DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Mariner Advisor Network

149 moves
AdvisorFromToTypeLeftRegistered
Miranda Payne GerdaSummit Wealth Management Group, Inc. independent RIAMariner Advisor Network independent RIARIA to RIADec 20, 2021Dec 20, 2021
Daniel George MisseVoya Financial Advisors, Inc. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIANov 19, 2021Nov 19, 2021
Gregory Morris RuleyVoya Financial Advisors, Inc. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2021Nov 2, 2021
Sean KhalighWells Fargo Advisors wirehouseMariner Advisor Network independent RIAWirehouse to independent RIASep 28, 2021Sep 17, 2021
Clarence BarneyLevel Four Advisory Services BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2021Aug 30, 2021
Peter Guergues HarounWells Fargo Advisors wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAAug 12, 2021Sep 17, 2021 (36 d)
Alexander Sasha IzmailovInsight Wealth Strategies, LLC independent RIAMariner Advisor Network independent RIARIA to RIAJul 19, 2021May 4, 2021
Cameron Mohamad ReidEdward Jones national BDMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2021Jun 15, 2021
Nestor Guevara BelmonteWells Fargo Advisors wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAJun 2, 2021May 26, 2021
Harry SherdilWells Fargo Advisors wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAJun 2, 2021May 26, 2021
Shelly Lane DukesWfa Of San Diego independent RIAMariner Advisor Network independent RIARIA to RIAApr 26, 2021Oct 8, 2021 (165 d)
Yun-Yu SzuCuso Financial Services, L.P. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2021May 6, 2021
Yun-Yu SzuSorrento Pacific Financial, LLC BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2021May 6, 2021
Christian Horacio OrtezWaddell & Reed BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAFeb 10, 2021Feb 8, 2021
Brian M RasmussenGolden State Wealth Management, LLC independent RIAMariner Advisor Network independent RIARIA to RIADec 7, 2020Mar 18, 2022 (466 d)
Sarah Michelle WoehrmanOsaic Fa, Inc. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2020Nov 18, 2020
Hector GarzaLPL Financial LLC BD affiliatedMariner Advisor Network otherOtherOct 6, 2020Jul 18, 2017
Daniel MccurdyLPL Financial LLC BD affiliatedMariner Advisor Network otherOtherOct 6, 2020Oct 25, 2017
John C PolovickFidelity Personal And Workplace Advisors BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2020Aug 3, 2020
Brenda Leigh FriederichRnp Advisory Services, Inc. independent RIAMariner Advisor Network independent RIARIA to RIAMay 28, 2020May 28, 2020
Robert Darien TapiaStratos Wealth Partners, Ltd independent RIAMariner Advisor Network independent RIARIA to RIAApr 1, 2020Apr 2, 2020
Paul Catlow CrawfordOsaic Fa, Inc. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2020Feb 4, 2020
Clark Nile OsterhoutEdward Jones national BDMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2020Jan 28, 2020
Joseph Dale DavisonLPL Financial LLC BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Jul 11, 2019
Jason Bradley JohnsonWells Fargo Advisors wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAOct 18, 2019Oct 18, 2019
Andrew Rocky ChenRubicon Advisors independent RIAMariner Advisor Network independent RIARIA to RIAAug 20, 2019Aug 1, 2019
Nicholas Joseph EnzweilerMorgan Stanley wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAAug 5, 2019Apr 15, 2020 (254 d)
Mandir Ramesh NagdevStratos Wealth Partners, Ltd independent RIAMariner Advisor Network independent RIARIA to RIAJun 27, 2019Jun 27, 2019
Giulio CannatelloU.S. Bancorp Advisors, LLC BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAApr 4, 2019Apr 4, 2019
