DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Cetera Advisor Networks LLC

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
Alan Lloyd JohnsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherNov 13, 2020Apr 18, 2017
Bryce Howard LanhamCetera Advisor Networks LLC BD affiliatedLegacy Advisory Services unclassifiedOtherNov 13, 2020Nov 4, 2020
Brandon Michael LawrenceCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherNov 11, 2020Oct 5, 2017
Aaron Michael PeloquinCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2020Aug 7, 2020
Paul B SavonaCetera Advisor Networks LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherOct 8, 2020Oct 19, 2020
Gregory Jay MolleCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherOct 7, 2020Sep 12, 2014
Troy Dale WinegarnerCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherOct 7, 2020Sep 12, 2014
Robert Walker HeagneyCetera Advisor Networks LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherOct 6, 2020Oct 2, 2020
David Emil JohnsonCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020Sep 18, 2020
Matthew William RohdeCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020Sep 29, 2020
Stephen SowersCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020Sep 18, 2020
David H ColettoCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020Sep 18, 2020
Joseph Paul PreddyCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 21, 2020Sep 18, 2020
James Justin TowneCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 21, 2020Sep 18, 2020
Paul Joseph ValenteCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 18, 2020Sep 18, 2020
Pedro HeroCetera Advisor Networks LLC BD affiliatedKapela state registeredAffiliated broker-dealer or bank to a state-registered adviserSep 4, 2020Sep 2, 2020
Steven William OhmCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020Jun 3, 2019
Jeremy Matthew LipinskiCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020May 28, 2019
Anders John HaugenCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020May 28, 2019
Robert Miller BonineCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020May 28, 2019
Peter Joe WiedewitschCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020Sep 1, 2020
Daniel Roger JandroCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020Sep 11, 2020
Kenneth Asa CullipherCetera Advisor Networks LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 3, 2020Sep 1, 2020
Logan Briar TaftCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020Sep 11, 2020
Natalia AmatoCetera Advisor Networks LLC BD affiliatedEp Wealth Advisors independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2020Oct 18, 2020 (58 d)
Marshall Scott HuddlestonCetera Advisor Networks LLC BD affiliatedThe Ameriflex Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 6, 2020
Sherry Jo TaylorCetera Advisor Networks LLC BD affiliatedThe Ameriflex Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 6, 2020
Allen Stuart TaylorCetera Advisor Networks LLC BD affiliatedThe Ameriflex Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 6, 2020
Timothy Glen RedmondCetera Advisor Networks LLC BD affiliatedThe Ameriflex Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 11, 2020Aug 7, 2020
Brittany ChristiansCetera Advisor Networks LLC BD affiliatedD.A. Davidson & Co. independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2020Aug 18, 2020
Steven Jeffrey McabeeCetera Advisor Networks LLC BD affiliatedValmark Advisers, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 23, 2020Jul 23, 2020
Michael J RoehmCetera Advisor Networks LLC BD affiliatedValmark Advisers, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 23, 2020Jul 17, 2020
Kyle James RedmondCetera Advisor Networks LLC BD affiliatedValmark Advisers, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 23, 2020Jul 20, 2020
Ian G KoutnyCetera Advisor Networks LLC BD affiliatedValmark Advisers, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAJul 23, 2020Jul 20, 2020
Michael Thomas McdaidCetera Advisor Networks LLC BD affiliatedOnedigital institutionalOtherJul 8, 2020Jul 1, 2020
Rodney BalbuenaCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherJul 6, 2020May 6, 2015
James Edward LatiolaisCetera Advisor Networks LLC BD affiliatedInvicta Financial Group independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Aug 14, 2020 (43 d)
Bradley J PalmersheimCetera Advisor Networks LLC BD affiliatedWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 2, 2020Jun 30, 2020
John Albert HouseCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherJul 1, 2020Mar 25, 2003
Nancy Jean Laug-SholinCetera Advisor Networks LLC BD affiliatedKeystone Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jun 5, 2020
Justin N SholinCetera Advisor Networks LLC BD affiliatedKeystone Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Oct 22, 2020 (114 d)
Travis Lee SholinCetera Advisor Networks LLC BD affiliatedKeystone Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jun 30, 2020
Justin Hewlett SkidmoreCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 30, 2020Jun 25, 2020
Douglas Blake PetersonCetera Advisor Networks LLC BD affiliatedKeystone Financial Services, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jun 30, 2020
Kelly SteckleinCetera Advisor Networks LLC BD affiliatedHinds Financial Group Inc otherOtherJun 11, 2020Jan 6, 2014
Krista Deann WittmaackCetera Advisor Networks LLC BD affiliatedE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2020Jun 10, 2020
David Ryan GoldsmithCetera Advisor Networks LLC BD affiliatedMercury Advisory, LLC otherOtherMay 29, 2020Mar 11, 2024 (1382 d)
Robert John NollCetera Advisor Networks LLC BD affiliatedCreative Planning Institutional Advisors, LLC otherOtherMay 11, 2020Sep 14, 2016
Chad David OlsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2020Oct 5, 2022 (888 d)
James Allen LebzelterCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 29, 2020Apr 29, 2020
Kari Michelle McguireCetera Advisor Networks LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 24, 2020Jun 29, 2023 (1161 d)
Mark Martin RubinCetera Advisor Networks LLC BD affiliatedWaddell & Reed BD affiliatedAffiliated broker-dealer or bank to anotherApr 22, 2020Oct 22, 2020 (183 d)
Jackson Levi LeitzingerCetera Advisor Networks LLC BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseApr 22, 2020May 8, 2020
Jeffrey Alan BottorffCetera Advisor Networks LLC BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherApr 21, 2020Mar 18, 2021 (331 d)
Paul Way YehCetera Advisor Networks LLC BD affiliatedAxos Invest, Inc independent RIAAffiliated broker-dealer or bank to independent RIAApr 21, 2020Dec 11, 2025 (2060 d)
Andrew KoetterCetera Advisor Networks LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 21, 2020Jun 18, 2020 (58 d)
Peter John CroweCetera Advisor Networks LLC BD affiliatedMissionsquare Retirement institutionalOtherApr 13, 2020Jan 22, 2021 (284 d)
Tren Paul DiniusCetera Advisor Networks LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 6, 2020Apr 6, 2020
Peter Michael DesantisCetera Advisor Networks LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 27, 2020Mar 27, 2020
David Vaughn ThomasCetera Advisor Networks LLC BD affiliatedAmeritas Advisory Services independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2020Mar 31, 2020
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1,576 moves match.