DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Spire Wealth Management, 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.

Advisor	From	To	Type	Left	Registered
Junko Ishigami Horvath	Joyn Advisors, Inc. other	Spire Wealth Management, LLC other	Other	Nov 14, 2006	Sep 7, 2006
David Robert Frederick	H. Beck, Inc. other	Spire Wealth Management, LLC other	Other	Nov 21, 2005	Dec 6, 2005
Robert B Jorgensen	Bny Mellon Advisors, Inc. other	Spire Wealth Management, LLC other	Other	Jan 8, 2004	Jan 12, 2004
Michael Vincent Papa	Private Wealth Advisers, LLC unclassified	Spire Wealth Management, LLC other	Other	Jan 6, 2004	Jan 6, 2004
Matthew Patrick Brennan	Ameriprise Financial Services, LLC national BD	Spire Wealth Management, LLC other	Other	Dec 9, 2003	Jan 26, 2004 (48 d)
Christopher Scott Airey	Meridian Wealth Management, LLC unclassified	Spire Wealth Management, LLC other	Other	Aug 28, 2003	Aug 28, 2003
Kathy Lynn Banyas	Ferris, Baker Watts, LLC unclassified	Spire Wealth Management, LLC other	Other	Aug 15, 2003	Jan 30, 2004 (168 d)
Robert Hubbard Trowbridge	Financial Strategies Group, Inc. unclassified	Spire Wealth Management, LLC other	Other	Jun 5, 2003	Jun 5, 2003
David Peter Pankiw	Osaic Fa, Inc. other	Spire Wealth Management, LLC other	Other	Feb 3, 2003	Jan 22, 2003
John Edward Saunders	Osaic Fa, Inc. other	Spire Wealth Management, LLC other	Other	Jan 29, 2003	Jan 22, 2003

Page 3 of 3Previous

130 moves match.