Advisor moves

Arrivals at Good Life Advisors, 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
Edward Michael SepPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherMar 28, 2017Mar 3, 2017
Thomas J LevyPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherMar 28, 2017Mar 3, 2017
David Glenn TurnerWaddell & Reed otherGood Life Advisors, LLC otherOtherFeb 1, 2017Jan 28, 2017
Edward Carr BeekerWaddell & Reed otherGood Life Advisors, LLC otherOtherFeb 1, 2017Jan 28, 2017
Jason Thomas SingletonWells Fargo Advisors wirehouseGood Life Advisors, LLC otherOtherDec 19, 2016Jan 28, 2017 (40 d)
Frederick Daniel ShowsWaddell & Reed otherGood Life Advisors, LLC otherOtherDec 15, 2016Jan 28, 2017 (44 d)
Steven Rodney JonesWells Fargo Advisors wirehouseGood Life Advisors, LLC otherOtherNov 3, 2016Nov 21, 2016
Robert Neil PriceWaddell & Reed otherGood Life Advisors, LLC otherOtherNov 3, 2016Jan 28, 2017 (86 d)
David Scott GordonAmeriprise Financial Services, LLC national BDGood Life Advisors, LLC otherOtherOct 17, 2016Oct 18, 2016
Mark Joseph DobroskeyMorgan Stanley wirehouseGood Life Advisors, LLC otherOtherOct 4, 2016Jan 28, 2017 (116 d)
Bryan Wayne SmithU.S. Bancorp Investments, Inc. otherGood Life Advisors, LLC otherOtherSep 23, 2016Dec 18, 2017 (451 d)
John BurnsWaddell & Reed otherGood Life Advisors, LLC otherOtherSep 10, 2016Jan 28, 2017 (140 d)
Jennifer RitzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGood Life Advisors, LLC independent RIAWirehouse to independent RIASep 6, 2016Sep 20, 2019 (1109 d)
Willis Robert DeatonWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 13, 2016Aug 1, 2016
Travis Earl CookWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 9, 2016Nov 21, 2017 (469 d)
Robert Greggory TempletonWaddell & Reed otherGood Life Advisors, LLC otherOtherAug 6, 2016Jul 28, 2016
Johnathan T StackhouseWells Fargo Advisors wirehouseGood Life Advisors, LLC otherOtherJun 29, 2016Jun 28, 2016
Anthony Franklin ArteroFirst Allied Advisory Services, Inc. otherGood Life Advisors, LLC otherOtherJun 15, 2016Jun 10, 2016
Fred Maxwell QuattlebaumWells Fargo Advisors wirehouseGood Life Advisors, LLC otherOtherMay 10, 2016May 9, 2016
Jonathan Andrew HoffmanEsi Financial Advisors otherGood Life Advisors, LLC otherOtherMar 28, 2016Sep 22, 2016 (178 d)
Celia Mae ScottEquitable Advisors, LLC national BDGood Life Advisors, LLC otherOtherDec 31, 2015Dec 14, 2015
Nicholas KolitsidasEthos Capital Management, LLC unclassifiedGood Life Advisors, LLC otherOtherDec 31, 2015Jun 15, 2016 (167 d)
John David DanzerWoodbury Financial Services, Inc. otherGood Life Advisors, LLC otherOtherDec 28, 2015Dec 28, 2015
Jeffrey Alan GasawayEdward Jones national BDGood Life Advisors, LLC otherOtherDec 14, 2015Dec 10, 2015
Jon Mohammed SaleemAmeriprise Financial Services, LLC national BDGood Life Advisors, LLC otherOtherDec 9, 2015Dec 2, 2015
Lisa Marie StrohmAgili, P.C. otherGood Life Advisors, LLC independent RIAOtherDec 7, 2015Dec 6, 2022 (2556 d)
Fred Strawbridge ClaghornConcourse Financial Group Advisors otherGood Life Advisors, LLC otherOtherSep 17, 2015Aug 20, 2015
Frank Michael GalzaranoAvantax Advisory Services otherGood Life Advisors, LLC otherOtherSep 14, 2015Sep 9, 2015
Christopher Kenneth CoffinJ.P. Morgan Securities LLC wirehouseGood Life Advisors, LLC otherOtherSep 9, 2015Sep 9, 2015
Joan Elaine LyonsMsi Financial Services, Inc. otherGood Life Advisors, LLC otherOtherJul 7, 2015Jun 30, 2015
Michael P BarrettMsi Financial Services, Inc. otherGood Life Advisors, LLC otherOtherJul 7, 2015Jun 30, 2015
Paul Edward LevyUBS Financial Services Inc. wirehouseGood Life Advisors, LLC otherOtherFeb 13, 2015Feb 5, 2015
Samuel William GaudioWaddell & Reed otherGood Life Advisors, LLC otherOtherJan 29, 2015May 15, 2015 (106 d)
David L CloseWoodbury Financial Services, Inc. otherGood Life Advisors, LLC otherOtherJan 9, 2015Jan 5, 2015
Eric Daniel JanvierPnc Wealth Management otherGood Life Advisors, LLC otherOtherJan 9, 2015Feb 11, 2015 (33 d)
Robert Daniel MaringPnc Wealth Management otherGood Life Advisors, LLC otherOtherJan 5, 2015Jan 12, 2015
Noah Harris BrooksPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Jan 5, 2015
Jason Lee MccalebPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Jan 7, 2015
Jeffrey Robert BendisPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Mar 20, 2015 (79 d)
Christopher Anthony RondinelliPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherDec 31, 2014Dec 19, 2014
Michael Francis LawPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherNov 24, 2014Nov 12, 2014
Brad Joseph SchneiderPrivate Advisor Group, LLC otherGood Life Advisors, LLC otherOtherNov 4, 2014Oct 31, 2014
Laura Maryann MarzanoVoya Financial Advisors, Inc. otherGood Life Advisors, LLC otherOtherOct 3, 2014Oct 9, 2014
Howard Lee ShearPruco Securities, LLC otherGood Life Advisors, LLC no RAUMOtherAug 14, 2014Aug 15, 2014
Kenneth Ray CalcuttWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherAug 8, 2014Aug 13, 2014
Beth Lipman WestburgWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherJul 31, 2014Jul 24, 2014
Laurie LipmanWaddell & Reed otherGood Life Advisors, LLC no RAUMOtherJul 29, 2014Jul 24, 2014
Courtnie Elizabeth GrayPrivate Advisor Group, LLC otherGood Life Advisors, LLC no RAUMOtherJul 17, 2014Jul 16, 2014
Kyle Joseph ElliottInvest Financial Corporation otherGood Life Advisors, LLC independent RIAOtherAug 25, 2009Oct 24, 2018 (3347 d)
Michael J FerraraMorgan Stanley & Co. LLC unclassifiedGood Life Advisors, LLC independent RIAOtherSep 3, 2008Mar 17, 2023 (5308 d)
Michele Elizabeth DuraCharles Schwab & Co., Inc. national BDGood Life Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 18, 2006Apr 23, 2026 (7400 d)
Page 2 of 2Previous
111 moves match.