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 Vsr Advisory Services

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
Amy Grace Abromaitis	Vsr Advisory Services other	The Strategic Financial Alliance other	Other	Apr 4, 2016	Apr 1, 2016
Matthew Burkart	Vsr Advisory Services other	Td Ameritrade Investment Management, LLC independent RIA	Other	Jan 21, 2016	Nov 7, 2018 (1021 d)
Jacob Robert Quint	Vsr Advisory Services other	Wells Fargo Advisors wirehouse	Other	Jan 4, 2016	Jan 3, 2018 (730 d)
Christopher Alex Cokinis	Vsr Advisory Services other	Independent Financial Partners other	Other	Dec 31, 2015	Apr 7, 2016 (98 d)
Stephanie B Bruehl	Vsr Advisory Services other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 31, 2015	Jun 22, 2016 (174 d)
Megan Leigh Rosenstiel	Vsr Advisory Services other	Gilbert & Cook, Inc. no RAUM	Other	Dec 31, 2015	Apr 18, 2016 (109 d)
Jay Thomas Jasnoski	Vsr Advisory Services other	Farmers Financial Solutions, LLC no RAUM	Other	Oct 30, 2015	Nov 11, 2016 (378 d)
Robert Emmett Lee	Vsr Advisory Services other	B Riley Wealth Management other	Other	Sep 23, 2015	Sep 22, 2015
Joseph Constantine Bernardi	Vsr Advisory Services other	B Riley Wealth Management other	Other	Sep 21, 2015	Sep 21, 2015
Jeffrey Scott Goodnow	Vsr Advisory Services other	Potomac asset manager	Other	Sep 8, 2015	Dec 23, 2025 (3759 d)
Nicolas Longpre	Vsr Advisory Services other	Signator Investors, Inc. other	Other	Aug 4, 2015	Aug 3, 2015
Kana Radin	Vsr Advisory Services other	Signator Investors, Inc. other	Other	Aug 4, 2015	Aug 3, 2015
John Howley Whalen	Vsr Advisory Services other	Commonwealth Financial Network national BD	Other	May 29, 2015	Jun 2, 2015
Alan Du Tran	Vsr Advisory Services other	Commonwealth Financial Network national BD	Other	May 29, 2015	May 29, 2015
Leigha Ann Shepard	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 11, 2015
Steven Dennis Reichle	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 11, 2015
Brandy Marie Branstetter	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 11, 2015
Cole Stephen Reichle	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 11, 2015
Heather Renee Sullivan	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 11, 2015
Richard K Ryan	Vsr Advisory Services other	Midwest Financial Group LLC no RAUM	Other	May 11, 2015	May 19, 2015
Michael Shane Sullivan	Vsr Advisory Services other	United Capital Financial Advisors other	Other	Apr 13, 2015	Apr 10, 2015
Richard Weston Keenan	Vsr Advisory Services other	United Capital Financial Advisors other	Other	Apr 13, 2015	Apr 10, 2015
Brian Thomas Boswell	Vsr Advisory Services other	Oakwell Private Wealth Management other	Other	Feb 24, 2015	Feb 26, 2015
Amy Leigh Goodwin	Vsr Advisory Services other	Creativeone Securities, LLC other	Other	Feb 6, 2015	Jul 6, 2017 (881 d)
William Michael Conroy	Vsr Advisory Services other	M Holdings Securities, Inc. other	Other	Feb 2, 2015	Jan 6, 2015
Richard Vernon Pinto	Vsr Advisory Services other	Sagepoint Financial, Inc. other	Other	Feb 2, 2015	Feb 6, 2015
Kevin Yuan Zhong Tang	Vsr Advisory Services other	LPL Financial LLC other	Other	Jan 30, 2015	Feb 3, 2015
Michael Robert Jones	Vsr Advisory Services other	Ataraxia Advisory Services, LLC state registered	Other	Jan 28, 2015	Feb 4, 2015
Robert Eugene Schneeweis	Vsr Advisory Services other	Yes Wealth Management independent RIA	Other	Jan 12, 2015	Jan 16, 2015
William Asher Lane	Vsr Advisory Services other	Creativeone Wealth, LLC independent RIA	Other	Dec 31, 2014	Apr 3, 2025 (3746 d)
