Advisor moves

Departures from B. Riley Wealth Advisors, Inc.

474 moves
AdvisorFromToTypeLeftRegistered
Gordon Wing Sing YeeB. Riley Wealth Advisors, Inc. otherScf Investment Advisors, Inc. otherOtherNov 1, 2013Nov 13, 2013
Darren Francis SchneckB. Riley Wealth Advisors, Inc. otherScf Investment Advisors, Inc. otherOtherNov 1, 2013Nov 1, 2013
Joe LiewB. Riley Wealth Advisors, Inc. otherCitigroup Global Markets Inc. otherOtherAug 22, 2013Mar 9, 2016 (930 d)
Rodger Erik ThomasB. Riley Wealth Advisors, Inc. otherScf Investment Advisors, Inc. BD affiliatedOtherAug 21, 2013Jul 23, 2018 (1797 d)
Andrew TangB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherAug 6, 2013Aug 30, 2013
Hans-Christian WinklerB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherAug 5, 2013Aug 5, 2013
Kevin L. DunnB. Riley Wealth Advisors, Inc. otherStrategic Advisers LLC national BDOtherJul 16, 2013Aug 1, 2013
Frank Ronald StanleyB. Riley Wealth Advisors, Inc. otherClaraphi Advisory Network, LLC otherOtherMay 9, 2013May 10, 2013
James Allen TolbertB. Riley Wealth Advisors, Inc. otherSterne Agee Asset Management, Inc. otherOtherApr 19, 2013Apr 30, 2013
James Robert BuiterB. Riley Wealth Advisors, Inc. otherChicago Capital Management Advisors, LLC otherOtherApr 1, 2013Apr 30, 2013
John Joseph KosticB. Riley Wealth Advisors, Inc. otherF500 Advisory Services, Inc. otherOtherMar 7, 2013Mar 8, 2013
Ivan Richard GefenB. Riley Wealth Advisors, Inc. otherMorgan Stanley wirehouseOtherJan 28, 2013Feb 19, 2013
Jonathan David StrausB. Riley Wealth Advisors, Inc. otherCommons Capital, LLC independent RIAOtherJan 7, 2013Dec 14, 2012
Rose Mary ThompsonB. Riley Wealth Advisors, Inc. otherCommons Capital, LLC independent RIAOtherJan 7, 2013Dec 14, 2012
Alicia Maria GuagliardoB. Riley Wealth Advisors, Inc. otherMcadams Wright Ragen, Inc. otherOtherAug 17, 2012Aug 22, 2012
Steven Andrew JenningsB. Riley Wealth Advisors, Inc. otherEvergreen Ria, LLC state registeredOtherAug 15, 2012Jan 1, 2025 (4522 d)
Teddy LellosB. Riley Wealth Advisors, Inc. otherJoseph Gunnar & Co., LLC otherOtherApr 5, 2012Apr 5, 2012
James Patrick FlynnB. Riley Wealth Advisors, Inc. otherCitizens Securities, Inc. otherOtherMar 21, 2012Jun 9, 2014 (810 d)
August Charles MieleB. Riley Wealth Advisors, Inc. otherSantander Securities BD affiliatedOtherDec 23, 2011Mar 19, 2021 (3374 d)
Michael John DimitriB. Riley Wealth Advisors, Inc. otherB Riley Wealth Management otherOtherOct 18, 2011Nov 18, 2011 (31 d)
Dragi PaunovskiB. Riley Wealth Advisors, Inc. otherB Riley Wealth Management otherOtherOct 18, 2011Dec 2, 2011 (45 d)
John Edward WolfsbergB. Riley Wealth Advisors, Inc. otherCenterpoint Advisors, LLC otherOtherSep 20, 2011Aug 2, 2011
Jennifer Michelle WolfsbergB. Riley Wealth Advisors, Inc. otherCenterpoint Advisors, LLC otherOtherSep 20, 2011Aug 2, 2011
Olga Poltoratskaya OkatyB. Riley Wealth Advisors, Inc. otherCenterpoint Advisors, LLC otherOtherSep 20, 2011Aug 2, 2011
Gregory Avery RamirezB. Riley Wealth Advisors, Inc. otherOpvest Wealth Management unclassifiedOtherJan 5, 2011Jan 14, 2011
Franz Albert KochB. Riley Wealth Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 29, 2010Sep 29, 2010
Michael Craig WaldowB. Riley Wealth Advisors, Inc. otherMeasured Risk Portfolios independent RIAOtherAug 13, 2010Mar 19, 2019 (3140 d)
