Advisor moves

Arrivals at Questar Asset 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
Stephen John DonnellyInvestors Capital Advisory otherQuestar Asset Management, Inc. otherOtherSep 13, 2016Sep 12, 2016
Michael Bruce FrischmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseQuestar Asset Management, Inc. otherOtherSep 6, 2016Sep 6, 2016
Geoffrey Alan JohnsonWealth Management Resources Advisors LLC unclassifiedQuestar Asset Management, Inc. otherOtherAug 25, 2016Sep 9, 2016
Charisse Lela KirkleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseQuestar Asset Management, Inc. otherOtherAug 1, 2016Aug 16, 2016
Deborah Waynell AndrewsFoundations Investment Advisors LLC otherQuestar Asset Management, Inc. otherOtherJul 28, 2016Jul 20, 2016
James Marks BowerCitizens Securities, Inc. otherQuestar Asset Management, Inc. otherOtherJul 27, 2016Jul 14, 2016
Nicholas Martin KolbenschlagVisionquest Wealth Management, LLC otherQuestar Asset Management, Inc. otherOtherJul 13, 2016Sep 15, 2016 (64 d)
Tyler Joseph KolbenschlagVisionquest Wealth Management, LLC otherQuestar Asset Management, Inc. otherOtherJul 13, 2016Sep 15, 2016 (64 d)
Louis Joseph ZaccaroCambridge Investment Research Advisors, Inc. otherQuestar Asset Management, Inc. otherOtherJul 8, 2016Jun 14, 2016
William Taber BrownUnited Capital Financial Advisors otherQuestar Asset Management, Inc. otherOtherJun 27, 2016Jul 14, 2016
Christopher Paul PrienFinancial Partners, LLC otherQuestar Asset Management, Inc. otherOtherMay 20, 2016Jul 8, 2016 (49 d)
Ronald Timothy LoprestiAmeritas Advisory Services otherQuestar Asset Management, Inc. otherOtherApr 28, 2016Apr 18, 2016
Jonathan Caplan WeissAmeritas Advisory Services otherQuestar Asset Management, Inc. otherOtherApr 28, 2016Apr 18, 2016
Diana Michele GrohPrincipal Securities, Inc. otherQuestar Asset Management, Inc. otherOtherMar 22, 2016May 25, 2016 (64 d)
Robert William WoodCetera Advisor Networks LLC otherQuestar Asset Management, Inc. otherOtherMar 21, 2016Mar 18, 2016
Matthew Edward HermanConcourse Financial Group Advisors otherQuestar Asset Management, Inc. otherOtherMar 10, 2016Feb 18, 2016
Dwight Dai LeeLPL Financial LLC otherQuestar Asset Management, Inc. otherOtherMar 8, 2016Feb 29, 2016
Aaron Anton MilneConcourse Financial Group Advisors otherQuestar Asset Management, Inc. otherOtherMar 3, 2016Feb 16, 2016
Jason Henry VieiraWells Fargo Advisors wirehouseQuestar Asset Management, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 4, 2016Nov 28, 2018 (1028 d)
John Worden ColemanSagepoint Financial, Inc. otherQuestar Asset Management, Inc. otherOtherJan 9, 2016Nov 10, 2016 (306 d)
James Ronald KingCentaurus Financial, Inc. otherQuestar Asset Management, Inc. otherOtherDec 28, 2015Jan 6, 2016
Wesley Edward LabelleConcourse Financial Group Advisors otherQuestar Asset Management, Inc. otherOtherDec 18, 2015Feb 16, 2016 (60 d)
David George LindbergWoodbury Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherNov 20, 2015Nov 18, 2015
John Anderson LemmermannLPL Financial LLC otherQuestar Asset Management, Inc. otherOtherNov 17, 2015Nov 4, 2015
Rikki Jr FosterWaddell & Reed otherQuestar Asset Management, Inc. otherOtherNov 10, 2015Nov 2, 2015
Dennis Gerard PeatrowskyManarin Investment Counsel Ltd otherQuestar Asset Management, Inc. otherOtherNov 2, 2015Dec 14, 2015 (42 d)
Gregory S EastmanLPL Financial LLC otherQuestar Asset Management, Inc. otherOtherSep 25, 2015Sep 10, 2015
Christopher David BuchananAmeriprise Financial Services, LLC national BDQuestar Asset Management, Inc. otherOtherSep 14, 2015Sep 22, 2015
Judy Lynn CopenbargerVoya Financial Advisors, Inc. otherQuestar Asset Management, Inc. otherOtherAug 20, 2015Aug 26, 2015
