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 Questar Asset Management, 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 |
|---|---|---|---|---|---|
| Jessica Kay Sand Peterson | Questar Asset Management, Inc. BD affiliated | Cri Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Oct 5, 2020 (448 d) |
| Kristin Louise Strom | Questar Asset Management, Inc. BD affiliated | Cri Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Feb 26, 2020 (226 d) |
| Megan Kiel | Questar Asset Management, Inc. BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 15, 2019 | Jul 30, 2019 |
| Eric Michael Grafnitz | Questar Asset Management, Inc. BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 3, 2019 | Sep 16, 2020 (441 d) |
| John William Challas | Questar Asset Management, Inc. BD affiliated | Centaurus Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Jun 10, 2021 (770 d) |
| John Samuel Dumond | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Apr 7, 2021 (706 d) |
| Gerard John Vanderzanden | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Feb 6, 2020 (280 d) |
| Eric Dixon Loaiza | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Sep 9, 2019 (130 d) |
| James Michael Morris | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Jun 13, 2019 (42 d) |
| Michael Thomas Petersen | Questar Asset Management, Inc. BD affiliated | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Apr 26, 2019 |
| Kelly William Buda | Questar Asset Management, Inc. BD affiliated | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 2, 2019 | Dec 19, 2019 (231 d) |
| Pamela Marie Echegaray | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Sep 23, 2019 (144 d) |
| Philip Charles Hagopian | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Sep 9, 2019 (130 d) |
| Rustan Cooley Thayer | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Jun 16, 2020 (411 d) |
| Paul Christopher Vessel | Questar Asset Management, Inc. BD affiliated | Gradient Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Jan 14, 2021 (623 d) |
| Justin Heath Waddington | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Nov 16, 2020 (564 d) |
| Matthew Lawrence Kaas | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Jan 12, 2026 (2447 d) |
| Diana Michele Groh | Questar Asset Management, Inc. BD affiliated | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2019 | Dec 11, 2019 (223 d) |
| Juli Wilder | Questar Asset Management, Inc. BD affiliated | Thrivent Advisor Network, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 1, 2019 | Mar 26, 2021 (725 d) |
| Ellen Nelson Frys | Questar Asset Management, Inc. BD affiliated | Piper Sandler & Co. other | Other | Apr 1, 2019 | Nov 13, 2019 (226 d) |
| Christopher Edgar Cron | Questar Asset Management, Inc. BD affiliated | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Mar 18, 2019 | Apr 23, 2019 (36 d) |
| Gregory Jon Clemens | Questar Asset Management, Inc. BD affiliated | Citizens Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 7, 2019 | Apr 18, 2023 (1503 d) |
| James Ronald King | Questar Asset Management, Inc. BD affiliated | Crown Capital Securities, L.P. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 7, 2019 | Jul 23, 2019 (138 d) |
| Bruce A Garber | Questar Asset Management, Inc. BD affiliated | B. Riley Wealth Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2019 | Apr 16, 2019 (41 d) |
| Robert Williams | Questar Asset Management, Inc. BD affiliated | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 6, 2019 | Apr 26, 2019 (51 d) |
| Matthew Pfaff | Questar Asset Management, Inc. BD affiliated | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Mar 6, 2019 | Apr 30, 2019 (55 d) |
| Steven Quinton Lindgren | Questar Asset Management, Inc. BD affiliated | Crown Wealth Group LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 6, 2019 | Mar 8, 2019 |
| James Kevin Wietfeldt | Questar Asset Management, Inc. BD affiliated | Compass Financial Advisors LLC other | Other | Mar 1, 2019 | Apr 17, 2007 |
| James Moore Whaley | Questar Asset Management, Inc. BD affiliated | Sagepoint Financial, Inc. other | Other | Mar 1, 2019 | Jul 22, 2016 |
| Jonathan Vernon Rice | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 28, 2019 | Jun 3, 2019 (95 d) |
| David Barol | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 26, 2019 | Feb 22, 2019 |
| Justin Peter Mclaughlin | Questar Asset Management, Inc. BD affiliated | Cetera Advisors LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 25, 2019 | Feb 14, 2019 |
