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 Advisors' Pride 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 |
|---|---|---|---|---|---|
| David Houghton Wood | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Timothy James Stoller | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Erin Nicole Laukhuf | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Erin Kae Gilbert | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Ryan Thomas Stoller | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Matthew Scott Grohocki | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Seth David Gerber | Advisors' Pride Inc. independent RIA | Gateway Wealth Partners, LLC no RAUM | RIA to a newly registered adviser | Oct 25, 2022 | Oct 6, 2022 |
| Christopher Stephen Hoffman | Advisors' Pride Inc. independent RIA | Cambridge Investment Research Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 24, 2022 | Mar 9, 2022 |
| Adam Christopher Mason | Advisors' Pride Inc. independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 8, 2021 | Jan 9, 2024 (915 d) |
| Konnor Kenneth Tranoris | Advisors' Pride Inc. independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2019 | Mar 19, 2020 (167 d) |
| Ronald Perez Palanca | Advisors' Pride Inc. independent RIA | Stratos Wealth Partners, Ltd independent RIA | RIA to RIA | Jan 9, 2019 | Dec 17, 2018 |
| Timothy Ryan Sielschott | Advisors' Pride Inc. independent RIA | LPL Financial LLC independent RIA | RIA to RIA | Jul 20, 2018 | Jul 20, 2018 |
| Mark T Lampereur | Advisors' Pride Inc. other | Northwestern Mutual Investment Services,LLC no RAUM | Other | May 31, 2017 | Jun 16, 2017 |
| Brent James Emch | Advisors' Pride Inc. other | Heritage Wealth Management, LLC other | Other | Mar 10, 2017 | Apr 1, 2017 |
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14 moves match.