DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Vanguard Advisers, Inc.

1,077 moves
AdvisorFromToTypeLeftRegistered
Matthew Raymond DulibaNext Financial Group, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherMar 6, 2014Apr 10, 2018 (1496 d)
John Charles OconnorUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherFeb 28, 2014Mar 10, 2014
Nathaniel Adam RatliffEquitable Advisors, LLC national BDVanguard Advisers, Inc. otherOtherFeb 11, 2014Oct 4, 2016 (966 d)
Ryan William HawkBaron Silver Stevens Financial Advisors, LLC otherVanguard Advisers, Inc. otherOtherFeb 7, 2014Mar 5, 2014
Cole Richard BrooksEquitable Advisors, LLC national BDVanguard Advisers, Inc. otherOtherJan 9, 2014Oct 2, 2015 (631 d)
Daniel Micah ChangBb&T Investment Services, Inc. no RAUMVanguard Advisers, Inc. otherOtherJan 2, 2014Jul 6, 2016 (916 d)
Hank Brian LobelLPL Financial LLC otherVanguard Advisers, Inc. otherOtherDec 26, 2013Feb 3, 2015 (404 d)
Heather Dawn Jacroux McclainUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherDec 3, 2013Aug 27, 2014 (267 d)
James Patrick McguireWells Fargo Advisors wirehouseVanguard Advisers, Inc. otherOtherNov 5, 2013May 26, 2016 (933 d)
John CiavarelliCri Securities, LLC otherVanguard Advisers, Inc. BD affiliatedOtherOct 22, 2013Jul 20, 2021 (2828 d)
John CiavarelliSecurian Financial Services, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherOct 22, 2013Jul 20, 2021 (2828 d)
James Ryan WatkinsUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. otherOtherOct 4, 2013Jun 2, 2016 (972 d)
Laura Elizabeth BoldtUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherSep 23, 2013Feb 24, 2014 (154 d)
Krysta Dos SantosEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 23, 2013Oct 14, 2019 (2212 d)
Anthony Patrick AllenJ.P. Morgan Securities LLC wirehouseVanguard Advisers, Inc. otherOtherSep 6, 2013Oct 4, 2016 (1124 d)
Scott Renhold WatsonWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 5, 2013Sep 5, 2019 (2191 d)
Michael John AngeloBlackrock Investment Management, LLC otherVanguard Advisers, Inc. BD affiliatedOtherAug 20, 2013Sep 17, 2021 (2950 d)
Michael Paul FoltmerWaddell & Reed otherVanguard Advisers, Inc. BD affiliatedOtherJul 30, 2013Jan 14, 2026 (4551 d)
John Joseph RyanStrategic Advisers LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2013Dec 16, 2024 (4158 d)
Julia MccraySagepoint Financial, Inc. otherVanguard Advisers, Inc. otherOtherJul 1, 2013Jul 24, 2013
Melanie Dawn JacyszynAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherJun 14, 2013Mar 12, 2014 (271 d)
Mary Claire RoysdonMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherFeb 20, 2013Oct 13, 2016 (1331 d)
Steven Charles KuterAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. otherOtherJan 31, 2013Feb 13, 2015 (743 d)
Charles Jordan WhiteWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 18, 2013Oct 1, 2019 (2447 d)
Daniel Dwight DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. otherOtherJan 2, 2013Feb 13, 2015 (772 d)
Travis Edward CaddellEdward Jones national BDVanguard Advisers, Inc. otherOtherSep 28, 2012Mar 1, 2017 (1615 d)
Christopher W BerklandUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherAug 14, 2012Jul 21, 2014 (706 d)
Catherine Walker StewartAmeriprise Financial Services, LLC national BDVanguard Advisers, Inc. otherOtherJul 27, 2012Jun 3, 2014 (676 d)
Christopher Hart EvansCharles Schwab & Co., Inc. national BDVanguard Advisers, Inc. otherOtherJul 16, 2012Dec 18, 2017 (1981 d)
Caleb Erin MartinGuidestone Advisors no RAUMVanguard Advisers, Inc. BD affiliatedOtherMay 7, 2012Dec 23, 2021 (3517 d)
