorp Investment Advisers, Inc. other	Wedbush Securities Inc. BD affiliated	Other	Mar 4, 2021	Mar 2, 2021
Mary Yolanda Kirk	Stancorp Investment Advisers, Inc. other	Wells Fargo Advisors wirehouse	Other	Jan 25, 2021	Feb 3, 2021
Nikki Danyel Walton	Stancorp Investment Advisers, Inc. other	Plexus Financial Services, LLC no RAUM	Other	Jan 6, 2021	Feb 22, 2021 (47 d)
Charles Carlos Estes	Stancorp Investment Advisers, Inc. other	Principal Asset Management other	Other	Oct 30, 2020	Aug 19, 2021 (293 d)
Tatiana Cristina Parave Eckel	Stancorp Investment Advisers, Inc. other	Fidelity Personal And Workplace Advisors BD affiliated	Other	Apr 20, 2020	Apr 28, 2020
Paola Andrea Santos	Stancorp Investment Advisers, Inc. other	Lockton Investment Advisors, LLC institutional	Other	Apr 10, 2020	Dec 6, 2021 (605 d)
Carl Roger Hendrix	Stancorp Investment Advisers, Inc. other	Principal Securities, Inc. BD affiliated	Other	Apr 10, 2020	Feb 9, 2022 (670 d)
Kendell Bolen Adler	Stancorp Investment Advisers, Inc. other	Capital Square, LLC independent RIA	Other	Dec 12, 2019	Apr 20, 2020 (130 d)
Michael Steven Flahaven	Stancorp Investment Advisers, Inc. other	Sheridan Road Advisors, LLC, A Hub International Company institutional	Other	Jul 2, 2019	Nov 8, 2019 (129 d)
Jeffrey Matthew Belton	Stancorp Investment Advisers, Inc. other	Intellicents Investment Solutions Inc institutional	Other	Mar 1, 2019	Mar 20, 2019
Emanuel David Marshall	Stancorp Investment Advisers, Inc. other	Orion Portfolio Solutions, LLC independent RIA	Other	Feb 8, 2019	Feb 8, 2021 (731 d)
Brian J Forneris	Stancorp Investment Advisers, Inc. other	Intellicents Investment Solutions Inc other	Other	Feb 7, 2019	Dec 16, 2022 (1408 d)
Robert G Burke	Stancorp Investment Advisers, Inc. other	E*Trade Capital Management, LLC independent RIA	Other	Jan 4, 2019	Feb 22, 2019 (49 d)
Soren Milo Erickson	Stancorp Investment Advisers, Inc. other	Steward Partners Investment Solutions, LLC independent RIA	Other	Apr 5, 2018	Apr 4, 2018
Dbie Anna Johnson	Stancorp Investment Advisers, Inc. other	Ameritas Advisory Services other	Other	Jan 22, 2018	Jan 24, 2018
Colleen A Kupper	Stancorp Investment Advisers, Inc. other	Huntington Financial Advisors other	Other	Dec 8, 2017	Dec 19, 2017
Silvia Hansen	Stancorp Investment Advisers, Inc. other	Global Retirement Partners LLC other	Other	Nov 2, 2017	Dec 4, 2017 (32 d)
Tonya Michelle Bowcutt Hirte	Stancorp Investment Advisers, Inc. other	Principal Securities, Inc. other	Other	Sep 27, 2017	Nov 29, 2017 (63 d)
Laura Deanna Peirson	Stancorp Investment Advisers, Inc. other	Pruco Securities, LLC BD affiliated	Other	Sep 25, 2017	Mar 11, 2019 (532 d)
Theodore William Rhinehart	Stancorp Investment Advisers, Inc. other	Jfs Wealth Advisors, LLC other	Other	Jul 25, 2016	Jul 22, 2016
Natalie Marie Gentry	Stancorp Investment Advisers, Inc. other	Newport Group Securities, Inc. other	Other	Jul 11, 2016	Mar 13, 2017 (245 d)
Brandon Thomas Budd	Stancorp Investment Advisers, Inc. other	Intellicents Investment Solutions Inc institutional	Other	Jun 9, 2016	May 8, 2018 (698 d)
Edward K Taylor	Stancorp Investment Advisers, Inc. other	Fiduciary Consulting Group other	Other	Jun 6, 2016	Jun 3, 2016
