Advisor moves

Departures from B Riley Wealth Management

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
Denise M WilliamsB Riley Wealth Management BD affiliatedStifel, Nicolaus & Company, Incorporated national BDAffiliated broker-dealer or bank to anotherFeb 22, 2019Feb 22, 2019
Deborah Edwards TuckerB Riley Wealth Management BD affiliatedClaris Financial, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 29, 2019Sep 17, 2025 (2423 d)
Craig M WienerB Riley Wealth Management BD affiliatedRealta Investment Advisors, Inc independent RIAAffiliated broker-dealer or bank to independent RIADec 21, 2018Dec 21, 2018
Christopher Paige ScarboroughB Riley Wealth Management BD affiliatedEudaimonia Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 4, 2018Feb 8, 2019 (66 d)
Renee A RaymondB Riley Wealth Management BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherNov 21, 2018Nov 16, 2018
Chad Dana ChampionB Riley Wealth Management BD affiliatedB. Riley Wealth Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 7, 2018Oct 30, 2018
Kenneth Michael OslerB Riley Wealth Management BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherOct 30, 2018Oct 19, 2018
Russell Paul GreenB Riley Wealth Management BD affiliatedCl Wealth Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 2, 2018Mar 22, 2021 (902 d)
Anthony Charles RudaB Riley Wealth Management otherOppenheimer & Co. Inc. BD affiliatedOtherSep 18, 2018Sep 14, 2018
Charles Everett BaileyB Riley Wealth Management otherJeffrey Matthews Wealth Management, LLC independent RIAOtherSep 10, 2018Sep 13, 2018
Leslea Elizabeth Stock-LopezB Riley Wealth Management otherLPL Financial LLC independent RIAOtherAug 22, 2018Aug 20, 2018
Jennifer Allison KingB Riley Wealth Management otherRaymond James & Associates, Inc. national BDOtherAug 10, 2018Aug 9, 2018
David D DuvigneaudB Riley Wealth Management otherWells Fargo Advisors wirehouseOtherAug 10, 2018Aug 22, 2018
Jeannan Castleberry BrewerB Riley Wealth Management otherEudaimonia Advisors LLC no RAUMOtherJul 10, 2018Dec 18, 2019 (526 d)
Mark Alan DavyB Riley Wealth Management otherSummit Financial Group Inc BD affiliatedOtherMay 30, 2018Nov 20, 2018 (174 d)
Christopher Herridge RuskB Riley Wealth Management otherAmeriprise Financial Services, LLC national BDOtherMay 22, 2018May 18, 2018
Anthony Michael CaruanaB Riley Wealth Management otherAmeriprise Financial Services, LLC national BDOtherApr 2, 2018Mar 29, 2018
John George GellaschB Riley Wealth Management otherAmeriprise Financial Services, LLC national BDOtherApr 2, 2018Apr 10, 2018
Brent Patrick NicksB Riley Wealth Management otherNewedge Advisors independent RIAOtherMar 26, 2018Apr 16, 2018
Richard F ColleoniB Riley Wealth Management otherSpc otherOtherNov 16, 2017Nov 22, 2017
Brian Wayne MitchellB Riley Wealth Management otherLPL Financial LLC otherOtherNov 13, 2017Oct 18, 2017
Lawrence Keith BogarB Riley Wealth Management otherAdvisory Services Network otherOtherNov 10, 2017Jan 10, 2018 (61 d)
Phillip Robert RogersB Riley Wealth Management otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 10, 2017Oct 30, 2017
Mark Kevin SachseB Riley Wealth Management otherAccess Financial Group, Inc. unclassifiedOtherOct 30, 2017Jun 28, 2018 (241 d)
Christopher Saul KellyB Riley Wealth Management otherSpc BD affiliatedOtherSep 13, 2017Jan 3, 2025 (2669 d)
Nelson Luis HernandezB Riley Wealth Management otherDominari Securities LLC independent RIAOtherAug 9, 2017Jul 12, 2021 (1433 d)
Michael Steven HollyB Riley Wealth Management otherCharles Schwab & Co., Inc. national BDOtherJul 17, 2017Jul 24, 2017
Sally ChandlerB Riley Wealth Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 5, 2017Mar 22, 2018 (260 d)
Perry Dennis ReghettiB Riley Wealth Management otherReghetti & Associates, LLC unclassifiedOtherJun 19, 2017Apr 9, 2009
