DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Portfolio Medics, 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
Joseph William HamelHorter Investment Management, LLC otherPortfolio Medics, LLC independent RIAOtherOct 5, 2015Oct 9, 2015
Paul Mitchell TarinsBrookstone Capital Management LLC otherPortfolio Medics, LLC independent RIAOtherJul 23, 2015Jun 12, 2015
Thomas Colby CantrellAdvanced Planning Capital Corporation unclassifiedPortfolio Medics, LLC independent RIAOtherJul 20, 2015Sep 24, 2009
Adam J LinkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePortfolio Medics, LLC independent RIAWirehouse to independent RIAJan 6, 2015Jun 12, 2024 (3445 d)
John Brian WinterowdHorter Investment Management, LLC otherPortfolio Medics, LLC independent RIAOtherOct 23, 2014Oct 18, 2014
Sisse Sy Ferguson-TorokNorthwestern Mutual Investment Services,LLC otherPortfolio Medics, LLC independent RIAOtherMar 6, 2014Dec 1, 2020 (2462 d)
Mark David FentonSymphonic Financial Advisors LLC otherPortfolio Medics, LLC independent RIAOtherJan 15, 2014Mar 13, 2014 (57 d)
Mark Richard CourtemancheFortitude Advisory Group L.L.C. otherPortfolio Medics, LLC independent RIAOtherMar 1, 2013Feb 20, 2013
Gerardo Antonio GarzaQuest Capital Strategies, Inc. otherPortfolio Medics, LLC independent RIAOtherOct 8, 2010Apr 27, 2022 (4219 d)
John Christopher ConrathEvertree Advisors unclassifiedPortfolio Medics, LLC independent RIAOtherOct 13, 2009Feb 13, 2008
Raymond Joseph FilorimoKovack Advisors, Inc. otherPortfolio Medics, LLC independent RIAOtherAug 10, 2009Aug 21, 2020 (4029 d)
John Michael BillySeniors Advocacy Alliance Inc. unclassifiedPortfolio Medics, LLC independent RIAOtherNov 6, 2008Feb 8, 2008
Mark D. KindbergPpc Portfolio Consultants, Inc. unclassifiedPortfolio Medics, LLC independent RIAOtherApr 26, 2006Dec 21, 2009 (1335 d)
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73 moves match.