John B Frahm	Vsr Advisory Services other	Edward Jones national BD	Other	Dec 31, 2014	Nov 7, 2022 (2868 d)
Sheryl Anne Meyer	Vsr Advisory Services other	Pinion Wealth Management, LLC other	Other	Nov 7, 2014	Jan 5, 2015 (59 d)
Dawn Elizabeth Hansen	Vsr Advisory Services other	Northwestern Mutual Investment Services,LLC other	Other	Nov 3, 2014	Jan 7, 2015 (65 d)
Joseph Lee Madsen	Vsr Advisory Services other	Montage Investments, LLC other	Other	Oct 27, 2014	Nov 4, 2014
Paul Krepinski	Vsr Advisory Services other	Charles Schwab & Co., Inc. national BD	Other	Oct 10, 2014	Apr 27, 2015 (199 d)
Richard Elson Lloyd	Vsr Advisory Services other	Highpoint Advisor Group, LLC other	Other	Sep 30, 2014	Oct 2, 2014
Richard Elson Lloyd	Vsr Advisory Services other	Highpoint Advisor Group, LLC other	Other	Sep 30, 2014	Oct 2, 2014
Colby Scot Van Sickler	Vsr Advisory Services other	Level Four Advisory Services other	Other	Jun 27, 2014	Jun 30, 2014
Charles Robert Elhoff	Vsr Advisory Services other	Level Four Advisory Services other	Other	Jun 27, 2014	Jul 9, 2014
Brian Craig Tillotson	Vsr Advisory Services other	Level Four Advisory Services other	Other	Jun 20, 2014	Jul 7, 2014
Karen Elicia Spence	Vsr Advisory Services other	Level Four Advisory Services other	Other	Jun 20, 2014	Mar 3, 2016 (622 d)
David Alan Basinger	Vsr Advisory Services other	Ameriprise Financial Services, LLC national BD	Other	Jun 10, 2014	Jun 10, 2014
Sara Magdalene Reals	Vsr Advisory Services other	Verity Asset Management other	Other	May 7, 2014	Aug 22, 2014 (107 d)
John Nathan Towers	Vsr Advisory Services other	Ameriprise Financial Services, LLC national BD	Other	Apr 28, 2014	Apr 28, 2014
Andrew M Heyman	Vsr Advisory Services other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 14, 2014	Apr 8, 2014
Darin Kaoru Inouye	Vsr Advisory Services other	Commonwealth Financial Network national BD	Other	Feb 14, 2014	Feb 14, 2014
Lynnette Kikuyo Fukuda	Vsr Advisory Services other	Commonwealth Financial Network national BD	Other	Feb 14, 2014	Feb 14, 2014
Matthew Wayne Durham	Vsr Advisory Services other	Private Advisor Group, LLC other	Other	Dec 16, 2013	Dec 20, 2013
Darren John Osbahr	Vsr Advisory Services other	Creative Planning other	Other	Nov 26, 2013	Dec 16, 2013
Paul Charles Horan	Vsr Advisory Services other	Financial Telesis, Inc. other	Other	Sep 30, 2013	Oct 8, 2013
Samuel Clay Bridgers	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 1, 2013
Thomas Andrew Lane	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 1, 2013
Timothy Jude Feeney	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 1, 2013
Vaughn Raye Schill	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 1, 2013
Andrew C Hipple	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 29, 2013 (32 d)
Thomas Andrew Lane	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 31, 2013 (34 d)
Joshua Woodford	Vsr Advisory Services other	Lane Hipple - Wealth Management Group no RAUM	Other	Sep 27, 2013	Oct 1, 2013
William Sapp Merriken	Vsr Advisory Services other	Lane Hipple - Wealth Management Group other	Other	Sep 27, 2013	Nov 30, 2015 (794 d)
Henry Steven Woloson	Vsr Advisory Services other	Harbour Investments, Inc. other	Other	Sep 26, 2013	Sep 27, 2013
Lisa Ann Gallo	Vsr Advisory Services other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Aug 1, 2013	Jan 30, 2014 (182 d)

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272 moves match.