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
Buddy Wayne Camper	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Dec 6, 2016	Nov 10, 2016
Richard Wayne Rogers	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Dec 6, 2016	Nov 10, 2016
Russell Elton George	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Dec 6, 2016	Nov 14, 2016
Ross L Wamsley	Questar Asset Management, Inc. other	Voya Financial Advisors, Inc. other	Other	Nov 21, 2016	Nov 2, 2016
Daniel Richard London	Questar Asset Management, Inc. other	Primerica Advisors national BD	Other	Nov 13, 2016	Dec 1, 2016
Sarabjeet Singh Thapar	Questar Asset Management, Inc. other	World Investment Advisors, LLC other	Other	Nov 11, 2016	Jan 22, 2026 (3359 d)
Albert James Minutola	Questar Asset Management, Inc. other	Cetera Advisor Networks LLC other	Other	Nov 2, 2016	Jan 20, 2017 (79 d)
Charisse Lela Kirkley	Questar Asset Management, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 11, 2016	Nov 22, 2016 (42 d)
Kevin Scott Bachmann	Questar Asset Management, Inc. other	Global Financial Private Capital, Inc. other	Other	Sep 29, 2016	Oct 5, 2016
Rikki Jr Foster	Questar Asset Management, Inc. other	Hornor, Townsend & Kent, LLC other	Other	Aug 24, 2016	Mar 1, 2018 (554 d)
Arthur M Troccoli	Questar Asset Management, Inc. other	Pts Brokerage, LLC independent RIA	Other	Aug 24, 2016	Mar 26, 2018 (579 d)
Thomas Yacovino	Questar Asset Management, Inc. other	Stifel, Nicolaus & Company, Incorporated national BD	Other	Aug 19, 2016	Nov 15, 2024 (3010 d)
Brian E Biehl	Questar Asset Management, Inc. other	Lincoln Investment other	Other	Aug 3, 2016	Aug 1, 2016
Cynthia Gayle Barnett	Questar Asset Management, Inc. other	Securities America Advisors, Inc. other	Other	Jul 26, 2016	Jul 20, 2016
Doreen Emily Schmidt	Questar Asset Management, Inc. other	Woodbury Financial Services, Inc. BD affiliated	Other	Jul 12, 2016	Sep 5, 2019 (1150 d)
Joseph Philip Locrotondo	Questar Asset Management, Inc. other	Pruco Securities, LLC other	Other	Jul 1, 2016	Oct 31, 2016 (122 d)
Jonathon Arnold Holland	Questar Asset Management, Inc. other	Morgan Stanley wirehouse	Other	Jun 29, 2016	Jun 28, 2016
Paul Dana Chapman	Questar Asset Management, Inc. other	Colburn Wealth Management, LLC independent RIA	Other	Jun 23, 2016	Jun 17, 2016
Stephen Paul Giordano	Questar Asset Management, Inc. other	Avantax Advisory Services other	Other	Jun 10, 2016	Jun 22, 2016
Helen Lehmann Thornton	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 6, 2016	May 16, 2016
Robert David Scott	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 6, 2016	May 6, 2016
Susan Kay Jurica	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	May 26, 2016	May 23, 2016
Alan Louis Augulis	Questar Asset Management, Inc. other	Augulis Financial Firm, L.L.C. state registered	Other	May 13, 2016	Jan 1, 2026 (3520 d)
Glenn Edward Cook	Questar Asset Management, Inc. other	Triumph Wealth Advisors, Inc. other	Other	May 12, 2016	May 5, 2016
Lisa Anne Johnson	Questar Asset Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	May 10, 2016	May 2, 2016
Kevin C Sevlie	Questar Asset Management, Inc. other	Northwestern Mutual Investment Services,LLC no RAUM	Other	Apr 11, 2016	Apr 22, 2016
Amy Louise Gilbert	Questar Asset Management, Inc. other	Securian Financial Services, Inc. other	Other	Mar 23, 2016	Sep 27, 2017 (553 d)
Cody Ray Fredrickson	Questar Asset Management, Inc. other	Cuna Brokerage Services, Inc. other	Other	Jan 21, 2016	Feb 10, 2016
Aaron Michael Vincent	Questar Asset Management, Inc. other	Voya Financial Advisors, Inc. other	Other	Jan 21, 2016	Mar 8, 2016 (47 d)
Stacy Lynn Coldwell	Questar Asset Management, Inc. other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 19, 2016	Jul 27, 2016 (190 d)
