DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Choreo, 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
Daniel Ernest PaigeNorthwestern Mutual Investment Services,LLC no RAUMChoreo, LLC otherOtherJun 9, 2016Jul 1, 2016
Robert Troy LandgrafRBC Capital Markets, LLC national BDChoreo, LLC otherOtherMay 6, 2016May 10, 2016
Neil Douglas BlicherMariner otherChoreo, LLC otherOtherMar 22, 2016May 2, 2016 (41 d)
Sabine Maria VellucciCarolinas Investment Consulting LLC otherChoreo, LLC otherOtherMar 22, 2016Apr 8, 2016
Dimitry FarberovComerica Securities otherChoreo, LLC otherOtherJan 4, 2016Jan 22, 2016
Brent Richard HulbertWealthspire Retirement Advisory otherChoreo, LLC otherOtherOct 2, 2015May 14, 2018 (955 d)
Melissa Burns GarciaCharles Schwab & Co., Inc. national BDChoreo, LLC otherOtherJul 28, 2015Jul 17, 2015
Mary Josephine DraayerPrincipal Securities, Inc. otherChoreo, LLC otherOtherFeb 18, 2015Feb 17, 2015
Brian Andrew BartholomewRobert W. Baird & Co. Incorporated otherChoreo, LLC otherOtherJan 20, 2015Sep 1, 2016 (590 d)
Daniel Michael BesseKestra Private Wealth Services, LLC otherChoreo, LLC otherOtherJan 5, 2015Dec 11, 2014
Michael BlankKestra Private Wealth Services, LLC otherChoreo, LLC otherOtherJan 5, 2015Jan 9, 2015
Mark Edward PniakSavant Wealth Management otherChoreo, LLC otherOtherMay 12, 2014May 30, 2014
Kara Jaleen ProctorRaymond James & Associates, Inc. national BDChoreo, LLC otherOtherAug 6, 2013Aug 12, 2013
James Otto WegenerThrivent Investment Management Inc. otherChoreo, LLC otherOtherJun 20, 2013Jun 26, 2013
Trevor ThomasEquitable Advisors, LLC national BDChoreo, LLC otherOtherFeb 8, 2013Jun 23, 2015 (865 d)
Kent Allan ColwellLPL Financial LLC otherChoreo, LLC otherOtherDec 21, 2012Feb 14, 2013 (55 d)
Patrick John PfahlBlue Water Capital Advisors, LLC otherChoreo, LLC otherOtherAug 16, 2011Sep 21, 2011 (36 d)
Gregory Paul CostantinoCaturano Wealth Management, LLC unclassifiedChoreo, LLC otherOtherSep 14, 2010Mar 4, 2013 (902 d)
Richard Edward LacrossCaturano Wealth Management, LLC unclassifiedChoreo, LLC otherOtherSep 14, 2010Oct 13, 2010
Timothy Mark HarrisonAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Oct 2, 2002
Thomas James FreitagAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Jul 3, 2003
Luis Vincent MendiolaAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Oct 2, 2002
Randy Lee StewartAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Oct 17, 2002
Paul Raynard BatemanAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Mar 7, 2003
Michael Victor ZidanicAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherOct 5, 2009Jul 3, 2003
Jonathan Hennessey HolmesAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherApr 7, 2009Oct 17, 2002
Kelly Marie CondonJ.P. Morgan Securities Inc. unclassifiedChoreo, LLC otherOtherAug 1, 2008May 15, 2009 (287 d)
Amy Marie TownsendPrincipal Securities, Inc. otherChoreo, LLC otherOtherFeb 21, 2008Mar 7, 2008
David Worth WinslowCherry Bekaert Wealth Management LLC otherChoreo, LLC otherOtherNov 2, 2007Nov 12, 2007
Mark Richard VlasicLPL Financial LLC otherChoreo, LLC otherOtherOct 19, 2007Oct 1, 2007
John Francis KileyCitigroup Global Markets Inc. otherChoreo, LLC otherOtherAug 16, 2007Aug 13, 2007
Martin Edwin JuergensCitigroup Global Markets Inc. otherChoreo, LLC otherOtherAug 16, 2007Aug 13, 2007
Michael W MontagGlobal Portfolio Strategies, Inc. otherChoreo, LLC otherOtherAug 2, 2007Aug 9, 2007
Eric Nathan AllecksonWells Fargo Investments, LLC unclassifiedChoreo, LLC otherOtherApr 11, 2007Jan 6, 2010 (1001 d)
Michael Lee RadfordGfo Advisory Services, LLC otherChoreo, LLC otherOtherMar 15, 2007Jun 11, 2007 (88 d)
Gregory Harris SteinMantas, Ohliger, Mcgary & Quinn Financial Advisors, LP unclassifiedChoreo, LLC otherOtherDec 14, 2006May 17, 2006
David William MateskiThrivent Investment Management Inc. otherChoreo, LLC otherOtherNov 16, 2006Nov 22, 2006
Mary Beth RaileyWells Fargo Advisors wirehouseChoreo, LLC otherOtherDec 12, 2005Dec 15, 2005
J Thomas KnightH. Beck, Inc. otherChoreo, LLC otherOtherOct 10, 2005Oct 20, 2005
Robert S BullockAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherJul 22, 2005Oct 2, 2002
William Stuart AnninWells Fargo Advisors wirehouseChoreo, LLC otherOtherJun 16, 2005Jun 21, 2005
Jeffrey TaylorWells Fargo Advisors wirehouseChoreo, LLC otherOtherJun 7, 2005Jun 15, 2005
Joseph William VitaAmeriprise Advisor Services, Inc. unclassifiedChoreo, LLC otherOtherMar 29, 2005Oct 17, 2002
Donna Lynne ThraneShaker Investments otherChoreo, LLC independent RIAOtherJan 3, 2005Dec 5, 2018 (5084 d)
Brandon James HamilBanc Of America Investment Services, Inc. unclassifiedChoreo, LLC otherOtherDec 31, 2004Apr 28, 2005 (118 d)
Thomas Kenneth RippbergerVoya Financial Advisors, Inc. otherChoreo, LLC otherOtherDec 1, 2004Dec 2, 2004
Michael S KellyWells Fargo Advisors wirehouseChoreo, LLC otherOtherNov 18, 2004May 10, 2005 (173 d)
Edward E ThompsonA. G. Edwards & Sons, Inc. unclassifiedChoreo, LLC otherOtherOct 22, 2004Nov 3, 2004
Jeffrey Scott RamseyVoya Financial Advisors, Inc. otherChoreo, LLC otherOtherDec 31, 2003Nov 12, 2013 (3604 d)
Michael Paul WatsonSym Financial Advisors otherChoreo, LLC otherOtherMar 6, 2003Mar 11, 2003
Wesley Howell WatkinsVirginia Consulting Group, L.C. unclassifiedChoreo, LLC otherOtherJan 22, 2003Jan 22, 2003
Raymond Thomas WatsonUBS Financial Services Inc. wirehouseChoreo, LLC otherOtherMay 7, 2002Mar 6, 2003 (303 d)
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172 moves match.