DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Kimery Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Georgeryan Connor | Kimery Wealth Management, LLC independent RIA | Raymond James & Associates, Inc. national BD | RIA to affiliated broker-dealer or bank | Aug 1, 2022 | Feb 6, 2023 (189 d) |
| David Daniel Stratton | Kimery Wealth Management, LLC independent RIA | Valic Financial Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 1, 2022 | Jan 31, 2022 |
| Christopher Hutcherson | Kimery Wealth Management, LLC independent RIA | LPL Financial LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2021 | Apr 7, 2025 (1232 d) |
| David Ryland Hunter | Kimery Wealth Management, LLC independent RIA | Rhame & Gorrell Wealth Management independent RIA | RIA to RIA | Aug 28, 2019 | Dec 18, 2018 |
| John David Santi | Kimery Wealth Management, LLC independent RIA | Mfo-USA Advisory, LLC state registered | RIA to a state-registered adviser | Jul 30, 2019 | Aug 12, 2021 (744 d) |
Page 1 of 1
5 moves match.