DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Stonex Advisors 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.

AdvisorFromToTypeLeftRegistered
Steven Douglas BallStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherJan 18, 2017Jan 19, 2017
Shelby Anderson LakeStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherJan 18, 2017Jan 6, 2017
Andrew Mauro Raucci Jr.Stonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherJan 18, 2017Jan 6, 2017
Noah Darrow SchwartzStonex Advisors Inc. otherBlueprint Financial Strategies unclassifiedOtherDec 31, 2016Jan 3, 2017
Robert William DanuloffStonex Advisors Inc. otherKestra Advisory Services, LLC otherOtherDec 31, 2016Dec 14, 2016
Jeffrey Kenneth KirkpatrickStonex Advisors Inc. otherHamilton Investment Counsel, LLC no RAUMOtherNov 11, 2016Oct 17, 2016
Scott Michael BremusStonex Advisors Inc. otherHamilton Investment Counsel, LLC no RAUMOtherNov 11, 2016Oct 17, 2016
Fors David WillisStonex Advisors Inc. otherRaymond James Financial Services Advisors, Inc otherOtherNov 2, 2016Oct 24, 2016
Sam Albert DayhoodStonex Advisors Inc. otherRaymond James Financial Services Advisors, Inc otherOtherNov 2, 2016Oct 19, 2016
Julio VozzaStonex Advisors Inc. otherSpc otherOtherSep 13, 2016Sep 28, 2016
Joseph Charles RandazzoStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 18, 2016
William Patrick MatejkaStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 23, 2016
Jonathan Lee MistofskyStonex Advisors Inc. otherLincoln Investment otherOtherAug 26, 2016Aug 18, 2016
Roy R RumbleyStonex Advisors Inc. otherGreybox Investments independent RIAOtherAug 25, 2016Aug 11, 2016
David Charles HandaStonex Advisors Inc. otherPackerland Brokerage Services, Inc. otherOtherAug 16, 2016Aug 20, 2016
David Lloyd BeiswangerStonex Advisors Inc. otherCetera Investment Advisers LLC BD affiliatedOtherJul 22, 2016Jun 29, 2023 (2533 d)
Stephen Douglas LucasStonex Advisors Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 12, 2016Jul 1, 2016
Robert Charles MrozekStonex Advisors Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 12, 2016Jul 1, 2016
Loren Terry CookStonex Advisors Inc. otherGeneva Partners, LLC otherOtherJul 5, 2016Jun 24, 2016
Scott Gregory FarrowStonex Advisors Inc. otherGeneva Partners, LLC otherOtherJul 5, 2016Jun 24, 2016
Richard Louis TrottaStonex Advisors Inc. otherSantander Securities otherOtherJun 7, 2016May 31, 2016
Stephen Hinant HeckerStonex Advisors Inc. otherProsperity Financial Group, Inc. otherOtherJun 7, 2016Jun 16, 2016
Joseph Vincent CapraStonex Advisors Inc. otherH. Beck, Inc. otherOtherMay 31, 2016Jun 1, 2016
Mark Stephan MccurryStonex Advisors Inc. otherGeneva Partners, LLC otherOtherMay 5, 2016May 18, 2016
Chad Matthew DisbennettStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherMay 5, 2016May 2, 2016
Adam Scott LangdonStonex Advisors Inc. otherSecurities America Advisors, Inc. otherOtherApr 29, 2016Apr 27, 2016
James E. OakesStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherApr 29, 2016Apr 27, 2016
Sungki Lynn LeemasterStonex Advisors Inc. otherLincoln Investment otherOtherFeb 4, 2016Feb 9, 2016
Edward Frank PutnokyStonex Advisors Inc. otherSpc otherOtherFeb 3, 2016Feb 2, 2016
Robert Hall LaneStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherFeb 2, 2016Feb 1, 2016
Robert James CaplingerStonex Advisors Inc. otherThurston Springer Advisors BD affiliatedOtherJan 28, 2016Nov 24, 2020 (1762 d)
Todd Alan SpilleStonex Advisors Inc. otherThurston Springer Advisors BD affiliatedOtherJan 28, 2016Aug 25, 2020 (1671 d)
Kevin Michael BrownStonex Advisors Inc. otherUnion Capital Company independent RIAOtherJan 20, 2016Jan 6, 2016
Kenneth M. PawulaStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherJan 20, 2016Jan 15, 2016
Jerry Lee ClineStonex Advisors Inc. otherOsaic Wealth, Inc. otherOtherJan 4, 2016Jan 4, 2016
John Alison FahnestockStonex Advisors Inc. otherGwn Securities Inc. otherOtherJan 4, 2016Jan 5, 2016
David A FlynnStonex Advisors Inc. otherGwn Securities Inc. otherOtherDec 31, 2015Jan 4, 2016
Mary C SlaneStonex Advisors Inc. otherTrendency Capital Management, LLC unclassifiedOtherDec 14, 2015Dec 8, 2015
Alan Edward RunkelStonex Advisors Inc. otherPrivate Advisor Group, LLC otherOtherOct 8, 2015Oct 1, 2015
William Anthony EatonStonex Advisors Inc. otherPrivate Advisor Group, LLC otherOtherOct 8, 2015Oct 7, 2015
Daniel Thomas MurphyStonex Advisors Inc. otherPrivate Advisor Group, LLC otherOtherOct 8, 2015Oct 7, 2015
Thomas John NeessStonex Advisors Inc. otherPrivate Advisor Group, LLC otherOtherOct 8, 2015Oct 1, 2015
William Scott ThompsonStonex Advisors Inc. otherPrivate Advisor Group, LLC otherOtherOct 8, 2015Oct 13, 2015
David Clyde GettingsStonex Advisors Inc. otherGwn Securities Inc. otherOtherJun 23, 2015Jun 17, 2015
Michael Steven WelgerStonex Advisors Inc. otherCornerstone Professional Advisor Services, LLC otherOtherApr 1, 2015Apr 1, 2015
Robert Thomas RamosStonex Advisors Inc. otherIc Advisory Services, Inc. otherOtherMar 2, 2015Feb 5, 2015
Joyce Michele CoolStonex Advisors Inc. otherIc Advisory Services, Inc. otherOtherMar 2, 2015Feb 5, 2015
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167 moves match.