Advisor moves

Arrivals at Vanguard Advisers, Inc.

1,077 moves
AdvisorFromToTypeLeftRegistered
Joseph Weston NortonFirst Citizens Investor Services, Inc. otherVanguard Advisers, Inc. otherOtherMay 11, 2016Jul 11, 2016 (61 d)
Andrew WhitePark Avenue Securities LLC otherVanguard Advisers, Inc. otherOtherMay 10, 2016Jan 12, 2017 (247 d)
Brandon Mitchell WyandMML Investors Services, LLC otherVanguard Advisers, Inc. otherOtherApr 26, 2016Feb 15, 2018 (660 d)
Kedric SpearmanAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherApr 12, 2016May 6, 2016
Trent Robert WhiteBernhardt Wealth Management, Inc. otherVanguard Advisers, Inc. otherOtherMar 16, 2016Jun 27, 2016 (103 d)
Michael Allen Kirkendale-HaakEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 10, 2016Jan 2, 2020 (1422 d)
Nicholas James KeyserMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 20, 2016Dec 17, 2019 (1427 d)
Rosh K MangalatWaddell & Reed otherVanguard Advisers, Inc. otherOtherDec 1, 2015Dec 3, 2015
Matthew C HyresStrategic Advisers LLC national BDVanguard Advisers, Inc. otherOtherNov 19, 2015Aug 3, 2017 (623 d)
Robert Michael McdevittAepg Wealth Strategies otherVanguard Advisers, Inc. otherOtherOct 12, 2015Jan 31, 2018 (842 d)
Amanda BatemanNorthwestern Mutual Investment Services,LLC otherVanguard Advisers, Inc. BD affiliatedOtherOct 12, 2015Oct 1, 2019 (1450 d)
Matthew Daniel CiagliaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 2, 2015Feb 26, 2021 (1974 d)
Abram Doyle EarlyM Holdings Securities, Inc. otherVanguard Advisers, Inc. otherOtherSep 21, 2015Dec 1, 2015 (71 d)
Maggie Rhea ParkerStrategic Advisers LLC national BDVanguard Advisers, Inc. otherOtherSep 4, 2015Nov 6, 2015 (63 d)
Mark Richard LohrmanCharles Schwab & Co., Inc. national BDVanguard Advisers, Inc. otherOtherAug 17, 2015Aug 13, 2015
Hugh Basil ChristianE*Trade Capital Management, LLC otherVanguard Advisers, Inc. otherOtherAug 17, 2015Mar 20, 2017 (581 d)
Jeffrey Baker LlewellynMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherAug 4, 2015Aug 7, 2015
Jenamarie Eileen FoxUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. otherOtherJul 8, 2015Jul 24, 2015
Mark David GernerdMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJun 29, 2015Jun 20, 2018 (1087 d)
Gianni De La CruzPnc Wealth Management otherVanguard Advisers, Inc. otherOtherJun 26, 2015Dec 14, 2016 (537 d)
Patrick Timothy RuschOarsman Capital, Inc otherVanguard Advisers, Inc. otherOtherJun 11, 2015Jul 24, 2015 (43 d)
Melissa RivasSchwab Wealth Advisory, Inc. otherVanguard Advisers, Inc. otherOtherJun 5, 2015Jun 17, 2015
Lauren Corinne BonnerAdvice And Planning Services otherVanguard Advisers, Inc. BD affiliatedOtherMay 21, 2015May 11, 2018 (1086 d)
Jennifer Marie KeiltyUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMay 20, 2015Oct 1, 2019 (1595 d)
Matthew Richard BarbacaneMsi Financial Services, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherMay 12, 2015Nov 1, 2019 (1634 d)
David Obadiah RichWealthplan Advisors, LLC otherVanguard Advisers, Inc. otherOtherMay 7, 2015Dec 2, 2015 (209 d)
Jared Michael WeissMML Investors Services, LLC otherVanguard Advisers, Inc. otherOtherApr 30, 2015Dec 6, 2016 (586 d)
Thatcher Rebich TaylorEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 30, 2015Oct 1, 2019 (1615 d)
Peter Jon SmithWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 30, 2015Jun 28, 2022 (2616 d)
Vincent A TortoriciAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2015Jul 5, 2019 (1534 d)
