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
Ryan Burgess	Questar Asset Management, Inc. other	Principal Securities, Inc. other	Other	Jun 2, 2015	Aug 4, 2015 (63 d)
Wilbert Lamar Hamilton	Questar Asset Management, Inc. other	Kovack Advisors, Inc. other	Other	Jun 2, 2015	Jun 2, 2015
Robert Frederic Katz	Questar Asset Management, Inc. other	Concourse Financial Group Advisors other	Other	May 27, 2015	May 15, 2015
Robert Frederick Schimeneck	Questar Asset Management, Inc. other	Packerland Brokerage Services, Inc. other	Other	Apr 29, 2015	Jul 15, 2015 (77 d)
Jonathan Richard Bath	Questar Asset Management, Inc. other	Packerland Brokerage Services, Inc. other	Other	Apr 29, 2015	Jul 24, 2015 (86 d)
Carlos Carrillo	Questar Asset Management, Inc. other	Independent Financial Group, LLC other	Other	Apr 13, 2015	Apr 13, 2015
Xavier M Ray	Questar Asset Management, Inc. other	Independent Financial Group, LLC other	Other	Mar 31, 2015	Mar 13, 2015
Kathryn Jill Christensen	Questar Asset Management, Inc. other	Securities America Advisors, Inc. other	Other	Mar 20, 2015	Jun 1, 2016 (439 d)
Joseph Donald Frank	Questar Asset Management, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Jan 23, 2015	Jan 22, 2015
Richard Aaron Webdell	Questar Asset Management, Inc. other	Onedigital other	Other	Dec 19, 2014	Dec 22, 2014
Michael Goodyear	Questar Asset Management, Inc. other	Fbl Wealth Management, LLC BD affiliated	Other	Dec 16, 2014	Mar 25, 2026 (4117 d)
Thomas Lorenzo Bausley	Questar Asset Management, Inc. other	Cetera Advisor Networks LLC BD affiliated	Other	Nov 21, 2014	Jun 4, 2018 (1291 d)
Joanna Marie Franek	Questar Asset Management, Inc. other	Thrivent Investment Management Inc. other	Other	Nov 14, 2014	Nov 20, 2014
Kyle Kazumi Yanabu	Questar Asset Management, Inc. other	Vsr Advisory Services other	Other	Nov 11, 2014	Nov 24, 2014
Thomas Joseph Casey	Questar Asset Management, Inc. other	Dean, Casey Financial Management, LLC unclassified	Other	Oct 20, 2014	Oct 20, 2014
Thomas James Prideaux	Questar Asset Management, Inc. other	Voya Financial Advisors, Inc. other	Other	Oct 20, 2014	Oct 21, 2014
James Clifford Danner	Questar Asset Management, Inc. other	Voya Financial Advisors, Inc. other	Other	Oct 20, 2014	Oct 23, 2014
Michael James Bytnar	Questar Asset Management, Inc. other	Bfc Planning, Inc. other	Other	Sep 15, 2014	Sep 15, 2014
Edward E-Vaughn Bradley	Questar Asset Management, Inc. other	Money Concepts Advisory Service other	Other	Sep 4, 2014	Sep 3, 2014
Richard Dambola	Questar Asset Management, Inc. other	Creative Financial Designs, Inc. other	Other	Aug 15, 2014	Oct 21, 2014 (67 d)
Shawn Christian Everett	Questar Asset Management, Inc. other	Cetera Advisor Networks LLC other	Other	Aug 8, 2014	Aug 4, 2014
Lynch Washington Hunt	Questar Asset Management, Inc. other	Essex National Securities, Inc. other	Other	Aug 4, 2014	Jul 28, 2014
Christopher Scott Bourgeois	Questar Asset Management, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Jul 1, 2014	Jul 9, 2014
R. Mark Smith	Questar Asset Management, Inc. other	Ifg Advisory, LLC other	Other	Jun 20, 2014	Jun 17, 2014
Amy Jean Erkenbrack	Questar Asset Management, Inc. other	Thrivent Investment Management Inc. other	Other	Jun 19, 2014	Jul 1, 2014
Jeffrey Harry Klauenberg	Questar Asset Management, Inc. other	Corecap Advisors other	Other	Jun 18, 2014	Jun 24, 2014
James Daniel Mcaleese	Questar Asset Management, Inc. other	Next Financial Group, Inc. other	Other	Jun 18, 2014	Jun 6, 2014
Steven Mark Cervantes	Questar Asset Management, Inc. other	Foothill Securities, Inc. other	Other	May 21, 2014	May 16, 2014
Donald Craig Rogers	Questar Asset Management, Inc. other	Hornor, Townsend & Kent, LLC other	Other	Apr 16, 2014	Mar 17, 2016 (701 d)
Richard William Greene	Questar Asset Management, Inc. other	Capital Synergy Partners independent RIA	Other	Mar 28, 2014	Feb 27, 2019 (1797 d)
