Advisor moves

Arrivals at Sei Investments Management Corp

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
John Jacob NortonCurian Capital, LLC otherSei Investments Management Corp otherOtherSep 15, 2015Sep 25, 2015
Christian Joseph AbrahamPnc Wealth Management otherSei Investments Management Corp otherOtherAug 31, 2015Sep 14, 2015
Michael John OresickLPL Financial LLC otherSei Investments Management Corp otherOtherAug 6, 2015Aug 14, 2015
Jessi Ringo AndrewsAssetmark, Inc. otherSei Investments Management Corp otherOtherAug 4, 2015Aug 17, 2015
Jacob Thomas BuchaPnc Wealth Management otherSei Investments Management Corp otherOtherMar 31, 2015Apr 29, 2015
Francis Duncan DepianoBrinker Capital Inc otherSei Investments Management Corp otherOtherJan 2, 2015Feb 24, 2015 (53 d)
Sean David SpellmanMsi Financial Services, Inc. otherSei Investments Management Corp otherOtherJul 17, 2014Aug 21, 2014 (35 d)
Kristin Anne JosephsStrategic Advisers LLC national BDSei Investments Management Corp otherOtherJul 10, 2014Jul 30, 2014
John J LoughlinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSei Investments Management Corp otherOtherFeb 25, 2014Mar 4, 2014
Michael Shawn MullenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSei Investments Management Corp otherOtherJan 17, 2014Feb 27, 2014 (41 d)
Matthew Early PotterLockwell Investments, LLC otherSei Investments Management Corp otherOtherJun 21, 2013Jul 1, 2013
Karen Lynn MclaughlinNuveen Asset Management, LLC otherSei Investments Management Corp otherOtherDec 3, 2012Feb 21, 2013 (80 d)
Justin Todd GoldmanManning & Napier Advisors, LLC otherSei Investments Management Corp otherOtherOct 23, 2012Nov 27, 2012 (35 d)
Brian David BonoPark Avenue Securities LLC otherSei Investments Management Corp otherOtherJun 28, 2012Jun 19, 2012
Mcbee Nmn ButcherDrexel Morgan & Co. otherSei Investments Management Corp otherOtherJun 6, 2012Jul 12, 2013 (401 d)
Jennifer Hickman CampisiN1 Advisors otherSei Investments Management Corp otherOtherMay 29, 2012May 8, 2012
Steven Clarke TreftzCitigroup Global Markets Inc. otherSei Investments Management Corp otherOtherMay 23, 2012May 14, 2012
Kelley Reilly WolfingtonSilver Bridge otherSei Investments Management Corp asset managerOtherMar 15, 2012Oct 16, 2019 (2771 d)
Melissa Marie KretschmerAmerican Portfolios Advisors, Inc otherSei Investments Management Corp asset managerOtherMay 9, 2011Jun 5, 2019 (2949 d)
Matthew Robert StackEquitable Advisors, LLC national BDSei Investments Management Corp otherOtherJun 18, 2010Jun 2, 2010
Jessica Elizabeth KienleDirected Services LLC otherSei Investments Management Corp otherOtherMay 6, 2010Feb 15, 2011 (285 d)
Michael D RelyeaFifth Third Securities, Inc. otherSei Investments Management Corp otherOtherDec 15, 2009Jan 5, 2015 (1847 d)
Matthew Scott MillerWells Fargo Advisors wirehouseSei Investments Management Corp otherOtherOct 27, 2009Jun 18, 2012 (965 d)
Bradley Steven WilliamsRaymond James Financial Services Advisors, Inc otherSei Investments Management Corp otherOtherApr 9, 2009Mar 29, 2011 (719 d)
Matthew MccloskeyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSei Investments Management Corp otherOtherMar 19, 2008Sep 22, 2008 (187 d)
Stephen Michael MagistadLPL Financial LLC otherSei Investments Management Corp otherOtherDec 6, 2007Jun 15, 2009 (557 d)
Frank Michael ByrdAssetmark, Inc. otherSei Investments Management Corp otherOtherAug 27, 2007May 22, 2009 (634 d)
Gerald Raul SnyderDeutsche Bank Securities Inc. otherSei Investments Management Corp otherOtherJul 20, 2007Jul 11, 2007
Dinah Frances Bird-WesterfieldBlackrock Fund Advisors otherSei Investments Management Corp otherOtherApr 25, 2007May 19, 2008 (390 d)
Clayton JohnsonAmeriprise Financial Services, LLC national BDSei Investments Management Corp otherOtherApr 18, 2007Oct 28, 2024 (6403 d)
Nicole Schenk WasiakowskiAmeriprise Financial Services, LLC national BDSei Investments Management Corp otherOtherMar 12, 2007Jun 5, 2007 (85 d)
Louis Arthur Himelreich1717 Capital Management Company unclassifiedSei Investments Management Corp otherOtherDec 5, 2006Jun 4, 2007 (181 d)
Henry Andrew KulikAmeriprise Financial Services, LLC national BDSei Investments Management Corp otherOtherOct 4, 2006Oct 12, 2022 (5852 d)
Steven Ryan MillerPrincipal Securities, Inc. otherSei Investments Management Corp otherOtherJun 28, 2006Jul 13, 2007 (380 d)
Dean Adam MioliCms Fund Advisers, Inc. unclassifiedSei Investments Management Corp otherOtherJun 9, 2006Jun 4, 2007 (360 d)
Duane Mitchell OakesSei Investments Management Corporation II unclassifiedSei Investments Management Corp otherOtherDec 31, 2005Jan 4, 2006
Jeannette Leigh Kleeman GrabeSei Investments Management Corporation II unclassifiedSei Investments Management Corp otherOtherDec 31, 2005Jan 4, 2006
Matthew Antonio FatzWaddell & Reed otherSei Investments Management Corp otherOtherOct 9, 2003Jan 10, 2011 (2650 d)
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98 moves match.