James Dennis HoughTrustmont Advisory Group, Inc. otherQuestar Asset Management, Inc. otherOtherAug 3, 2015Aug 6, 2015
Gilbert Ralph HawkinsLPL Financial LLC otherQuestar Asset Management, Inc. otherOtherJul 23, 2015Jul 21, 2015
Mandie Josephine PetersConcourse Financial Group Advisors otherQuestar Asset Management, Inc. otherOtherJul 21, 2015Jul 15, 2015
Brian Scott YoungOsaic Fa, Inc. otherQuestar Asset Management, Inc. otherOtherJul 17, 2015Jul 13, 2015
Russell T BighamEdward Jones national BDQuestar Asset Management, Inc. otherOtherJul 13, 2015Aug 17, 2015 (35 d)
Bruce A GarberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseQuestar Asset Management, Inc. otherOtherJul 6, 2015Jul 21, 2015
James Frederick SchaferBrooke & Schafer, LLC unclassifiedQuestar Asset Management, Inc. otherOtherMay 21, 2015Jan 28, 2008
Alan Louis AugulisAugulis Financial Firm, L.L.C. state registeredQuestar Asset Management, Inc. otherOtherMay 5, 2015May 8, 2015
G Scott DiddelSpc otherQuestar Asset Management, Inc. otherOtherMay 4, 2015May 1, 2015
Charles Joseph DoranSpc otherQuestar Asset Management, Inc. otherOtherMay 4, 2015May 1, 2015
Fernando Patricio RomeroOn Investment Management Co otherQuestar Asset Management, Inc. otherOtherApr 30, 2015May 29, 2015
James Kenneth SpannLegend Advisory, LLC otherQuestar Asset Management, Inc. otherOtherApr 24, 2015Apr 30, 2015
James William FryeNext Financial Group, Inc. otherQuestar Asset Management, Inc. otherOtherApr 9, 2015Apr 3, 2015
Shannon Lee MessersmithGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherMar 13, 2015Apr 10, 2015
Bruce Edwin JohnsonGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherMar 13, 2015Apr 8, 2015
Tyson Raymond OwensGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherMar 13, 2015Mar 26, 2015
Ryan Scott RuthGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherMar 13, 2015Mar 31, 2015
John William ChallasAssociated Investment Services, Inc. otherQuestar Asset Management, Inc. otherOtherFeb 19, 2015Mar 19, 2015
Myron Anthony OwensGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherFeb 19, 2015Mar 20, 2015
Dwain Lee OwensGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherFeb 19, 2015Mar 26, 2015 (35 d)
Royce Todd RuthGirard Securities, Inc. otherQuestar Asset Management, Inc. otherOtherFeb 19, 2015Mar 25, 2015 (34 d)
Lisa Anne JohnsonCambridge Investment Research Advisors, Inc. otherQuestar Asset Management, Inc. otherOtherJan 29, 2015Jan 16, 2015
Kevin KriegMsi Financial Services, Inc. otherQuestar Asset Management, Inc. otherOtherJan 28, 2015Apr 1, 2015 (63 d)
Corey Edward WagnerA.G.P / Alliance Global Partners otherQuestar Asset Management, Inc. otherOtherJan 28, 2015Sep 17, 2015 (232 d)
Cynthia S SpekhartVoya Financial Advisors, Inc. otherQuestar Asset Management, Inc. otherOtherJan 23, 2015Jan 21, 2015
Cory O JobeEquitable Advisors, LLC national BDQuestar Asset Management, Inc. otherOtherJan 20, 2015Apr 24, 2015 (94 d)
Matthew Lawrence KaasPrincipal Securities, Inc. otherQuestar Asset Management, Inc. otherOtherJan 16, 2015May 31, 2016 (501 d)
Thomas GriffinGlobal Investment Advisors, LLC unclassifiedQuestar Asset Management, Inc. otherOtherJan 7, 2015Apr 7, 2016 (456 d)
Stuart Preston VaughnSsn Advisory, Inc. otherQuestar Asset Management, Inc. otherOtherJan 7, 2015Jan 8, 2015
Robert Frederick SchimeneckIntegrity Alliance, LLC otherQuestar Asset Management, Inc. otherOtherDec 11, 2014Dec 10, 2014
Brian E BiehlMeeder Advisory Services, Inc. otherQuestar Asset Management, Inc. otherOtherDec 4, 2014Apr 20, 2016 (503 d)
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415 moves match.