DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Nationwide Securities, LLC

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
Roberta Schwerin EckertMorgan Stanley wirehouseNationwide Securities, LLC no RAUMOtherJun 26, 2013Aug 7, 2013 (42 d)
Louis Arnold La MedicaComprehensive Capital Management, Inc. otherNationwide Securities, LLC no RAUMOtherJun 13, 2013Sep 15, 2016 (1190 d)
Steven James CasullAllstate Financial Advisors, LLC no RAUMNationwide Securities, LLC no RAUMOtherMay 20, 2013Sep 6, 2013 (109 d)
Jane Dahill FlaniganProshare Advisors LLC otherNationwide Securities, LLC no RAUMOtherMay 9, 2013May 23, 2014 (379 d)
Carla Marie JimenezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNationwide Securities, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Feb 19, 2013Jul 17, 2014 (513 d)
Waldemar Mark DziedzicAst Investment Services, Inc. otherNationwide Securities, LLC no RAUMOtherJan 29, 2013Jul 23, 2013 (175 d)
Scott Alexander WightVoya Financial Advisors, Inc. otherNationwide Securities, LLC no RAUMOtherDec 17, 2012Mar 12, 2013 (85 d)
Keia K HoltMorgan Stanley wirehouseNationwide Securities, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Nov 1, 2012Jan 11, 2013 (71 d)
Robert William BlackPutnam Investment Management, LLC otherNationwide Securities, LLC no RAUMOtherAug 6, 2012May 14, 2014 (646 d)
Eric David SchoonoverHuntington Financial Advisors otherNationwide Securities, LLC no RAUMOtherAug 1, 2012Sep 17, 2012 (47 d)
Aaron Lee PinionChase Investment Services Corp. otherNationwide Securities, LLC no RAUMOtherAug 1, 2012Sep 9, 2013 (404 d)
Brett CortelezziPnc Wealth Management otherNationwide Securities, LLC no RAUMOtherJul 24, 2012Jan 31, 2014 (556 d)
Gary Martin ChidseyEdward Jones national BDNationwide Securities, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJul 5, 2012May 13, 2013 (312 d)
Christopher James BintingMorgan Stanley wirehouseNationwide Securities, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 29, 2012Jul 30, 2012 (31 d)
Philip Bruce SpearCl Wealth Management LLC otherNationwide Securities, LLC no RAUMOtherMay 16, 2012Jun 28, 2012 (43 d)
Jeffery GardnerNationwide Investment Advisors, LLC otherNationwide Securities, LLC no RAUMOtherMay 15, 2012May 15, 2012
Glen CohenCleararc Capital, Inc. otherNationwide Securities, LLC no RAUMOtherMay 10, 2012Feb 28, 2013 (294 d)
Allison CloudUBS Financial Services Inc. wirehouseNationwide Securities, LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 12, 2012Jul 12, 2012 (122 d)
Shane William GalinoPnc Wealth Management otherNationwide Securities, LLC no RAUMOtherJan 5, 2012Feb 2, 2012
Travis M LoweNationwide Investment Advisors, LLC otherNationwide Securities, LLC no RAUMOtherDec 2, 2011Feb 6, 2012 (66 d)
Edward L KelleyPnc Wealth Management otherNationwide Securities, LLC no RAUMOtherNov 2, 2011Nov 18, 2011
Coty Channing BackmonBb&T Investment Services, Inc. no RAUMNationwide Securities, LLC no RAUMOtherNov 2, 2011Apr 3, 2012 (153 d)
Christopher Scott StantonJ.P. Morgan Institutional Investments otherNationwide Securities, LLC no RAUMOtherOct 5, 2011Jan 29, 2015 (1212 d)
Tracy Marie KliewerPathway Strategic Advisors otherNationwide Securities, LLC no RAUMOtherSep 29, 2011Nov 16, 2011 (48 d)
Holly J BarthelmasChase Investment Services Corp. otherNationwide Securities, LLC no RAUMOtherAug 26, 2011Mar 2, 2012 (189 d)
Ethan David SchuchmanCetera Advisor Networks LLC otherNationwide Securities, LLC no RAUMOtherAug 18, 2011Sep 8, 2011
Brian John FitzpatrickHuntington Financial Advisors otherNationwide Securities, LLC no RAUMOtherJul 29, 2011Apr 9, 2012 (255 d)
Shelly Marie MalonePruco Securities, LLC otherNationwide Securities, LLC no RAUMOtherJul 28, 2011Jul 16, 2013 (719 d)
Justin Charles SlosarHuntington Financial Advisors otherNationwide Securities, LLC no RAUMOtherMay 13, 2011Jun 15, 2011 (33 d)
Lori Darlene PowellValic Financial Advisors, Inc. otherNationwide Securities, LLC no RAUMOtherJan 6, 2011Sep 25, 2012 (628 d)