Brian Scott Schaefer	Questar Asset Management, Inc. other	Tlg Advisors, Inc. other	Other	Dec 18, 2015	Feb 11, 2016 (55 d)
Marcel Richard Morin	Questar Asset Management, Inc. other	Nfp Advisor Services, LLC other	Other	Dec 16, 2015	Nov 16, 2015
Tamala Glenise Williams	Questar Asset Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Dec 3, 2015	Dec 2, 2015
Samuel Manasseh Richmond	Questar Asset Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Dec 3, 2015	Dec 2, 2015
Jane M Hyland	Questar Asset Management, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Nov 18, 2015	Feb 28, 2017 (468 d)
Taylor James Sundeen	Questar Asset Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Nov 5, 2015	Oct 27, 2015
Jean Paulette Larsen	Questar Asset Management, Inc. other	J. W. Cole Advisors, Inc. other	Other	Nov 4, 2015	Nov 27, 2017 (754 d)
Marc Lawrence Delia	Questar Asset Management, Inc. other	Osaic Fa, Inc. other	Other	Oct 23, 2015	Oct 22, 2015
Lawrence Alan Stack	Questar Asset Management, Inc. other	Asset Management Strategies, Inc. other	Other	Oct 9, 2015	Apr 22, 2016 (196 d)
Deborah Waynell Andrews	Questar Asset Management, Inc. other	Foundations Investment Advisors LLC other	Other	Oct 1, 2015	Sep 25, 2015
Gary Kaspar Malkasian	Questar Asset Management, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Sep 25, 2015	Jun 29, 2023 (2834 d)
Julie Rush Frachalla	Questar Asset Management, Inc. other	Ameriprise Financial Services, LLC national BD	Other	Sep 17, 2015	Dec 2, 2015 (76 d)
Kimberly Diane Tucker-Knotts	Questar Asset Management, Inc. other	Securities America Advisors, Inc. other	Other	Sep 16, 2015	Aug 21, 2015
Krystian Leonard Cieplucha	Questar Asset Management, Inc. other	Osaic Fa, Inc. other	Other	Sep 15, 2015	Sep 9, 2015
Paul Martin Walkington	Questar Asset Management, Inc. other	B. Riley Wealth Advisors, Inc. other	Other	Aug 28, 2015	Sep 23, 2015
Stephen J. Arntson	Questar Asset Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Aug 11, 2015	Jul 27, 2015
Terry Glenn Mebane	Questar Asset Management, Inc. other	Voya Financial Advisors, Inc. other	Other	Jul 20, 2015	Oct 16, 2015 (88 d)
Michael Byung Do Lee	Questar Asset Management, Inc. other	Equitable Advisors, LLC national BD	Other	Jul 10, 2015	Jul 31, 2015
Michael Scott Allison	Questar Asset Management, Inc. other	Cetera Advisor Networks LLC other	Other	Jul 1, 2015	Jul 2, 2015
Lesley Pinckard	Questar Asset Management, Inc. other	Wealth Watch Advisors, Inc no RAUM	Other	Jul 1, 2015	Jul 7, 2015
Robert Edward Allison	Questar Asset Management, Inc. other	Cetera Advisor Networks LLC other	Other	Jul 1, 2015	Jul 2, 2015
Jared Brant Koelker	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jul 1, 2015	Jun 30, 2015
Stephen Andrew Bishop	Questar Asset Management, Inc. other	MML Investors Services, LLC other	Other	Jun 30, 2015	Jul 27, 2015
Thomas John Clay	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 24, 2015	Jan 4, 2016 (194 d)
Benjamin C Brayshaw	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 24, 2015	Jun 8, 2015
Seth Eric Krussman	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 24, 2015	Jun 23, 2015
Joseph Edward Ward	Questar Asset Management, Inc. other	Integrity Alliance, LLC other	Other	Jun 23, 2015	Jun 25, 2015
Donald Edward Hannigan	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 17, 2015	Jun 11, 2015
Sheldon Clyde Drake	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 10, 2015	Jun 8, 2015
John Forest Ryder	Questar Asset Management, Inc. other	Sagepoint Financial, Inc. other	Other	Jun 10, 2015	Jun 8, 2015

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433 moves match.