DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Northcoast Asset 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.

AdvisorFromToTypeLeftRegistered
Benjamin Jacob BremenStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Thomas Lyn BuhrmannStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Ruben Richard RivasStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Andrew David CohnStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Joseph Kenneth ThompsonStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Adam Rudolph ShemariaStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Merrick SingerStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Vishaal TummalaStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Adam Jonathan PriceStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Cory Grant RappaportStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Matthew Alexander CoxStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024May 3, 2024
Eric Robert O'BrienStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024Aug 12, 2024 (98 d)
Kathryn DohertyStrategic Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMay 6, 2024Aug 9, 2024 (95 d)
Robert Joel AdornoFidelity Personal And Workplace Advisors BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 2, 2024Jul 1, 2024 (90 d)
Thomas Edward UberTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
Robert Allen StoneTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 27, 2024
Charlene Grace ReardonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Lyle Matthew WolbergTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 30, 2024
Ari David FischmanTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Apr 9, 2024
Trever Matthew HelmsteadTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 19, 2024
Andrew R BassTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 30, 2024
Joshua Saul LevineTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 27, 2024
Brian Patrick BabcockTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 13, 2024
Adam Matthew PawloskiTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Matthew Ross HecklerTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
William Andrew WallbankTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 26, 2024
Robert Nicholas HochkinsTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Matthew John MuellerTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Andrew Douglas HambletonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 18, 2024
Kyle Patrick DealTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Thomas Arturo MunozTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Natalie Faye GordonTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Ruth Yvonne ImpastatoTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 14, 2024
Mary Faessler BakhausTelemus Capital, LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 21, 2024Mar 1, 2024
Elliot Beckwyn NygardCharles Schwab & Co., Inc. national BDNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 1, 2024Jun 26, 2026 (847 d)
Susan Lynn WolfeSanctuary Advisors, LLC BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2024Jul 25, 2024 (203 d)
Mary Teresa RobertoSanctuary Advisors, LLC BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 4, 2024Jul 30, 2024 (208 d)
Michael James KrezaRwa Wealth Partners independent RIANorthcoast Asset Management LLC independent RIARIA to RIADec 19, 2023Sep 10, 2024 (266 d)
Ehidiame O EichieMariner BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2023Dec 6, 2023
Clarissa P JugoGoldman Sachs Wealth Services, L.P. BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 27, 2023Sep 21, 2023
Jack Lawrence NewmanNewman Schimel independent RIANorthcoast Asset Management LLC independent RIARIA to RIAMar 7, 2023Mar 3, 2023
Michael Robert MarciszewskiGoldman Sachs Wealth Services, L.P. BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 14, 2021Dec 8, 2021
William Edward GrantCuso Financial Services, L.P. BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 17, 2021Nov 3, 2021
Jonathan R. SmithJohnson Wealth Inc. mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAOct 12, 2021Oct 8, 2021
Dana Rae DelanceMariner BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 10, 2020Nov 10, 2020
Kendall M NavinGoldman Sachs Wealth Services, L.P. BD affiliatedNorthcoast Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 23, 2020Aug 28, 2020 (36 d)
Andrew NovakMesirow Financial Investment Management, Inc. mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAApr 29, 2020Jun 30, 2020 (62 d)
Allen Curtis BergNorth Star Investment Management Corporation independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJan 31, 2020Feb 6, 2020
Zachary Westbrook TartWells Fargo Advisors wirehouseNorthcoast Asset Management LLC independent RIAWirehouse to independent RIAApr 18, 2019Nov 14, 2019 (210 d)
Mitchell Philip HamerAsset Management Group Ltd independent RIANorthcoast Asset Management LLC independent RIARIA to RIAApr 12, 2019Apr 16, 2019
Daniel Thomas MurphyNorthern Capital Management LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAFeb 21, 2019Mar 15, 2019
Michael Todd KracheyNorthern Capital Management LLC independent RIANorthcoast Asset Management LLC independent RIARIA to RIAFeb 21, 2019Mar 15, 2019
Geoffrey Scott BrownJmg Financial Group Ltd independent RIANorthcoast Asset Management LLC independent RIARIA to RIAJan 18, 2019May 21, 2019 (123 d)
John BuckinghamAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 16, 2018
Jason R ClarkAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 27, 2018
Christopher Douglas TaylorAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 27, 2018
Joel Milton HunterTrinity Financial Advisors LLC otherNorthcoast Asset Management LLC independent RIAOtherJan 29, 2018Aug 20, 2018 (203 d)
John E. RoesslerFirstwave Financial otherNorthcoast Asset Management LLC independent RIAOtherJan 25, 2017Aug 20, 2018 (572 d)
Merilou BuryCredit Suisse Securities (USA) LLC otherNorthcoast Asset Management LLC otherOtherMay 10, 2016May 16, 2017 (371 d)
Carol Jean Vander SluisNorthroad Capital Management LLC otherNorthcoast Asset Management LLC independent RIAOtherJan 12, 2016Jun 2, 2021 (1968 d)
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140 moves match.