Myra Creasy PierottiB Riley Wealth Management otherRaymond James & Associates, Inc. national BDOtherJun 12, 2017Jun 15, 2017
Richard Leatherman MorrowB Riley Wealth Management otherStephens otherOtherMay 31, 2017May 30, 2017
Mitchell Brad PinheiroB Riley Wealth Management otherCostello Asset Management, Inc. otherOtherMay 16, 2017May 24, 2017
Edward Reed LaughlinB Riley Wealth Management otherWestminster Financial Advisory Corp otherOtherMay 15, 2017May 15, 2017
Erik Syver KlefosB Riley Wealth Management otherSanders Morris LLC otherOtherMay 8, 2017May 9, 2017
Brede Currier KlefosB Riley Wealth Management otherSanders Morris LLC otherOtherMay 8, 2017May 5, 2017
Charles MooreB Riley Wealth Management otherReghetti & Associates, LLC unclassifiedOtherApr 5, 2017Apr 9, 2009
Matthew ReghettiB Riley Wealth Management otherMarcum Wealth, LLC otherOtherApr 5, 2017Apr 27, 2017
Scott E. DubinB Riley Wealth Management otherMML Investors Services, LLC otherOtherMar 31, 2017Apr 6, 2017
James Kenneth BlakeB Riley Wealth Management otherAvidian Wealth Solutions otherOtherMar 14, 2017Jun 17, 2003
Thomas Joseph BegleyB Riley Wealth Management otherAllstate Financial Advisors, LLC no RAUMOtherJan 20, 2017Mar 29, 2017 (68 d)
Michael Grant ReisinB Riley Wealth Management otherIntegrated Wealth Management Solutions, LLC state registeredOtherJan 20, 2017Apr 22, 2022 (1918 d)
Andre Lamar McclureB Riley Wealth Management otherKdm Capital LLC independent RIAOtherDec 19, 2016Sep 10, 2018 (630 d)
Ralph Evans HarrisonB Riley Wealth Management otherHarrison Capital Management LLC state registeredOtherOct 12, 2016Nov 30, 2016 (49 d)
Brett Andrew StaalandB Riley Wealth Management otherRaymond James Financial Services Advisors, Inc otherOtherOct 10, 2016Feb 9, 2017 (122 d)
Linda Marcille ReallB Riley Wealth Management otherCambridge Investment Research Advisors, Inc. otherOtherOct 7, 2016Sep 30, 2016
Lawrence Howard LevyB Riley Wealth Management otherIke Capital, LLC independent RIAOtherSep 16, 2016Sep 6, 2021 (1816 d)
Roberto Luis LizamaB Riley Wealth Management otherIpg Investment Advisors, LLC otherOtherSep 13, 2016Sep 14, 2016
Mauricio U AssaelB Riley Wealth Management otherIpg Investment Advisors, LLC otherOtherSep 13, 2016Sep 13, 2016
Jonathan GreeneB Riley Wealth Management otherMaxim Financial Advisors LLC otherOtherAug 15, 2016Oct 16, 2017 (427 d)
Hal William BrownB Riley Wealth Management otherMaxim Financial Advisors LLC otherOtherAug 12, 2016Oct 16, 2017 (430 d)
Bassam S SalemB Riley Wealth Management otherInvestshares Advisor Group LLC unclassifiedOtherAug 5, 2016Oct 4, 2016 (60 d)
Rocio C HarbB Riley Wealth Management otherIpg Investment Advisors, LLC independent RIAOtherJun 28, 2016Jul 2, 2019 (1099 d)
Gary Steven BrochinB Riley Wealth Management otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 1, 2016Jun 1, 2016
William George Fisher ConnellB Riley Wealth Management otherWaddell & Reed otherOtherMay 17, 2016May 17, 2016
Jeffrey Curtis BrindleyB Riley Wealth Management otherWaddell & Reed otherOtherMay 17, 2016May 18, 2016
Kimberly Louise JamiesonB Riley Wealth Management otherCorecap Advisors otherOtherApr 20, 2016Jun 6, 2016 (47 d)
Robert Lynn NormanB Riley Wealth Management otherCutter & Company, Inc. otherOtherMar 9, 2016Mar 8, 2016
Edward A CheathamB Riley Wealth Management otherHeritage Wealth Management, LLC unclassifiedOtherFeb 29, 2016Jun 24, 2015
Patricia Ann BlagojevichB Riley Wealth Management otherJanian Investment Advisers, LLC state registeredOtherJan 19, 2016Feb 16, 2016
Dennis Steven DrexlerB Riley Wealth Management otherCoordinated Capital Securities, Inc. independent RIAOtherDec 28, 2015Jan 6, 2026 (3662 d)
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197 moves match.