DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Andrew Garrett, 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
Guy Gregory ClementeAndrew Garrett, Inc. independent RIAAegis Capital Corp. BD affiliatedRIA to affiliated broker-dealer or bankJan 3, 2024Dec 22, 2023
Robert Nathan SchafferAndrew Garrett, Inc. independent RIALadenburg Thalmann Asset Management Inc mixed wealthRIA to RIAMay 19, 2022Apr 28, 2022
Christian Vincent GrecoAndrew Garrett, Inc. independent RIAEquitable Advisors, LLC national BDRIA to affiliated broker-dealer or bankDec 17, 2019Mar 4, 2020 (78 d)
Christopher Michael GibbonsAndrew Garrett, Inc. independent RIAEisneramper Wealth Management & Corporate Benefits, LLC independent RIARIA to RIASep 13, 2018Oct 19, 2018 (36 d)
Gabriel Martin AntunaAndrew Garrett, Inc. otherNfsg Corporation otherOtherJul 17, 2017Jul 26, 2017
David Andrew KenkelAndrew Garrett, Inc. otherOutfitter Financial no RAUMOtherMar 21, 2014Jan 17, 2018 (1398 d)
Thanh TranAndrew Garrett, Inc. otherAst Investment Services, Inc. otherOtherJan 15, 2014Jun 18, 2015 (519 d)
William Ryan TevisAndrew Garrett, Inc. otherTh Wealth Management LLC unclassifiedOtherFeb 25, 2013Aug 28, 2012
Stephen Frederick CordascoAndrew Garrett, Inc. otherWest Shore Group, LLC no RAUMOtherFeb 22, 2013Jun 20, 2013 (118 d)
Albert AkermanAndrew Garrett, Inc. otherCl Wealth Management LLC otherOtherJul 13, 2011Feb 10, 2012 (212 d)
David J. St. LouisAndrew Garrett, Inc. otherChase Investment Services Corp. otherOtherJun 3, 2010Jun 23, 2010
Peter John DevlinAndrew Garrett, Inc. otherAurora Private Wealth, Inc. independent RIAOtherJan 20, 2009Mar 25, 2021 (4447 d)
Jeanne Marie McgannonAndrew Garrett, Inc. otherJ.P. Morgan Private Wealth Advisors LLC otherOtherNov 24, 2008Oct 1, 2015 (2502 d)
Mark Richard BaranAndrew Garrett, Inc. otherMcdermott Investment Advisors, LLC independent RIAOtherNov 24, 2008Sep 2, 2021 (4665 d)
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14 moves match.