DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Gladstone Wealth Partners

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
Syed Asif HussainJ.P. Morgan Securities LLC wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJul 1, 2021Sep 20, 2021 (81 d)
John Earl KlaasUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Feb 6, 2026 (1690 d)
Robert Adolph DavitUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 13, 2021
Karoline Ann O'ConnorUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 15, 2021
David James MillingtonUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 13, 2021
Steven A ConnollyUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 13, 2021
Christopher John SaganUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 13, 2021
Alexander William KlaasUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 22, 2021Jun 11, 2021
Michael Francis CuttitaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2021Dec 16, 2022 (588 d)
Michael Robert NeillMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAApr 23, 2021May 7, 2021
David LauMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAApr 1, 2021Apr 14, 2021
Daniel M BradyMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMar 24, 2021Apr 8, 2021
Adam Anthony VegaUnited Capital Financial Advisors BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 5, 2021May 20, 2021 (76 d)
Matthew CavalierGoldman Sachs Wealth Services, L.P. BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMar 2, 2021Mar 23, 2021
Jeffery Lee AhrensRaymond James Financial Services Advisors, Inc BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 26, 2021Feb 25, 2021
Joseph NapolitanoMarshall + Sterling Wealth Advisors, Inc. independent RIAGladstone Wealth Partners BD affiliatedRIA to affiliated broker-dealer or bankFeb 12, 2021Sep 29, 2023 (959 d)
Nathan Andrew PribylEdelman Financial Engines mixed wealthGladstone Wealth Partners independent RIARIA to RIAFeb 12, 2021Jan 15, 2021
Nicholas John FergusonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJan 14, 2021Mar 2, 2021 (47 d)
Lisa M RossiStratos Wealth Advisors LLC independent RIAGladstone Wealth Partners independent RIARIA to RIADec 23, 2020Jan 7, 2021
Jennifer M D'AmicoWells Fargo Advisors wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIADec 1, 2020Oct 18, 2021 (321 d)
Cynthia Laden NewmanMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIANov 24, 2020Nov 17, 2022 (723 d)
Steven G BrettlerMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIANov 17, 2020Dec 15, 2020
Berton Robert BrownPrimoris Wealth Advisors, LLC independent RIAGladstone Wealth Partners independent RIARIA to RIAOct 30, 2020Oct 27, 2020
Michael Stephen DoodyLPL Financial LLC BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Jun 19, 2020
Altin TiranaMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAAug 7, 2020Nov 4, 2020 (89 d)
Keith David BoydWells Fargo Advisors wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAAug 3, 2020Jul 27, 2020
Anthony N. CarusoAmeriprise Financial Services, LLC national BDGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 25, 2020Feb 18, 2020
Denise Ann VecchioneAmeriprise Financial Services, LLC national BDGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 24, 2020Feb 18, 2020
Raymond Walter GutowskiEdelman Financial Engines independent RIAGladstone Wealth Partners independent RIARIA to RIAFeb 19, 2020Dec 17, 2021 (667 d)
Lindsey Marie BessantAdvice And Planning Services BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2020Jun 26, 2020 (143 d)
Ann Kay SlechtaPrincipal Securities, Inc. BD affiliatedGladstone Wealth Partners BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Feb 14, 2024 (1622 d)
Jamie Lawrence BaraldiUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJul 11, 2019Jul 16, 2019
Bryan Michael DeinUBS Financial Services Inc. wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJul 11, 2019Jul 8, 2019
Michael Kennedy CarberryOppenheimer & Co. Inc. BD affiliatedGladstone Wealth Partners independent RIAAffiliated broker-dealer or bank to independent RIAMay 23, 2019May 30, 2019
Lois Lingner-AielloMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMar 18, 2019Sep 24, 2020 (556 d)
Michael J StruckmanMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMar 5, 2019May 17, 2019 (73 d)
Darin William PilacinskiEdelman Financial Engines independent RIAGladstone Wealth Partners independent RIARIA to RIAFeb 25, 2019Feb 15, 2019
Richard Edward FrickMorgan Stanley wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAJun 1, 2018Jan 8, 2019 (221 d)
James Joseph AhernMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAApr 10, 2018Jul 19, 2019 (465 d)
Salvatore GambinoHsbc Securities (USA) Inc. otherGladstone Wealth Partners independent RIAOtherJan 4, 2018Jan 13, 2026 (2931 d)
Jennifer Lynn HoffmanMorgan Stanley wirehouseGladstone Wealth Partners otherOtherDec 14, 2017Feb 12, 2018 (60 d)
Pasquale GiannellaPnc Wealth Management BD affiliatedGladstone Wealth Partners otherOtherDec 1, 2017Dec 4, 2017
David Robert HannayHenry & Hannay Wealth Management LLC unclassifiedGladstone Wealth Partners otherOtherOct 12, 2017Jul 31, 2017
Joseph P RiccelliPnc Wealth Management otherGladstone Wealth Partners otherOtherOct 6, 2017Oct 25, 2017
Kristopher BonocoreEdelman Financial Engines otherGladstone Wealth Partners independent RIAOtherJul 24, 2017Mar 29, 2019 (613 d)
James Patrick McgeehinPnc Wealth Management otherGladstone Wealth Partners otherOtherJul 12, 2017Jul 18, 2017
Joshua Barrett DiamondMorgan Stanley wirehouseGladstone Wealth Partners otherOtherJul 3, 2017Jul 11, 2017
David Sean RichB. Riley Wealth Advisors, Inc. otherGladstone Wealth Partners independent RIAOtherJun 2, 2017Jun 24, 2020 (1118 d)
Daniel M McnicholasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMay 2, 2017Mar 23, 2021 (1421 d)
John David ScalaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMay 1, 2017Mar 23, 2021 (1422 d)
Ira S KatzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMay 1, 2017Mar 23, 2021 (1422 d)
Bryce Scott WilinskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGladstone Wealth Partners independent RIAWirehouse to independent RIAMay 1, 2017Mar 23, 2021 (1422 d)
William James WilliamsonSantander Securities otherGladstone Wealth Partners independent RIAOtherApr 4, 2017Oct 10, 2018 (554 d)
Matthew John FoxCetera Investment Advisers LLC otherGladstone Wealth Partners otherOtherFeb 14, 2017Feb 15, 2017
Jared D DykesCitizens Securities, Inc. otherGladstone Wealth Partners otherOtherFeb 14, 2017Feb 14, 2017
Michael A KaupMsi Financial Services, Inc. otherGladstone Wealth Partners independent RIAOtherJan 24, 2017Jan 14, 2026 (3277 d)
Keith Thomas BrothersPrivate Portfolio Partners, LLC otherGladstone Wealth Partners otherOtherDec 19, 2016Feb 9, 2016
Thomas E CourtrightPnc Wealth Management otherGladstone Wealth Partners otherOtherDec 16, 2016Dec 21, 2016
Jomar Monserate FernandezPnc Wealth Management otherGladstone Wealth Partners otherOtherDec 8, 2016Dec 21, 2016
Gavriel Yasha KandkhorovWells Fargo Advisors wirehouseGladstone Wealth Partners otherOtherDec 1, 2016Dec 14, 2016
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142 moves match.