DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Great Valley Advisor Group, 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.

Advisor	From	To	Type	Left	Registered
George Thomas Clarke	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Mar 7, 2023	Mar 13, 2023
Matthew James Olson	Thrivent Investment Management Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 3, 2023	Mar 6, 2023
Sheri Lynn Sorensen	Thrivent Investment Management Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 3, 2023	Mar 6, 2023
Sal Stanzione Jr	Primerica Advisors national BD	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 27, 2023	Aug 16, 2023 (201 d)
Scott Daniel Bantz	Northwestern Mutual Investment Services,LLC no RAUM	Great Valley Advisor Group, LLC independent RIA	Other	Jan 23, 2023	Jan 19, 2023
Eric Brian Parnell	Gerring Capital Partners LLC unclassified	Great Valley Advisor Group, LLC independent RIA	Other	Dec 31, 2022	Dec 14, 2022
Blake T Gleason	MML Investors Services, LLC BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 22, 2022	Nov 29, 2022
Stephen Richard Waite	Cantella & Co., Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Nov 17, 2022	Nov 17, 2022
Ruth Renee Stene	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Great Valley Advisor Group, LLC independent RIA	Wirehouse to independent RIA	Sep 9, 2022	Sep 8, 2022
Ryan John Brumfield	Orion Portfolio Solutions, LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Sep 1, 2022	Nov 9, 2022 (69 d)
Matthew James Quinn	Personal Wealth Partners LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	May 18, 2022	Apr 24, 2023 (341 d)
Joseph Stuart Karp	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	May 10, 2022	May 6, 2022
Richard Mark Tyroler	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	May 10, 2022	May 5, 2022
Jon Henry Jandro	LPL Financial LLC independent RIA	Great Valley Advisor Group, LLC other	Other	May 4, 2022	Mar 30, 2017
Lynn Pagans	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 28, 2022
Christopher Dee Smith	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Apr 6, 2022
Joel Wayne Josephs	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Apr 7, 2022
Jason R Knight	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Apr 28, 2022
Damon Jeremy Boyar	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 28, 2022
Omar Fernando Cujar	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 28, 2022
Tory Adams Klinedinst	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Apr 8, 2022
Steven Joseph Haug	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 29, 2022
Patrick Abrunzo	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 25, 2022
Jeffrey Carl Rubin	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 27, 2022	Mar 28, 2022
Todd Jarred Smiler	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 22, 2022	Mar 28, 2022
Jason Mathew Forstot	Gaines Financial Group independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Apr 22, 2022	Apr 7, 2022
David James Brouillette	Securities America Advisors, Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 30, 2022	Apr 6, 2022
Daniel David Gustafson	Securities America Advisors, Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 30, 2022	Mar 31, 2022
Andrea Joellen Argue	Householder Group Estate & Retirement Specialists independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Feb 22, 2022	Oct 8, 2021
Jude Richard Kave	Householder Group Estate & Retirement Specialists independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Feb 22, 2022	Oct 8, 2021
Cody James Kave	Householder Group Estate & Retirement Specialists independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Feb 22, 2022	Oct 14, 2021
James Arthur Oneill	Arthur Lea Investments LLC unclassified	Great Valley Advisor Group, LLC independent RIA	Other	Feb 8, 2022	Jan 24, 2022
Marc James Poulos	Brookstone Capital Management LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Feb 7, 2022	Jan 6, 2023 (333 d)
Tenner C Stoe	Fidelity Personal And Workplace Advisors BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 19, 2022	Jan 14, 2022
Christopher David Schwartz	T. Rowe Price Advisory Services, Inc. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Oct 14, 2021	Oct 1, 2021
Jeffrey Marc Alexander	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 10, 2021	May 3, 2021
Maria Giacalone-Mozo	Morgan Stanley wirehouse	Great Valley Advisor Group, LLC independent RIA	Wirehouse to independent RIA	Jul 28, 2021	Oct 13, 2021 (77 d)
Dylan Vasbinder	LPL Financial LLC BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 10, 2021	Jun 18, 2021
Robert Douglas Crawford	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 4, 2021	May 3, 2021
George V Howe	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 4, 2021	May 10, 2021
Gary Richard Oman	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 4, 2021	Aug 13, 2021 (70 d)
Richard Henry Ropelewski	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 4, 2021	May 13, 2021
Paul Thomas Morrone	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 4, 2021	May 3, 2021
Edward William Quirk	U.S. Financial Advisors independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Jun 3, 2021	Aug 13, 2021 (71 d)
Justin Larson	Wealth Enhancement Advisory Services, LLC BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 2, 2021	Jun 1, 2021
Steven James Hoffman	Filbrandt Wealth Management, LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	May 10, 2021	May 21, 2021
Charles B Block	Northwestern Mutual Investment Services,LLC no RAUM	Great Valley Advisor Group, LLC independent RIA	Other	Apr 1, 2021	Mar 24, 2021
Steven Pearson Latham	Ameriprise Financial Services, LLC national BD	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Mar 17, 2021	Apr 20, 2021 (34 d)
George Robert Plock	Thrive Capital Management, LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Dec 2, 2020	Jan 4, 2021 (33 d)
Ty Alan Bernicke	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Jun 18, 2020
Kristie Lynn Weber	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Jun 20, 2020
Karlyn Renee Etheridge	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Jun 20, 2020
Daniel Vernon Estenson	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Jun 20, 2020
Lindsey Marie Hendrickson	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Oct 27, 2020 (70 d)
Brandon Richard Bishop	Bernicke Wealth Management, Ltd. independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	Aug 18, 2020	Jun 20, 2020
Mark Timothy Fitch	Wells Fargo Advisors wirehouse	Great Valley Advisor Group, LLC independent RIA	Wirehouse to independent RIA	Jun 9, 2020	Jun 8, 2020
Tyler Pahl	Thrivent Investment Management Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 28, 2020	Mar 20, 2020
Travis William Hansberger	Thrivent Investment Management Inc. BD affiliated	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Feb 27, 2020	Mar 20, 2020
John F Satterfield	Stillwater Capital Advisors, LLC independent RIA	Great Valley Advisor Group, LLC independent RIA	RIA to RIA	May 16, 2019	May 15, 2019
Derek James Hartman	Ameriprise Financial Services, LLC national BD	Great Valley Advisor Group, LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 12, 2019	Sep 15, 2026 (2713 d)

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191 moves match.