DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Alliancebernstein L.P.

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
Megan HeffronMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherMay 7, 2024May 22, 2024
Sara Danielle SpenceRaymond James Financial Services Advisors, Inc BD affiliatedAlliancebernstein L.P. asset managerOtherMay 7, 2024May 14, 2024
Andrew C EstradaTrinity Portfolio Advisors, LLC independent RIAAlliancebernstein L.P. asset managerOtherApr 17, 2024Apr 23, 2024
Austin Michael GilbertPutnam Investment Management, LLC asset managerAlliancebernstein L.P. asset managerOtherApr 15, 2024Apr 23, 2024
Lionel KikiFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. asset managerOtherMar 19, 2024Apr 17, 2024
Derek BlairFirst Horizon Advisors, Inc mixed wealthAlliancebernstein L.P. asset managerOtherMar 19, 2024Mar 28, 2024
Stephan Basil BazianosWilliam Blair & Company L.L.C. BD affiliatedAlliancebernstein L.P. asset managerOtherFeb 23, 2024Feb 21, 2024
Miles Dexter HonensM Holdings Securities, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherFeb 13, 2024Dec 12, 2025 (668 d)
Julia Marie BonaccorsoCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. asset managerOtherFeb 13, 2024Feb 15, 2024
Tanya SlipsagerNeuberger Berman Bd LLC no RAUMAlliancebernstein L.P. asset managerOtherFeb 6, 2024Mar 1, 2024
Kennedy K GonzalezMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherJan 30, 2024May 28, 2024 (119 d)
David Martin CaseyPutnam Investment Management, LLC asset managerAlliancebernstein L.P. asset managerOtherJan 17, 2024Apr 22, 2024 (96 d)
Andrew Joseph HaycockEaton Vance Management asset managerAlliancebernstein L.P. asset managerOtherJan 9, 2024Jan 25, 2024
Joseph Jin SunwooCapital Client Group, Inc. no RAUMAlliancebernstein L.P. asset managerOtherJan 5, 2024Jan 26, 2024
Jared Clark Van MoorlehemPlan Sponsor Solutions unclassifiedAlliancebernstein L.P. asset managerOtherNov 28, 2023May 21, 2024 (175 d)
Eric J LaukRealta Investment Advisors, Inc BD affiliatedAlliancebernstein L.P. asset managerOtherOct 30, 2023Nov 17, 2023
Garrett MilchinMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherOct 9, 2023Apr 3, 2025 (542 d)
John Henry O'BrienNomura Investment Management Business Trust asset managerAlliancebernstein L.P. asset managerOtherSep 21, 2023Nov 13, 2023 (53 d)
Essie BonneyCapital Client Group, Inc. no RAUMAlliancebernstein L.P. asset managerOtherSep 7, 2023Feb 21, 2024 (167 d)
Thomas Scott RoffersCreative Planning independent RIAAlliancebernstein L.P. asset managerOtherAug 31, 2023Jan 10, 2024 (132 d)
Mark Edward JamisonBny Mellon Securities Corporation otherAlliancebernstein L.P. asset managerOtherAug 10, 2023Jan 6, 2026 (880 d)
Justine R DecarloGoldman Sachs Wealth Services, L.P. BD affiliatedAlliancebernstein L.P. asset managerOtherAug 9, 2023Nov 8, 2024 (457 d)
Joshua LiblerCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. asset managerOtherJul 12, 2023Sep 6, 2023 (56 d)
Raul MarkosGamma Asset Management LLC otherAlliancebernstein L.P. asset managerOtherJun 21, 2023Apr 29, 2025 (678 d)
Daniel Eugene WrightCambridge Investment Research Advisors, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherMay 30, 2023Jun 20, 2023
Jonathan Jay BeruschAllianz Global Investors U.S. LLC institutionalAlliancebernstein L.P. asset managerOtherMay 22, 2023Jun 13, 2023
Robert Joseph DattoloGwn Securities Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherMay 15, 2023May 26, 2023
Fabienne Tremblay-ParentRockefeller Capital Management BD affiliatedAlliancebernstein L.P. asset managerOtherMay 15, 2023Oct 4, 2023 (142 d)
Samuel Soland SpryVestwell Advisors LLC institutionalAlliancebernstein L.P. asset managerOtherMay 9, 2023Jun 13, 2023 (35 d)
