DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Sequoia Financial Group, L.L.C.

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
June Rochelle Malvin LonnquistEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Nov 11, 2024
Jeffrey Todd LesterEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Justin M PatellaroEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Brett Michael MyerEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 30, 2024
Jenna Marie JohnsonEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 16, 2024
Austin T FieldsEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 24, 2024
Ryan Thomas WeigelEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 26, 2024
Kelley GraceEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 13, 2024
Emily Nicole EbelEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Oct 7, 2024
Landon EatoughEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 8, 2024Sep 24, 2024
Brian VoelkerEide Bailly Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 1, 2024Sep 16, 2024
Brandon Allen DeckertFacet independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 20, 2024Nov 4, 2024 (45 d)
Matthew Paul KarpasKarpas Strategies LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 18, 2024Jul 19, 2024
Zachary Adam ChernusKarpas Strategies LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 18, 2024Jul 19, 2024
Evan Michael PinneyCapital Analysts BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2024Aug 28, 2024
Scott Michael WalshEmpower Advisory Group, LLC BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 9, 2024Jul 15, 2024
Shawn HaywardEdward Jones national BDSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2024Aug 2, 2024 (36 d)
Stephanie Marie PritchardFisher Investments independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 24, 2024Jul 3, 2024
Isabella Grace SwansonCreative Planning independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 28, 2024May 28, 2025 (365 d)
Ignacio D'WindtStrategic Wealth Partners, Ltd. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 24, 2024Aug 7, 2024 (75 d)
Christopher Brian ThomRwa Wealth Partners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 6, 2024Jun 17, 2024 (42 d)
Jared Scott WaldrupAltruvista LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAApr 1, 2024Apr 1, 2024
Ryan Karl CosgrayJ.P. Morgan Securities LLC wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAMar 8, 2024Mar 25, 2024
William SzlagLPL Financial LLC BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2024Apr 16, 2024 (55 d)
Jeffrey Alan TudorThe Joseph Group Capital Management independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 29, 2024Jan 2, 2024
Jared Anthony GruszczynskiGfp Private Wealth independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 10, 2024Jan 11, 2024
Phillip Benjamin FriedmanStratos Wealth Advisors LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 3, 2024Jan 18, 2024
Patrick Allen SnellM Capital Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2023Aug 18, 2023
Edwin Ray BartonM Capital Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2023Aug 18, 2023
Claude Keeran KoontzM Capital Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 7, 2023Aug 18, 2023
Samantha Rae GilgoschGreat Waters Financial independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 1, 2023Jul 20, 2024 (232 d)
Matthew VegelOrg Partners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAOct 26, 2023Feb 20, 2024 (117 d)
Laura SternheimerCirrus Wealth Management independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAOct 20, 2023Jun 16, 2023
Maddalena Maria ParksCirrus Wealth Management independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAOct 20, 2023Jun 15, 2023
Christopher Robert PeckCirrus Wealth Management independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAOct 20, 2023Jun 16, 2023
Cynthia Rose HaddadAffinia Financial Group, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 26, 2023Sep 25, 2023
Alexandria Morgan NadwornyAffinia Financial Group, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 26, 2023Sep 25, 2023
Dylan Joseph GreeneAffinia Financial Group, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 26, 2023Sep 25, 2023
Bennett John NadwornyAffinia Financial Group, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 26, 2023Sep 25, 2023
Michael Eric KruseHightower Advisors, LLC BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 27, 2023Feb 23, 2026 (942 d)
Travis DraganLineweaver Wealth Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJul 13, 2023Jun 28, 2023
Ashley Elizabeth CrotwellTriad Financial Advisors, Inc. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 30, 2023Jun 13, 2023
Pamela PenaFisher Investments independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 15, 2023Jul 12, 2023
Michael Levon DanielsUBS Financial Services Inc. wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAMay 10, 2023May 16, 2023
Brandon Joseph SchwabF L Putnam Investment Management Co. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 1, 2023May 19, 2023
Richard M KallmeyerBarlas O'Reilly Wealth Management, LLC state registeredSequoia Financial Group, L.L.C. independent RIAOtherApr 24, 2023May 15, 2023
Joseph M CoyneHightower Advisors, LLC BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2023Apr 3, 2023
Edward Nishan AntoianZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 7, 2023
Norborne Gee SmithZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
John Frederick KemmererZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
Michael Francis KelleyZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 7, 2023
Joseph August FrederickZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
Cody Lewis PittmanZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
Andrew Francis HoganZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
Andrew Francis SmithZeke Capital Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 28, 2023Mar 6, 2023
Steven Brian ReslerValley Wealth Managers, Inc. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 30, 2023Feb 13, 2023
Kevin Howard MyeroffNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Michael Martin WasylyshynNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Karey Lynn EdwardsNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Melanie R. RossNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
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211 moves match.