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
Jasonn Donald Potter	Stancorp Investment Advisers, Inc. other	Independent Financial Partners other	Other	Jun 21, 2012	Feb 18, 2014 (607 d)
Jennifer Tracey Kirby	Stancorp Investment Advisers, Inc. other	Trinity Investment Advisors, LLC other	Other	May 30, 2012	Jun 7, 2012
David Stauffer Webb	Stancorp Investment Advisers, Inc. other	Curry Webb Wealth Management LLC independent RIA	Other	Apr 5, 2012	Sep 19, 2013 (532 d)
Natalie Fong	Stancorp Investment Advisers, Inc. other	Newport Group Consulting, LLC other	Other	Apr 4, 2012	Mar 25, 2014 (720 d)
Rhonda Marie Randell	Stancorp Investment Advisers, Inc. other	Van Gilder Retirement Solutions, LLC other	Other	Mar 14, 2012	Apr 12, 2012
Steven Thomas Burnett	Stancorp Investment Advisers, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Dec 31, 2011	Mar 8, 2012 (68 d)
Brenda Kay Drews	Stancorp Investment Advisers, Inc. other	Primerica Advisors national BD	Other	Dec 31, 2011	Dec 13, 2013 (713 d)
Moira Margaret Hagy	Stancorp Investment Advisers, Inc. other	Usi Advisors other	Other	Dec 16, 2011	Mar 9, 2012 (84 d)
James Patrick Anderson	Stancorp Investment Advisers, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Oct 7, 2011	Feb 1, 2012 (117 d)
Barry Keith Newman	Stancorp Investment Advisers, Inc. other	Ameritas Advisory Services, LLC BD affiliated	Other	Aug 15, 2011	Nov 1, 2021 (3731 d)
Jeffrey Kenneth Hunkins	Stancorp Investment Advisers, Inc. other	Capital Client Group, Inc. no RAUM	Other	Jul 28, 2011	Apr 25, 2013 (637 d)
Laura Gorman Chernov	Stancorp Investment Advisers, Inc. other	United Capital Financial Advisors other	Other	May 4, 2011	May 4, 2011
Richard Dennis Pearce	Stancorp Investment Advisers, Inc. other	Trinity Investment Advisors, LLC other	Other	Mar 2, 2011	Jun 11, 2012 (467 d)
Ted Christofolis	Stancorp Investment Advisers, Inc. other	Valeo Financial Advisors, LLC other	Other	Jan 11, 2011	Oct 23, 2012 (651 d)
Troy Rhyne Jackson	Stancorp Investment Advisers, Inc. other	Lincoln Financial Distributors, Inc. unclassified	Other	Dec 14, 2010	Jan 6, 2011
Jonathan Tyler Anderson	Stancorp Investment Advisers, Inc. other	Independent Financial Partners BD affiliated	Other	Nov 8, 2010	Jun 18, 2021 (3875 d)
Victor Manuel Fernandez	Stancorp Investment Advisers, Inc. other	Voya Retirement Advisors, LLC other	Other	Oct 6, 2010	Feb 4, 2025 (5235 d)
Alexander Fergus Case Williamson	Stancorp Investment Advisers, Inc. other	Pacific Crest Financial Advisors, LLC state registered	Other	Sep 23, 2010	Dec 13, 2010 (81 d)
Frank Hudson Elmer	Stancorp Investment Advisers, Inc. other	Frank Elmer Investment Strategies LLC state registered	Other	Sep 23, 2010	Jan 1, 2026 (5579 d)
Bradley David Ferguson	Stancorp Investment Advisers, Inc. other	Swbc Investment Company other	Other	Aug 2, 2010	Aug 25, 2010
Todd Van Smithpeter	Stancorp Investment Advisers, Inc. other	Cedar Mountain Advisors, LLC other	Other	Jun 16, 2010	Jun 29, 2016 (2205 d)
Darron L. Kuehn	Stancorp Investment Advisers, Inc. other	Pacific Crest Financial Advisors, LLC state registered	Other	Jun 10, 2010	Dec 13, 2010 (186 d)
Timothy Allen Cole	Stancorp Investment Advisers, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	May 12, 2010	Jun 2, 2010
Mickey Sakata	Stancorp Investment Advisers, Inc. other	Three Bell Capital LLC mixed wealth	Other	Feb 10, 2010	Aug 24, 2021 (4213 d)
