DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Vanguard Advisers, Inc.

1,077 moves
AdvisorFromToTypeLeftRegistered
Daniel William LoftusMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherJun 1, 2017Jul 26, 2017 (55 d)
John HepplerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherMay 31, 2017Jul 31, 2017 (61 d)
Erin Pember McclainMycio Wealth Partners, LLC otherVanguard Advisers, Inc. otherOtherMay 11, 2017May 23, 2017
Michael Stephen FrazierUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherMay 5, 2017May 23, 2017
Ryan Matthew BronowiczPnc Wealth Management otherVanguard Advisers, Inc. otherOtherMay 4, 2017May 2, 2017
Anthony J. BoxlerNorthwestern Mutual Investment Services,LLC no RAUMVanguard Advisers, Inc. otherOtherMay 2, 2017May 10, 2017
Christina Marie Lauria GuttHillview Capital Advisors, LLC otherVanguard Advisers, Inc. otherOtherMay 1, 2017May 8, 2017
John Patrick TaylorTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. otherOtherApr 25, 2017May 15, 2017
John Patrick TaylorTd Ameritrade Investment Management, LLC otherVanguard Advisers, Inc. otherOtherApr 25, 2017May 15, 2017
Zackary John FlodeenFisher Investments otherVanguard Advisers, Inc. BD affiliatedOtherApr 17, 2017May 2, 2021 (1476 d)
Melissa Beth GreenwoodUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherApr 8, 2017May 17, 2017 (39 d)
Matt Scott ShermanLearnvest Planning Services, LLC no RAUMVanguard Advisers, Inc. otherOtherApr 3, 2017Apr 6, 2017
Christopher Ryan O'NeillCharles Schwab & Co., Inc. national BDVanguard Advisers, Inc. otherOtherApr 3, 2017Apr 12, 2017
Nathan Douglas AmannAllen & Company Of Florida, LLC otherVanguard Advisers, Inc. otherOtherMar 24, 2017Apr 20, 2017
Quantrel Wes HedrickAvantax Advisory Services otherVanguard Advisers, Inc. BD affiliatedOtherMar 21, 2017Jun 27, 2023 (2289 d)
Dustin Gray SuttleHsbc Securities (USA) Inc. otherVanguard Advisers, Inc. otherOtherMar 17, 2017Apr 20, 2017 (34 d)
Ryan Allen CurwickUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherMar 17, 2017Mar 22, 2017
Ryan HunterMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherMar 15, 2017May 1, 2017 (47 d)
Ryan UchniatScottrade Investment Management otherVanguard Advisers, Inc. BD affiliatedOtherMar 3, 2017Sep 5, 2019 (916 d)
Katherine Anne BurakPark Avenue Securities LLC otherVanguard Advisers, Inc. otherOtherFeb 23, 2017Mar 3, 2017
Donald William BinckesB. Riley Wealth Advisors, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherFeb 23, 2017Sep 5, 2019 (924 d)
Justin M. CardonRaymond James & Associates, Inc. national BDVanguard Advisers, Inc. otherOtherFeb 2, 2017Mar 22, 2017 (48 d)
Roberta TondoAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. otherOtherJan 30, 2017Feb 7, 2017
Daniel Kent JohnsonRonald Blue & Co., LLC otherVanguard Advisers, Inc. otherOtherJan 23, 2017Feb 10, 2017
Corey GarnierMsi Financial Services, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherDec 20, 2016Apr 8, 2020 (1205 d)
Miranda Mcleod CabrelliDelaware Capital Management Advisers, Inc no RAUMVanguard Advisers, Inc. otherOtherDec 9, 2016Jan 11, 2017 (33 d)
Jamie Ryan CookTd Ameritrade Investment Management, LLC otherVanguard Advisers, Inc. otherOtherDec 5, 2016Dec 19, 2016
Jamie Ryan CookTd Ameritrade, Inc. no RAUMVanguard Advisers, Inc. otherOtherDec 5, 2016Dec 19, 2016
Steven Yick Tung ChauBayntree Wealth Advisors, LLC independent RIAVanguard Advisers, Inc. otherOtherNov 17, 2016Mar 1, 2017 (104 d)
