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 Ssn Advisory, 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
Patrick Lohr Flynn	Ssn Advisory, Inc. other	Mcbee Advisors, Inc. other	Other	Apr 17, 2012	Apr 19, 2007
Eva Valentine	Ssn Advisory, Inc. other	J P Turner & Company Capital Management, LLC other	Other	Feb 9, 2012	Dec 6, 2011
Bryan Kelly Dowell	Ssn Advisory, Inc. other	Resource Horizons Investment Advisory, Inc. other	Other	Oct 14, 2011	Oct 25, 2011
Sharon Ann Merkle	Ssn Advisory, Inc. other	Latitude Advisors, LLC other	Other	Aug 15, 2011	Aug 15, 2011
Howard S Goldson	Ssn Advisory, Inc. other	Latitude Advisors, LLC independent RIA	Other	Aug 15, 2011	Mar 16, 2021 (3501 d)
Frederick William Schmalkuche	Ssn Advisory, Inc. other	Latitude Advisors, LLC independent RIA	Other	Aug 15, 2011	Aug 9, 2021 (3647 d)
Larry Nelson Grogan	Ssn Advisory, Inc. other	Grogan Advisory Services, LLC state registered	Other	Aug 3, 2011	Jun 28, 2011
Eric Leonard Sjolund	Ssn Advisory, Inc. other	Sjolund Financial Services unclassified	Other	Jul 28, 2011	Sep 14, 2011 (48 d)
Corey Bryan Winten	Ssn Advisory, Inc. other	Yield Advisory unclassified	Other	Jul 18, 2011	Jul 19, 2011
Richard D Albright	Ssn Advisory, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jun 27, 2011	Aug 10, 2011 (44 d)
Greg Deanne Boll	Ssn Advisory, Inc. other	Lancaster County Financial Group, LLC state registered	Other	Apr 6, 2011	Sep 18, 2009
Ethan Matthew Rush	Ssn Advisory, Inc. other	Rush Penn, LLC. unclassified	Other	Feb 16, 2011	Jun 15, 2015 (1580 d)
Seth David Mcbee	Ssn Advisory, Inc. other	Hbw Advisory Services LLC other	Other	Dec 31, 2010	Jun 2, 2016 (1980 d)
William Hankins	Ssn Advisory, Inc. other	Strategic Advisers LLC national BD	Other	Nov 9, 2010	Nov 23, 2010
Terry Michael Reinhart	Ssn Advisory, Inc. other	H. Beck, Inc. other	Other	Oct 28, 2010	Jan 5, 2011 (69 d)
Joel Lee Karpinski	Ssn Advisory, Inc. other	Karpinski Financial, LLC state registered	Other	Oct 19, 2010	Apr 14, 2010
Christopher David Fagiolo	Ssn Advisory, Inc. other	Cape Investment Advisory, Inc. other	Other	Apr 1, 2010	Mar 7, 2014 (1436 d)
Gary Robert Zoller	Ssn Advisory, Inc. other	Meert/ Zoller Financial Group unclassified	Other	Feb 8, 2010	Jan 28, 2010
Larry Andrew Prislovsky	Ssn Advisory, Inc. other	Jd Powers Financial Services, Inc. unclassified	Other	Feb 1, 2010	Jul 10, 2009
Frank Thomas Marzella	Ssn Advisory, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 7, 2009	Dec 16, 2009
Gerard Paul Mlinar	Ssn Advisory, Inc. other	Yield Advisory unclassified	Other	Nov 2, 2009	Apr 16, 2010 (165 d)
Jeffrey Elmer Wilson	Ssn Advisory, Inc. other	Wilson Financial Group, LLC state registered	Other	Oct 27, 2009	Nov 10, 2009
Jaret Dalin Perryman	Ssn Advisory, Inc. other	Cetera Advisor Networks LLC other	Other	Sep 4, 2009	Oct 7, 2009 (33 d)
Paul Woodson Abele	Ssn Advisory, Inc. other	Great American Advisors, Inc. other	Other	Jul 31, 2009	Aug 18, 2009
Robert L Sheets	Ssn Advisory, Inc. other	Osaic Fs, Inc. other	Other	Jul 21, 2009	Apr 5, 2011 (623 d)
Robert Alan Walker	Ssn Advisory, Inc. other	H. Beck, Inc. other	Other	Jul 21, 2009	Dec 4, 2017 (3058 d)
Allan Lawson Harkness	Ssn Advisory, Inc. other	Cape Investment Advisory, Inc. other	Other	Jul 17, 2009	Nov 19, 2010 (490 d)
Jose Behar	Ssn Advisory, Inc. other	New England Securities Corporation other	Other	Apr 30, 2009	Sep 23, 2010 (511 d)
Rodney Kirkner	Ssn Advisory, Inc. other	Osaic Fa, Inc. other	Other	Apr 17, 2009	May 22, 2013 (1496 d)
Martin Lawrence Hearn	Ssn Advisory, Inc. other	Silver Oak Securities, Inc. other	Other	Mar 19, 2009	Nov 24, 2009 (250 d)
