DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Advisornet Wealth Partners

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
Michael Merritt HinikerE*Trade Capital Management, LLC independent RIAAdvisornet Wealth Partners independent RIARIA to RIAJun 12, 2020May 20, 2021 (342 d)
Kari Anna PolasekWealth Enhancement Advisory Services, LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2020Apr 6, 2021 (301 d)
Chad David OlsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2020Oct 5, 2022 (888 d)
Shannon M SassmanTransamerica Retirement Advisors, LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 8, 2020Jun 10, 2020 (63 d)
Andrew Campbell EarnestU.S. Bancorp Investments, Inc. BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2020May 1, 2020 (44 d)
Jason Michael JohnsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 6, 2020Apr 6, 2018
Trever Thomas ChristianUnited Capital Financial Advisors BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2020Jan 24, 2020
Robert Charles BeverothPruco Securities, LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJan 24, 2020Dec 21, 2021 (697 d)
Daniel Jaye DorvalCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherDec 31, 2019Jan 29, 2014
John Thomas ChorneCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherDec 31, 2019Jan 29, 2014
Charles Robert CooperCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2019May 16, 2018
Andrew James TuffordCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIADec 9, 2019May 17, 2018
Christina Nicole Jacobs HughesCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherDec 3, 2019Jan 28, 2014
Trisha Sue QualyCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherOct 21, 2019Nov 25, 2014
Thomas Michael ShockmanInternational Assets Investment Management, LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2019Sep 9, 2019
Ryan Charles GandurskiMccabe & Associates, Inc independent RIAAdvisornet Wealth Partners independent RIARIA to RIAAug 2, 2019May 17, 2019
George Carlin MccabeMccabe & Associates, Inc independent RIAAdvisornet Wealth Partners independent RIARIA to RIAAug 2, 2019May 16, 2019
Timothy Carlin MccabeMccabe & Associates, Inc independent RIAAdvisornet Wealth Partners independent RIARIA to RIAAug 2, 2019Jun 17, 2019
Joseph Paul NelsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherJul 2, 2019Jan 29, 2014
Terra Rose JohnsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherMay 29, 2019Apr 11, 2016
Luke T HannahanGuardian Wealth Strategies, LLC independent RIAAdvisornet Wealth Partners independent RIARIA to RIAMay 3, 2019Dec 3, 2019 (214 d)
Rebecca L WyattEdward Jones national BDAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Jun 13, 2019 (42 d)
Amanda Jane JohnsonCommonwealth Financial Network national BDAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2019May 20, 2019 (62 d)
Steven Allen MuschBfc Planning, Inc. BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 18, 2019Mar 18, 2019
Luke James StromQuestar Asset Management, Inc. BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 20, 2019Dec 24, 2019 (307 d)
Eric V BennettMorgan Stanley wirehouseAdvisornet Wealth Partners independent RIAWirehouse to independent RIAJan 18, 2019Nov 12, 2019 (298 d)
Thad Robert DunnCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2019Jun 7, 2021 (875 d)
Brian Lee ThorkelsonCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherDec 31, 2018Nov 21, 2016
Michele L MartinCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherDec 31, 2018Nov 21, 2016
Eric J KuituCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherOct 12, 2018Jan 29, 2014
Justin Royal KuituCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherOct 12, 2018Jan 27, 2014
Ryan Jeffrey KeyLPL Financial LLC independent RIAAdvisornet Wealth Partners independent RIARIA to RIAOct 10, 2018Sep 12, 2018
Sean Patrick BarrettNorthwestern Mutual Investment Services,LLC no RAUMAdvisornet Wealth Partners independent RIAOtherSep 12, 2018Oct 1, 2018
James Anthony KomoszewskiInvestment Centers Of America, Inc. no RAUMAdvisornet Wealth Partners independent RIAOtherJun 25, 2018Nov 11, 2019 (504 d)
John Randal JuddFinancial Security Management, Inc independent RIAAdvisornet Wealth Partners independent RIARIA to RIAMay 30, 2018Jun 6, 2018
Jared Scott PriceFinancial Security Management, Inc independent RIAAdvisornet Wealth Partners independent RIARIA to RIAMay 30, 2018Jun 11, 2018
Matthew Lee GulbransenCetera Advisor Networks LLC BD affiliatedAdvisornet Wealth Partners otherOtherApr 4, 2018Dec 17, 2013
Jeffrey Allan ClarkStrategic Advisers LLC national BDAdvisornet Wealth Partners otherOtherMar 4, 2018Feb 23, 2018
Barry Walter WoldRaymond James & Associates, Inc. national BDAdvisornet Wealth Partners otherOtherFeb 1, 2018Jan 11, 2018
Ryan Davis WoldRaymond James & Associates, Inc. national BDAdvisornet Wealth Partners otherOtherFeb 1, 2018Jan 11, 2018
Stephanie Ann WrightRaymond James & Associates, Inc. national BDAdvisornet Wealth Partners otherOtherJan 31, 2018Jan 11, 2018
Paul Clinton SteinCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherDec 31, 2017May 22, 2013
Gary Bruce LageConcourse Financial Group Advisors otherAdvisornet Wealth Partners otherOtherDec 19, 2017Nov 29, 2017
Billie Van LithCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherOct 31, 2017Apr 18, 2017
Richard Michael GroffWealth Management International, Ltd. otherAdvisornet Wealth Partners otherOtherSep 8, 2017Mar 31, 2016
Derek Jonathan NutterCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherSep 5, 2017Sep 19, 2014
Michael Nathan LauerCapstone Advisory Group LLC otherAdvisornet Wealth Partners otherOtherJun 12, 2017Jul 10, 2017
Nicholas Christopher Benjamin FoulksDrake & Associates, LLC independent RIAAdvisornet Wealth Partners otherOtherJun 2, 2017Jul 18, 2017 (46 d)
Matthew Joseph SchwartzAmeriprise Financial Services, LLC national BDAdvisornet Wealth Partners otherOtherMay 1, 2017May 12, 2017
Walter Roy BomgrenMorgan Stanley wirehouseAdvisornet Wealth Partners otherOtherApr 17, 2017Apr 13, 2017
Tyler W ArmstrongJra Financial Advisors, Inc. no RAUMAdvisornet Wealth Partners otherOtherFeb 15, 2017Apr 18, 2017 (62 d)
Daniel Robert ErdmannJra Financial Advisors, Inc. no RAUMAdvisornet Wealth Partners otherOtherFeb 15, 2017Apr 18, 2017 (62 d)
Melissa Rae BestulCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherFeb 13, 2017Aug 15, 2016
Richard James DevickCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherJul 12, 2016Jan 2, 2013
Andrew Raymond FeterlCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherJul 12, 2016Jan 29, 2014
Brittany Jene MetzigCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherJul 12, 2016Jan 29, 2014
Taylor James SundeenRaymond James Financial Services Advisors, Inc otherAdvisornet Wealth Partners otherOtherMar 23, 2016Jun 14, 2016 (83 d)
Eric Simon KallalKalos Management otherAdvisornet Wealth Partners independent RIAOtherMar 7, 2016Mar 22, 2019 (1110 d)
Brian Jeffrey JassWells Fargo Advisors wirehouseAdvisornet Wealth Partners otherOtherJan 20, 2016Feb 23, 2016 (34 d)
Brian Westfall LahrCetera Advisor Networks LLC otherAdvisornet Wealth Partners otherOtherDec 28, 2015Jan 29, 2014
Page 2 of 3PreviousNext
142 moves match.