DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealthspire Retirement Advisory

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 Michael BrisnehanVan Gilder Retirement Solutions, LLC otherWealthspire Retirement Advisory otherOtherMar 8, 2012Apr 26, 2012 (49 d)
Brian Allen RobertsFinancial Telesis, Inc. otherWealthspire Retirement Advisory otherOtherNov 9, 2011Aug 20, 2014 (1015 d)
Bradley Christopher JoynerScott & Stringfellow, LLC otherWealthspire Retirement Advisory institutionalOtherAug 2, 2011Dec 8, 2021 (3781 d)
Michael Winston DanzanskyMML Investors Services, LLC otherWealthspire Retirement Advisory institutionalOtherDec 31, 2010Jan 16, 2024 (4764 d)
Nelson David RinehartFma Advisory Inc otherWealthspire Retirement Advisory otherOtherAug 4, 2010Jan 10, 2012 (524 d)
Steven L PromSteele Capital Management, Inc. otherWealthspire Retirement Advisory institutionalOtherJul 21, 2010Jan 11, 2018 (2731 d)
Lindsey KisselMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthspire Retirement Advisory institutionalOtherDec 22, 2008May 21, 2022 (4898 d)
Paula Ann HendricksonReber/Russell Co unclassifiedWealthspire Retirement Advisory institutionalOtherSep 27, 2006Jan 1, 2025 (6671 d)
Michael Emmett MorrisKeybanc Capital Markets Inc. unclassifiedWealthspire Retirement Advisory otherOtherDec 6, 2005Jul 18, 2012 (2416 d)
Karen Sue CasillasStrategic Advisers LLC national BDWealthspire Retirement Advisory otherOtherApr 4, 2003Dec 6, 2007 (1707 d)
Loreen M GilbertCetera Advisor Networks LLC otherWealthspire Retirement Advisory otherOtherMar 19, 2003Jun 23, 2003 (96 d)
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131 moves match.