DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealthspire Retirement Advisory

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
Conor Kenneth WeirOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Eric Carl CarlsonOnedigital institutionalWealthspire Retirement Advisory institutionalOtherJan 6, 2022Dec 2, 2021
Damian Jacques DufourReilly Financial Advisors independent RIAWealthspire Retirement Advisory institutionalOtherDec 1, 2021Dec 2, 2021
Jackson Kaye MillerReilly Financial Advisors independent RIAWealthspire Retirement Advisory institutionalOtherDec 1, 2021Dec 2, 2021
Katelyn WhalenEmpower Advisory Group, LLC otherWealthspire Retirement Advisory institutionalOtherOct 4, 2021Oct 19, 2021
Scott Bradley NelsonWea Financial Advisors, Inc. institutionalWealthspire Retirement Advisory institutionalOtherJun 4, 2021Jun 24, 2021
Thomas Patrick FreismuthCambridge Investment Research Advisors, Inc. BD affiliatedWealthspire Retirement Advisory institutionalOtherMay 11, 2021May 18, 2021
Peter James RowleyKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherMay 4, 2021Jul 24, 2018
Susan Rebecca BowersoxDevon Investment Advisory no RAUMWealthspire Retirement Advisory institutionalOtherMar 12, 2021Nov 20, 2023 (983 d)
Jessica Bonardi EspinozaKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherJan 8, 2021Nov 3, 2023 (1029 d)
Debora Marie StranmanIndependent Financial Group, LLC independent RIAWealthspire Retirement Advisory institutionalOtherJan 5, 2021Jan 5, 2021
Amy Susan HanophyBok Financial Asset Management, Inc. institutionalWealthspire Retirement Advisory institutionalOtherJan 4, 2021Jan 6, 2021
Charles Tyler BrocatoBok Financial Asset Management, Inc. institutionalWealthspire Retirement Advisory institutionalOtherJan 4, 2021Jan 6, 2021
Ryan Robert GresmerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Retirement Advisory institutionalOtherApr 8, 2020Mar 24, 2020
Matthew B StewartAmerican Portfolios Advisors, Inc independent RIAWealthspire Retirement Advisory institutionalOtherJan 14, 2020Apr 1, 2020 (78 d)
Brian Michael ZitoMmc Securities LLC no RAUMWealthspire Retirement Advisory institutionalOtherDec 31, 2019Aug 8, 2024 (1682 d)
Allison FlinkAkf Holdings, LLC no RAUMWealthspire Retirement Advisory otherOtherNov 14, 2019Aug 20, 2014
Ryan Andrew ZelaskiOne To One, LLC no RAUMWealthspire Retirement Advisory institutionalOtherMar 12, 2019Sep 12, 2023 (1645 d)
Patrick Eugene FlynnSpc BD affiliatedWealthspire Retirement Advisory institutionalOtherDec 3, 2018Aug 27, 2024 (2094 d)
Lisa Marie DrakeLPL Financial LLC independent RIAWealthspire Retirement Advisory institutionalOtherOct 26, 2018Nov 9, 2018
Peter Alexander SnowKestra Advisory Services, LLC BD affiliatedWealthspire Retirement Advisory institutionalOtherApr 2, 2018Jan 1, 2026 (2831 d)
John David RoegnerSavant Wealth Management otherWealthspire Retirement Advisory institutionalOtherAug 7, 2017Aug 13, 2018 (371 d)
Natalie Ann MeziereKestra Advisory Services, LLC otherWealthspire Retirement Advisory institutionalOtherJan 23, 2017Mar 18, 2025 (2976 d)
Frederick James PieracciKestra Advisory Services, LLC otherWealthspire Retirement Advisory otherOtherDec 12, 2016Nov 28, 2016
Gregory GavranNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Mar 17, 2015
Eszter Klara KochNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Nov 14, 2014
Rodryan Angeles MarayagNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 22, 2016Jun 22, 2015
Steven L FestlerKestra Advisory Services, LLC otherWealthspire Retirement Advisory otherOtherAug 8, 2016Aug 2, 2016