Daniel PecoraroB. Riley Wealth Advisors, Inc. otherValic Financial Advisors, Inc. otherOtherJul 20, 2010Jul 29, 2010
Adam Douglas LorraineB. Riley Wealth Advisors, Inc. otherRevere Securities LLC unclassifiedOtherJul 8, 2010Jan 26, 2011 (202 d)
Aadil Haroon ZamanB. Riley Wealth Advisors, Inc. otherWall Street Financial Group, Inc otherOtherJun 1, 2010Jun 1, 2010
Syed Mohammad NishatB. Riley Wealth Advisors, Inc. otherWall Street Financial Group, Inc otherOtherJun 1, 2010Jun 1, 2010
Kathryn Louise FitzgeraldB. Riley Wealth Advisors, Inc. otherNewport Coast Asset Management otherOtherMar 15, 2010Mar 16, 2010
Michael GefenB. Riley Wealth Advisors, Inc. otherFidelity Personal And Workplace Advisors no RAUMOtherFeb 12, 2010Jul 19, 2018 (3079 d)
Robert F SolerB. Riley Wealth Advisors, Inc. otherPark Avenue Securities LLC otherOtherJan 7, 2010May 22, 2012 (866 d)
William Carl DyhrB. Riley Wealth Advisors, Inc. otherSpc otherOtherOct 26, 2009May 4, 2010 (190 d)
Sandra Teresa TurnerB. Riley Wealth Advisors, Inc. otherGlobal Arena Investment Management, LLC otherOtherJun 23, 2009Feb 2, 2011 (589 d)
Richard SpatolaB. Riley Wealth Advisors, Inc. otherVerity Asset Management otherOtherFeb 9, 2009Oct 27, 2011 (990 d)
Scott Edward WhittenB. Riley Wealth Advisors, Inc. otherNext Financial Group, Inc. otherOtherFeb 9, 2009Mar 9, 2010 (393 d)
Dino DionneB. Riley Wealth Advisors, Inc. otherEdi Investment Advisor Corporation unclassifiedOtherSep 2, 2008May 12, 2010 (617 d)
Petar Alexiev ArizanovB. Riley Wealth Advisors, Inc. otherStrategic Advisers LLC national BDOtherSep 2, 2008Jan 29, 2013 (1610 d)
Fahad HasanB. Riley Wealth Advisors, Inc. otherWealthedge Investment Advisors, LLC independent RIAOtherSep 2, 2008May 31, 2024 (5750 d)
Ian Stuart ColeB. Riley Wealth Advisors, Inc. otherEdi Investment Advisor Corporation unclassifiedOtherSep 2, 2008Jun 25, 2010 (661 d)
Carlos Amilcar FareloB. Riley Wealth Advisors, Inc. otherVoya Financial Advisors, Inc. otherOtherJul 25, 2008Jun 2, 2009 (312 d)
Paul Edward FritchB. Riley Wealth Advisors, Inc. otherWbb Securities, LLC state registeredOtherApr 30, 2008Jun 20, 2008 (51 d)
Amin Ur RashidB. Riley Wealth Advisors, Inc. otherPrincipal Securities, Inc. BD affiliatedOtherJan 29, 2008Jun 15, 2021 (4886 d)
David Bernard LevinsonB. Riley Wealth Advisors, Inc. otherNewport Coast Asset Management otherOtherJan 15, 2008Jan 9, 2008
Philip Thomas QuigleyB. Riley Wealth Advisors, Inc. otherIntegrity Alliance, LLC otherOtherDec 13, 2007Jan 3, 2008
Christopher Robert StewartB. Riley Wealth Advisors, Inc. otherOsaic Fs, Inc. otherOtherJul 31, 2007Apr 29, 2008 (273 d)
Gregg Lance ZeoliB. Riley Wealth Advisors, Inc. otherEmpire Financial Management Company, LLC otherOtherMay 9, 2007Jul 9, 2014 (2618 d)
Peter Francis ForbesB. Riley Wealth Advisors, Inc. otherRegal Advisory Services, Inc. otherOtherNov 30, 2005Sep 18, 2008 (1023 d)
Robert James DowlingB. Riley Wealth Advisors, Inc. otherGunnallen Financial, Inc unclassifiedOtherJul 20, 2005Jul 15, 2005
Richard Gerhard KeffertB. Riley Wealth Advisors, Inc. otherLPL Financial LLC otherOtherApr 13, 2005Apr 12, 2005
Paul Michael DehmerB. Riley Wealth Advisors, Inc. otherA. G. Edwards & Sons, Inc. unclassifiedOtherNov 26, 2004Jan 16, 2004
Vincent Devos La CavaB. Riley Wealth Advisors, Inc. otherAmeriprise Advisor Services, Inc. unclassifiedOtherMay 4, 2004May 4, 2004
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