Advisor moves

Arrivals at Geneos Wealth Management, Inc.

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
Robert Earl StanlickForta Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherMar 21, 2017Feb 22, 2017
David Michael LalondeForta Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherMar 21, 2017Feb 21, 2017
David Michael RothEdward Jones national BDGeneos Wealth Management, Inc. otherOtherFeb 9, 2017Feb 6, 2017
Paul Thomas KnippingPortfolio Design Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 31, 2016Dec 7, 2015
Megan Marie PalazzoGwn Securities Inc. otherGeneos Wealth Management, Inc. otherOtherDec 31, 2016Jan 3, 2017
Kristen Wright OwenCetera Investment Advisers LLC otherGeneos Wealth Management, Inc. otherOtherDec 31, 2016Jan 3, 2017
Sharon C JenningsAmeriprise Financial Services, LLC national BDGeneos Wealth Management, Inc. otherOtherOct 25, 2016Oct 21, 2016
Andrew D WoolleyMML Investors Services, LLC otherGeneos Wealth Management, Inc. otherOtherSep 12, 2016Sep 6, 2016
James Bradley EwingOsaic Fa, Inc. otherGeneos Wealth Management, Inc. otherOtherAug 5, 2016Aug 2, 2016
Stephen Guy ShippFoothill Securities, Inc. otherGeneos Wealth Management, Inc. otherOtherJun 2, 2016Sep 13, 2017 (468 d)
Jonathan A MillerTransamerica Financial Advisors, LLC otherGeneos Wealth Management, Inc. otherOtherMar 15, 2016Mar 11, 2016
James Lee YoungLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherSep 8, 2015Aug 28, 2015
Patrick Edward NolenHinds Financial Group Inc otherGeneos Wealth Management, Inc. otherOtherAug 18, 2015Aug 3, 2015
Taylor Nolen YionoulisHinds Financial Group Inc otherGeneos Wealth Management, Inc. otherOtherAug 18, 2015Aug 3, 2015
Michael William GallagherMorgan Stanley wirehouseGeneos Wealth Management, Inc. otherOtherApr 7, 2015Mar 26, 2015
Aleen Maree SwoffordWoodbury Financial Services, Inc. otherGeneos Wealth Management, Inc. otherOtherFeb 11, 2015Feb 2, 2015
Wesley Nathan PriceWoodbury Financial Services, Inc. otherGeneos Wealth Management, Inc. otherOtherFeb 11, 2015Feb 2, 2015
Anthony Craig HammerWoodbury Financial Services, Inc. otherGeneos Wealth Management, Inc. otherOtherFeb 6, 2015Feb 3, 2015
David Michael ArthurUBS Financial Services Inc. wirehouseGeneos Wealth Management, Inc. otherOtherJan 26, 2015Jan 26, 2015
Amanda B. ArthurUBS Financial Services Inc. wirehouseGeneos Wealth Management, Inc. otherOtherJan 26, 2015Jan 26, 2015
Shannon Miguel HarrisWells Fargo Advisors wirehouseGeneos Wealth Management, Inc. otherOtherNov 5, 2014Nov 5, 2014
Travis A PeterLPL Financial LLC otherGeneos Wealth Management, Inc. BD affiliatedOtherOct 7, 2014Nov 4, 2022 (2950 d)
Joseph David LealLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherSep 25, 2014Sep 19, 2014
Daniel Gordon MussackOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 18, 2014
Roger Brown DealOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 15, 2014
Brian Patrick McguireOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 18, 2014
Sheldon Jay HarberCambridge Investment Research Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 4, 2014Sep 2, 2014
Derek Bradley CarterWells Fargo Advisors wirehouseGeneos Wealth Management, Inc. otherOtherJun 6, 2014Sep 4, 2015 (455 d)
Andrew Stephen BarningerJ. W. Cole Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 20, 2013Jul 10, 2014 (202 d)
John Ross BellinghamHbs Financial Advisors unclassifiedGeneos Wealth Management, Inc. otherOtherNov 4, 2013Aug 26, 2013
