Advisor moves

Arrivals at Mariner

886 moves
AdvisorFromToTypeLeftRegistered
Melissa Ivette ElliottFisher Investments otherMariner BD affiliatedOtherMay 18, 2015Aug 21, 2026 (4113 d)
Charles Frederick FowlerCibc Private Wealth Advisors, Inc. otherMariner otherOtherMar 3, 2015Sep 16, 2015 (197 d)
Andrew Carl WelzelHalbert Hargrove otherMariner otherOtherFeb 3, 2015Feb 18, 2015
Haris KopicWealth Enhancement Advisory Services, LLC otherMariner BD affiliatedOtherFeb 2, 2015Feb 19, 2021 (2209 d)
Christopher Gregory RussellMercer Global Advisors Inc. otherMariner otherOtherJan 22, 2015Feb 17, 2015
James B OlmoreBeta Wealth Group, Inc otherMariner otherOtherAug 11, 2014Sep 18, 2014 (38 d)
James Kenneth ViersWaddell & Reed otherMariner BD affiliatedOtherJul 25, 2014Feb 19, 2020 (2035 d)
Jennifer Thomas BeckerArmstrong Shaw Associates Inc. otherMariner BD affiliatedOtherMay 13, 2014Jan 9, 2020 (2067 d)
Joseph Francis SivelPtk Financial, LLC unclassifiedMariner BD affiliatedOtherMar 4, 2014Dec 1, 2021 (2829 d)
Justin L RichterBok Financial Advisors otherMariner otherOtherJan 3, 2014Jan 30, 2014
Jonathan Peter WeidlerWells Fargo Advisors wirehouseMariner independent RIAWirehouse to independent RIAJan 7, 2013Jun 6, 2018 (1976 d)
Steven James ChristensenJ.P. Morgan Securities LLC wirehouseMariner BD affiliatedWirehouse to affiliated broker-dealer or bankMay 3, 2012Jun 26, 2019 (2610 d)
Louis David LopezHk Financial unclassifiedMariner otherOtherApr 12, 2012May 18, 2012 (36 d)
Roberto Mario ParedesWells Fargo Advisors wirehouseMariner otherOtherJan 4, 2012Jan 13, 2012
William Roger RassmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMariner otherOtherDec 22, 2011Mar 28, 2012 (97 d)
William Vernon GunlicksFactor Wealth Management otherMariner otherOtherNov 15, 2011Dec 13, 2011
Katrina Delores RadenbergFb Capital Management Of Kansas Inc. unclassifiedMariner otherOtherOct 7, 2011Oct 19, 2009
Anne Jenelle DorianLPL Financial LLC otherMariner otherOtherSep 16, 2011Sep 8, 2011
Jeffrey R SchulteCbiz Wealth Management, LLC unclassifiedMariner otherOtherMay 26, 2011Jan 10, 2011
James Dwight HilesCbiz Wealth Management, LLC unclassifiedMariner otherOtherMay 26, 2011Mar 2, 2011
Kyle Francis QuinnCbiz Wealth Management, LLC unclassifiedMariner otherOtherMay 26, 2011Jan 10, 2011
Joseph Anthony CarboneCbiz Wealth Management, LLC unclassifiedMariner otherOtherMay 26, 2011Jan 28, 2011
Lisa BrinigCbiz Wealth Management, LLC unclassifiedMariner otherOtherMay 26, 2011Jan 10, 2011
Rustyn Bicknell GallagherSecurian Financial Services, Inc. otherMariner otherOtherMay 4, 2011May 31, 2011
Michael George O'NeillCbiz Wealth Management, LLC unclassifiedMariner otherOtherSep 1, 2010Oct 13, 2011 (407 d)
Brian Jacob LeitnerUBS Financial Services Inc. wirehouseMariner otherOtherSep 1, 2010Sep 17, 2010
Kathleen Marie DunnUBS Financial Services Inc. wirehouseMariner otherOtherJun 4, 2009May 15, 2009
Barney Edgar BarnesWells Fargo Advisors wirehouseMariner otherOtherMay 19, 2009May 15, 2009
Alana Denney ScottOnedigital otherMariner otherOtherApr 16, 2009May 13, 2009
Alisa Anne RothCitigroup Global Markets Inc. otherMariner otherOtherJan 29, 2009Jan 9, 2009
Scott Robert WesleyCitigroup Global Markets Inc. otherMariner otherOtherJan 27, 2009Jan 9, 2009
Robert M BasileGoldman Sachs Wealth Services, L.P. otherMariner BD affiliatedOtherJul 9, 2008Apr 23, 2021 (4671 d)
Amy Margaret HamasakiDolphin Advisors unclassifiedMariner independent RIAOtherJun 13, 2008Feb 26, 2019 (3910 d)
Kenneth Austin PowellCfw Capital Management Incorporated unclassifiedMariner otherOtherJul 26, 2007Nov 8, 2007 (105 d)
Darrel Bruce MarkleyA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherMay 18, 2007May 14, 2007
Michael Simmons HazellA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 22, 2006Jun 13, 2006
Bruce Elliott KusminA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 1, 2006May 11, 2006
Martin Christopher BicknellA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 1, 2006May 11, 2006
Jason Eugene McelweeA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 1, 2006May 11, 2006
Stephanie Leann ManningA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 1, 2006May 11, 2006
Sherri Lynn HazellA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherJun 1, 2006May 15, 2006
Theresa Irene HultzA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherMay 31, 2006May 11, 2006
Kyndra M. BurgessA. G. Edwards & Sons, Inc. unclassifiedMariner otherOtherMay 31, 2006May 11, 2006
William Berkley GreinerTruenorth, Inc. otherMariner otherOtherJul 1, 2004Apr 9, 2012 (2839 d)
Bradford R. PeckNeuberger Berman Bd LLC otherMariner BD affiliatedOtherMar 16, 2004Dec 2, 2025 (7931 d)
Kathleen Seech WrightH.L. Zeve Associates, Inc. otherMariner BD affiliatedOtherJan 22, 2004Jan 7, 2026 (8021 d)
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