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.

AdvisorFromToTypeLeftRegistered
Nakia Schwann MartinQuestar Asset Management, Inc. otherMML Investors Services, LLC otherOtherDec 20, 2012Jan 24, 2014 (400 d)
Daniel Joseph MahleQuestar Asset Management, Inc. otherWaddell & Reed otherOtherDec 4, 2012Dec 12, 2012
Richard Herbert NelsonQuestar Asset Management, Inc. otherCentaurus Financial, Inc. otherOtherNov 14, 2012Oct 30, 2012
Gregory Wendell QuonQuestar Asset Management, Inc. otherCore Investment Management, LLC state registeredOtherNov 2, 2012Aug 11, 2025 (4665 d)
Jonathan James AllenQuestar Asset Management, Inc. otherVoya Financial Advisors, Inc. otherOtherOct 1, 2012Feb 14, 2013 (136 d)
James Anthony SerratelliQuestar Asset Management, Inc. otherSpc otherOtherSep 27, 2012Sep 12, 2012
Brian Paul HansonQuestar Asset Management, Inc. otherTlg Advisors, Inc. otherOtherSep 20, 2012Jan 2, 2014 (469 d)
Douglas Ronald MoeQuestar Asset Management, Inc. otherTeamwork Financial Advisors, LLC independent RIAOtherSep 19, 2012Oct 1, 2012
Darren Michael LimesandQuestar Asset Management, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherSep 11, 2012Sep 10, 2012
Gwendolyn SlaterQuestar Asset Management, Inc. otherDalton Strategic Investment Services Inc. unclassifiedOtherAug 6, 2012Aug 21, 2012
Adam Patrick LiquoriQuestar Asset Management, Inc. otherFsc Securities Corporation otherOtherJul 28, 2012Jul 27, 2012
Darryl Joseph ChouinardQuestar Asset Management, Inc. otherPrincipal Securities, Inc. otherOtherJul 26, 2012Sep 24, 2012 (60 d)
Laurel Michelle PackhamQuestar Asset Management, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJun 14, 2012Sep 4, 2012 (82 d)
David Stuart UnderhillQuestar Asset Management, Inc. otherUnderhill Investments, LLC state registeredOtherMay 24, 2012Jan 15, 2013 (236 d)
Harold Dwight WestQuestar Asset Management, Inc. otherKms Financial Services, Inc otherOtherApr 13, 2012Apr 24, 2012
Calvin Seaborn SumnerQuestar Asset Management, Inc. otherKms Financial Services, Inc otherOtherMar 28, 2012May 23, 2012 (56 d)
Charles B HagelQuestar Asset Management, Inc. otherSsn Advisory, Inc. otherOtherMar 19, 2012Mar 28, 2012
Randolph Andrew FisherQuestar Asset Management, Inc. otherTucker Asset Management LLC independent RIAOtherFeb 21, 2012Feb 3, 2022 (3635 d)
Monique Renay CastilloQuestar Asset Management, Inc. otherOppenheimer & Co. Inc. otherOtherFeb 9, 2012Feb 1, 2012
Robert Joseph OstapowerQuestar Asset Management, Inc. otherLPL Financial LLC otherOtherJan 24, 2012Feb 22, 2012
Lowell Charles CrabbQuestar Asset Management, Inc. otherAndina Advisors otherOtherJan 10, 2012Jan 31, 2012
Victor Jerome GrayQuestar Asset Management, Inc. otherAlphastar Capital Management otherOtherJan 6, 2012Jan 11, 2012
Cynthia Jacqueline TamQuestar Asset Management, Inc. otherNewport Coast Asset Management otherOtherDec 22, 2011Jan 17, 2012
William Francis HoffmanQuestar Asset Management, Inc. otherPrivate Advisor Group, LLC otherOtherDec 15, 2011Dec 12, 2011
Jack Christopher CariniQuestar Asset Management, Inc. otherMonticello Investment Services, Inc. otherOtherNov 18, 2011Mar 7, 2012 (110 d)
Scott Lavell CluffQuestar Asset Management, Inc. otherOn Investment Management Co otherOtherNov 7, 2011Nov 8, 2011
Nathan Liang WongQuestar Asset Management, Inc. otherOn Investment Management Co otherOtherNov 4, 2011Nov 4, 2011
David Warren TateQuestar Asset Management, Inc. otherFinancial Insight Center otherOtherOct 7, 2011Oct 4, 2011
Graham Matthew StricklandQuestar Asset Management, Inc. otherS&S Wealth Management otherOtherOct 3, 2011Sep 22, 2011
Randal Steven EllisQuestar Asset Management, Inc. otherSsn Advisory, Inc. otherOtherAug 26, 2011Aug 24, 2011
