DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Belpointe Asset Management 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
Diane Marie WatsonCambridge Investment Research Advisors, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2022Nov 7, 2022
Sean Patrick NisilOrigin Investment Advisory LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIANov 4, 2022Nov 7, 2022
Steve Eric WardIfg Advisory, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAOct 13, 2022Aug 19, 2022
William Barry MattFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
John Jerold CeaglskeFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
Robert Michael BesekeFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 19, 2022
John E. WitczakFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 20, 2022
Thomas F. WozniakFreedom Wealth Alliance independent RIABelpointe Asset Management LLC independent RIARIA to RIASep 30, 2022Sep 22, 2022
Jarret W McfarlandMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2022Nov 20, 2025 (1253 d)
Suellen Carol EstesRichmark Private Wealth Management state registeredBelpointe Asset Management LLC independent RIAOtherApr 7, 2022Nov 7, 2018
Bradley Scott MontgomeryRichmark Private Wealth Management state registeredBelpointe Asset Management LLC independent RIAOtherApr 7, 2022Jul 18, 2018
Jimmy GonzalezSlow Capital, Inc. mixed wealthBelpointe Asset Management LLC independent RIARIA to RIAApr 5, 2022Jan 1, 2026 (1367 d)
Alexander Semare TecleSlow Capital, Inc. mixed wealthBelpointe Asset Management LLC independent RIARIA to RIAApr 5, 2022Mar 25, 2022
Alberto DavilaSlow Capital, Inc. mixed wealthBelpointe Asset Management LLC independent RIARIA to RIAApr 5, 2022Feb 8, 2022
Darien Scott VvenkerCambridge Investment Research Advisors, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2022Aug 29, 2022 (159 d)
Charles John ZimmererAnthem Advisors, LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherFeb 4, 2022Feb 23, 2022
Devery Rustin CagleKestra Advisory Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2021Sep 22, 2021
Russell Gerard ChristopherKestra Advisory Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2021Sep 22, 2021
Albert Aaron BergKestra Advisory Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2021Sep 22, 2021
Gregory Anthony HadleyBrookstone Wealth Advisors, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAAug 20, 2021Aug 25, 2021
Ronald Scott TetleyBrookstone Wealth Advisors, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJul 15, 2021Jul 13, 2021
Brent William BurgesserInternational Assets Investment Management, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 21, 2021Aug 11, 2021 (51 d)
Kurt W ZippPark Avenue Securities LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2021Jan 19, 2024 (947 d)
Luke Elvin Joseph WillPark Avenue Securities LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 16, 2021Jun 14, 2021
Chris WestonWaddell & Reed BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2021Sep 22, 2021 (145 d)
Scott Keith MullenNational Wealth Partners LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherApr 29, 2021Mar 29, 2021
Rosemary Soto WrightNational Wealth Partners LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherApr 29, 2021Mar 16, 2021
Stefan WhitwellNational Wealth Partners LLC unclassifiedBelpointe Asset Management LLC independent RIAOtherApr 29, 2021Mar 3, 2021
Jeffrey P. HeppardBcg Securities, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 24, 2021Mar 19, 2021
Paul Gregory PakstisPruco Securities, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 25, 2021Jan 22, 2021
Diana Elizabeth HunterAmeritas Advisory Services independent RIABelpointe Asset Management LLC independent RIARIA to RIAJan 15, 2021Jan 25, 2021
Belena Gay VincettiMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2021Feb 22, 2021 (49 d)
Dana Larry CrosbySc Capital Advisors unclassifiedBelpointe Asset Management LLC independent RIAOtherDec 31, 2020Dec 23, 2020
Rick Melvin SteinSc Capital Advisors unclassifiedBelpointe Asset Management LLC independent RIAOtherDec 31, 2020Dec 23, 2020
William Scott WilsonSc Capital Advisors unclassifiedBelpointe Asset Management LLC independent RIAOtherDec 31, 2020Dec 23, 2020
Daniel Kenneth SmithWfa Asset Management Corp independent RIABelpointe Asset Management LLC independent RIARIA to RIAOct 14, 2020Sep 28, 2020
Darin Jay BeckeringTd Ameritrade, Inc. no RAUMBelpointe Asset Management LLC independent RIAOtherSep 30, 2020Jan 28, 2021 (120 d)
Grant MoultonLPL Financial LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2020Sep 16, 2020
William John SutherlandMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 20, 2020Aug 18, 2020
Loic Le MenerOsaic Fa, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 17, 2020Jul 17, 2020
Peter Donald ThaldorfRegal Investment Advisors LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2020Jun 16, 2020
Harrison Taylor WallaceMatheson & Rock Wealth Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJun 19, 2020Aug 10, 2021 (417 d)
Thomas Michael StoltmanRegal Investment Advisors LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 19, 2020Jun 16, 2020
Scott David MosherMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2020Jan 21, 2026 (2085 d)
Thomas Frederick McginnisB.B. Graham & Company, Inc. independent RIABelpointe Asset Management LLC independent RIARIA to RIAApr 20, 2020May 6, 2020
Todd Justin MannB.B. Graham & Company, Inc. independent RIABelpointe Asset Management LLC independent RIARIA to RIAApr 2, 2020Mar 13, 2020
Stacy Jo MongarHorter Investment Management, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAMar 9, 2020Mar 16, 2020
Gregory Arthur GauthierMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2020May 20, 2020 (106 d)
Mark Alan VanvoorheesRichmark Private Wealth Management state registeredBelpointe Asset Management LLC independent RIAOtherJan 31, 2020Jan 7, 2019
Elissa Patricia SchwartzMML Investors Services, LLC BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 31, 2020Feb 7, 2023 (1103 d)
James Louis LombardoChaslyn Financial Group, Inc. unclassifiedBelpointe Asset Management LLC independent RIAOtherDec 31, 2019Feb 14, 2019
Felipe Juan Antonio ColonIht Wealth Management LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIADec 11, 2019Feb 18, 2020 (69 d)
Robert EngGlen Eagle Advisors, LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIANov 1, 2019Dec 3, 2019 (32 d)
Samara TerrillHolm & Cawley Financial Group LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAOct 18, 2019Oct 14, 2019
Jay Alan MurraySolutions For Tuition unclassifiedBelpointe Asset Management LLC independent RIAOtherSep 20, 2019Jan 2, 2019
George KastanisArbor Point Advisors BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 30, 2019Sep 5, 2019
Carol A. RosenstockMorgan Stanley wirehouseBelpointe Asset Management LLC independent RIAWirehouse to independent RIAAug 16, 2019Jan 28, 2020 (165 d)
Rostam Kevon AtefiOsaic Fa, Inc. BD affiliatedBelpointe Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2019Jun 19, 2019
Matthew Dean WaldronLPL Financial LLC independent RIABelpointe Asset Management LLC independent RIARIA to RIAJun 6, 2019May 22, 2019
John A ColonWells Fargo Advisors wirehouseBelpointe Asset Management LLC independent RIAWirehouse to independent RIAMay 28, 2019Feb 18, 2020 (266 d)
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192 moves match.