DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Iht Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ryan Mitchell Hook | Commerce Brokerage Services, Inc independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Dec 1, 2020 | Jul 16, 2021 (227 d) |
| Alex William Helms | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Nov 10, 2020 | Feb 12, 2021 (94 d) |
| Lindsey Brooke Michel | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 2, 2020 | Jan 4, 2021 (63 d) |
| Ian Stuart Baker | Private Advisor Group, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Mar 19, 2021 (156 d) |
| Ralph John Hochuli | Private Advisor Group, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Feb 23, 2021 (132 d) |
| Paul Howard Etra | Private Advisor Group, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Dec 1, 2020 (48 d) |
| Marc Charles Harary | Private Advisor Group, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Feb 23, 2021 (132 d) |
| Denzil Dias | Private Advisor Group, LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2020 | Feb 23, 2021 (132 d) |
| Ralph William Sevelius | Raymond James & Associates, Inc. national BD | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 20, 2020 | Mar 17, 2026 (2035 d) |
| Thomas Yi | Edward Jones national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 27, 2020 | Aug 3, 2020 |
| Christian Mark Harris | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jul 24, 2020 | Apr 29, 2021 (279 d) |
| Brian J Gaffney | U.S. Financial Advisors independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Jun 1, 2020 | Jun 9, 2020 |
| Derek Andrew Leighton | LPL Financial LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 27, 2020 | Apr 1, 2020 |
| Brian Patrick Erickson | LPL Financial LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 3, 2020 | Nov 24, 2020 (266 d) |
| Ernest Paul Carrera | Wealthcare Advisory Partners LLC independent RIA | Iht Wealth Management LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 4, 2020 | Feb 3, 2026 (2191 d) |
| Mark Wheeler Harris | LPL Financial LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2020 | Jan 2, 2020 |
| Matthew Lake Brown | LPL Financial LLC BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 17, 2020 | Jan 24, 2020 |
| Frank Acosta | Spc BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2019 | Dec 12, 2019 |
| Daniel Graham Henry | J.P. Morgan Securities LLC wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Nov 25, 2019 | Mar 11, 2020 (107 d) |
| Jeffrey R. St John | Sheridan Road Advisors, LLC, A Hub International Company institutional | Iht Wealth Management LLC independent RIA | Other | Nov 14, 2019 | Nov 4, 2019 |
| Lauren Brian Housel | Ameriprise Financial Services, LLC national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 30, 2019 | Sep 3, 2019 |
| Donald James Mahlke | Alera Investment Advisors, LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Aug 20, 2019 | Aug 19, 2019 |
| Cain Benjamin Kobert | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 30, 2019 | Jun 24, 2019 |
| Felipe Juan Antonio Colon | Wells Fargo Advisors wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jul 8, 2019 | Jul 5, 2019 |
| Sally Ann Wolfe | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 2, 2019 | May 8, 2019 |
| Kristin Anne Johnson | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 17, 2019 | May 9, 2019 |
| Christopher M. Gongola | B Riley Wealth Management BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 8, 2019 | May 25, 2024 (1874 d) |
| Brent Anthony Kalka | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2019 | May 21, 2019 (47 d) |
| Susan Marie Garbarino | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2019 | Mar 29, 2019 |
| Kathleen H Hosty | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 4, 2019 | Mar 29, 2019 |
| Salvatore Joseph Ditusa | Neuberger Berman Bd LLC no RAUM | Iht Wealth Management LLC independent RIA | Other | Apr 2, 2019 | Apr 10, 2019 |
| Debra Ann Schulz | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2019 | Mar 29, 2019 |
| Brennan Michael Hollenbeck | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 29, 2019 | Mar 29, 2019 |
| Keith Allan Svendby | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2019 | Apr 5, 2019 |
| Michael Charles Mccord | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 21, 2019 | Mar 19, 2019 |
| Fawn Marie Lane | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2019 | Mar 13, 2019 |
| Francisco Xavier Diaz | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 28, 2019 | Feb 14, 2019 |
| Randall Scott Powell | Waterfront Wealth Inc. independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Feb 25, 2019 | Mar 22, 2019 |
| Dario Kerkez | Private Advisor Group, LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Feb 7, 2019 | Sep 26, 2018 |
| Daniel Peter Pappas | Independent Financial Partners BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 30, 2019 | Jan 1, 2025 (2163 d) |
| Waldo Julio Zayas | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 24, 2019 | Feb 4, 2019 |
| Kyriacos Anthony Antoniadis | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 4, 2019 | Jan 30, 2019 |
| Karim Poonawala | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2018 | Oct 22, 2018 |
| Shireen Elizabeth Daniels | Lighthouse Institute unclassified | Iht Wealth Management LLC independent RIA | Other | Dec 31, 2018 | Jul 21, 2018 |
| John L Sullivan | Independent Financial Partners BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2018 | Jun 9, 2026 (2722 d) |
| Jarrod William Rutledge | Independent Financial Partners BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2018 | Jan 1, 2025 (2198 d) |
| Evangeline Stratis | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 24, 2018 | Feb 27, 2019 (65 d) |
| Perry Wayne Nafziger | Independent Financial Partners BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 20, 2018 | Jan 9, 2019 |
| Charles Fletcher Okelley | Summit Financial Group Inc BD affiliated | Iht Wealth Management LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2018 | Jun 24, 2026 (2788 d) |
| David Glen Dewitt | Valic Financial Advisors, Inc. BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 29, 2018 | Feb 4, 2019 (98 d) |
| Dominic Allan Nadeau | Private Advisor Group, LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Oct 8, 2018 | Sep 26, 2018 |
| Debra Ann Nadeau | Private Advisor Group, LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Oct 8, 2018 | Sep 26, 2018 |
| Robert Patrick Pachciarz | J.P. Morgan Securities LLC wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Sep 21, 2018 | Sep 26, 2018 |
| Felipe Medina | Strategic Advisers LLC national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2018 | Sep 17, 2018 (67 d) |
| Chad Carter Sewell | Strategic Advisers LLC national BD | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 12, 2018 | Sep 17, 2018 (67 d) |
| Christopher David Collins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Jun 14, 2018 | Jun 14, 2018 |
| Yussef M Gheriani | LPL Financial LLC independent RIA | Iht Wealth Management LLC independent RIA | RIA to RIA | Jun 8, 2018 | Oct 8, 2019 (487 d) |
| Frederick Maximilian Kort | Insight Securities, Inc. other | Iht Wealth Management LLC independent RIA | Other | May 18, 2018 | May 21, 2018 |
| James R Ray | Bmo Harris Financial Advisors, Inc BD affiliated | Iht Wealth Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2018 | Apr 24, 2018 |
| William Fredric Kellogg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Iht Wealth Management LLC independent RIA | Wirehouse to independent RIA | Apr 3, 2018 | Apr 5, 2018 |
183 moves match.