Advisor moves

Arrivals at Goldman Sachs Wealth Services, L.P.

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
Brennan R LaporteEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2019Jun 5, 2019
Joshua Mitchell PetersonEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherMay 1, 2019Aug 30, 2019 (121 d)
William SeyfarthDimensional Fund Advisors LP asset managerGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMar 29, 2019Aug 30, 2019 (154 d)
Michael QuirogaFidelity Personal And Workplace Advisors BD affiliatedGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherJan 25, 2019Jan 23, 2019
Lisa Jeannine ThornEdward Jones national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherDec 26, 2018May 24, 2021 (880 d)
Andrew Ryan Cole-GoinsEdward Jones national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherDec 18, 2018Mar 1, 2019 (73 d)
Sloan J LuckieMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankSep 20, 2018Jun 25, 2019 (278 d)
John DewaldWintrust Investments mixed wealthGoldman Sachs Wealth Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankAug 24, 2018Sep 19, 2018
Steven RapfogelEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2018Apr 22, 2021 (1004 d)
Philip M ChiecoEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherJul 12, 2018Apr 22, 2021 (1015 d)
Francis Joseph FazioAj Wealth independent RIAGoldman Sachs Wealth Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankJun 5, 2018Feb 18, 2026 (2815 d)
Ariel Meshel WebbMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 29, 2018Jun 29, 2018 (92 d)
Francisco RiveraEdward Jones national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherFeb 27, 2018Aug 17, 2018 (171 d)
Jonathan Farmer KirbyScottrade Investment Management BD affiliatedGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2017May 11, 2018 (141 d)
Brock Patrick PompeaniPnc Wealth Management BD affiliatedGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherNov 21, 2017Apr 27, 2018 (157 d)
Laura Elizabeth MchugoManulife Investment Management (US) LLC otherGoldman Sachs Wealth Services, L.P. otherOtherNov 9, 2017Dec 5, 2017
Joshua Ford MurrayCharles Schwab & Co., Inc. national BDGoldman Sachs Wealth Services, L.P. otherOtherOct 16, 2017Nov 21, 2017 (36 d)
Andrew Maxwell ScatesStrategic Advisers LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherOct 9, 2017Nov 3, 2017
Jonathan Gregory SchaefferMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 28, 2017Jun 17, 2019 (658 d)
Christopher Harry WilesRockhaven Capital Management, LLC unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherApr 14, 2017Jun 1, 2017 (48 d)
Andrew Jonathon ShiresKlaren Capital state registeredGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMar 27, 2017Jan 5, 2026 (3206 d)
Aaron Phillip SkutelskyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherMar 8, 2017Jun 20, 2017 (104 d)
Adam Loreto TamburroPruco Securities, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherNov 8, 2016May 25, 2017 (198 d)
Jennifer Lynn MashiniTd Private Client Wealth LLC otherGoldman Sachs Wealth Services, L.P. otherOtherJan 22, 2016Feb 9, 2016
Alexander Kent PowellMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. otherOtherDec 7, 2015Jan 4, 2016
Brian Jeffrey MengelErnst & Young Investment Advisers Llp no RAUMGoldman Sachs Wealth Services, L.P. otherOtherSep 29, 2015Jan 4, 2016 (97 d)
Fadi MansourMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherAug 31, 2015Sep 10, 2015
Christopher Lisle AtwellCharles Schwab & Co., Inc. national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherAug 24, 2015Jun 17, 2025 (3585 d)
Nate Danielle ColletteTd Private Client Wealth LLC otherGoldman Sachs Wealth Services, L.P. otherOtherJun 25, 2015Jul 24, 2015
Kenneth Jorma TerpeningStrategic Advisers LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 8, 2015Jul 29, 2015 (51 d)
Anthony Ling Yee WanGw & Wade, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherApr 15, 2015May 11, 2015
Banqi YangMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. otherOtherMar 31, 2015May 12, 2015 (42 d)
Monica Diane HernandezMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. otherOtherMar 23, 2015Apr 15, 2015
Thomas A ArcidiaconoWells Fargo Advisors wirehouseGoldman Sachs Wealth Services, L.P. otherOtherJan 2, 2015Feb 11, 2015 (40 d)
Jess Taylor EspositoEdward Jones national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2014Jul 5, 2022 (2766 d)
Christopher Jon WinterErnst & Young Investment Advisers Llp no RAUMGoldman Sachs Wealth Services, L.P. otherOtherOct 28, 2014May 18, 2015 (202 d)
Nadira Balkissoon DeerySuntrust Investment Services, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherOct 21, 2014Oct 30, 2014
Martin Joseph DonnellyPark Avenue Securities LLC otherGoldman Sachs Wealth Services, L.P. otherOtherSep 11, 2014Nov 28, 2014 (78 d)
Lisa D JohnsonStrategic Advisers LLC national BDGoldman Sachs Wealth Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2014Oct 5, 2021 (2637 d)
Ivy LauErnst & Young Investment Advisers Llp no RAUMGoldman Sachs Wealth Services, L.P. otherOtherJun 11, 2014Jan 5, 2015 (208 d)
Russell George DeliberoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherJun 9, 2014Jul 23, 2014 (44 d)
Cameron William SchneiderTrustee Empowerment & Protection, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherMay 6, 2014Aug 28, 2014 (114 d)
Michael Todd SmurlAscendant Advisors, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherMar 31, 2014Feb 4, 2015 (310 d)
Michael S RolfesCharles Schwab & Co., Inc. national BDGoldman Sachs Wealth Services, L.P. otherOtherMar 28, 2014Apr 10, 2014
Jacklyn LackeyWells Fargo Advisors wirehouseGoldman Sachs Wealth Services, L.P. otherOtherFeb 24, 2014Mar 27, 2014 (31 d)
Michael Adam BemorasWestern International Securities otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherJan 13, 2014Oct 10, 2024 (3923 d)
William D AntoneThe Mde Group, Inc. otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherSep 30, 2013May 14, 2021 (2783 d)
Frederick E DisbrowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherJun 4, 2013Jun 3, 2015 (729 d)
Skye TaberHsbc Securities (USA) Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherJun 3, 2013May 15, 2013
Joshua Allen StelzerSnider Advisors otherGoldman Sachs Wealth Services, L.P. otherOtherApr 29, 2013Mar 14, 2014 (319 d)
Rocky Alexander FrancisUBS Financial Services Inc. wirehouseGoldman Sachs Wealth Services, L.P. otherOtherMar 27, 2013Jul 22, 2016 (1213 d)
Francisco SherrenRBC Capital Markets, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherMar 27, 2013Apr 11, 2013
Christopher A ZajacPnc Wealth Management otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 20, 2013Apr 1, 2013 (40 d)
Lori McnamaraHsbc Securities (USA) Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 5, 2013Feb 15, 2013
Sonia Henry DowellWells Fargo Advisors wirehouseGoldman Sachs Wealth Services, L.P. otherOtherJan 23, 2013Jan 13, 2015 (720 d)
Donald Henry YeomansMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherNov 27, 2012May 28, 2013 (182 d)
Michael Willis KingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherApr 16, 2012May 15, 2012
Sarah Anne SproutNorthwestern Mutual Investment Services,LLC otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherJun 16, 2011Apr 22, 2021 (3598 d)
John David RogersEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherDec 22, 2010Mar 4, 2011 (72 d)
Tristin Michelle HotalingValic Financial Advisors, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherNov 24, 2010Jan 19, 2011 (56 d)
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222 moves match.