Joyce M McdanielA & I Wealth Management otherGeneos Wealth Management, Inc. otherOtherAug 20, 2013Aug 12, 2013
Michelle Dawn FranceEquitable Advisors, LLC national BDGeneos Wealth Management, Inc. otherOtherAug 2, 2013Aug 6, 2013
Mark Steven HorstmannCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 9, 2013Jul 9, 2013
Thomas Rudolf PhilippHornor, Townsend & Kent, LLC otherGeneos Wealth Management, Inc. otherOtherJul 3, 2013Jun 25, 2013
David Sean CarlHornor, Townsend & Kent, LLC otherGeneos Wealth Management, Inc. otherOtherJul 1, 2013Jun 25, 2013
Mark Glenn PetrieKaiser Wealth Management otherGeneos Wealth Management, Inc. otherOtherJun 28, 2013Jul 13, 2017 (1476 d)
Christine Mary KelleyKaiser Wealth Management otherGeneos Wealth Management, Inc. otherOtherJun 28, 2013Jul 13, 2017 (1476 d)
Thomas Eugene BrockKaiser Wealth Management otherGeneos Wealth Management, Inc. otherOtherMay 2, 2013Jul 12, 2017 (1532 d)
Stephen Philip SorichKaiser Wealth Management otherGeneos Wealth Management, Inc. otherOtherMay 2, 2013Apr 3, 2013
Richard Michael KaulKaiser Wealth Management otherGeneos Wealth Management, Inc. otherOtherMay 2, 2013Apr 2, 2013
Carrie Ann BakerJ.P. Morgan Securities LLC wirehouseGeneos Wealth Management, Inc. otherOtherFeb 28, 2013Mar 12, 2013
Francis Martin GillisGillis Financial Solutions, LLC. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 19, 2012Apr 18, 2006
Peter William CrimminsCapital Analysts otherGeneos Wealth Management, Inc. otherOtherDec 4, 2012Dec 12, 2012
Wendy Margaret NelsonPruco Securities, LLC otherGeneos Wealth Management, Inc. BD affiliatedOtherSep 28, 2012Oct 19, 2021 (3308 d)
James Anthony PowersOsaic Fa, Inc. otherGeneos Wealth Management, Inc. otherOtherAug 13, 2012Aug 3, 2012
Christopher Scott DraughonEdward Jones national BDGeneos Wealth Management, Inc. otherOtherAug 6, 2012Sep 7, 2012 (32 d)
John Damon StewartLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherMay 8, 2012May 1, 2012
Mickey Joseph GuidryLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherMay 8, 2012May 8, 2012
Michael Travis NicholsLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherMay 8, 2012Apr 27, 2012
Jesse Nelson DaigleLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherMay 8, 2012May 8, 2012
John William ReederLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherMay 8, 2012May 15, 2012
Charles Wallace McmakinSanders Morris LLC otherGeneos Wealth Management, Inc. otherOtherApr 27, 2012Apr 30, 2012
Ronald Joseph BrownSanders Morris LLC otherGeneos Wealth Management, Inc. otherOtherApr 27, 2012Apr 27, 2012
John Elliot DoreSanders Morris LLC otherGeneos Wealth Management, Inc. otherOtherApr 27, 2012Apr 27, 2012
Jeremy Michael PerqueSanders Morris LLC otherGeneos Wealth Management, Inc. otherOtherApr 27, 2012Apr 27, 2012
Wesley Lee StrodeEmpower Advisory Group, LLC otherGeneos Wealth Management, Inc. otherOtherFeb 22, 2012Feb 23, 2012
Albert G FloresCharles Schwab & Co., Inc. national BDGeneos Wealth Management, Inc. otherOtherSep 13, 2011Sep 1, 2011
Lawrence Paul FinchAdrian & Associates Inc unclassifiedGeneos Wealth Management, Inc. otherOtherSep 6, 2011Apr 1, 2008
Scott Walter ForsythAdrian & Associates Inc unclassifiedGeneos Wealth Management, Inc. otherOtherSep 6, 2011Apr 1, 2008
Patrick Earl MckimFinancial Design & Management, Inc. otherGeneos Wealth Management, Inc. otherOtherJul 28, 2011Jul 1, 2011
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258 moves match.