James Lee HoganEdward Jones national BDNationwide Securities, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserJan 6, 2011May 1, 2013 (846 d)
Paul Michael MorganskiNationwide Investment Advisors, LLC otherNationwide Securities, LLC no RAUMOtherDec 31, 2010Feb 6, 2012 (402 d)
Matthew Edward RobersonFifth Third Securities, Inc. otherNationwide Securities, LLC no RAUMOtherNov 19, 2010Feb 3, 2012 (441 d)
Michael David HudsonMsi Financial Services, Inc. otherNationwide Securities, LLC no RAUMOtherNov 18, 2010Jan 25, 2011 (68 d)
Matthew John FieldMsi Financial Services, Inc. otherNationwide Securities, LLC no RAUMOtherAug 24, 2010Sep 23, 2010
Roger Anthony RuzResource Horizons Investment Advisory, Inc. otherNationwide Securities, LLC no RAUMOtherAug 18, 2010Sep 24, 2010 (37 d)
Michael Evans BrunnerWaddell & Reed otherNationwide Securities, LLC no RAUMOtherJun 15, 2010Jul 15, 2011 (395 d)
Michael Rourke BurkeTouchstone Advisors Inc otherNationwide Securities, LLC no RAUMOtherJun 2, 2010Mar 7, 2011 (278 d)
Amy Lynn RiggsChase Investment Services Corp. otherNationwide Securities, LLC no RAUMOtherMay 13, 2010Aug 17, 2010 (96 d)
Wendy Lee ShawNationwide Investment Advisors, LLC otherNationwide Securities, LLC no RAUMOtherApr 14, 2010Feb 6, 2012 (663 d)
Shannon Dale BurgettLPL Financial LLC otherNationwide Securities, LLC no RAUMOtherApr 7, 2010May 18, 2010 (41 d)
Greg ScharlottConcourse Financial Group Advisors otherNationwide Securities, LLC no RAUMOtherApr 7, 2010Feb 8, 2012 (672 d)
David Russell RodgersHornor, Townsend & Kent, LLC otherNationwide Securities, LLC no RAUMOtherApr 1, 2010Apr 6, 2010
Spencer Odom HawkinsKovack Advisors, Inc. otherNationwide Securities, LLC no RAUMOtherDec 31, 2009Jan 25, 2013 (1121 d)
Khari Edward SmithNorthern Trust Securities, Inc no RAUMNationwide Securities, LLC no RAUMOtherDec 31, 2009Jun 14, 2011 (530 d)
Joshua Adam SmithM&T Securities, Inc. unclassifiedNationwide Securities, LLC no RAUMOtherNov 20, 2009Aug 20, 2010 (273 d)
Walter Brian GirnisQuestar Asset Management, Inc. otherNationwide Securities, LLC no RAUMOtherNov 11, 2009Jan 24, 2011 (439 d)
Tamela Latrease RobinsonStonehurst Securities, Inc. unclassifiedNationwide Securities, LLC no RAUMOtherSep 25, 2009May 24, 2011 (606 d)
Dylan Thomas GaverThrivent Investment Management Inc. otherNationwide Securities, LLC no RAUMOtherSep 18, 2009Jan 6, 2011 (475 d)
Nathan RodgersHuntington Financial Advisors otherNationwide Securities, LLC no RAUMOtherAug 11, 2009Nov 18, 2009 (99 d)
Richard F OhdeChase Investment Services Corp. otherNationwide Securities, LLC no RAUMOtherMay 14, 2009Jun 9, 2009
Alan Brokenburr RaySpc otherNationwide Securities, LLC no RAUMOtherMay 11, 2009Mar 31, 2011 (689 d)
Paul Jonathan StreeterAmeriprise Financial Services, LLC national BDNationwide Securities, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 21, 2009May 26, 2009 (35 d)
Alfonso Anthony SorichettiBellatore Financial, Inc. otherNationwide Securities, LLC no RAUMOtherApr 14, 2009Sep 25, 2013 (1625 d)
Yvonne Leslie ReitemeyerInvest Financial Corporation otherNationwide Securities, LLC no RAUMOtherMar 24, 2009Mar 26, 2009
Jeffrey Dominic DattoloCapitol Securities Management, Inc. otherNationwide Securities, LLC no RAUMOtherMar 13, 2009Apr 27, 2009 (45 d)
Douglas Duane LarasonJ.P. Morgan Investment Management Inc. otherNationwide Securities, LLC no RAUMOtherFeb 24, 2009Jan 30, 2012 (1070 d)
Louis Arthur HimelreichSei Investments Management Corp otherNationwide Securities, LLC no RAUMOtherFeb 20, 2009May 4, 2010 (438 d)
William Robert BellowBanc Of America Investment Services, Inc. unclassifiedNationwide Securities, LLC no RAUMOtherFeb 9, 2009May 14, 2009 (94 d)
Eleana Touris MclaneBny Mellon Securities Corporation otherNationwide Securities, LLC no RAUMOtherFeb 4, 2009May 11, 2011 (826 d)
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148 moves match.