Jasper Carl Schanna	Questar Asset Management, Inc. other	Fintegra, LLC other	Other	Feb 26, 2014	May 29, 2014 (92 d)
Daniel Edward Flamma	Questar Asset Management, Inc. other	Pnc Wealth Management other	Other	Feb 20, 2014	Mar 11, 2014
Rex Glenn Russell	Questar Asset Management, Inc. other	Moloney Securities Co., Inc. other	Other	Jan 27, 2014	Jan 4, 2016 (707 d)
Jason Edwards	Questar Asset Management, Inc. other	Calton & Associates, Inc. other	Other	Nov 19, 2013	Nov 4, 2013
George Herbert Zook	Questar Asset Management, Inc. other	Faithward Advisors, LLC other	Other	Nov 11, 2013	Nov 6, 2013
Scott Allen Blincoe	Questar Asset Management, Inc. other	Cetera Investment Advisers LLC other	Other	Nov 8, 2013	Dec 19, 2013 (41 d)
Tillman Ralph Meetze	Questar Asset Management, Inc. other	LPL Financial LLC other	Other	Nov 5, 2013	Oct 31, 2013
James Milne Provencher	Questar Asset Management, Inc. other	Fintegra, LLC other	Other	Oct 30, 2013	Oct 17, 2013
Jeffrey Scott Thompson	Questar Asset Management, Inc. other	Wells Fargo Advisors wirehouse	Other	Oct 30, 2013	Nov 8, 2013
Anthony Edward Locascio	Questar Asset Management, Inc. other	Prosperity Capital Advisors other	Other	Oct 25, 2013	Nov 6, 2013
Bill Dale Smith	Questar Asset Management, Inc. other	Apex Advisory Group, Inc. state registered	Other	Sep 18, 2013	Feb 11, 2020 (2337 d)
Kyle F O'Dell	Questar Asset Management, Inc. other	First Advisors National, LLC no RAUM	Other	Sep 11, 2013	Nov 18, 2013 (68 d)
John Donald Stover	Questar Asset Management, Inc. other	Triumph Wealth Advisors, Inc. other	Other	Sep 5, 2013	Oct 4, 2013
Christine Sionia Neilson	Questar Asset Management, Inc. other	United Planners' Financial Services Of America A Limited Partner other	Other	Jul 19, 2013	Mar 10, 2014 (234 d)
Clifford Scott Goodwin	Questar Asset Management, Inc. other	Tlg Advisors, Inc. other	Other	Jul 19, 2013	Jul 29, 2013
Trent Tyrone Solomon	Questar Asset Management, Inc. other	Securities America Advisors, Inc. other	Other	Jun 27, 2013	Jul 1, 2013
James Patrick Gregg	Questar Asset Management, Inc. other	Intouch Advisors, LLC unclassified	Other	Jun 24, 2013	Jul 3, 2013
David Paul Heroux	Questar Asset Management, Inc. other	LPL Financial LLC other	Other	May 29, 2013	May 16, 2013
Brock Matthew Alspaugh	Questar Asset Management, Inc. other	Alspaugh Wealth Management state registered	Other	Apr 25, 2013	May 16, 2013
Christopher Albert Szalay	Questar Asset Management, Inc. other	Wiseowl Capital, LLC state registered	Other	Apr 4, 2013	Apr 1, 2013
Michael John Brandone	Questar Asset Management, Inc. other	Calton & Associates, Inc. other	Other	Apr 1, 2013	May 24, 2013 (53 d)
Paul Michael Schaefer	Questar Asset Management, Inc. other	Wfg Advisors, LP other	Other	Feb 28, 2013	Mar 1, 2013
Gregg S Lentz	Questar Asset Management, Inc. other	Investors Capital Advisory other	Other	Feb 15, 2013	Jan 23, 2013
Shannon London Smith	Questar Asset Management, Inc. other	Securities America Advisors, Inc. other	Other	Feb 13, 2013	Feb 8, 2013
Matt Porter	Questar Asset Management, Inc. other	Investors Capital Advisory other	Other	Feb 7, 2013	Jan 24, 2013
David Ta-Wai Yu	Questar Asset Management, Inc. other	International Assets Investment Management, LLC other	Other	Jan 30, 2013	Jan 25, 2013
William Turner Scott	Questar Asset Management, Inc. other	Scott And Associates Of Texas, Inc. state registered	Other	Jan 25, 2013	Apr 24, 2013 (89 d)
David Michael Warrick	Questar Asset Management, Inc. other	Integrity Alliance, LLC other	Other	Jan 23, 2013	Feb 6, 2013
Hratch Krikor Panosian	Questar Asset Management, Inc. other	Berthel Fisher & Company Financial Services, Inc. other	Other	Jan 17, 2013	Jan 23, 2013
Joseph Michael Nelson	Questar Asset Management, Inc. other	Lincoln Investment other	Other	Dec 20, 2012	Jan 30, 2013 (41 d)

Page 5 of 8Previous Next

433 moves match.