Advisor moves

Arrivals at Gradient Wealth Management

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
Cynthia Leigh PowellVsr Advisory Services otherGradient Wealth Management otherOtherJul 13, 2016Jul 13, 2016
Brian L. PetersonCetera Investment Advisers LLC otherGradient Wealth Management BD affiliatedOtherJul 6, 2016Jul 24, 2018 (748 d)
David William BradyUSA Financial Securities LLC otherGradient Wealth Management otherOtherJul 1, 2016Jun 30, 2016
Robert E LeeValmark Advisers, Inc. otherGradient Wealth Management otherOtherJun 23, 2016Jul 13, 2016
Wendall Loyd CorleyEquinox Securities, Inc. unclassifiedGradient Wealth Management otherOtherMay 25, 2016May 25, 2016
Robert Thomas McmahonEpi Financial Group state registeredGradient Wealth Management otherOtherMar 15, 2016Mar 10, 2016
Andrew John CourtAmeriprise Financial Services, LLC national BDGradient Wealth Management otherOtherJan 13, 2016Jun 2, 2017 (506 d)
Lindsay Anne CameronSpc otherGradient Wealth Management otherOtherDec 4, 2015Dec 3, 2015
Deborah Lorraine BluhmFintegra, LLC otherGradient Wealth Management otherOtherSep 10, 2015Oct 29, 2015 (49 d)
Joshua Eric FallensteinYour Money Matters Wealth Management, LLC state registeredGradient Wealth Management otherOtherAug 17, 2015Nov 13, 2015 (88 d)
Bryon Edward MeyerFintegra, LLC otherGradient Wealth Management otherOtherAug 11, 2015Aug 19, 2015
Michael James FarringtonFintegra, LLC otherGradient Wealth Management otherOtherJul 31, 2015Mar 23, 2017 (601 d)
Mark Sterling WalsinghamGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherJul 14, 2015Apr 1, 2015
Brent AndersonThrivent Investment Management Inc. otherGradient Wealth Management otherOtherJun 26, 2015Sep 28, 2015 (94 d)
Michael Joseph McculloughGradient Advisors, LLC otherGradient Wealth Management otherOtherMay 21, 2015Jun 30, 2015 (40 d)
Deborah Lynn BishoppFirst Allied Advisory Services, Inc. otherGradient Wealth Management otherOtherMay 20, 2015May 12, 2015
Richard Scott ReidGradient Advisors, LLC otherGradient Wealth Management otherOtherApr 28, 2015May 4, 2015
Charles David LeflarGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherApr 27, 2015Feb 2, 2015
Thomas Eric SchneiderGradient Advisors, LLC otherGradient Wealth Management otherOtherApr 24, 2015Apr 28, 2015
Keith U HeritageGradient Advisors, LLC otherGradient Wealth Management otherOtherApr 14, 2015Apr 17, 2015
Michael David DoseGradient Advisors, LLC otherGradient Wealth Management otherOtherApr 6, 2015Apr 27, 2015
Samuel Ivor AlleyneGradient Advisors, LLC otherGradient Wealth Management otherOtherApr 6, 2015Apr 24, 2015
Benjamin Joseph ZahariasGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherApr 1, 2015Apr 6, 2015
Terrilyn Dawn BrownfieldGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 30, 2015Apr 3, 2015
Ryan John BytwerkGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 30, 2015Mar 31, 2015
Craig Matthew DicksonGradient Advisors, LLC otherGradient Wealth Management otherOtherMar 27, 2015Apr 16, 2015
Mark Steven KrumanGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 23, 2015Apr 6, 2015
Curtis Timothy CottleGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 23, 2015Mar 30, 2015
Todd William KnutsenGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 18, 2015Mar 27, 2015
Michael Aubrey RaittGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 11, 2015Mar 19, 2015
Melissa Sue LivasyGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 3, 2015Mar 13, 2015
Andrew John O'NeillGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherMar 3, 2015Mar 11, 2015
Jamie Lawrence WingGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 26, 2015Mar 2, 2015
Armando CunillGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 24, 2015Feb 17, 2015
Gary Donald KinderGradient Advisors, LLC otherGradient Wealth Management otherOtherFeb 24, 2015Apr 20, 2015 (55 d)
Paul Eugene MuhichGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 24, 2015Feb 25, 2015
Roger P TennysonGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 24, 2015Feb 26, 2015
Michael James HallSii Investments, Inc. otherGradient Wealth Management no RAUMOtherFeb 4, 2015Feb 2, 2015
Sean Randolph StevensGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 4, 2015Feb 13, 2015
Larry Clifford DogsGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 3, 2015Feb 5, 2015
Michael StendahlGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 2, 2015Feb 3, 2015
George Nicholas YankoupeGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherFeb 2, 2015Feb 2, 2015
Carol Yvonne Ransom SutterfieldGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherJan 27, 2015Jan 27, 2015
Jonathan G NorrisGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherJan 26, 2015Jan 27, 2015
Daniel Allan TeagueGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherJan 26, 2015Jan 26, 2015
Robert Scott SwearingenGradient Advisors, LLC otherGradient Wealth Management no RAUMOtherJan 23, 2015Jan 26, 2015
Steve Chong Young KimWaddell & Reed otherGradient Wealth Management no RAUMOtherDec 10, 2014Feb 17, 2015 (69 d)
Alan Lee ReschInstitute For Wealth Advisors, Inc. otherGradient Wealth Management otherOtherOct 30, 2014Sep 28, 2015 (333 d)
Karl JensenCuna Brokerage Services, Inc. otherGradient Wealth Management otherOtherMay 6, 2014Apr 22, 2016 (717 d)
Sean Paul PerezLPL Financial LLC otherGradient Wealth Management otherOtherJul 16, 2007Sep 7, 2016 (3341 d)
Troy Lee KuhnPnc Wealth Management otherGradient Wealth Management otherOtherJul 11, 2006Jul 28, 2015 (3304 d)
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111 moves match.