Douglas MerriganLPL Financial LLC otherVanguard Advisers, Inc. otherOtherMar 23, 2012Jul 24, 2013 (488 d)
Rodger HansonUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. BD affiliatedOtherFeb 21, 2012Oct 1, 2019 (2779 d)
Michael David DalkinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 16, 2012Dec 2, 2019 (2846 d)
Leslie Karen ChattyWaddell & Reed otherVanguard Advisers, Inc. otherOtherJan 25, 2012Oct 4, 2016 (1714 d)
Jason Adam AndrianoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankNov 21, 2011Jul 17, 2018 (2430 d)
Rusty Michael RutledgeBrazos Securities, Inc. unclassifiedVanguard Advisers, Inc. BD affiliatedOtherOct 24, 2011Aug 26, 2025 (5055 d)
Syed Mohon AliPnc Wealth Management otherVanguard Advisers, Inc. otherOtherSep 19, 2011Apr 21, 2016 (1676 d)
Antranik Vartan TomassianEdward Jones national BDVanguard Advisers, Inc. otherOtherSep 6, 2011Dec 5, 2013 (821 d)
Walter Edward TuttleEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 15, 2011Oct 5, 2021 (3704 d)
April Schwab DuhiggMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherJul 19, 2011Jul 17, 2015 (1459 d)
Jared Krist StanleyMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherJul 7, 2011Jun 3, 2014 (1062 d)
Edgar Adrian LopezWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2011Jul 19, 2022 (4031 d)
Matthew Richard AtkinsonMorgan Stanley wirehouseVanguard Advisers, Inc. otherOtherJun 8, 2011Oct 10, 2013 (855 d)
Richard Albert BrauerEdward Jones national BDVanguard Advisers, Inc. otherOtherJun 7, 2011Jan 12, 2016 (1680 d)
Kathryn NusbaumMiddle America Planning unclassifiedVanguard Advisers, Inc. otherOtherMay 27, 2011May 13, 2015 (1447 d)
Andre PittsAlight Financial Solutions, LLC unclassifiedVanguard Advisers, Inc. BD affiliatedOtherMay 24, 2011May 20, 2022 (4014 d)
Maria Dianne Aprill ErgasTrustee Empowerment & Protection, Inc. otherVanguard Advisers, Inc. otherOtherMay 24, 2011Apr 7, 2016 (1780 d)
Christopher Allen EsserUsaa Financial Planning Services no RAUMVanguard Advisers, Inc. otherOtherApr 19, 2011May 17, 2011
Jamie Lynn BigsbyWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 18, 2011Oct 2, 2019 (3089 d)
Gregory John AdamsUBS Financial Services Inc. wirehouseVanguard Advisers, Inc. otherOtherApr 11, 2011Jul 24, 2013 (835 d)
Hilary Angela DanielWells Fargo Advisors wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 8, 2011Jun 30, 2020 (3371 d)
Andrew Mathew SoltesWells Fargo Advisors wirehouseVanguard Advisers, Inc. otherOtherMar 17, 2011Jul 24, 2013 (860 d)
Joseph Anthony DisciulloAdvice And Planning Services otherVanguard Advisers, Inc. otherOtherMar 8, 2011Nov 28, 2017 (2457 d)
Scott AdamsLPL Financial LLC otherVanguard Advisers, Inc. BD affiliatedOtherFeb 16, 2011Mar 23, 2026 (5514 d)
John Michael KnolhoffEdward Jones national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 4, 2011Nov 1, 2019 (3192 d)
Steven Michael ClarkeEdward Jones national BDVanguard Advisers, Inc. otherOtherJan 12, 2011Nov 12, 2015 (1765 d)
Shane Anthony HopperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVanguard Advisers, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJan 6, 2011Dec 2, 2019 (3252 d)
Brian Douglas ApplesteinRealta Investment Advisors, Inc otherVanguard Advisers, Inc. otherOtherDec 31, 2010Mar 27, 2013 (817 d)
Javan Von MartinThe Option Of Success, LLC unclassifiedVanguard Advisers, Inc. otherOtherDec 6, 2010Nov 12, 2015 (1802 d)
Russell Samson SchiltEquitable Advisors, LLC national BDVanguard Advisers, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 22, 2010Apr 30, 2021 (3812 d)
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