DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Sterling Advisor Group
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 |
|---|---|---|---|---|---|
| Ian Joseph Krekelberg | Sterling Advisor Group state registered | Pure Financial LLC state registered | Other | Aug 12, 2022 | Aug 10, 2022 |
| Eric Troy Elam | Sterling Advisor Group state registered | Calchoice Wealth Management LLC unclassified | Other | Feb 29, 2016 | Jun 22, 2016 (114 d) |
| Jason Leon Stock | Sterling Advisor Group state registered | Calchoice Wealth Management LLC unclassified | Other | Dec 22, 2015 | Jun 21, 2016 (182 d) |
| Stephen Kent Brown | Sterling Advisor Group state registered | Horter Investment Management, LLC other | Other | Feb 10, 2015 | Mar 2, 2015 |
| Neeley Ashton John | Sterling Advisor Group state registered | Transamerica Financial Advisors, LLC BD affiliated | Other | Sep 9, 2014 | Apr 18, 2023 (3143 d) |
| Raymond Ralph Russo | Sterling Advisor Group state registered | Virtuoso Wealth Management state registered | Other | Dec 3, 2013 | Jan 6, 2014 (34 d) |
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6 moves match.