Bradley Lewis LarsenErisa Fiduciary Advisors, Inc. otherWealthspire Retirement Advisory otherOtherJul 1, 2016Jul 20, 2016
Thomas Brian BastinErisa Fiduciary Advisors, Inc. otherWealthspire Retirement Advisory otherOtherJul 1, 2016Mar 24, 2016
Michael Vincent FilachekKestra Advisory Services, LLC otherWealthspire Retirement Advisory institutionalOtherJun 24, 2016Apr 13, 2023 (2484 d)
Peter J SchmitzKestra Advisory Services, LLC otherWealthspire Retirement Advisory otherOtherJun 9, 2016May 16, 2016
Ryan Bradley WilliamsAkf Holdings, LLC no RAUMWealthspire Retirement Advisory otherOtherMar 26, 2016Aug 20, 2014
Barbara Anne HealyTrustage Investment Management otherWealthspire Retirement Advisory otherOtherDec 9, 2015Jan 4, 2017 (392 d)
Kimberly Dawn PruittNfp Advisor Services, LLC otherWealthspire Retirement Advisory otherOtherSep 1, 2015Jul 23, 2015
David Paul HerouxIndependent Financial Partners otherWealthspire Retirement Advisory otherOtherJun 10, 2015Jun 4, 2015
Michael EnriquezLPL Financial LLC otherWealthspire Retirement Advisory otherOtherApr 17, 2015Apr 5, 2016 (354 d)
John Raymond NelsonIndependent Financial Partners otherWealthspire Retirement Advisory institutionalOtherApr 15, 2015Aug 17, 2026 (4142 d)
Vincent Glen LearnedU.S. Bancorp Advisors, LLC otherWealthspire Retirement Advisory otherOtherDec 8, 2014Jan 21, 2015 (44 d)
Marcel James DupreBcm Advisors, LLC otherWealthspire Retirement Advisory otherOtherNov 13, 2014Apr 21, 2017 (890 d)
Ruth RiveraFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherSep 3, 2014Sep 10, 2013
Todd Michael LohmanFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 27, 2014Jun 15, 2010
Gregory Allan GaynierFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 26, 2014May 14, 2013
Steven T WilkinsonFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 25, 2014May 29, 2013
Steven Patrick FaggiollyFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 15, 2014Apr 11, 2013
Todd Brooks WhiteFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 14, 2014Apr 11, 2013
Jeremy Arnold PomerFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 14, 2014May 29, 2013
Marjory Grannis BlackmerFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 12, 2014Aug 8, 2014
Sara Lyn StrasserFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 12, 2014Aug 8, 2014
Jeffrey Jon CullenFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 12, 2014Apr 26, 2012
Frederick James BlockFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 12, 2014Nov 3, 2014 (83 d)
David De TagyosFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 12, 2014Aug 20, 2014
Amy Susan HanophyFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 8, 2014Nov 23, 2010
Shannon T MaloneyFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherAug 6, 2014Aug 20, 2014
Jill Barry SheaFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherJul 22, 2014May 29, 2013
Daniel Joseph KallusGarcia Hamilton & Associates LP otherWealthspire Retirement Advisory otherOtherJun 10, 2014Jun 11, 2014
Marguerite Ann Fagan-WhitmoreFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherMar 3, 2014Jun 11, 2013
Phillip Nathan SenderowitzFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherApr 15, 2013May 15, 2013
Corwin Matthew DickeyCharles Schwab & Co., Inc. national BDWealthspire Retirement Advisory institutionalOtherOct 18, 2012Nov 21, 2019 (2590 d)
Geoffrey Vincent KeelingTwinhawk Capital, LLC unclassifiedWealthspire Retirement Advisory institutionalOtherMay 10, 2012Apr 2, 2024 (4345 d)
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131 moves match.