Timothy John Kroon	Stancorp Investment Advisers, Inc. other	Fisher Investments other	Other	Jan 20, 2016	Feb 10, 2016
Erik Pflaum	Stancorp Investment Advisers, Inc. other	Sagepoint Financial, Inc. other	Other	Dec 21, 2015	Oct 12, 2017 (661 d)
William Todd Mccollough	Stancorp Investment Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 3, 2015	Aug 28, 2015
Jennifer Anne Gage	Stancorp Investment Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 3, 2015	Aug 26, 2015
Erin Lee Eddins	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 15, 2015
Paul Joseph Messiter	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 18, 2015
Garth David Scrivner	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 15, 2015
Duane W Wimer	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 15, 2015
Cheryl Benton Bott	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 15, 2015
Dana Ann Underwood	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	Nov 14, 2016 (549 d)
Sara Elisabeth Prada	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 15, 2015	May 15, 2015
James Robert Bunting	Stancorp Investment Advisers, Inc. other	Park Avenue Securities LLC other	Other	Apr 20, 2015	Aug 27, 2015 (129 d)
William Jonathan Bettis	Stancorp Investment Advisers, Inc. other	Laurel Wealth Advisors, Inc. other	Other	Mar 25, 2015	Mar 24, 2015
Fernando Lawrence Ortiz	Stancorp Investment Advisers, Inc. other	Valeo Financial Advisors, LLC other	Other	Mar 16, 2015	Jul 16, 2015 (122 d)
Andrew Corey Brown	Stancorp Investment Advisers, Inc. other	Valeo Financial Advisors, LLC other	Other	Mar 16, 2015	Apr 27, 2015 (42 d)
Michael Ludwig Kappes	Stancorp Investment Advisers, Inc. other	Kms Financial Services, Inc other	Other	Jun 2, 2014	May 23, 2014
Angela Osborne	Stancorp Investment Advisers, Inc. other	Edward Jones national BD	Other	Mar 31, 2014	Jul 31, 2014 (122 d)
Kristie Dawn Cahill	Stancorp Investment Advisers, Inc. other	Opes Advisors, Inc. other	Other	Jan 22, 2014	Feb 11, 2014
Kenneth Scott Mergen	Stancorp Investment Advisers, Inc. other	Retirement Plan Advisors, LLC other	Other	Jan 8, 2014	Feb 13, 2014 (36 d)
Pamela Ann Gillett	Stancorp Investment Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Dec 4, 2013	Dec 11, 2013
Jon S Ogren	Stancorp Investment Advisers, Inc. other	Securian Financial Services, Inc. BD affiliated	Other	Dec 4, 2013	Mar 4, 2019 (1916 d)
Jonas Benjamin Merrill	Stancorp Investment Advisers, Inc. other	Skyline Financial Northwest independent RIA	Other	May 17, 2013	Jan 20, 2023 (3535 d)
Nicholas Brian Gates	Stancorp Investment Advisers, Inc. other	Fisher Investments other	Other	May 6, 2013	May 14, 2013
Christopher Paul Real	Stancorp Investment Advisers, Inc. other	Principal Securities, Inc. other	Other	Mar 26, 2013	Apr 12, 2013
David Warren Lobeck	Stancorp Investment Advisers, Inc. other	First Citizens Asset Management, Inc BD affiliated	Other	Jan 11, 2013	Apr 1, 2024 (4098 d)
Keith Allen Berry	Stancorp Investment Advisers, Inc. other	Coordinated Capital Securities, Inc. other	Other	Dec 19, 2012	Jan 14, 2013
Angela Osborne	Stancorp Investment Advisers, Inc. other	Plancorp, LLC other	Other	Sep 18, 2012	Oct 24, 2012 (36 d)

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108 moves match.