| Matthew Wells Corbishley | Questar Asset Management, Inc. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 22, 2019 | Mar 14, 2019 |
| Joshua K Tootle | Questar Asset Management, Inc. BD affiliated | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 21, 2019 | Feb 19, 2019 |
| Luke James Strom | Questar Asset Management, Inc. BD affiliated | Advisornet Wealth Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2019 | Dec 24, 2019 (307 d) |
| Shawn Patrick Cook | Questar Asset Management, Inc. BD affiliated | Usadvisors Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 20, 2019 | Feb 15, 2019 |
| Connie Denise Densmore | Questar Asset Management, Inc. BD affiliated | Foundations Investment Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2019 | Mar 8, 2019 |
| Wayne Richard Brunck | Questar Asset Management, Inc. BD affiliated | American Portfolios Advisors, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2019 | Feb 19, 2019 |
| Mandie Josephine Peters | Questar Asset Management, Inc. BD affiliated | Capital Analysts BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2019 | Feb 15, 2019 |
| Scott Edward Heinila | Questar Asset Management, Inc. BD affiliated | E. A. Horwitz LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 15, 2019 | Sep 10, 2019 (207 d) |
| Matthew R Henn | Questar Asset Management, Inc. BD affiliated | Capital Synergy Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2019 | Feb 28, 2019 |
| Christopher Aaron Burrell | Questar Asset Management, Inc. BD affiliated | Estate Performance Advisors L.L.C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 14, 2019 | Jan 1, 2025 (2148 d) |
| Troy D Simonson | Questar Asset Management, Inc. BD affiliated | Gradient Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2019 | Mar 18, 2019 (32 d) |
| Kenneth Paul Schroeder | Questar Asset Management, Inc. BD affiliated | Estate Performance Advisors L.L.C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 14, 2019 | Mar 21, 2019 (35 d) |
| Eric Adam Little | Questar Asset Management, Inc. BD affiliated | Estate Performance Advisors L.L.C. state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 14, 2019 | Jan 1, 2025 (2148 d) |
| Wesley Edward Labelle | Questar Asset Management, Inc. BD affiliated | Lincoln Investment BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2019 | Feb 15, 2019 |
| Corey Michael Lashells | Questar Asset Management, Inc. BD affiliated | Packerland Brokerage Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 13, 2019 | Feb 11, 2019 |
| Frederick William Stansberry | Questar Asset Management, Inc. BD affiliated | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 13, 2019 | Mar 18, 2019 (33 d) |
| Kendall Charles Lovett | Questar Asset Management, Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2019 | Mar 21, 2024 (1864 d) |
| Anthony J Spring | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2019 | Feb 8, 2019 |
| Aaron Thomas Reed | Questar Asset Management, Inc. BD affiliated | Cetera Advisor Networks LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 11, 2019 | Feb 19, 2019 |
| Richard Paul Miller | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 8, 2019 | Feb 15, 2019 |
| Anthony Darrell Hurt | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 8, 2019 | Feb 14, 2019 |
| Stephen Dwight Hill | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2019 | Feb 13, 2019 |
| Jeremy S Hill | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2019 | Feb 13, 2019 |
| Brian Joseph Zardavets | Questar Asset Management, Inc. BD affiliated | Concourse Financial Group Advisors BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2019 | Feb 5, 2019 |
| Jeffrey Lloyd Kraft | Questar Asset Management, Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 6, 2019 | Feb 5, 2019 |
| Janice Josephine Hammond | Questar Asset Management, Inc. BD affiliated | Sunrise Financial Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2019 | Feb 23, 2024 (1843 d) |
| Erica Leigh Dunbar | Questar Asset Management, Inc. BD affiliated | Sagepoint Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 5, 2019 | Feb 6, 2019 |
| Gene Wilbur Williams | Questar Asset Management, Inc. BD affiliated | Centaurus Financial, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2019 | Feb 3, 2025 (2191 d) |
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433 moves match.