DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Mowery & Schoenfeld Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael Santino | Mowery & Schoenfeld Wealth Management, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Aug 2, 2024 | Nov 17, 2025 (472 d) |
| Sydney Lukatsevich | Mowery & Schoenfeld Wealth Management, LLC independent RIA | Calamos Wealth Management LLC independent RIA | RIA to RIA | Oct 25, 2023 | Dec 12, 2023 (48 d) |
| Steven John Gillhaus | Mowery & Schoenfeld Wealth Management, LLC independent RIA | Savant Wealth Management independent RIA | RIA to RIA | Mar 25, 2022 | Mar 30, 2022 |
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3 moves match.