DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Great Valley Advisor Group, 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
Sean Alexander HardingIndependent Financial Partners BD affiliatedGreat Valley Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2019Mar 20, 2019
Ann M. CovingtonLPL Financial LLC independent RIAGreat Valley Advisor Group, LLC otherOtherDec 31, 2018May 17, 2016
Patrick Jon SchervenAdvanced Advisor Group, LLC independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIADec 10, 2018Aug 15, 2026 (2805 d)
Paul Robert JerveyEdward Jones national BDGreat Valley Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 22, 2018Oct 26, 2018
Julie Ann Douglas MaddoxPruco Securities, LLC BD affiliatedGreat Valley Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 14, 2018May 26, 2020 (743 d)
Robert Michael GeorgiouCollaborative Wealth independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAMay 9, 2018Apr 30, 2018
Joseph Michael KouryCollaborative Wealth independent RIAGreat Valley Advisor Group, LLC independent RIARIA to RIAMay 9, 2018Apr 30, 2018
David C GornitzkyWells Fargo Advisors wirehouseGreat Valley Advisor Group, LLC independent RIAWirehouse to independent RIAMay 4, 2018Nov 2, 2023 (2008 d)
Leo Frederick SageWells Fargo Advisors wirehouseGreat Valley Advisor Group, LLC independent RIAWirehouse to independent RIAMay 2, 2018Nov 2, 2023 (2010 d)
Charles Edward ZwiefelhoferU.S. Bancorp Investments, Inc. otherGreat Valley Advisor Group, LLC independent RIAOtherJan 31, 2018Apr 8, 2019 (432 d)
Robert Benjamin SeidenBcg Securities, Inc. BD affiliatedGreat Valley Advisor Group, LLC otherOtherDec 26, 2017Dec 21, 2017
Theodore Gilbert BaerMML Investors Services, LLC otherGreat Valley Advisor Group, LLC independent RIAOtherDec 19, 2017Jun 23, 2022 (1647 d)
Kyle J ThomasMML Investors Services, LLC otherGreat Valley Advisor Group, LLC otherOtherDec 19, 2017Jan 31, 2018 (43 d)
Jay Douglas ThompsonNewtown Wealth Management Inc. unclassifiedGreat Valley Advisor Group, LLC otherOtherNov 16, 2017Nov 17, 2017
Daniel Michael FlemingPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherOct 24, 2017Nov 17, 2017
Patrick Ryan MaddoxPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherOct 17, 2017Nov 17, 2017 (31 d)
James Patrick KarthausTlg Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherAug 31, 2017Sep 6, 2017
Jason O'MearaTlg Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherAug 31, 2017Sep 6, 2017
Jonathan William ChildsTlg Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherAug 31, 2017Sep 16, 2017
Phillip Albert LorenzonTlg Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherAug 31, 2017Sep 16, 2017
Emil Alan FleischauerPrincipal Securities, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 17, 2017May 1, 2017
Paul Kenneth KingstonLPL Financial LLC otherGreat Valley Advisor Group, LLC otherOtherMay 2, 2017Sep 17, 2015
Therese Michelle O'ConnellSecurities America Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherMar 2, 2017Feb 27, 2017
Philip Alexander RosenauPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherJan 12, 2017Jan 6, 2017
Charles Joseph McnamaraPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherJan 11, 2017Jan 6, 2017
Ricardo Joao FerreiraPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherJan 10, 2017Jan 6, 2017
Gregg Carol BuxtonMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC independent RIAOtherOct 4, 2016Aug 24, 2022 (2150 d)
Hiram Nmn HutchisonIndependent Advisor Alliance, LLC otherGreat Valley Advisor Group, LLC otherOtherAug 1, 2016Aug 4, 2016
Joseph Parker BennettIndependent Advisor Alliance, LLC otherGreat Valley Advisor Group, LLC otherOtherAug 1, 2016Aug 4, 2016