Nicholas John DoddsUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. BD affiliatedOtherNov 11, 2016Sep 5, 2019 (1028 d)
Kyle Andrew KrausAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. otherOtherOct 21, 2016Nov 14, 2016
Jake Patrick LukenSecurities America Advisors, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherOct 17, 2016Aug 3, 2018 (655 d)
Kevin Jay HuffAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherOct 11, 2016Mar 8, 2017 (148 d)
Douglas Joseph HigginsLPL Financial LLC otherVanguard Advisers, Inc. otherOtherOct 7, 2016Oct 13, 2016
Errol Timothy MccoyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherOct 5, 2016Oct 14, 2016
Melissa Hope EinbergBuckingham Strategic Wealth, LLC otherVanguard Advisers, Inc. otherOtherOct 5, 2016Jan 23, 2018 (475 d)
Antonio Quoc GreenUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherOct 3, 2016Oct 26, 2016
Bhumi ShahMeyer Capital Group otherVanguard Advisers, Inc. otherOtherSep 29, 2016May 30, 2017 (243 d)
Joseph Foster ParsonsBdc Capital Management, Inc. otherVanguard Advisers, Inc. otherOtherSep 15, 2016Dec 8, 2017 (449 d)
Mark DruckenmillerSecurian Financial Services, Inc. otherVanguard Advisers, Inc. otherOtherSep 13, 2016Sep 20, 2016
Charles RaineyUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. BD affiliatedOtherSep 13, 2016Nov 1, 2019 (1144 d)
Raymond Lorel RobertsMathis Wealth Management independent RIAVanguard Advisers, Inc. otherOtherSep 7, 2016Sep 26, 2016
Allen John ButlerPnc Wealth Management otherVanguard Advisers, Inc. BD affiliatedOtherSep 6, 2016Mar 5, 2019 (910 d)
Samuel PembertonApexium Financial LP otherVanguard Advisers, Inc. otherOtherSep 1, 2016May 2, 2017 (243 d)
Samuel PembertonCitrin Cooperman Wealth Management, LP otherVanguard Advisers, Inc. otherOtherSep 1, 2016May 2, 2017 (243 d)
Kevin Michael HottMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherAug 23, 2016Sep 2, 2016
Donald Michael GeorgeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 19, 2016Mar 2, 2023 (2386 d)
Ryan Matthew FlurieMallard Financial Partners Inc otherVanguard Advisers, Inc. otherOtherAug 11, 2016Aug 24, 2016
Demetrios KarakasidisJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 9, 2016Jan 5, 2021 (1610 d)
Robert SherrierUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherAug 3, 2016Aug 31, 2016
Brandon DeckardEdward Jones national BDVanguard Advisers, Inc. otherOtherAug 2, 2016Aug 18, 2016
Curtis James CrosslandUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherJul 13, 2016Aug 23, 2016 (41 d)
James David BurneyUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherJul 12, 2016Aug 25, 2016 (44 d)
Andrew David ScarmardoEquitable Advisors, LLC national BDVanguard Advisers, Inc. otherOtherJul 6, 2016Aug 4, 2017 (394 d)
Ahmed Antonio MartinezAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherJun 24, 2016Dec 2, 2016 (161 d)
Ryan Jeremy BrackettLighthouse Financial independent RIAVanguard Advisers, Inc. otherOtherJun 22, 2016Feb 14, 2018 (602 d)
Jacob GrantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 14, 2016Oct 27, 2021 (1961 d)
Christopher Lee BennettVigilare Wealth Management LLC otherVanguard Advisers, Inc. otherOtherMay 31, 2016Apr 25, 2017 (329 d)
Corey GoldinerAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 13, 2016Dec 2, 2019 (1298 d)
Colbert D. ChangAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherMay 11, 2016Jun 28, 2016 (48 d)
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