Advisor moves

Departures from Private Advisor Group, 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
Edward Michael SepPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherMar 28, 2017Mar 3, 2017
Thomas J LevyPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherMar 28, 2017Mar 3, 2017
Daniel Martin ShevlinPrivate Advisor Group, LLC otherWealthcare Advisory Partners LLC otherOtherJan 31, 2017Feb 3, 2017
Jon Peter WalheimPrivate Advisor Group, LLC otherWealthcare Advisory Partners LLC otherOtherJan 31, 2017Feb 6, 2017
Donald Ray WindlePrivate Advisor Group, LLC otherWindle Wealth independent RIAOtherDec 20, 2016Jan 3, 2017
Skyler HulslanderPrivate Advisor Group, LLC otherWindle Wealth independent RIAOtherDec 20, 2016Dec 19, 2016
Kyle MacrinaPrivate Advisor Group, LLC otherOsaic Fa, Inc. BD affiliatedOtherDec 8, 2016Oct 7, 2021 (1764 d)
Bruce Stanley HessePrivate Advisor Group, LLC other1st Global Advisors Inc otherOtherNov 4, 2016Nov 3, 2016
Robert Francis HollmannPrivate Advisor Group, LLC otherWells Fargo Advisors wirehouseOtherOct 25, 2016Dec 7, 2016 (43 d)
Kevin Arthur RhodesPrivate Advisor Group, LLC otherStonex Advisors Inc. otherOtherOct 13, 2016Sep 30, 2016
Robert Henry JungePrivate Advisor Group, LLC otherLPL Financial LLC otherOtherOct 11, 2016Dec 22, 2014
Jonathan Holiday GeibPrivate Advisor Group, LLC otherClear Skies Financial state registeredOtherOct 10, 2016Jan 1, 2017 (83 d)
David Paul KocsisPrivate Advisor Group, LLC otherLPL Financial LLC otherOtherJul 29, 2016Nov 26, 2013
Gregory Michael GromekPrivate Advisor Group, LLC otherPeak Wealth Solutions otherOtherJul 29, 2016Aug 12, 2016
Richard Daniel GregoryPrivate Advisor Group, LLC otherLPL Financial LLC otherOtherJul 1, 2016Jul 7, 2016
Edward Anthony BailsPrivate Advisor Group, LLC otherArbor Point Advisors otherOtherJun 30, 2016Jun 30, 2016
Erik Aaron BeckPrivate Advisor Group, LLC otherBeck Bode LLC otherOtherJun 17, 2016May 26, 2016
Patricia Bryniarski WelshPrivate Advisor Group, LLC otherBeck Bode LLC no RAUMOtherMay 19, 2016Apr 12, 2016
Katie Anne MacdonaldPrivate Advisor Group, LLC otherBeck Bode LLC otherOtherMay 19, 2016May 25, 2016
John Christian WilbournePrivate Advisor Group, LLC otherOccidental Asset Management, LLC otherOtherMay 17, 2016May 24, 2016
Caryn HalbrechtPrivate Advisor Group, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 17, 2016Aug 31, 2016 (106 d)
Luis Francisco RosaPrivate Advisor Group, LLC otherLPL Financial LLC otherOtherMay 17, 2016Jan 22, 2016
Ryan DrewsPrivate Advisor Group, LLC otherPrimerica Advisors national BDOtherMay 17, 2016May 17, 2018 (730 d)
Jake SzulinskiPrivate Advisor Group, LLC otherEdward Jones national BDOtherMay 4, 2016Apr 25, 2016
Nicholas Randall SangermanoPrivate Advisor Group, LLC otherMML Investors Services, LLC otherOtherApr 29, 2016May 3, 2016
Matthew Wayne DurhamPrivate Advisor Group, LLC otherInfinity Financial Services unclassifiedOtherMar 21, 2016May 5, 2016 (45 d)
James BodePrivate Advisor Group, LLC otherBoston Retirement Advisors,LLC otherOtherJan 4, 2016Dec 28, 2015
Benjamin W BeckPrivate Advisor Group, LLC otherBoston Retirement Advisors,LLC otherOtherJan 4, 2016Dec 28, 2015
Derek B YoungPrivate Advisor Group, LLC otherE*Trade Capital Management, LLC otherOtherDec 23, 2015Nov 24, 2015
Matthew R MillahnPrivate Advisor Group, LLC otherWells Fargo Advisors wirehouseOtherDec 7, 2015Jan 14, 2016 (38 d)
