Advisor moves

Arrivals at Geneos Wealth Management, 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
Marc Allan SilvermanSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJun 30, 2011Jul 5, 2011
Dan Eugene SandersNext Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherApr 18, 2011Apr 14, 2011
Keith Wayne PattersonNext Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherApr 18, 2011Apr 21, 2011
Brent Kenneth DonovanStifel, Nicolaus & Company, Incorporated national BDGeneos Wealth Management, Inc. otherOtherApr 18, 2011Jan 16, 2013 (639 d)
William Franklin RichardsonNext Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherApr 18, 2011Apr 20, 2011
Eric Appleton CheneyLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherApr 14, 2011May 17, 2011 (33 d)
Marcos Ramon LopezFinancial Telesis, Inc. otherGeneos Wealth Management, Inc. otherOtherMar 31, 2011Mar 29, 2011
Jonathan M. WrightNfp Advisor Services, LLC otherGeneos Wealth Management, Inc. otherOtherMar 31, 2011Mar 17, 2011
Tammie Moore ParranAllstate Financial Advisors, LLC no RAUMGeneos Wealth Management, Inc. otherOtherMar 22, 2011Mar 10, 2011
Carmen Diane BohlkeNations Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherMar 1, 2011Mar 18, 2011
Ruth Elaine DelaneyConcourse Financial Group Advisors otherGeneos Wealth Management, Inc. otherOtherDec 31, 2010Jan 12, 2011
Craig John TolzmanSchooner Financial Associates unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2010Jan 20, 2011
Randall Kenneth HuntimerSchooner Financial Associates unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2010Feb 22, 2005
Ellis Nurogar LiddellSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 10, 2010Jan 4, 2011
Marcelle GordonSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherNov 26, 2010Jan 27, 2011 (62 d)
Philip Jude FogliRaymond James Financial Services Advisors, Inc otherGeneos Wealth Management, Inc. otherOtherSep 29, 2010Sep 27, 2010
Jay Richard CutreraCitizens Securities, Inc. otherGeneos Wealth Management, Inc. otherOtherJun 18, 2010Jun 14, 2010
Chad Michael HarmonEquitable Advisors, LLC national BDGeneos Wealth Management, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2010Jan 1, 2025 (5385 d)
Alan David HolmanClifton Gunderson Wealth Advisors otherGeneos Wealth Management, Inc. otherOtherJan 4, 2010Jan 8, 2010
Christopher Stephen ScottCscott Financial, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2009Apr 1, 2008
Ethan Alexander William QuirinVoya Financial Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 17, 2009Jan 6, 2010
Louis Blyth LlanesCentric Investment Group Inc otherGeneos Wealth Management, Inc. otherOtherNov 17, 2009Jan 10, 2003
Dennis Shane McmillanInsphere Securities, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherOct 29, 2009Nov 2, 2009
Dennis Michael SprattOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 1, 2009Sep 1, 2009
Gary Alvin NagelOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 1, 2009Sep 1, 2009
Kristine Jane WitherowUvest Financial Services Group, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherAug 12, 2009Aug 11, 2009
Brian Michael PellingMorgan Stanley wirehouseGeneos Wealth Management, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2009Oct 2, 2018 (3347 d)
Patrick Bryan WallaceLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherJul 21, 2009Jul 16, 2009
Barbara Linn HeinWealth Advisors Of Iowa, LLC independent RIAGeneos Wealth Management, Inc. otherOtherJul 6, 2009Jun 16, 2009
Tony Gene GriepentrogNext Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherApr 2, 2009Sep 25, 2013 (1637 d)
Michael John OslandMichael John Osland unclassifiedGeneos Wealth Management, Inc. otherOtherFeb 5, 2009Dec 17, 2008
Marina Alexandra ArmbrusterBrecek & Young Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJan 23, 2009Oct 6, 2004
Jay Robert PenneyUsf Advisors, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherJan 7, 2009Jan 2, 2009
Karen Wozniak McdadeUsf Advisors, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherJan 7, 2009Jan 22, 2009
Robert George VailChase Investment Services Corp. otherGeneos Wealth Management, Inc. otherOtherNov 4, 2008Oct 21, 2010 (716 d)
Eric Lee SoudersValic Financial Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherOct 22, 2008Oct 27, 2008
Richard Mark BravermanFsc Securities Corporation otherGeneos Wealth Management, Inc. otherOtherOct 10, 2008Oct 1, 2008
Jack Edward ArmstrongStambaugh Ness Financial Strategies unclassifiedGeneos Wealth Management, Inc. otherOtherSep 25, 2008Jul 1, 2008
Paul Daniel BrickStambaugh Ness Financial Strategies unclassifiedGeneos Wealth Management, Inc. otherOtherSep 24, 2008Jul 1, 2008
William Steven McarthurVoya Financial Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherMay 23, 2008May 15, 2008
Wayne Edward SprengerOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherApr 24, 2008Apr 1, 2008
Dewayne Ray NelsonNrp Financial, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 24, 2008Apr 4, 2008
Dewayne Ray NelsonNrp Financial, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 24, 2008Mar 24, 2008
Rebecca Louise EckertCuso Financial Services, L.P. otherGeneos Wealth Management, Inc. otherOtherMar 11, 2008Mar 11, 2008
Stephen Guy ShippCue Financial Group, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 7, 2007Dec 13, 2007
Vern Clarence HaydenHayden Financial Group, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherNov 27, 2007Jan 3, 2006
Gerard GruberHayden Financial Group, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherNov 27, 2007Oct 18, 2007
David Aaron ObenbergerSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherAug 21, 2007Aug 21, 2007
William Austin AllenCuna Brokerage Services, Inc. otherGeneos Wealth Management, Inc. otherOtherAug 7, 2007Aug 7, 2007
Heather B StylesCambridge Investment Research Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJul 26, 2007Aug 7, 2007
Kristin Janine SeskoCitigroup Global Markets Inc. otherGeneos Wealth Management, Inc. otherOtherJun 26, 2007Jun 4, 2007
George Richard TruittOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherMay 3, 2007Apr 19, 2007
William Elton LeitchTd Ameritrade Investment Management, LLC otherGeneos Wealth Management, Inc. otherOtherMar 12, 2007May 1, 2007 (50 d)
Pamala Ann ReichertUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 2, 2007Mar 8, 2007
Elizabeth Mary Gallen MastromarinoSterling Financial Advisors, LLC otherGeneos Wealth Management, Inc. otherOtherJan 19, 2007Aug 7, 2006
Charles Ryan DunnPark Avenue Securities LLC otherGeneos Wealth Management, Inc. otherOtherJan 19, 2007Jan 19, 2007
Kirk Nicholas WilsonSunset Financial Services, Inc. otherGeneos Wealth Management, Inc. otherOtherJan 12, 2007Jan 23, 2007
Jeffrey John StenroosIntegrated Capital Planning, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2006Dec 9, 2005
Richard Paul CostnerInterfinancial Corporation unclassifiedGeneos Wealth Management, Inc. otherOtherDec 19, 2006Mar 20, 2006
Robert Joe BachmanInterfinancial Corporation unclassifiedGeneos Wealth Management, Inc. otherOtherDec 19, 2006Mar 20, 2006
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258 moves match.