DFX Intelligence
Advisor moves
Arrivals at Stratos Wealth Partners, Ltd
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Hooman M Omidpanah | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2024 | Sep 23, 2024 |
| Kevin Renard Gibson | Kestra Advisory Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2024 | Sep 13, 2024 |
| Joseph Robert Viger | UBS Financial Services Inc. wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 6, 2024 | May 8, 2026 (640 d) |
| James Robert Caldwell | Cwm, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Sep 23, 2024 (55 d) |
| Darren Gee | Charles Schwab & Co., Inc. national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 30, 2024 | Jul 31, 2024 |
| Webster Franklin Nicholson | First Command Advisory Services BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 29, 2024 | Aug 2, 2024 |
| John Davis Young | Stratos Wealth Advisors LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jul 1, 2024 | Jul 24, 2023 |
| Ronald Lynn Wall | J.P. Morgan Securities LLC wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2024 | Jun 5, 2024 |
| Matthew Christopher Fournier | Empower Advisory Group, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Apr 30, 2024 | Jan 1, 2025 (246 d) |
| Braden James Mccanna | Equitable Advisors, LLC national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | May 15, 2025 (407 d) |
| Joseph Cappello Santomieri | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 14, 2024 |
| Jon Nicholas Pettinelli | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 12, 2024 |
| Janice Leung Fong | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 12, 2024 |
| Richard Manuel Rodriguez | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 12, 2024 |
| Renata Karin Carico | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 12, 2024 |
| Fred Debow Rice | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 14, 2024 |
| Ryan John Callan | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Jan 1, 2025 (321 d) |
| Diana Pastrana | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 13, 2024 |
| Nora Khachatrya Gasparyan | Osaic Wealth, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2024 | Feb 12, 2024 |
| Spenser Thomas Vago | Advisor Share Wealth Management, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Feb 14, 2024 | Dec 17, 2025 (672 d) |
| Kendra Bullock | Kestra Advisory Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 18, 2024 | Feb 2, 2024 |
| Anthony Robert Peracchia | Sei Investments Management Corp other | Stratos Wealth Partners, Ltd BD affiliated | Other | Jan 11, 2024 | May 11, 2026 (851 d) |
| Kimberly Ray Marmalich | Avl/Wealthcare, LLC no RAUM | Stratos Wealth Partners, Ltd BD affiliated | Other | Dec 31, 2023 | Jan 2, 2024 |
| Evan Cohen | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2023 | Dec 22, 2023 |
| Vincent Charles Donato | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Oct 24, 2023 | Nov 3, 2023 |
| Mark Anthony Ventura | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Oct 6, 2023 | Oct 5, 2023 |
| Jessica Rae Palmer | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 22, 2023 | Sep 5, 2023 |
| Justin Widomski | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2023 | Dec 14, 2023 (106 d) |
| Phillip Nuttall | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2023 | Aug 6, 2023 |
| Christopher Wilson Barnhill | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 28, 2023 | Jul 28, 2023 |
| Nicole E Farrar | Sagepoint Financial, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jul 20, 2023 | Nov 1, 2023 (104 d) |
| James Thomas Gioia | Woodson Wealth Management unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Jun 30, 2023 | Aug 12, 2025 (774 d) |
| Diego German Vallota | Avantax Advisory Services BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 7, 2023 | Jun 8, 2023 |
| Dennis J Harp | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2023 | Jul 11, 2023 (38 d) |
| William E Ferguson | Global Retirement Partners LLC institutional | Stratos Wealth Partners, Ltd BD affiliated | Other | May 15, 2023 | May 11, 2023 |
| Austin Troy Green | Ameriprise Financial Services, LLC national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | May 8, 2023 | May 2, 2023 |
| Sonya G Griffin | Pks Advisory Services, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Apr 17, 2023 | Apr 1, 2025 (715 d) |
| Judd Andrew Beam | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Mar 3, 2023 | Mar 3, 2023 |
| Robert Lawrence Freitas | Stratos Wealth Advisors LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Mar 1, 2023 | Mar 9, 2022 |
| Robert Henry Himmelman | Tmd Wealth Management independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Feb 28, 2023 | Feb 27, 2024 (364 d) |
| Eric Gallinger | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 22, 2023 | Feb 17, 2023 |
| Martin John Swiecki | Cig Asset Management, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Feb 17, 2023 | Feb 14, 2023 |
| Maria A Bjornson | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 9, 2023 | Jul 23, 2025 (895 d) |
| Michael Nicholas Lewis | Cetera Investment Advisers LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 5, 2023 | Feb 21, 2023 (47 d) |
| John Daniel Traut | Oppenheimer & Co. Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2022 | May 8, 2023 (137 d) |
| Byron Thomas Ramult | Wealth Enhancement Advisory Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 8, 2022 | May 16, 2023 (159 d) |
| Thomas Connaughton Schmidt | Avl/Wealthcare, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Nov 22, 2022 | Nov 28, 2022 |
| Henry Owen Eversole | RBC Capital Markets, LLC national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2022 | Nov 3, 2022 |
| Mindy Leigh Qua | Mcdonald Partners LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Aug 22, 2022 | Aug 22, 2022 |
| Bryan Kirby Ross | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 22, 2022 | Jun 16, 2022 |
| Alexandra Wlassowsky | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2022 | Jun 15, 2022 |
| Travis Bentley Smythe | Capital One Investing, Inc. independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | May 16, 2022 | Nov 2, 2023 (535 d) |
| Thomas Trerice Landis | LPL Financial LLC independent RIA | Stratos Wealth Partners, Ltd other | Other | May 9, 2022 | Jun 9, 2015 |
| Christian Nicholas Giannangeli | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 6, 2022 | May 11, 2022 |
| Cydne A Butler | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 28, 2022 | Apr 6, 2022 |
| Paul Clifford Serie | Advice And Planning Services BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2022 | Apr 1, 2022 |
| Jason Scott Nichols | Nichols Financial unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Feb 28, 2022 | Jan 6, 2022 |
| Jason James Howard | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 15, 2022 |
| Shauni Rae Siddoway | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 16, 2022 |
| Mathew E Meservy | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 16, 2022 |
483 moves match.