DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Sequoia Financial Group, L.L.C.

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
David Francis KurtzNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Elizabeth Pierce ScheidererNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Ashley Candace CostelloNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Robert Blair CasaronaNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Connor Steven FifeNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Mitchell Alban KotheimerNca Financial Planners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 7, 2022Jan 12, 2022
Danielle SerlinCity Center Advisors, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAOct 11, 2022Nov 16, 2022 (36 d)
Cody Daniel KoleticFacet independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAAug 8, 2022Aug 17, 2022
Nicole SavageFisher Investments independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMay 9, 2022Jun 2, 2022
Carlos Alberto GonzalezMorgan Stanley wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAApr 26, 2022Mar 9, 2023 (317 d)
Alan Brian ZinkinTudor Advisors LLC state registeredSequoia Financial Group, L.L.C. independent RIAOtherApr 22, 2022Apr 20, 2022
Daniel TesfayeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAApr 21, 2022May 25, 2022 (34 d)
Erika MutchPetso Financial Consultants LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMar 28, 2022May 13, 2022 (46 d)
Andrew Conley KinderBuckingham Strategic Wealth, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAMar 8, 2022Mar 4, 2022
Cassandra L OliverJ.P. Morgan Securities LLC wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAFeb 24, 2022Mar 4, 2022
Jared CutlipThrivent Investment Management Inc. BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 11, 2022Jul 22, 2022 (161 d)
Brian Douglas PetrasSecure Asset Management, L.L.C. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 12, 2022Feb 8, 2022
Norman Gary CookWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 28, 2021
Angela J CosgrayWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Cheryl Lynne LutmanWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 9, 2021
Jack P ZhangWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Christopher D RuleWealthstone Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2021Jul 15, 2021
Michael Sean SpanglerU.S. Bancorp Investments, Inc. BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIANov 26, 2021Feb 4, 2022 (70 d)
Gregory James RevakPeak Wealth Solutions independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 11, 2021Oct 20, 2021
Joshua Arthur Ryan RennertComerica Securities bank affiliatedSequoia Financial Group, L.L.C. independent RIAOtherSep 17, 2021Oct 5, 2021
Michael Christopher CoyneCharles Schwab & Co., Inc. national BDSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 22, 2021Jun 28, 2023 (706 d)
Max FilbeckKeen Wealth Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 1, 2021Aug 20, 2021 (80 d)
Nazley R WilsonTd Ameritrade Investment Management, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2020Aug 17, 2021 (229 d)
Chad RoopeStratos Investment Management, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIANov 2, 2020Nov 23, 2020
Ronald James MossGlobal Retirement Partners LLC institutionalSequoia Financial Group, L.L.C. independent RIAOtherOct 15, 2020Feb 24, 2026 (1958 d)
Linda Beth LitnerCresset Asset Management, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 3, 2020Sep 27, 2021 (389 d)
Brian James GrossmanHuntington Financial Advisors BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2020Jul 16, 2020
David Alan StribulaFidato Wealth LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJul 8, 2020Jun 21, 2022 (713 d)
Scott A. ClarkTruist Advisory Services, Inc. BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Nov 4, 2024 (1586 d)
Kathryn Michelle SennSikich Financial independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJan 3, 2020Jan 16, 2020
Ryan Thomas TomerProvise Management Group, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAJun 25, 2019Nov 4, 2019 (132 d)
Danielle Starr WashingtonPolaris Greystone Advisory Group, LLC institutionalSequoia Financial Group, L.L.C. independent RIAOtherApr 23, 2019May 16, 2019
Daniela Savova TruverBallentine Partners independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAApr 1, 2019Apr 28, 2023 (1488 d)
Ryan Scott HeiderH Financial Management independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAFeb 15, 2019Jun 15, 2023 (1581 d)
Noel Dacanay VillajuanLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 9, 2019
Don BentleyLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 7, 2019
Laura Ann MarshallLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 7, 2019
Matthew K TeetorLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 9, 2019
Richelle Annette DurkinLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 7, 2019
Blake C PokleyLjpr Financial Advisors independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2018Jan 7, 2019
Anthony J RomePnc Wealth Management BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIADec 17, 2018Jan 15, 2019
Albert Andrew YamborPnc Wealth Management BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIADec 6, 2018Sep 24, 2019 (292 d)
Alexander Isaiah RupertLaurel Tree Advisors, LLC unclassifiedSequoia Financial Group, L.L.C. independent RIAOtherSep 28, 2018Oct 11, 2018
Ashley D MaleCharles Schwab & Co., Inc. national BDSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIASep 26, 2018Jan 24, 2020 (485 d)
William GandertSymphony Financial Services, Inc. independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIASep 26, 2018Oct 25, 2018
Chad E SchlehPnc Wealth Management BD affiliatedSequoia Financial Group, L.L.C. independent RIAAffiliated broker-dealer or bank to independent RIAJul 16, 2018Apr 10, 2024 (2095 d)
Jill A BranthooverChoreo, LLC otherSequoia Financial Group, L.L.C. independent RIAOtherMay 22, 2018Jun 1, 2018
Kerry-Michael FinnHalbert Hargrove independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIAApr 3, 2018Aug 7, 2025 (2683 d)
Matthew Michael PullarHuntington Financial Advisors otherSequoia Financial Group, L.L.C. otherOtherMar 28, 2018Apr 2, 2018
James Kendell ThompsonCitizens Securities, Inc. otherSequoia Financial Group, L.L.C. independent RIAOtherSep 29, 2017May 13, 2021 (1322 d)
John L MarchandWells Fargo Advisors wirehouseSequoia Financial Group, L.L.C. otherOtherSep 7, 2017Sep 6, 2017
Michael Ryan BakerMarcum Wealth, LLC otherSequoia Financial Group, L.L.C. otherOtherAug 14, 2017Aug 21, 2017
Scott DiehlEdward Jones national BDSequoia Financial Group, L.L.C. otherOtherAug 2, 2017Oct 19, 2017 (78 d)
Kimberly Lynn OrosM Holdings Securities, Inc. otherSequoia Financial Group, L.L.C. otherOtherMay 5, 2017Aug 9, 2017 (96 d)
Michael Lawrence HinsonFormidable Asset Management, LLC otherSequoia Financial Group, L.L.C. independent RIAOtherApr 6, 2017Oct 8, 2018 (550 d)
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211 moves match.