Michael Ryan LaatschNorthwestern Mutual Investment Services,LLC no RAUMGreat Valley Advisor Group, LLC otherOtherJul 19, 2016Jul 22, 2016
John Patrick SelasPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherJun 27, 2016Jul 21, 2016
Philip Henry SearsSecurities America Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 19, 2016May 9, 2016
Louis C BavielloJanney Montgomery Scott LLC otherGreat Valley Advisor Group, LLC otherOtherMay 17, 2016May 17, 2016
Eric Ryan LiekPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherMay 13, 2016May 18, 2016
Loren Robert BrandrupPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherMay 13, 2016May 18, 2016
Mark AxmacherHsbc Securities (USA) Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 12, 2016May 27, 2016
Thomas Mark GriffithsLPL Financial LLC otherGreat Valley Advisor Group, LLC otherOtherApr 22, 2016Jun 24, 2015
Lee Robert JohnsonWells Fargo Advisors wirehouseGreat Valley Advisor Group, LLC otherOtherFeb 8, 2016Feb 17, 2016
Hajir John MoghaddamPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherDec 18, 2015Dec 11, 2015
April Lynn BreheimInvest Financial Corporation otherGreat Valley Advisor Group, LLC independent RIAOtherOct 30, 2015Jul 2, 2021 (2072 d)
Matthew Daniel FitchFeltl Advisors otherGreat Valley Advisor Group, LLC otherOtherAug 11, 2015Jun 24, 2015
Kathy Ann MohnVoya Financial Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherJul 1, 2015Jul 6, 2015
David Frederick GuenschVoya Financial Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherJul 1, 2015Jul 2, 2015
Kevin Arthur RhodesVoya Financial Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherJul 1, 2015Jul 6, 2015
Paul Tomas TourvilleMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 8, 2015May 26, 2016 (384 d)
Peter Tomas TourvilleMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 8, 2015May 26, 2016 (384 d)
John Patrick JonasMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 8, 2015Jun 1, 2016 (390 d)
Andrew M HouteMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 8, 2015May 26, 2016 (384 d)
Edward G DevingerMsi Financial Services, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 8, 2015May 26, 2016 (384 d)
Traci Lee PetersonEdward Jones national BDGreat Valley Advisor Group, LLC otherOtherApr 28, 2015May 29, 2015 (31 d)
Danielle Johanna IvesWells Fargo Advisors wirehouseGreat Valley Advisor Group, LLC otherOtherMar 9, 2015Mar 17, 2015
Adam Paul WernerAmeriprise Financial Services, LLC national BDGreat Valley Advisor Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2015May 3, 2021 (2301 d)
David Eugene HopkinsPrincipal Securities, Inc. otherGreat Valley Advisor Group, LLC otherOtherDec 24, 2014Dec 26, 2014
Justin John ZoromskiPrincipal Securities, Inc. otherGreat Valley Advisor Group, LLC otherOtherDec 24, 2014Dec 26, 2014
Mitchell Douglas StolbaNew England Securities Corporation otherGreat Valley Advisor Group, LLC otherOtherNov 17, 2014Nov 13, 2014
Nathan Allen RichterNew England Securities Corporation otherGreat Valley Advisor Group, LLC otherOtherNov 17, 2014Nov 13, 2014
Matthew A. PetersonNew England Securities Corporation otherGreat Valley Advisor Group, LLC otherOtherNov 17, 2014Nov 13, 2014
Andrew Karl MaronLPL Financial LLC otherGreat Valley Advisor Group, LLC otherOtherNov 4, 2014Jan 9, 2014
Robert Michael ClintonSowell Management otherGreat Valley Advisor Group, LLC otherOtherAug 20, 2014Jul 17, 2014
David Felix RaymondPnc Wealth Management otherGreat Valley Advisor Group, LLC otherOtherAug 13, 2014Nov 12, 2014 (91 d)
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191 moves match.