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 David A. Noyes & Company

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
Frank Henry BechererDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Mark William KarstromDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
David A. JaicomoDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Edward George MurphyDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Scott Jay KesslerDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Mark William DamerDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Donald Christopher SchultheisDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Robert Theodore RunnfeldtDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Bruce Eric ElderDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Denise Halford HolderDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Joseph Randall WesleyDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Elizabeth Ann CorrellDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
James Patrick LynchDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Donald Edgar BatesDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
James Royal KirchnerDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Jennifer Eileen ErvinDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Valerie Kay BrennanDavid A. Noyes & Company otherSomerset Cpas, P.C. unclassifiedOtherAug 11, 2015Jul 23, 2015
Matthew Mark ReynoldsDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Brian Christopher DoakDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Elias SanchezDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Amanda Jonell WolfrumDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Steven Anthony QuiriniDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Martina Leshay BeckfordDavid A. Noyes & Company otherSanctuary Advisors, LLC otherOtherAug 11, 2015Aug 11, 2015
Michael Francis BurkeDavid A. Noyes & Company otherMonere Wealth Management, Inc. otherOtherJun 2, 2015May 22, 2015
Thomas Allen BonoDavid A. Noyes & Company otherMonere Wealth Management, Inc. otherOtherJun 2, 2015May 22, 2015
Peter Ross VickDavid A. Noyes & Company otherMonere Wealth Management, Inc. otherOtherApr 30, 2015May 12, 2015
Gregory Arthur ReicholdDavid A. Noyes & Company otherHighpoint Advisor Group, LLC otherOtherNov 25, 2014Nov 21, 2014
Kari S BraggsDavid A. Noyes & Company otherMorgan Stanley wirehouseOtherSep 10, 2014Dec 10, 2014 (91 d)
Andrew J. WykretowiczDavid A. Noyes & Company otherMonere Wealth Management, Inc. otherOtherJun 12, 2014Jan 5, 2015 (207 d)
Michael C KesselDavid A. Noyes & Company otherCetera Advisors LLC otherOtherFeb 6, 2014Jan 31, 2014
Brian James GlynnDavid A. Noyes & Company otherCedar Capital, LLC no RAUMOtherJul 31, 2013Apr 14, 2015 (622 d)
Constance Ann EtterDavid A. Noyes & Company otherB Riley Wealth Management otherOtherJul 16, 2013Jul 16, 2013
Anthony TorreonDavid A. Noyes & Company otherFifth Third Securities, Inc. otherOtherMay 20, 2013May 22, 2013
Patricia Ann PaulikDavid A. Noyes & Company otherLPL Financial LLC otherOtherMar 25, 2013Mar 22, 2013
Jacqueline Susan RandallDavid A. Noyes & Company otherMcdonald Partners LLC independent RIAOtherMar 11, 2013May 4, 2019 (2245 d)
Joan Marie ZimniewiczDavid A. Noyes & Company otherE. A. Horwitz LLC independent RIAOtherFeb 11, 2013Dec 20, 2019 (2503 d)
John Thomas WheelerDavid A. Noyes & Company otherCastle Investment Advisory, LLC otherOtherJan 2, 2013Jan 7, 2013
Darryl Patrick FranklinDavid A. Noyes & Company otherOakwood Wealth Advisors Ltd. state registeredOtherAug 7, 2012Aug 7, 2012
Nikifor Ivanov MinkovDavid A. Noyes & Company otherAssociated Investment Services, Inc. otherOtherJul 30, 2012Aug 22, 2012
Peggy Ann NourieDavid A. Noyes & Company otherCentennial Securities Company Inc otherOtherFeb 21, 2012Feb 17, 2012
David M KubicaDavid A. Noyes & Company otherAdvanced Equities, Inc. otherOtherNov 10, 2011Nov 16, 2011
Christine Catherine MallulDavid A. Noyes & Company otherSpc otherOtherSep 19, 2011Sep 19, 2011
Paul Hong MoyDavid A. Noyes & Company otherSpc otherOtherSep 19, 2011Sep 19, 2011
Charles Henry GarridoDavid A. Noyes & Company otherMcdonald Partners LLC otherOtherAug 15, 2011Aug 16, 2011
Christopher Michael HerrmannDavid A. Noyes & Company otherKey Investment Services LLC otherOtherAug 1, 2011Sep 27, 2011 (57 d)
Michael Robert OchoaDavid A. Noyes & Company otherCentennial Securities Company Inc otherOtherMar 15, 2011Apr 12, 2011
Mario Giulio BernardiDavid A. Noyes & Company otherCentennial Securities Company Inc otherOtherSep 27, 2010Apr 12, 2011 (197 d)
Kevin KowalczykDavid A. Noyes & Company otherFirst Trust Advisors LP otherOtherJan 4, 2010Oct 12, 2011 (646 d)
Tammy Lynn SchmaltzDavid A. Noyes & Company otherTransamerica Financial Advisors, LLC otherOtherAug 17, 2006Sep 1, 2006
Nicholas Paul SpiratosDavid A. Noyes & Company otherCharles Schwab & Co., Inc. national BDOtherFeb 24, 2006Mar 13, 2006
William Joseph SheehanDavid A. Noyes & Company otherAmeriprise Advisor Services, Inc. unclassifiedOtherAug 31, 2005Aug 30, 2005
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51 moves match.