DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Advisory Alpha, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Charles Fredrick Dinise | Foresters Equity Services, Inc. BD affiliated | Advisory Alpha, LLC other | Other | Sep 28, 2018 | Oct 1, 2018 |
| Abigail Corinne Hollar | Conger Wealth Management other | Advisory Alpha, LLC other | Other | Aug 7, 2018 | Aug 8, 2018 |
| Christina Lynn Fierro | Raymond James & Associates, Inc. national BD | Advisory Alpha, LLC other | Other | Oct 26, 2017 | Nov 15, 2017 |
| David Michael Whitman | H. Beck, Inc. other | Advisory Alpha, LLC other | Other | Aug 28, 2017 | Sep 6, 2017 |
| Jade Aaron Rossback | Cetera Advisors LLC other | Advisory Alpha, LLC other | Other | May 12, 2014 | Jul 1, 2014 (50 d) |
| James Jay Schipper | Regal Investment Advisors LLC other | Advisory Alpha, LLC other | Other | Apr 27, 2012 | Oct 5, 2011 |
| Bradford James Pinter | Regal Investment Advisors LLC other | Advisory Alpha, LLC other | Other | Sep 19, 2011 | Oct 5, 2011 |
| Matt John Milosevich | UBS Financial Services Inc. wirehouse | Advisory Alpha, LLC independent RIA | Wirehouse to independent RIA | Jan 20, 2009 | Jan 30, 2025 (5854 d) |
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68 moves match.