DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Cliftonlarsonallen Wealth 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
James Vincent MariInvest Financial Corporation otherCliftonlarsonallen Wealth Advisors, LLC otherOtherJan 18, 2017Jan 19, 2017
Adam Jonathan BourkBeaumont Financial Partners LLC otherCliftonlarsonallen Wealth Advisors, LLC otherOtherDec 27, 2016Mar 20, 2017 (83 d)
Melissa NunezRedw Stanley Wealth Advisors, LLC otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherDec 13, 2016Apr 26, 2018 (499 d)
Robert Geroge HortonStrategic Advisers LLC national BDCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 4, 2016Nov 15, 2016
James Phillip QuinlanSii Investments, Inc. otherCliftonlarsonallen Wealth Advisors, LLC otherOtherSep 21, 2016Aug 22, 2016
Andrew Jeffrey OstlundSecurian Financial Services, Inc. otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherAug 16, 2016Nov 14, 2019 (1185 d)
Julian Ross EinfrankPnc Wealth Management otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherJul 25, 2016Sep 19, 2018 (786 d)
Sherry Lee SalamoneSpc otherCliftonlarsonallen Wealth Advisors, LLC otherOtherJul 1, 2016Jul 12, 2016
Brian Matthew MckibbanSyverson Strege otherCliftonlarsonallen Wealth Advisors, LLC otherOtherMay 10, 2016May 11, 2016
Brian David ReamCharles Schwab & Co., Inc. national BDCliftonlarsonallen Wealth Advisors, LLC otherOtherApr 4, 2016Aug 1, 2016 (119 d)
Robert Dean BoscoBb&T Investment Services, Inc. otherCliftonlarsonallen Wealth Advisors, LLC otherOtherMar 22, 2016Mar 30, 2016
Henry Allen WrightPnc Wealth Management otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 24, 2016Feb 25, 2016
Thomas William ChichesterNewport Group Securities, Inc. otherCliftonlarsonallen Wealth Advisors, LLC otherOtherJan 26, 2016Jan 8, 2016
William Clayton BlandJ.P. Morgan Securities LLC wirehouseCliftonlarsonallen Wealth Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2015Aug 18, 2020 (1870 d)
Nicholas John AndresenRBC Capital Markets, LLC national BDCliftonlarsonallen Wealth Advisors, LLC otherOtherJun 3, 2014Jun 10, 2014
Jonathan MeinholzRobert W. Baird & Co. Incorporated otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2013Mar 19, 2013
Richard Mark TrittschuhClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Christopher King MossClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Jeffrey John HuizengaClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Bradley John MuellerClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Elizabeth G SchneiderClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Andrew Jay HengstClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Dierdre LlewellynClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Christine Lee BulferClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Jeffrey Richard SecordClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Marie Anne BurnsClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Mar 12, 2012
Quintin Andrew HogrefeClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Sarah Elizabeth JensenClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Nathan Sorenson KublankClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Brian Matthew D'OrazioClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Stanley Eugene PoormanClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Scott Alexander DavisClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Timothy T LuchsingerClifton Gunderson Wealth Advisors otherCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 27, 2012Feb 27, 2012
Justin Scott FowlerWells Fargo Advisors wirehouseCliftonlarsonallen Wealth Advisors, LLC otherOtherJun 6, 2011Jun 14, 2011
Arnita Cheryl HallmanProspera Investment Advisors, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherMar 31, 2011Jun 14, 2011 (75 d)
Jeanette FioreProspera Investment Advisors, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherDec 21, 2010Dec 2, 2010
Jamie Renee HamptonProspera Investment Advisors, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherDec 21, 2010Dec 1, 2010
Matthew David FoustProspera Investment Advisors, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherDec 21, 2010Dec 1, 2010
James Paul ClemensenWells Fargo Investments, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherMar 16, 2009Jan 21, 2014 (1772 d)
Francesco ConidiManulife Investment Management (US) LLC otherCliftonlarsonallen Wealth Advisors, LLC BD affiliatedOtherMar 9, 2009Jun 16, 2021 (4482 d)
Rohi B BatraRb Financial Planning, LLC unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 18, 2008Mar 17, 2010 (484 d)
Justin Steven PrescottMarquis Wealth Management Group otherCliftonlarsonallen Wealth Advisors, LLC otherOtherJul 31, 2008Aug 12, 2008
Craig James RuffoloPrincipal Securities, Inc. otherCliftonlarsonallen Wealth Advisors, LLC otherOtherJul 2, 2007Mar 9, 2016 (3173 d)
Lawrence Richard FioriniRaymond James Financial Services, Inc. unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 23, 2006Feb 23, 2006
George Michael HostalBanc One Securities Corporation unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherFeb 3, 2006Jul 10, 2013 (2714 d)
Catherine Mary KaneKpmg Investment Advisors unclassifiedCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 16, 2005Feb 27, 2015 (3390 d)
Steven Douglas JonesMissouri Valley Partners, Inc. otherCliftonlarsonallen Wealth Advisors, LLC otherOtherMay 2, 2005Oct 5, 2006 (521 d)
Stephen BienAvantax Advisory Services otherCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 11, 2003Aug 9, 2010 (2463 d)
Randy Allen RislerAvantax Advisory Services otherCliftonlarsonallen Wealth Advisors, LLC otherOtherNov 11, 2003Jan 18, 2005 (434 d)
Page 2 of 2Previous
109 moves match.