Henry William FoxQuestar Asset Management, Inc. otherBlue Bell Private Wealth Management, LLC otherOtherAug 8, 2011Apr 2, 2012 (238 d)
Carrie Ann WellsQuestar Asset Management, Inc. otherCetera Advisors LLC otherOtherJul 13, 2011Jul 1, 2011
Denise Marie McgeeQuestar Asset Management, Inc. otherNext Financial Group, Inc. otherOtherJun 7, 2011Jun 13, 2011
Gregory John RichardsQuestar Asset Management, Inc. otherCentaurus Financial, Inc. otherOtherMay 18, 2011May 31, 2011
Scottie B RingerQuestar Asset Management, Inc. otherValic Financial Advisors, Inc. otherOtherFeb 24, 2011Jun 1, 2011 (97 d)
Billie Lavelle OdomQuestar Asset Management, Inc. otherMain Street Advisors, LLC otherOtherJan 6, 2011Jan 6, 2011
John James KlumbachQuestar Asset Management, Inc. otherLPL Financial LLC otherOtherDec 13, 2010Nov 15, 2010
Brian Wade WhitakerQuestar Asset Management, Inc. otherGreat Lakes Wealth Management, LLC unclassifiedOtherDec 10, 2010Oct 26, 2011 (320 d)
Robert Bowman MuellerQuestar Asset Management, Inc. otherSpc otherOtherNov 18, 2010Nov 16, 2010
Lawrence Eliot ZimblerQuestar Asset Management, Inc. otherRidgeway Conger Advisory Services otherOtherSep 8, 2010Sep 8, 2010
Bernard Michael BowhuisQuestar Asset Management, Inc. otherFounders Financial Securities, LLC otherOtherSep 2, 2010Sep 1, 2010
Carrie Lynn ColeQuestar Asset Management, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherJul 7, 2010Aug 10, 2010 (34 d)
Barry Vigilanti MunroQuestar Asset Management, Inc. otherMunro Legacy Planners LLC state registeredOtherJul 2, 2010Nov 24, 2010 (145 d)
Barry Scott YankelevitzQuestar Asset Management, Inc. otherAmerican Portfolios Advisors, Inc otherOtherJun 30, 2010Jul 6, 2010
Phillip Paul PutneyQuestar Asset Management, Inc. otherCentaurus Financial, Inc. otherOtherJun 30, 2010Jun 30, 2010
Melissa L GeorgeQuestar Asset Management, Inc. otherInvesther Fiduciary Solutions, LLC state registeredOtherJun 29, 2010Aug 30, 2010 (62 d)
Stephen James MylerQuestar Asset Management, Inc. otherOnyx Wealth Advisors, Inc. otherOtherMay 17, 2010Jul 7, 2010 (51 d)
Evelyn Kay DukaQuestar Asset Management, Inc. otherGlobal Financial Private Capital, Inc. otherOtherMay 17, 2010May 26, 2010
Robert Lane JohnsonQuestar Asset Management, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherApr 5, 2010Apr 1, 2010
Janice Marie JanjaninQuestar Asset Management, Inc. otherCentaurus Financial, Inc. otherOtherDec 31, 2009Jan 4, 2010
David Wayne SchleisQuestar Asset Management, Inc. otherCentaurus Financial, Inc. otherOtherNov 24, 2009Nov 13, 2009
Larry W FarrQuestar Asset Management, Inc. otherFifth Third Securities, Inc. otherOtherNov 18, 2009Jun 25, 2013 (1315 d)
Walter Brian GirnisQuestar Asset Management, Inc. otherNationwide Securities, LLC no RAUMOtherNov 11, 2009Jan 24, 2011 (439 d)
Gary Thomas HughesQuestar Asset Management, Inc. otherArque Capital, Ltd. unclassifiedOtherNov 10, 2009May 13, 2010 (184 d)
Mortimore Francis KellyQuestar Asset Management, Inc. otherH. Beck, Inc. otherOtherNov 3, 2009Nov 9, 2009
Mark Christopher ScherbaQuestar Asset Management, Inc. otherMML Investors Services, LLC otherOtherOct 29, 2009Jan 20, 2010 (83 d)
Loy Douglas HoltQuestar Asset Management, Inc. otherLighthouse Capital Corporation unclassifiedOtherOct 13, 2009Dec 22, 2009 (70 d)
Christine Marie Everett - FrantoniusQuestar Asset Management, Inc. otherEverett Wealth Solutions, Inc state registeredOtherOct 6, 2009Oct 21, 2009
William Paul FauzioQuestar Asset Management, Inc. otherWilliam Paul Fauzio unclassifiedOtherJul 29, 2009Apr 25, 2014 (1731 d)
Alan Donald CooperQuestar Asset Management, Inc. otherSii Investments, Inc. otherOtherJul 22, 2009Jul 22, 2009
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433 moves match.