DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Composition 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
Danielle Rebecca BronnerGreen Street no RAUMComposition Wealth, LLC independent RIAOtherOct 11, 2019Jul 10, 2020 (273 d)
Steven Erik JakschCharles Schwab & Co., Inc. national BDComposition Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 14, 2019Aug 13, 2019
Kevin Patrick BarlowPalo Capital, Inc. independent RIAComposition Wealth, LLC independent RIARIA to RIAJun 3, 2019Dec 27, 2018
Thea NesisJ.P. Morgan Private Wealth Advisors LLC mixed wealthComposition Wealth, LLC otherOtherAug 30, 2018Apr 14, 2016
Melissa M EstradaEdward Jones national BDComposition Wealth, LLC otherOtherJan 9, 2018Jan 10, 2018
John David CaffreyRosemark Advisors, Inc. no RAUMComposition Wealth, LLC independent RIAOtherDec 31, 2017Nov 24, 2021 (1424 d)
Dimitry FarberovChoreo, LLC otherComposition Wealth, LLC independent RIAOtherSep 8, 2017Jan 21, 2020 (865 d)
Jeffery Dale ThompsonStrategic Advisers LLC national BDComposition Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2017May 29, 2018 (334 d)
Brian Denton JohnsonTrustcore Financial Services, LLC otherComposition Wealth, LLC independent RIAOtherJun 21, 2017Jan 1, 2025 (2751 d)
Jennifer MccallStrategic Advisers LLC national BDComposition Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 20, 2017Jul 28, 2025 (2960 d)
Jeffrey Adam JacobsOcean Avenue Capital Advisors, Inc. otherComposition Wealth, LLC otherOtherDec 31, 2016Jul 1, 2016
Lawrence Ross GoodfriendOcean Avenue Capital Advisors, Inc. otherComposition Wealth, LLC independent RIAOtherDec 31, 2016Jan 1, 2026 (3288 d)
Carl W MiddletonNorthwestern Mutual Investment Services,LLC no RAUMComposition Wealth, LLC independent RIAOtherSep 14, 2016Mar 25, 2026 (3479 d)
Joshua Martin SailarTri-Star Financial otherComposition Wealth, LLC otherOtherApr 19, 2016Apr 20, 2016
Joseph Cornelius GodseyMML Investors Services, LLC otherComposition Wealth, LLC otherOtherAug 20, 2015Aug 12, 2015
Scott Keith MullenBiltmore Family Office, LLC otherComposition Wealth, LLC otherOtherFeb 23, 2015May 14, 2015 (80 d)
Jeffrey Frank JagardAlliancebernstein L.P. otherComposition Wealth, LLC independent RIAOtherDec 23, 2014Mar 30, 2018 (1193 d)
Judith Maria LuRBC Securities, Inc. otherComposition Wealth, LLC otherOtherJul 8, 2014Jul 14, 2014
Audra Lynn MallowBarclays Capital Inc. otherComposition Wealth, LLC otherOtherMay 9, 2014Oct 21, 2015 (530 d)
Christopher BasqueCharles Schwab & Co., Inc. national BDComposition Wealth, LLC otherOtherMar 11, 2014Sep 5, 2014 (178 d)
Rustin Jj FeldmanBroxton Capital Advisors LLC otherComposition Wealth, LLC otherOtherJul 11, 2012Jun 25, 2012
Joseph Paul SchlaterMorgan Stanley wirehouseComposition Wealth, LLC otherOtherAug 4, 2009Aug 10, 2009
Brock Evan MoseleyMorgan Stanley & Co. LLC unclassifiedComposition Wealth, LLC otherOtherMay 7, 2007May 11, 2007
Kevin Bruce JohnsonNorthwestern Mutual Wealth Management Company unclassifiedComposition Wealth, LLC independent RIAOtherApr 30, 2007Mar 16, 2026 (6895 d)
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84 moves match.