DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Assetmark, Inc.

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
Tyler Hope BolinBolin Wealth Management, LLC unclassifiedAssetmark, Inc. BD affiliatedOtherDec 31, 2017May 20, 2024 (2332 d)
Ruben TarkhanyanJ.P. Morgan Securities LLC wirehouseAssetmark, Inc. otherOtherDec 7, 2017Jan 24, 2018 (48 d)
Ariel Nicole KauffmanCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherOct 16, 2017Mar 7, 2018 (142 d)
Art Steven Martinez FederisHalbert Hargrove otherAssetmark, Inc. otherOtherSep 29, 2017Feb 6, 2018 (130 d)
Daniel BennettCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherAug 11, 2017Mar 22, 2018 (223 d)
Colette L BeaumontFirst Trust Advisors LP otherAssetmark, Inc. BD affiliatedOtherJul 18, 2017Nov 27, 2019 (862 d)
Jennifer Linda AdamsCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherJun 6, 2017Jun 9, 2017
Trevor BurlisonLongboard Asset Management otherAssetmark, Inc. otherOtherFeb 20, 2017May 5, 2017 (74 d)
Todd Robert MarsellZacks Investment Management, Inc. otherAssetmark, Inc. BD affiliatedOtherSep 29, 2016Jan 5, 2024 (2654 d)
Michael Carroll RossiSecurian Financial Services, Inc. otherAssetmark, Inc. BD affiliatedOtherNov 19, 2015Jul 19, 2023 (2799 d)
John S. BattagliaAris Wealth Services Inc otherAssetmark, Inc. otherOtherOct 1, 2015Sep 29, 2015
David Aaron KressnerAris Wealth Services Inc otherAssetmark, Inc. otherOtherOct 1, 2015Nov 11, 2015 (41 d)
Brett A GreenfieldAris Wealth Services Inc otherAssetmark, Inc. otherOtherOct 1, 2015Nov 11, 2015 (41 d)
Sara Anne PaulsonCurian Capital, LLC otherAssetmark, Inc. BD affiliatedOtherSep 16, 2015Jul 7, 2022 (2486 d)
Anthony Joel GonzalesCurian Capital, LLC otherAssetmark, Inc. otherOtherSep 15, 2015Sep 25, 2015
Michael Aaron JonesCurian Capital, LLC otherAssetmark, Inc. otherOtherSep 15, 2015Dec 22, 2016 (464 d)
Tigran Hovhannes MuradyanCurian Capital, LLC otherAssetmark, Inc. otherOtherSep 15, 2015Sep 28, 2015
Jeffrey Peyton WildermuthSei Investments Management Corp otherAssetmark, Inc. otherOtherAug 7, 2015Mar 15, 2016 (221 d)
Andrew W HirschlerUBS Financial Services Inc. wirehouseAssetmark, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 15, 2015Nov 6, 2024 (3402 d)
Patrick John GaraPnc Wealth Management otherAssetmark, Inc. otherOtherApr 29, 2015Nov 23, 2016 (574 d)
Elvis MedicaLincoln Investment otherAssetmark, Inc. otherOtherMar 26, 2015Mar 25, 2015
David John HutchinsonWipfli Financial Advisors, LLC otherAssetmark, Inc. otherOtherJan 5, 2015May 17, 2016 (498 d)
Michael Z. CurtisEdward Jones national BDAssetmark, Inc. otherOtherDec 1, 2014Nov 17, 2016 (717 d)
Marta Romana MycykMesirow Financial Investment Management, Inc. otherAssetmark, Inc. otherOtherNov 7, 2014Sep 1, 2015 (298 d)
Francesco Giuseppe MaggioraPacific Financial Group, LLC otherAssetmark, Inc. otherOtherAug 8, 2014Aug 14, 2014
Keith David StempelPacific Financial Group, LLC otherAssetmark, Inc. otherOtherAug 8, 2014Aug 14, 2014
Kimberlee Laura ClarkUBS Financial Services Inc. wirehouseAssetmark, Inc. otherOtherAug 4, 2014Dec 17, 2014 (135 d)
Sharlyn Yap LehMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAssetmark, Inc. otherOtherJun 9, 2014Jun 23, 2015 (379 d)
Michael CicotelloCharles Schwab & Co., Inc. national BDAssetmark, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJan 28, 2014Mar 20, 2026 (4434 d)
Shannon M GallopTd Ameritrade, Inc. no RAUMAssetmark, Inc. otherOtherJan 28, 2014Feb 27, 2014