Jason Edward CampbellUSA Financial Securities LLC independent RIAMariner Advisor Network independent RIARIA to RIAMar 14, 2019May 21, 2019 (68 d)
Alexander AmundsonRegency Investment Advisors Inc independent RIAMariner Advisor Network independent RIARIA to RIAMar 1, 2019Jul 26, 2019 (147 d)
Robert A ClarosB. Riley Wealth Advisors, Inc. BD affiliatedMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIASep 20, 2018Feb 3, 2020 (501 d)
William Pond BakerIntegrity Wealth Partners, LLC independent RIAMariner Advisor Network independent RIARIA to RIAJul 26, 2018Jun 28, 2018
Casey Elsworth MarksStrategic Advisers LLC national BDMariner Advisor Network independent RIAAffiliated broker-dealer or bank to independent RIAJun 18, 2018May 18, 2018
Matthew David FoustColumbia Advisory Partners, LLC unclassifiedMariner Advisor Network otherOtherApr 30, 2018Mar 15, 2017
Michael C DuffyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMariner Advisor Network independent RIAWirehouse to independent RIAApr 3, 2018Mar 29, 2018
Michael B. NapoliStratos Wealth Partners, Ltd independent RIAMariner Advisor Network independent RIARIA to RIAMar 28, 2018Mar 28, 2018
Eric Arnold HewittLPL Financial LLC independent RIAMariner Advisor Network independent RIARIA to RIAFeb 26, 2018Jun 14, 2019 (473 d)
John Franklin HallWaddell & Reed otherMariner Advisor Network otherOtherDec 15, 2017Dec 11, 2017
Scott Michael MurrayVoya Financial Advisors, Inc. otherMariner Advisor Network otherOtherNov 21, 2017Nov 20, 2017
Brian Chi WongWaddell & Reed otherMariner Advisor Network otherOtherNov 20, 2017Nov 15, 2017
Edgardo BruzzoneWaddell & Reed otherMariner Advisor Network otherOtherNov 20, 2017Nov 21, 2017
Stephanie Xiaoqian ChangWaddell & Reed otherMariner Advisor Network otherOtherNov 20, 2017Nov 21, 2017
Johnpaul LonardoPfg Advisors otherMariner Advisor Network otherOtherOct 11, 2017Jul 18, 2017
Hector GarzaPfg Advisors otherMariner Advisor Network otherOtherOct 11, 2017Jul 18, 2017
Brennan Michael KurtelaPfg Advisors otherMariner Advisor Network otherOtherOct 11, 2017Jul 17, 2017
Samuel Bruce LedwitzRetirementadvice | Jka otherMariner Advisor Network BD affiliatedOtherOct 3, 2017Feb 18, 2025 (2695 d)
Marilyn SueyYerba Buena Wealth Advisors, LLC unclassifiedMariner Advisor Network otherOtherAug 30, 2017Nov 4, 2016
Amir A BararLPL Financial LLC otherMariner Advisor Network otherOtherAug 21, 2017May 1, 2017
Craig WeinsteinLPL Financial LLC otherMariner Advisor Network otherOtherAug 21, 2017May 2, 2017
Andrew Arthur ZittellYerba Buena Wealth Advisors, LLC unclassifiedMariner Advisor Network otherOtherAug 4, 2017May 10, 2017
Craig Steven BrooksCue Financial Group, Inc. otherMariner Advisor Network otherOtherAug 4, 2017Jul 11, 2017
Zachary Louis MattosNorthwestern Mutual Investment Services,LLC no RAUMMariner Advisor Network otherOtherJun 1, 2017Jun 1, 2017
Nicholas Alton OstdiekCapital Financial Services, Inc. otherMariner Advisor Network otherOtherMay 30, 2017May 30, 2017
Thomas Russell CroxtonLPL Financial LLC otherMariner Advisor Network otherOtherApr 26, 2017Jan 11, 2017
Allegra Marie SwanLPL Financial LLC otherMariner Advisor Network otherOtherApr 26, 2017Mar 23, 2017
Chris N SpencerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMariner Advisor Network otherOtherApr 25, 2017Apr 20, 2017
Paul Michael LeoneWealthplan Partners otherMariner Advisor Network otherOtherMar 28, 2017Nov 1, 2016
Suthipong Robert ChitrathornWealthplan Partners otherMariner Advisor Network otherOtherMar 28, 2017Nov 1, 2016
Scott E GroomsLPL Financial LLC otherMariner Advisor Network otherOtherMar 10, 2017Jul 7, 2016
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