DFX Intelligence
Advisor moves
Arrivals at Steward Partners Investment Advisory, 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 |
|---|---|---|---|---|---|
| Brett A Bladergroen | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 5, 2026 |
| Helen Laurel Knapp | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2026 | Feb 5, 2026 |
| Kevin Loch | Morgan Stanley wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 2, 2026 | Jan 15, 2026 |
| Michael Edward Zizmer | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 3, 2025 |
| Allen Newton Jones | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 3, 2025 |
| Matthew Kreisler | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 12, 2025 |
| Jacob Lubner | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 2, 2025 | Dec 2, 2025 |
| Ishan Ahtehana Brew | LPL Enterprise, LLC BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2025 | Nov 10, 2025 |
| Dana L Deluca | Morgan Stanley wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 5, 2025 | Nov 17, 2025 |
| Christopher John Stief | Osaic Wealth, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 4, 2025 | Nov 5, 2025 |
| James Beverly Bross | Equitable Advisors, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 13, 2025 | Oct 6, 2025 |
| Casper Merle Terpinski | Zacks Investment Management, Inc. mixed wealth | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 26, 2025 | Aug 28, 2025 |
| Michael Steven Bullis | Raymond James Financial Services Advisors, Inc BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 12, 2025 | Sep 15, 2025 |
| Tracy Jao | Simplex Wealth Management independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jun 30, 2025 |
| John Ho Seo | Simplex Wealth Management independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 4, 2025 | Jun 30, 2025 |
| Michael Edward Lancaster | Raymond James Financial Services Advisors, Inc BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 2, 2025 |
| David William Lancaster | Raymond James Financial Services Advisors, Inc BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2025 | Sep 2, 2025 |
| Matthew David Obradovich | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 16, 2025 | Aug 7, 2025 |
| Neven Zelich | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 6, 2025 |
| John Eugene Elgin | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 6, 2025 |
| Joshua T. Jaffe | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2025 | Aug 6, 2025 |
| Lindsay Marie Battershell | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 14, 2025 | Aug 7, 2025 |
| Joseph Kabaki | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 30, 2025 |
| Jackson Hansen | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 4, 2025 | May 30, 2025 |
| Matthew Jay Clay | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 3, 2025 | May 30, 2025 |
| Michael Scott Moore | Advisory Services Network independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 21, 2025 | Jun 6, 2025 |
| James Michael Wood | Truist Advisory Services, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 20, 2025 | Jul 18, 2025 (59 d) |
| Christopher Scott Moore | Advisory Services Network independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | May 16, 2025 |
| Mark Alden Peterson | Advisory Services Network independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | May 29, 2025 |
| Brian Moore | Advisory Services Network independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | May 16, 2025 |
| Joseph Isaac Pitt | Advisory Services Network independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 20, 2025 | May 29, 2025 |
| Andrew Craig Guinn | Wells Fargo Advisors wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 10, 2025 | Mar 27, 2025 |
| Jason Bourgo | Lincoln Investment independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 31, 2025 | Mar 31, 2025 |
| Steven Scott Novick | Novick & Company Financial Group, LLC independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 18, 2025 | Feb 7, 2025 |
| Kyle Joseph Lombardo | Equitable Advisors, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2025 | Mar 24, 2025 |
| Mark Alexander Gravina | Focus Partners Wealth, LLC independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 19, 2025 | Dec 3, 2024 |
| Christopher William Buckley | Osaic Wealth, Inc. BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 14, 2025 | Feb 25, 2025 |
| Timothy Paul Portelance | Elan Wealth Management, L.L.C. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2025 | Apr 14, 2024 |
| Gregory Bennett Trost | Trost Financial Planning unclassified | Steward Partners Investment Advisory, LLC BD affiliated | Other | Jan 4, 2025 | Dec 5, 2024 |
| Mark Christopher Guenard | Saling, Simms, Associates Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Mar 15, 2024 |
| Peggy Nell Slaughter | Saling, Simms, Associates Inc. independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 31, 2024 | Mar 22, 2024 |
| Thomas Francesco Sabatini | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 11, 2024 | Dec 9, 2024 |
| Daniel Alexander Lockwood | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Dec 9, 2024 |
| Seth Steinhoff Lesondak | Raymond James & Associates, Inc. national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Dec 9, 2024 |
| Cameron Thomas Longwell | Morgan Stanley wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 29, 2024 | Dec 10, 2024 |
| Timothy Morgan Burklow | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 25, 2024 | Nov 19, 2024 |
| Timothy Morgan Burklow | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2024 | Nov 15, 2024 |
| John Joseph Occhipinti | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 22, 2024 | Nov 19, 2024 |
| Nicholas S Capezzuto | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2024 | Nov 15, 2024 |
| William Michael Lewis | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2024 | Nov 15, 2024 |
| Kelley Jean Trilling | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2024 | Nov 19, 2024 |
| Karol Turner | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 20, 2024 | Nov 15, 2024 |
| Matthew Romolo Rotella | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Nov 15, 2024 |
| Christopher Michael Rotella | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Nov 15, 2024 |
| Zachary Berg | J.P. Morgan Securities LLC wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 19, 2024 | Nov 7, 2024 |
| Jason Miles Burklow | Ameriprise Financial Services, LLC national BD | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 19, 2024 | Nov 19, 2024 |
| Theodore Allen Bulik-Hocum | Wells Fargo Advisors wirehouse | Steward Partners Investment Advisory, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 9, 2024 | Jul 29, 2024 |
| Christine Jue Munn | Steward Partners Investment Solutions, LLC independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 29, 2024 | Jun 10, 2024 |
| Andrew Michel Denis | Cetera Investment Advisers LLC BD affiliated | Steward Partners Investment Advisory, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2024 | Jul 11, 2024 |
| Virginia Lee-Davis Tycksen | Steward Partners Investment Solutions, LLC independent RIA | Steward Partners Investment Advisory, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 10, 2024 | Jun 13, 2024 |
481 moves match.