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 Nca Financial Planners

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
Kevin Howard MyeroffNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Michael Martin WasylyshynNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Karey Lynn EdwardsNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Melanie R. RossNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
David Francis KurtzNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Elizabeth Pierce ScheidererNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Ashley Candace CostelloNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Robert Blair CasaronaNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Connor Steven FifeNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Mitchell Alban KotheimerNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Dennis Patrick LehmanNca Financial Planners independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 7, 2022Dec 10, 2021
Amanda Lee BrunnettNca Financial Planners independent RIAOsaic Wealth, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 7, 2022Mar 14, 2022 (66 d)
Ashley Candace CostelloNca Financial Planners otherOsaic Wealth, Inc. BD affiliatedOtherJun 11, 2018Aug 20, 2018 (70 d)
Erin DonahueNca Financial Planners otherLincoln Investment independent RIAOtherApr 25, 2018Sep 18, 2025 (2703 d)
Erika MutchNca Financial Planners otherPetso Financial Consultants LLC otherOtherApr 6, 2017May 4, 2017
Dawn Kimberly MullenaxNca Financial Planners otherOsaic Wealth, Inc. otherOtherOct 4, 2012Feb 16, 2005
Daniel John ObrienNca Financial Planners otherCapital Advisors, Ltd., LLC otherOtherAug 15, 2011Sep 28, 2011 (44 d)
Warren Samuel WernickNca Financial Planners otherWells Fargo Advisors wirehouseOtherMar 2, 2010Feb 26, 2010
Morris W. BeverageNca Financial Planners otherWells Fargo Advisors wirehouseOtherMar 2, 2010Mar 1, 2010
Deanna SpearNca Financial Planners otherWells Fargo Advisors wirehouseOtherMar 2, 2010Mar 1, 2010
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20 moves match.