Amanda Rachelle CastellanoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherApr 20, 2023Aug 3, 2023 (105 d)
William SeyfarthKeebeck Wealth Management independent RIAAlliancebernstein L.P. asset managerOtherApr 13, 2023Aug 7, 2023 (116 d)
Mark R BakerMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherMar 8, 2023Mar 15, 2023
Jordan Christina JewellManske Wealth Management, LLC independent RIAAlliancebernstein L.P. asset managerOtherFeb 6, 2023Mar 6, 2023
Jennifer Pittman LibertinyThornburg Investment Management Inc asset managerAlliancebernstein L.P. asset managerOtherJan 31, 2023Feb 16, 2023
Carson PopeVanguard Advisers, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherJan 27, 2023Mar 15, 2023 (47 d)
Ryan James SikorskyPaulson Investment Advisors, LLC unclassifiedAlliancebernstein L.P. asset managerOtherJan 18, 2023Mar 5, 2023 (46 d)
Matthew Johnston WhitehurstLPL Financial LLC independent RIAAlliancebernstein L.P. asset managerOtherJan 4, 2023May 16, 2023 (132 d)
Adam AngibeauModern Advisors LLC unclassifiedAlliancebernstein L.P. asset managerOtherDec 31, 2022Jul 31, 2023 (212 d)
Forrest Alten PinkertonTolleson Private Wealth Management mixed wealthAlliancebernstein L.P. asset managerOtherDec 14, 2022Dec 9, 2025 (1091 d)
Jeremy Wade RoneyThe Pacific Financial Group, Inc. independent RIAAlliancebernstein L.P. asset managerOtherNov 2, 2022Nov 8, 2022
Kevin Robert KrisowatyValley Financial Management, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherOct 19, 2022Jul 24, 2024 (644 d)
Danielle CarnettNuveen Asset Management, LLC otherAlliancebernstein L.P. asset managerOtherOct 3, 2022Jan 10, 2023 (99 d)
Alec Louis DiamondLaffer Tengler Investments, Inc. independent RIAAlliancebernstein L.P. asset managerOtherSep 19, 2022Jun 22, 2022
John Robert RichmondFulcrum Capital, LLC independent RIAAlliancebernstein L.P. asset managerOtherSep 9, 2022Jan 24, 2023 (137 d)
Brett Andrew SheelyBlackrock Investment Management, LLC otherAlliancebernstein L.P. asset managerOtherAug 17, 2022Sep 15, 2022
William Francis FureySei Investments Management Corp otherAlliancebernstein L.P. asset managerOtherAug 3, 2022Aug 2, 2022
Horacio John WoolcottEagle Strategies LLC BD affiliatedAlliancebernstein L.P. asset managerOtherJun 14, 2022Aug 3, 2022 (50 d)
Goodloe PrideSynovus Securities, Inc. independent RIAAlliancebernstein L.P. asset managerOtherJun 13, 2022Apr 30, 2025 (1052 d)
Mark MchaleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherMay 31, 2022Jun 6, 2022
Erin M StoreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherMay 19, 2022Jun 3, 2022
Thomas Kane CoatesMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherMay 17, 2022Nov 8, 2022 (175 d)
Theodore William NielsenFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. asset managerOtherMay 16, 2022Jun 16, 2022 (31 d)
Jonathan DominyPnc Capital Advisors LLC otherAlliancebernstein L.P. asset managerOtherMay 10, 2022May 13, 2022
Kevin Carney O'BrienJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. asset managerOtherMay 4, 2022May 11, 2022
Riley FealkoBlackrock Investment Management, LLC otherAlliancebernstein L.P. asset managerOtherApr 28, 2022May 4, 2022
Scott M MutrynMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherApr 13, 2022Apr 5, 2022
Elizabeth R WolfMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherApr 13, 2022May 19, 2022 (36 d)
Christopher Joseph TafaroFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. otherOtherMar 19, 2022Mar 30, 2022
Gregory GillisFifth Third Securities, Inc. BD affiliatedAlliancebernstein L.P. asset managerOtherMar 2, 2022Apr 4, 2022 (33 d)
Juyoung OhGoldman Sachs Wealth Services, L.P. BD affiliatedAlliancebernstein L.P. otherOtherFeb 4, 2022Jan 25, 2022
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351 moves match.