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 Hornor, Townsend & Kent, 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.

AdvisorFromToTypeLeftRegistered
Lance DruckerHornor, Townsend & Kent, LLC BD affiliatedDrucker Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 12, 2024Feb 13, 2024
Kathleen Marie RitchieHornor, Townsend & Kent, LLC BD affiliatedDrucker Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 12, 2024Feb 9, 2024
Autumn Jean LaxHornor, Townsend & Kent, LLC BD affiliatedDrucker Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 12, 2024Feb 9, 2024
Gideon DruckerHornor, Townsend & Kent, LLC BD affiliatedDrucker Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 12, 2024Feb 9, 2024
Sarah Ann WardHornor, Townsend & Kent, LLC BD affiliatedDrucker Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 12, 2024Feb 9, 2024
Joseph John O'SheaHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 7, 2024Apr 2, 2024 (55 d)
Andrew J GersbachHornor, Townsend & Kent, LLC BD affiliatedStirlingshire Investments independent RIAAffiliated broker-dealer or bank to independent RIAFeb 1, 2024Apr 3, 2024 (62 d)
Christopher Ray LewisHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2023Dec 6, 2024 (358 d)
Raymond John GodleskiHornor, Townsend & Kent, LLC BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 13, 2023Dec 11, 2023
David Masa IwabuchiHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2023Nov 13, 2023
Debra Lynn ClarkHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Oct 31, 2023
Lawrence Elie BorgerHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Oct 31, 2023
Michael Isaac CooperHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Oct 31, 2023
Justin Roderick MasseyHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2023Nov 13, 2023
Joseph JamesHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 26, 2023Oct 18, 2023
Michaelene J. ButlerHornor, Townsend & Kent, LLC BD affiliatedAdvisor Resource Council independent RIAAffiliated broker-dealer or bank to independent RIAOct 17, 2023Oct 18, 2023
Hance Stanley EvansHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2023Oct 17, 2023
Todd Harrison EvansHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2023Oct 17, 2023
Ryan SalahHornor, Townsend & Kent, LLC BD affiliatedKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2023Oct 17, 2023
David Eric GlobkeHornor, Townsend & Kent, LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2023Oct 10, 2023
Melody Joy PinkstonHornor, Townsend & Kent, LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2023Oct 9, 2023
Larry Dale RobyHornor, Townsend & Kent, LLC BD affiliatedBrookstone Capital Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 5, 2023Oct 9, 2023
Christopher C SpencerHornor, Townsend & Kent, LLC BD affiliatedOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2023Sep 12, 2023
Todd Brandon FeldmanHornor, Townsend & Kent, LLC BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 30, 2023Aug 30, 2023
Michael Dean PendergrassHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 31, 2023Aug 18, 2023
Gerald Michael GravesHornor, Townsend & Kent, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 28, 2023Aug 4, 2023
Alix A Bien-AimeHornor, Townsend & Kent, LLC BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherJul 3, 2023Jun 29, 2023
Katherine WaltnerHornor, Townsend & Kent, LLC BD affiliatedHuntington Financial Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2023Jun 29, 2023
Robert Dwane PencilHornor, Townsend & Kent, LLC BD affiliatedAssociated Investment Services, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 30, 2023Jun 5, 2023
Christopher Paul CsencsitsHornor, Townsend & Kent, LLC BD affiliatedJanney Montgomery Scott LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 5, 2023May 11, 2023
Braxton Jared StofferahnHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 15, 2023Feb 28, 2023
Peter H OwhHornor, Townsend & Kent, LLC BD affiliatedJ. W. Cole Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 13, 2023Feb 10, 2023
Alex Michael DeckHornor, Townsend & Kent, LLC BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 13, 2022Dec 15, 2023 (367 d)
Jonathan Evan BernigerHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2022Dec 9, 2022
Jesse HarlowHornor, Townsend & Kent, LLC BD affiliatedJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseNov 21, 2022Dec 15, 2022
Daniel John WilsonHornor, Townsend & Kent, LLC BD affiliatedMain Street Investors, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 16, 2022Nov 15, 2022
Elizabeth Marie CarlsonHornor, Townsend & Kent, LLC BD affiliatedAdvice And Planning Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2022Nov 25, 2022
Jameson Robert LettHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 28, 2022Oct 28, 2022
Marc J BernsteinHornor, Townsend & Kent, LLC BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2022Dec 18, 2023 (417 d)
Andrew Richard HauberHornor, Townsend & Kent, LLC BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2022Dec 19, 2023 (418 d)
Kevin David CrowleyHornor, Townsend & Kent, LLC BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2022Dec 19, 2023 (418 d)
Pai-Su KangHornor, Townsend & Kent, LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2022Sep 22, 2022
Robert Paul WilsonHornor, Townsend & Kent, LLC BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 19, 2022Sep 22, 2022
Timothy SchumacherHornor, Townsend & Kent, LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2022Sep 6, 2022
Robert Michael FichterHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 2, 2022Sep 2, 2022
Benjamin Joseph LacomisHornor, Townsend & Kent, LLC BD affiliatedSlp Wealth no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 1, 2022Jan 2, 2024 (488 d)
Dean Lawerence KiserHornor, Townsend & Kent, LLC BD affiliatedImpact Partnership Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 8, 2022Aug 22, 2022
Paul Thomas SwiftHornor, Townsend & Kent, LLC BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 8, 2022Aug 12, 2022
Isidore R OgoussanHornor, Townsend & Kent, LLC BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2022Aug 8, 2022
Nicholas James HoeschelHornor, Townsend & Kent, LLC BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 28, 2022Jun 29, 2023 (336 d)
Joseph PushkarewiczHornor, Townsend & Kent, LLC BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 22, 2022Sep 19, 2022 (59 d)
Brandon MoeHornor, Townsend & Kent, LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJun 24, 2022Jun 23, 2022
Anurati A PatelHornor, Townsend & Kent, LLC BD affiliatedMaryland Financial Group, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJun 13, 2022Jun 13, 2022
William James SalazarHornor, Townsend & Kent, LLC BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherMay 25, 2022Jun 22, 2022
Christopher Charles TruscelloHornor, Townsend & Kent, LLC BD affiliatedDiversify Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 10, 2022Dec 19, 2023 (588 d)
Jeffery Thomas BonifacinoHornor, Townsend & Kent, LLC BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2022May 10, 2022
Aaron Michael TurnerHornor, Townsend & Kent, LLC BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2022May 4, 2022
Anthony Louis PetruccelliHornor, Townsend & Kent, LLC BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2022May 10, 2022
Kenneth John KleinHornor, Townsend & Kent, LLC BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2022May 10, 2022
Scot Francis WhiskeymanHornor, Townsend & Kent, LLC BD affiliatedProviders & Families Wealth Management state registeredAffiliated broker-dealer or bank to a state-registered adviserApr 29, 2022May 2, 2022
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845 moves match.