Matthew William McclendonAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherMar 12, 2015Jun 2, 2015 (82 d)
Byron Richard SmithValic Financial Advisors, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherFeb 25, 2015Oct 29, 2021 (2438 d)
Andrew MccluerSecurian Financial Services, Inc. otherVanguard Advisers, Inc. otherOtherFeb 25, 2015Aug 23, 2017 (910 d)
Dominica G. MccannUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherFeb 17, 2015Mar 9, 2015
Peter Douglas RobinsonJanney Montgomery Scott LLC otherVanguard Advisers, Inc. BD affiliatedOtherFeb 9, 2015Nov 1, 2019 (1726 d)
Thomas Michael SandryEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 6, 2015Dec 16, 2020 (2140 d)
Michael Charles McmanusEagle Strategies LLC otherVanguard Advisers, Inc. BD affiliatedOtherFeb 5, 2015Nov 16, 2021 (2476 d)
Charles Mitten FoxEdward Jones national BDVanguard Advisers, Inc. otherOtherJan 26, 2015Sep 13, 2016 (596 d)
Raquel Maria WardUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 8, 2015Aug 13, 2022 (2774 d)
Steve Michael MasciangeloLPL Financial LLC otherVanguard Advisers, Inc. BD affiliatedOtherJan 2, 2015May 21, 2021 (2331 d)
Candace Leah DelaneyAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. otherOtherDec 5, 2014Dec 19, 2014
Stephen Andrew BeckerEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 19, 2014Aug 1, 2022 (2812 d)
Matthew Hamilton HawesUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 27, 2014Dec 2, 2019 (1923 d)
Lauren BoyceBny Mellon Advisors, Inc. otherVanguard Advisers, Inc. otherOtherAug 25, 2014Sep 22, 2014
James Joseph McgraneSantander Securities otherVanguard Advisers, Inc. BD affiliatedOtherAug 21, 2014Dec 2, 2019 (1929 d)
Christopher RobinsonValic Financial Advisors, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherAug 21, 2014Jan 10, 2022 (2699 d)
Joseph LynchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherAug 19, 2014Sep 11, 2014
Donal BarrettMorgan Stanley wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 5, 2014Dec 2, 2019 (1945 d)
Lynn Suzanne ErskineJanney Montgomery Scott LLC otherVanguard Advisers, Inc. BD affiliatedOtherJul 24, 2014Aug 2, 2018 (1470 d)
Edmund Allan OliverosUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherJul 8, 2014Aug 18, 2014 (41 d)
Lisa Marie Roche-BerlageWipfli Financial Advisors, LLC otherVanguard Advisers, Inc. otherOtherJun 30, 2014Aug 1, 2014 (32 d)
Justin Adam LongfellowUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherMay 21, 2014Jun 18, 2014
Hope Debbie-Ann GlashenM&T Securities, Inc. unclassifiedVanguard Advisers, Inc. BD affiliatedOtherMay 6, 2014Dec 17, 2021 (2782 d)
Marie Anne BurnsCliftonlarsonallen Wealth Advisors, LLC otherVanguard Advisers, Inc. otherOtherMay 1, 2014Jun 4, 2014 (34 d)
James Joseph McdonaldWells Fargo Advisors wirehouseVanguard Advisers, Inc. otherOtherApr 10, 2014Oct 13, 2017 (1282 d)
James Lee CookMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 10, 2014Nov 8, 2021 (2769 d)
Ramona Janina MaiorUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherApr 10, 2014Dec 13, 2016 (978 d)
James Robert PoteetCetera Investment Advisers LLC otherVanguard Advisers, Inc. otherOtherMar 24, 2014May 5, 2014 (42 d)
Anthony Sullivan CalabrettiJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 12, 2014Feb 19, 2020 (2170 d)
Joseph Brian HeiserUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherMar 7, 2014Apr 14, 2014 (38 d)
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