John Ross Nanni	Ssn Advisory, Inc. other	Principal Securities, Inc. other	Other	Dec 16, 2008	Dec 17, 2008
Vincent Brent Davis	Ssn Advisory, Inc. other	Woodbury Financial Services, Inc. other	Other	Dec 16, 2008	Jan 20, 2009 (35 d)
Warren Sherman Williams	Ssn Advisory, Inc. other	The Retirement Group, LLC other	Other	Dec 16, 2008	Dec 3, 2008
Robert John Welsch	Ssn Advisory, Inc. other	The Retirement Group, LLC other	Other	Dec 2, 2008	Dec 3, 2008
Ronald Joseph Harpootlian	Ssn Advisory, Inc. other	The Retirement Group, LLC other	Other	Dec 2, 2008	Dec 2, 2008
Scott Wesley Mckay	Ssn Advisory, Inc. other	The Retirement Group, LLC other	Other	Dec 2, 2008	Dec 3, 2008
Jeremy Landon Keating	Ssn Advisory, Inc. other	The Retirement Group, LLC other	Other	Dec 2, 2008	Dec 3, 2008
James Joseph Galante	Ssn Advisory, Inc. other	Sii Investments, Inc. other	Other	Sep 8, 2008	Sep 8, 2008
Braxton Bragg Comer	Ssn Advisory, Inc. other	Bragg Comer Financial Advisors, LLC state registered	Other	Sep 5, 2008	Oct 7, 2008 (32 d)
Peter Andrew Marshall	Ssn Advisory, Inc. other	The Marshall Financial Group LLC independent RIA	Other	Jul 31, 2008	May 14, 2008
William Robert Chambers	Ssn Advisory, Inc. other	Securities America Advisors, Inc. other	Other	Jun 20, 2008	Jul 1, 2008
Bryan Vincent Hegarty	Ssn Advisory, Inc. other	Hegarty Investment Logic, LLC state registered	Other	May 27, 2008	Feb 11, 2009 (260 d)
Scott Kendall Branson	Ssn Advisory, Inc. other	Brokersxpress LLC other	Other	May 19, 2008	May 22, 2008
Paul Woodson Abele	Ssn Advisory, Inc. other	Abele Financial Group LLC unclassified	Other	Apr 7, 2008	Apr 7, 2008
Lucius Williamson	Ssn Advisory, Inc. other	Berthel Fisher & Company Financial Services, Inc. other	Other	Feb 28, 2008	Mar 31, 2008 (32 d)
Derek Brock Boles	Ssn Advisory, Inc. other	Fortis Advisors, LLC other	Other	Jan 2, 2008	Jan 30, 2014 (2220 d)
Seth David Mcbee	Ssn Advisory, Inc. other	Mcbee Advisors, Inc. other	Other	Dec 31, 2007	Apr 19, 2007
Anthony Eugene Cosey	Ssn Advisory, Inc. other	Cosey Financial Services, Inc. independent RIA	Other	Jul 3, 2007	Apr 13, 2006
Craig Walter Jergenson	Ssn Advisory, Inc. other	Invest Financial Corporation other	Other	Jun 1, 2007	Mar 27, 2009 (665 d)
Roger Noel Matson	Ssn Advisory, Inc. other	Mcm Advisory, LLC state registered	Other	May 2, 2007	Apr 25, 2007
George Byron Thompson	Ssn Advisory, Inc. other	Thompson Wealth Management, Inc. state registered	Other	Apr 3, 2007	Jan 26, 2006
Robert Leroy Gardner	Ssn Advisory, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Feb 27, 2007	Feb 27, 2007
Charles Joseph Minnich	Ssn Advisory, Inc. other	Foundation Capital Management, LLC independent RIA	Other	Feb 14, 2007	Feb 26, 2007
John Andrew White	Ssn Advisory, Inc. other	H. Beck, Inc. other	Other	Nov 13, 2006	Nov 15, 2006
Jeremy Wilkins Laub	Ssn Advisory, Inc. other	The Retirement Group unclassified	Other	Oct 4, 2006	Oct 13, 2006
Shawn Michael Mcelderry	Ssn Advisory, Inc. other	The Retirement Group unclassified	Other	Oct 4, 2006	Oct 13, 2006
Michael David Lambrix	Ssn Advisory, Inc. other	The Retirement Group unclassified	Other	Oct 4, 2006	Oct 13, 2006
James Joseph Galante	Ssn Advisory, Inc. other	The Retirement Group unclassified	Other	Oct 4, 2006	Oct 13, 2006
Stephen Richard Kitching	Ssn Advisory, Inc. other	Guggenheim Investment Advisors, LLC other	Other	Jun 26, 2006	Apr 25, 2007 (303 d)
Steven Edward Lebaron	Ssn Advisory, Inc. other	Independent Financial Group, LLC other	Other	Apr 13, 2006	Apr 3, 2006

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188 moves match.