Amanda Leann RysiewiczNorthwestern Mutual Investment Services,LLC otherAssetmark, Inc. BD affiliatedOtherSep 24, 2013Feb 3, 2021 (2689 d)
Dylan Alexander SchlottCurian Capital, LLC otherAssetmark, Inc. otherOtherFeb 21, 2013Nov 23, 2016 (1371 d)
Richard Zachary SeitzLPL Financial LLC otherAssetmark, Inc. otherOtherOct 12, 2012Nov 2, 2012
Jason F. MillerWedbush Securities Inc. otherAssetmark, Inc. BD affiliatedOtherSep 13, 2012Apr 14, 2025 (4596 d)
Adam Gregory Mark HartrumPathway Strategic Advisors otherAssetmark, Inc. otherOtherAug 31, 2012Dec 4, 2012 (95 d)
Dennis Joseph KeeleySei Investments Management Corp otherAssetmark, Inc. otherOtherJul 6, 2012Jan 15, 2013 (193 d)
Faith Robin ChaffeeNiemann Capital Management Inc otherAssetmark, Inc. otherOtherJul 6, 2012Jul 24, 2012
Dorian Michael GradyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAssetmark, Inc. otherOtherJul 5, 2012Jul 23, 2012
Jared Michael PoertnerEdward Jones national BDAssetmark, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2012Jan 19, 2022 (3506 d)
Michael Christopher DipieroGuggenheim Investments otherAssetmark, Inc. otherOtherDec 5, 2011Apr 9, 2012 (126 d)
Gretchen Beth GolembewskiLPL Financial LLC otherAssetmark, Inc. otherOtherAug 1, 2011Sep 7, 2011 (37 d)
James SabbatiniEdward Jones national BDAssetmark, Inc. otherOtherJun 27, 2011Aug 22, 2011 (56 d)
Michael Joseph FergusonChase Investment Services Corp. otherAssetmark, Inc. otherOtherJun 7, 2011Jul 28, 2011 (51 d)
James John BulgerEnvestnet Portfolio Solutions, Inc. otherAssetmark, Inc. otherOtherMay 23, 2011Jun 21, 2011
Christopher Lee KnoxCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherApr 25, 2011Jul 1, 2011 (67 d)
Stuart ScibettaValic Financial Advisors, Inc. otherAssetmark, Inc. otherOtherMar 24, 2011Jul 8, 2011 (106 d)
Trenton SchraderKey Investment Services LLC otherAssetmark, Inc. otherOtherJul 9, 2010Jan 11, 2011 (186 d)
Shaun Michael ClementsEquitable Advisors, LLC national BDAssetmark, Inc. otherOtherJun 3, 2010Jul 22, 2010 (49 d)
Brandon BastubaEquitable Advisors, LLC national BDAssetmark, Inc. otherOtherJun 3, 2010Jul 9, 2010 (36 d)
Robert Emory BossongCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherApr 16, 2010Jan 5, 2011 (264 d)
Joseph J MooneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAssetmark, Inc. otherOtherApr 6, 2010Apr 5, 2011 (364 d)
Roy E McclungCharles Schwab & Co., Inc. national BDAssetmark, Inc. otherOtherMar 18, 2010Jul 6, 2010 (110 d)
Eric C HoelterUvest Financial Services Group, Inc. unclassifiedAssetmark, Inc. BD affiliatedOtherMar 18, 2010Jan 8, 2021 (3949 d)
Joseph Matthew TucciniMsi Financial Services, Inc. otherAssetmark, Inc. otherOtherMar 4, 2010Apr 13, 2010 (40 d)
Vincent Scott LewisMcnally Financial Services Corporation state registeredAssetmark, Inc. otherOtherDec 18, 2009Oct 21, 2011 (672 d)
Jessi Ringo AndrewsRussell Investments otherAssetmark, Inc. otherOtherNov 20, 2009Jan 26, 2010 (67 d)
Elvis MedicaIcon Advisers, Inc. otherAssetmark, Inc. otherOtherSep 9, 2009Oct 6, 2009
Jennifer Lynn SenftFsc Securities Corporation otherAssetmark, Inc. otherOtherMar 24, 2009Jul 16, 2009 (114 d)
Mara TebbenAmeriprise Financial Services, LLC national BDAssetmark, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 3, 2009Jan 8, 2021 (4329 d)
Terry Lee BussardBny Mellon Advisors, Inc. otherAssetmark, Inc. otherOtherNov 11, 2008Jan 14, 2009 (64 d)
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219 moves match.