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 Cantella & Co., 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 |
|---|---|---|---|---|---|
| Paul Christopher Skomial | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 12, 2023 | Dec 8, 2022 |
| William A Fochi | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 13, 2022 |
| Sean Patrick Flaherty | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 13, 2022 |
| Steven Michael Dias | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 13, 2022 |
| Brian David Colubiale | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Jan 3, 2023 |
| Bruce Stanley Jakiel | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 8, 2022 |
| Gary Daniel Devicci | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 8, 2022 |
| David Joel Madee | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 5, 2023 | Dec 8, 2022 |
| John Waldron Sullivan | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | Dec 22, 2022 |
| Janelle L Aldridge | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 27, 2023 | Dec 13, 2022 |
| William Dyer Fendley | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2023 | Dec 8, 2022 |
| Troy Charles Jordan | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 11, 2023 | Dec 21, 2022 |
| Stephen Rustom Mazda | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Kevin Bradley Martin | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 9, 2022 |
| Melody Vuicich Kump | Cantella & Co., Inc. BD affiliated | Live Oak Investment Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 3, 2023 | Oct 29, 2020 |
| John Paul Destefanis | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 14, 2022 |
| Jeffery King Vanwart | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Mark William Menard | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 9, 2022 |
| James Robert Barcomb | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Bryan Gene Kuskie | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Jonathan Eric Kuniholm | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 13, 2022 |
| Alan Lee Supp | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 12, 2022 |
| Raymond Joseph Mastroleo | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Robert Balagan Rao | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 9, 2022 |
| John Joseph Foltz | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 15, 2022 |
| Mark Jared Edelman | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| David Alan Farbman | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Jan 5, 2023 |
| Cristina Marie Destefanis | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 13, 2022 |
| Carol Ann Sumoski | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 12, 2022 |
| Taylor Caggiula | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Sinan M Sammour | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 8, 2022 |
| Thomas Arcuik | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2023 | Dec 20, 2022 |
| Jon Weber Salmanson | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 16, 2023 | Dec 8, 2022 |
| Michael Wayne Wiginton | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2023 | Dec 9, 2022 |
| Jordan R Lefko | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2023 | Dec 9, 2022 |
| Thomas Harmon Ferrell | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2023 | Jan 19, 2023 |
| Luke T Ferrell | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2023 | Jan 19, 2023 |
| Andre Monsour | Cantella & Co., Inc. BD affiliated | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 31, 2023 | Dec 13, 2022 |
| Ryan Christopher Kennedy | Cantella & Co., Inc. BD affiliated | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2022 | Jun 29, 2023 (202 d) |
| Lawrence William Nordmann | Cantella & Co., Inc. BD affiliated | Capitol Securities Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 9, 2022 | Dec 16, 2022 |
| Nicholas A Fusco | Cantella & Co., Inc. BD affiliated | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 6, 2022 | Feb 10, 2023 (66 d) |
| Michael Anthony Mondiello | Cantella & Co., Inc. BD affiliated | A.G.P / Alliance Global Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 1, 2022 | Nov 21, 2022 |
| Stephen Michael Bowden | Cantella & Co., Inc. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2022 | Nov 29, 2022 |
| Elizabeth Christina Neuman | Cantella & Co., Inc. BD affiliated | Kingswood Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2022 | Nov 28, 2022 |
| David Hugh Bindelglass | Cantella & Co., Inc. BD affiliated | Fourstar Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 30, 2022 | Nov 30, 2022 |
| Bradford Marlon Pine | Cantella & Co., Inc. BD affiliated | Cadaret Grant & Co Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2022 | Nov 17, 2022 |
| Ricardo Eduardo Harmsen | Cantella & Co., Inc. BD affiliated | Blackridge Asset Management, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2022 | Nov 14, 2022 |
| Stephen Richard Waite | Cantella & Co., Inc. BD affiliated | Great Valley Advisor Group, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2022 | Nov 17, 2022 |
| Philip Andre Peloquin | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2022 | Nov 16, 2022 |
| Mark Gregory Mcgonagle | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2022 | Nov 9, 2022 |
| Ian Watson | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2022 | Nov 10, 2022 |
| David Andrew Kamlet | Cantella & Co., Inc. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2022 | Oct 24, 2022 |
| Megan Beasley Gioldasis | Cantella & Co., Inc. BD affiliated | LPL Financial LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 7, 2022 | Oct 18, 2022 |
| Johnny Mark Johnson | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2022 | Oct 31, 2022 |
| John Francis Dolan | Cantella & Co., Inc. BD affiliated | Alden Investment Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2022 | Nov 9, 2022 |
| Donald Patrick Skinner | Cantella & Co., Inc. BD affiliated | Kingswood Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 3, 2022 | Oct 31, 2022 |
| John Mark Turner | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Nov 3, 2022 | Oct 31, 2022 |
| Mark Edward Peetz | Cantella & Co., Inc. BD affiliated | Kingswood Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 1, 2022 | Oct 31, 2022 |
| Herbert Thomas Wolf | Cantella & Co., Inc. BD affiliated | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Oct 28, 2022 | Nov 5, 2019 |
| Harold Duke Hunt | Cantella & Co., Inc. BD affiliated | Securities America Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 26, 2022 | Oct 25, 2022 |
Page 1 of 4Next
207 moves match.