Kevin David ParoPrivate Advisor Group, LLC otherCommonwealth Financial Network national BDOtherOct 21, 2015Jul 30, 2015
Douglas Clay ArthurPrivate Advisor Group, LLC otherAmeriprise Financial Services, LLC national BDOtherAug 31, 2015Aug 31, 2015
Gregory James LarsonPrivate Advisor Group, LLC otherAmeriprise Financial Services, LLC national BDOtherJun 23, 2015Jul 7, 2015
Dori R SchwartzPrivate Advisor Group, LLC otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 16, 2015Jun 2, 2015
Matthew Timothy MeagherPrivate Advisor Group, LLC otherCambridge Investment Research Advisors, Inc. otherOtherJun 16, 2015Jun 25, 2015
Debra Helen TaylorPrivate Advisor Group, LLC otherCwm, LLC otherOtherJun 12, 2015Jun 12, 2015
Steven Vincent GelberPrivate Advisor Group, LLC otherCwm, LLC otherOtherJun 12, 2015Jun 18, 2015
Scott Martin TonkovichPrivate Advisor Group, LLC otherCuna Brokerage Services, Inc. otherOtherJun 1, 2015Jun 4, 2015
Patrick Francis ClarkPrivate Advisor Group, LLC otherNfp Advisor Services, LLC otherOtherMay 5, 2015Apr 1, 2015
Paul Thomas MurrayPrivate Advisor Group, LLC otherNfp Advisor Services, LLC otherOtherMay 5, 2015Apr 1, 2015
Mark Joseph ByelichPrivate Advisor Group, LLC otherNfp Advisor Services, LLC otherOtherMay 5, 2015Apr 2, 2015
Michael Paul JergensPrivate Advisor Group, LLC otherJ.P. Morgan Securities LLC wirehouseOtherApr 8, 2015Apr 7, 2015
Michael Edward ShiresPrivate Advisor Group, LLC otherPinnacle Advisory Group, Inc. otherOtherApr 8, 2015Mar 24, 2017 (716 d)
John William MurphyPrivate Advisor Group, LLC otherHsbc Securities (USA) Inc. otherOtherDec 31, 2014Sep 17, 2015 (260 d)
Anindita DharPrivate Advisor Group, LLC otherInsight Private Advisors, LLC otherOtherDec 31, 2014Sep 26, 2014
Noah Harris BrooksPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Jan 5, 2015
Jason Lee MccalebPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Jan 7, 2015
Jeffrey Robert BendisPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Mar 20, 2015 (79 d)
Christopher Anthony RondinelliPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Dec 19, 2014
Michael Francis LawPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherNov 24, 2014Nov 12, 2014
Brad Joseph SchneiderPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherNov 4, 2014Oct 31, 2014
Melissa A CiotoliPrivate Advisor Group, LLC otherMsi Financial Services, Inc. otherOtherNov 4, 2014Oct 28, 2014
Thomas A. CavalierePrivate Advisor Group, LLC otherNvision Wealth Group, LLC no RAUMOtherOct 23, 2014Aug 1, 2014
Joffrey Adam SmithPrivate Advisor Group, LLC otherThe Patriot Financial Group, LLC no RAUMOtherOct 14, 2014Oct 6, 2014
Anne HuthPrivate Advisor Group, LLC otherNorthwestern Mutual Investment Services,LLC otherOtherAug 22, 2014Sep 12, 2014
Conor Francis DelaneyPrivate Advisor Group, LLC otherLPL Financial LLC otherOtherJul 21, 2014Dec 19, 2012
Courtnie Elizabeth GrayPrivate Advisor Group, LLC otherGood Life Advisors, LLC no RAUMOtherJul 17, 2014Jul 16, 2014
Preston M NealPrivate Advisor Group, LLC otherLPL Financial LLC BD affiliatedOtherJul 11, 2014Mar 5, 2024 (3525 d)
Paul Jacob KitzrowPrivate Advisor Group, LLC otherLPL Financial LLC otherOtherJun 27, 2014Sep 25, 2012
Michael ConleyPrivate Advisor Group, LLC otherMML Investors Services, LLC BD affiliatedOtherJun 9, 2014Jun 14, 2021 (2562 d)
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375 moves match.