Advisor moves

Arrivals at Vanguard Advisers, Inc.

1,050 moves
AdvisorFromToTypeLeftRegistered
Daniel Stephen VosskuhlerEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 31, 2021Jul 14, 2021 (105 d)
Brandon Clinton Cedric PopeUsaa Investment Services Company no RAUMVanguard Advisers, Inc. BD affiliatedOtherMar 25, 2021Apr 12, 2021
Felipe Andre ZegarraMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 24, 2021Aug 30, 2021 (159 d)
Timothy Nolan DonahueHornor, Townsend & Kent, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 19, 2021Jan 7, 2022 (294 d)
Simon Alexander CainEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2021Aug 19, 2021 (157 d)
Avner IsraelFirst Command Advisory Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2021Mar 26, 2021
Dale Aaron GambellUsaa Investment Services Company no RAUMVanguard Advisers, Inc. BD affiliatedOtherMar 10, 2021May 3, 2021 (54 d)
Phillip Daniel QuinnWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 3, 2021Mar 15, 2021
Eric TillerWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 3, 2021Mar 25, 2021
Logan Douglas ShupingEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 2, 2021Jan 12, 2026 (1777 d)
Nannette Leigh SaboTexas Financial Advisory independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 1, 2021Apr 20, 2022 (415 d)
Cynthia Lynn YoungcourtAffinity Wealth Management LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 1, 2021May 4, 2021 (64 d)
Jonathan Edward KahrsInteractive Wealth Advisors state registeredVanguard Advisers, Inc. BD affiliatedOtherFeb 28, 2021Dec 14, 2021 (289 d)
Stephen Joseph SchwankeMutual Advisors, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 24, 2021Mar 2, 2021
James SadleirDrive Wealth Advisers independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 24, 2021May 4, 2021 (69 d)
Christopher Michael GibbonsEisneramper Wealth Management & Corporate Benefits, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 23, 2021Dec 20, 2021 (300 d)
William Kerry MorganTrunorth Advisors independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 9, 2021Mar 10, 2021
Spencer OrrEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 8, 2021Sep 14, 2021 (218 d)
Stephen Mitchell JesseCetera Investment Advisers LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 3, 2021Mar 24, 2021 (49 d)
Clifford Andrew BrockmannErnst & Young Investment Advisers Llp no RAUMVanguard Advisers, Inc. BD affiliatedOtherFeb 2, 2021Mar 3, 2021
Anthony PriceCharles Schwab & Co., Inc. national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 18, 2021Feb 4, 2021
Catherine Mcclaine MartinEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 15, 2021Apr 29, 2021 (104 d)
Babak G HaghighiWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2021Feb 17, 2021 (35 d)
Nathaniel David HaberleinWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2021Feb 26, 2021 (44 d)
Christian Anthony PipkinWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 13, 2021Feb 26, 2021 (44 d)
Lily Linh HuangEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 12, 2021Apr 25, 2022 (468 d)
Jerome John WojnickiTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherJan 11, 2021Feb 22, 2021 (42 d)
Samuel SodermanTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherJan 11, 2021Aug 30, 2021 (231 d)
Raaj Arvind GuptaTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherJan 11, 2021Apr 7, 2022 (451 d)
Cameron Allen MackTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherJan 11, 2021Mar 2, 2021 (50 d)
Michael Murphy LutzTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. BD affiliatedOtherJan 11, 2021Apr 23, 2021 (102 d)
Carlos BenitezSecurian Financial Services, Inc. BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 11, 2021May 5, 2021 (114 d)
Nama S SoukounaEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 7, 2021Feb 4, 2021
Michelle Linne BestCliftonlarsonallen Wealth Advisors, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 5, 2021Feb 3, 2021
Stephen Mckim EllikerCompass Ion Advisors, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 4, 2021Feb 9, 2021 (36 d)
Jeremy Vaughn MitchellPnc Managed Account Solutions, Inc. BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2021Jan 28, 2021
Andrew Wade DupontTd Ameritrade Investment Management, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Mar 27, 2023 (816 d)
Brent Robert RegaldiNomura Investment Management Business Trust otherVanguard Advisers, Inc. BD affiliatedOtherDec 31, 2020Aug 20, 2021 (232 d)
John Anthony BrunoMercer Global Advisors Inc. independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Dec 12, 2022 (711 d)
Shameka Sherell RobertsWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 22, 2020Jul 1, 2021 (191 d)
Anna Stastny KeislerSg Financial Advisors, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 21, 2020Jul 29, 2025 (1681 d)
John Patrick CollinsOberweis Asset Management Inc otherVanguard Advisers, Inc. BD affiliatedOtherDec 15, 2020Dec 15, 2020
Max Thomas HancockEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 9, 2020Dec 24, 2020
William Charles SnyderAvantax Advisory Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 4, 2020Nov 20, 2025 (1812 d)
Thomas Andrew DillmannNorthwestern Mutual Investment Services,LLC no RAUMVanguard Advisers, Inc. BD affiliatedOtherDec 1, 2020Dec 18, 2020
Austin James BellLPL Financial LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 25, 2020Jul 30, 2021 (247 d)
Timothy Michael CodyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 24, 2020Sep 3, 2021 (283 d)
Thomas Matthew LicwinkoBb&T Securities, LLC BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 24, 2020Feb 24, 2021 (92 d)
Jack YaleAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Nov 25, 2020
Daniel Roy VintonAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Nov 25, 2020
Bryan Michael WelbornAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Dec 2, 2020
Daniel L. BrownAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Dec 16, 2020 (33 d)
Robert Allen CoxAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Mar 12, 2021 (119 d)
Jake WestAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Dec 9, 2020
John William WagnerAdvice And Planning Services BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Dec 1, 2020
Jesse Sven DanielsonRaymond James & Associates, Inc. national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 10, 2020Mar 4, 2021 (114 d)
Eric James CasselWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2020Mar 16, 2022 (491 d)
Joseph David NealWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 5, 2020Dec 4, 2020
Kenneth Morgan RushEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 4, 2020Dec 3, 2020
Juan Carlos MaganaFidelity Personal And Workplace Advisors BD affiliatedVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2020Dec 8, 2020 (51 d)
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