Gary Michael Reding	Stancorp Investment Advisers, Inc. other	LPL Financial LLC other	Other	Oct 20, 2009	May 14, 2013 (1302 d)
Ross Lopez	Stancorp Investment Advisers, Inc. other	Securities America Advisors, Inc. other	Other	Sep 4, 2009	Oct 8, 2009 (34 d)
Kara Rivers Arteaga	Stancorp Investment Advisers, Inc. other	Charles Schwab & Co., Inc. national BD	Other	Jul 15, 2009	Aug 25, 2010 (406 d)
Paul J Cook	Stancorp Investment Advisers, Inc. other	Usi Advisors other	Other	Jun 9, 2009	Nov 3, 2009 (147 d)
Melody Thomas	Stancorp Investment Advisers, Inc. other	Kibble & Prentice Holding Company other	Other	Mar 23, 2009	Jun 2, 2009 (71 d)
Kenneth Jeffrey Hanna	Stancorp Investment Advisers, Inc. other	Nfp Advisor Services, LLC other	Other	Dec 31, 2008	Feb 11, 2009 (42 d)
Chad Ashton Kasper	Stancorp Investment Advisers, Inc. other	E*Trade Capital Management, LLC other	Other	Oct 20, 2008	Jan 9, 2009 (81 d)
Clay Dean William Stafford	Stancorp Investment Advisers, Inc. other	Wells Fargo Insurance Services Investment Advisors, Inc. unclassified	Other	Aug 25, 2008	Aug 26, 2008
William Robert Posch	Stancorp Investment Advisers, Inc. other	Nollenberger Capital Partners Inc. unclassified	Other	Jul 7, 2008	Jul 25, 2008
Ryan J Christensen	Stancorp Investment Advisers, Inc. other	John Hancock Investment Management LLC other	Other	May 21, 2008	Dec 22, 2008 (215 d)
Caroline Mira Lee Perry	Stancorp Investment Advisers, Inc. other	Voya Financial Partners, LLC other	Other	Apr 1, 2008	Apr 22, 2008
James Robert Klomparens	Stancorp Investment Advisers, Inc. other	Chesme Capital Management other	Other	Feb 7, 2008	Oct 8, 2010 (974 d)
Brian Alan Hagen	Stancorp Investment Advisers, Inc. other	Oneamerica Securities, Inc. other	Other	Oct 31, 2007	Dec 19, 2007 (49 d)
Shareen Marie Balkey	Stancorp Investment Advisers, Inc. other	John Hancock Investment Management LLC other	Other	Oct 15, 2007	Dec 22, 2008 (434 d)
Charles Howard Kennedy	Stancorp Investment Advisers, Inc. other	Fiducia Group, LLC no RAUM	Other	Sep 7, 2007	Sep 26, 2008 (385 d)
Kevin Lamar Rainwater	Stancorp Investment Advisers, Inc. other	Acg Wealth Inc. other	Other	Sep 7, 2007	Aug 26, 2010 (1084 d)
Daniel James Dingus	Stancorp Investment Advisers, Inc. other	LPL Financial LLC other	Other	Aug 3, 2007	Sep 21, 2007 (49 d)
Jeffrey Lee Hurst	Stancorp Investment Advisers, Inc. other	Huntington Financial Advisors other	Other	May 14, 2007	Nov 5, 2007 (175 d)
Michael Lance Rogers	Stancorp Investment Advisers, Inc. other	Bpm Wealth Management, LLC unclassified	Other	May 4, 2007	Jan 15, 2008 (256 d)
Mark Stephen Nicholas	Stancorp Investment Advisers, Inc. other	Employer Retirement Investment Advisors, LLC other	Other	Apr 27, 2007	Nov 3, 2010 (1286 d)
Steven Bert Wright	Stancorp Investment Advisers, Inc. other	Asi Wealth Management & Consulting Services other	Other	Aug 21, 2006	Sep 19, 2006
Joseph Robert Zarzycki	Stancorp Investment Advisers, Inc. other	Bb&T Institutional Investment Advisers, Inc. other	Other	Mar 21, 2006	Apr 21, 2015 (3318 d)
Gregory Allan Gaynier	Stancorp Investment Advisers, Inc. other	Financial Telesis, Inc. other	Other	Mar 29, 2005	Oct 18, 2005 (203 d)
Michael A White	Stancorp Investment Advisers, Inc. other	Voya Financial Advisors, Inc. other	Other	Mar 29, 2005	May 25, 2005 (57 d)

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108 moves match.