DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Buckingham Strategic Wealth, 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.

AdvisorFromToTypeLeftRegistered
Anderson WiegmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBuckingham Strategic Wealth, LLC independent RIAWirehouse to independent RIAAug 30, 2022Oct 4, 2022 (35 d)
Jerrold A GrecuGrecu Capital Management, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 28, 2022Jul 28, 2022
Jana Blackwell MorrisonBurkett Financial Services, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 25, 2022Aug 3, 2022
Dylan Stone GreerManning & Napier Advisors, LLC mixed wealthBuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 7, 2022Aug 17, 2022 (41 d)
Chase Richard MoceriAmeriprise Financial Services, LLC national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 1, 2022Jul 6, 2022 (35 d)
Randall Brian MonaghanOsaic Institutions, Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 29, 2022Jun 9, 2022 (41 d)
Austin J. SchettlerSeverin Investments LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 19, 2022Aug 12, 2022 (115 d)
Samuel Corson BrooksCapital One Investing, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 14, 2022May 2, 2022
Jaggar Daniel DeedsForvis Mazars Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 13, 2022Aug 30, 2022 (139 d)
Brian Rouch BrushLumia Wealth, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 1, 2022Apr 1, 2022
Christopher GibbonsNorthwestern Mutual Investment Services,LLC no RAUMBuckingham Strategic Wealth, LLC independent RIAOtherFeb 21, 2022Sep 22, 2022 (213 d)
Benjamin Michael ThieleMorgan Stanley wirehouseBuckingham Strategic Wealth, LLC independent RIAWirehouse to independent RIAFeb 18, 2022Feb 28, 2022
Kedre Djinn MellorCapital Wealthcare Advisors, L.C. unclassifiedBuckingham Strategic Wealth, LLC independent RIAOtherJan 27, 2022Jan 27, 2022
Kwasi Boahen MaafohCreative Planning independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJan 12, 2022Aug 23, 2022 (223 d)
Allison Margaret CooleyMana Financial Life Design independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJan 6, 2022Jan 20, 2022
Brandon Michael SchumacherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBuckingham Strategic Wealth, LLC independent RIAWirehouse to independent RIADec 23, 2021Feb 2, 2022 (41 d)
Matthew Thomas HarveyHfg Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 21, 2021Feb 2, 2022 (43 d)
Christopher Michael RodgersWorld Equity Group, Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2021Feb 15, 2022 (57 d)
Connor SimpkinsCapital Client Group, Inc. no RAUMBuckingham Strategic Wealth, LLC independent RIAOtherDec 6, 2021Feb 15, 2022 (71 d)
Stephanie Lyn GuerinThe Planned Approach independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIANov 30, 2021Nov 30, 2021
Kelly Jeanne HokansonThe Planned Approach independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIANov 30, 2021Dec 1, 2021
David BoschStifel, Nicolaus & Company, Incorporated national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 12, 2021Jan 3, 2022 (52 d)
Roger Lewis MillbrookSiena Wealth Advisors independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 29, 2021Oct 29, 2021
Stephen Louis HicksSiena Wealth Advisors independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 29, 2021Oct 29, 2021
James Marlin WittAct Referral, LLC unclassifiedBuckingham Strategic Wealth, LLC independent RIAOtherOct 1, 2021Mar 14, 2022 (164 d)
Brian Hadley FennCarolina Capital Consulting, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 26, 2021Jul 26, 2021
Deanna Lynn StreanCarolina Capital Consulting, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 26, 2021Jul 26, 2021
Joseph Francis GrangerCarolina Capital Consulting, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 26, 2021Jul 26, 2021
Leanne Jeannette GeerWaddell & Reed BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 15, 2021Mar 3, 2023 (596 d)
Alicia Temmerman MchughFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 17, 2021May 5, 2021
Andrew John VanlaninghamGovernment Portfolio Advisors LLC institutionalBuckingham Strategic Wealth, LLC independent RIAOtherFeb 23, 2021Mar 18, 2021
Jamie Lynn SlaughterEllerbrock-Norris Wealth Strategies LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 19, 2021Mar 18, 2021
Brian Patrick RiggsCalton & Associates, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAFeb 14, 2021Mar 18, 2021 (32 d)
Joshua Quinn CepedaConfluence Wealth Management LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 23, 2020Dec 23, 2020
Waiyee Carmen WongConfluence Wealth Management LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 23, 2020Dec 23, 2020
Travis Allen HarperConfluence Wealth Management LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 23, 2020Dec 23, 2020
Ryan Thomas BerningConfluence Wealth Management LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 23, 2020Dec 23, 2020
Sean Joseph McginnRaymond James Financial Services Advisors, Inc BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 15, 2020Mar 23, 2021 (98 d)
Matthew DallasCetera Investment Advisers LLC BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 9, 2020Nov 11, 2020
Dorothy Marie BourlierBaldwin & Associates independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 30, 2020Nov 23, 2020
Maryann Irene VognildGreencourse Financial Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 30, 2020Oct 30, 2020
Matthew John RomineGreencourse Financial Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 30, 2020Oct 30, 2020
Eric Ellison SchaeferGreencourse Financial Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 30, 2020Oct 30, 2020
Rebecca Jordan WinklerGreencourse Financial Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 30, 2020Oct 30, 2020
Roger Richard RoweFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAOct 2, 2020Oct 2, 2020
Nishant K PandyaFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 2, 2020Jul 2, 2020
Daniel Jeffrey MayRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Daniel Thomas NewquistRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Tracy Lee NewquistRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Matthew ReinhardtRnp Advisory Services, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 1, 2020Jul 1, 2020
Andrew Jeffery David SchneiderLasalle St. Investment Advisors, L.L.C. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 11, 2020Jul 8, 2020
Melissa Ann KeissNova Wealth Management Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 17, 2020Mar 25, 2020
James K UnderwoodNova Wealth Management Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 17, 2020Mar 24, 2020
Alexis MaafohNova Wealth Management Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 17, 2020Mar 18, 2020
Cecil Pope StatonNova Wealth Management Group, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 17, 2020Mar 25, 2020
Patrick Michael KusterBlueprint Wealth Alliance, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 13, 2020Aug 28, 2020 (168 d)
Michael Ernest KitcesPinnacle Advisory Group, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMar 6, 2020Oct 21, 2020 (229 d)
Blake C PokleySequoia Financial Group, L.L.C. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIADec 19, 2019Jan 21, 2022 (764 d)
Jeffery Alan YorgGurtin Municipal Bond Management independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 9, 2019Oct 11, 2019
Timothy Mark WochokFocus Advisor Solutions, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 1, 2019Oct 1, 2019
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236 moves match.