DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Sowell Management

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
Colin Ellsworth MacleodConcert Wealth Management otherSowell Management otherOtherJun 19, 2017Oct 7, 2016
Daniel William BoulwareConcert Wealth Management otherSowell Management otherOtherJun 19, 2017Oct 10, 2016
Thomas Jason KnightKernodle & Katon Tax And Asset Management Group otherSowell Management otherOtherJun 1, 2017Jun 14, 2017
Eric Michael HarleyConcert Wealth Management otherSowell Management otherOtherMay 4, 2017Jan 5, 2017
Dianne Mae LutzInstitute For Wealth Advisors, Inc. no RAUMSowell Management otherOtherMay 2, 2017Mar 22, 2017
Diane BrewerPartnervest Advisory Services LLC otherSowell Management otherOtherMay 1, 2017Jun 20, 2017 (50 d)
John Kevin StophelConcert Wealth Management otherSowell Management independent RIAOtherApr 13, 2017Jan 21, 2025 (2840 d)
Matthew Paul MccoyConcert Wealth Management otherSowell Management otherOtherApr 13, 2017Oct 3, 2016
David Jason LampeConcert Wealth Management otherSowell Management otherOtherApr 13, 2017Jan 13, 2017
John Martin PadillaConcert Wealth Management otherSowell Management otherOtherApr 12, 2017Sep 16, 2016
Jason Christopher HilliardConcert Wealth Management otherSowell Management otherOtherApr 12, 2017Sep 16, 2016
Joseph M LatourConcert Wealth Management otherSowell Management otherOtherApr 5, 2017Dec 21, 2016
Gerrit William VriezeConcert Wealth Management otherSowell Management otherOtherApr 3, 2017Sep 29, 2016
Thomas Ralph ClarkConcert Wealth Management otherSowell Management otherOtherApr 3, 2017Sep 29, 2016
Ian Reid MaxwellConcert Wealth Management otherSowell Management otherOtherMar 24, 2017Sep 30, 2016
Farokh Bill BillimoriaConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Sep 19, 2016
Kimberly Marie NordiConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Sep 26, 2016
Eric Michael FlatenConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Sep 26, 2016
Mark Genaro Valencia TaylanConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Sep 21, 2016
Brady Brian BuskirkConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Oct 3, 2016
Eric Farokh BillimoriaConcert Wealth Management otherSowell Management otherOtherJan 3, 2017Sep 16, 2016
Scott Lawrence ChristieConcert Wealth Management otherSowell Management otherOtherDec 31, 2016Sep 30, 2016
Leslie FerroneConcert Wealth Management otherSowell Management otherOtherDec 31, 2016Sep 21, 2016
Lori Robyn HallConcert Wealth Management otherSowell Management otherOtherDec 31, 2016Sep 19, 2016
Ryan Matthew JenningsConcert Wealth Management otherSowell Management otherOtherDec 31, 2016Oct 19, 2016
Stuart Mitchell SwanConcert Wealth Management otherSowell Management otherOtherDec 27, 2016Sep 21, 2016
Gregory SylerConcert Wealth Management otherSowell Management otherOtherDec 8, 2016Oct 3, 2016
Jason Allan StroedeMML Investors Services, LLC otherSowell Management otherOtherNov 23, 2016Nov 15, 2016
Lewis Wade PartridgeVsr Advisory Services otherSowell Management otherOtherNov 3, 2016Mar 6, 2017 (123 d)
Brian Wayne BuskirkLighthouse Wealth Strategies no RAUMSowell Management otherOtherOct 17, 2016Oct 17, 2016
Marty Edward PaulLighthouse Wealth Strategies no RAUMSowell Management otherOtherOct 17, 2016Dec 8, 2016 (52 d)
Robert John WorrellSource Capital Group, Inc. otherSowell Management otherOtherJun 8, 2016Jun 10, 2016
Clifton Willoughby HumeRaymond James Financial Services Advisors, Inc otherSowell Management otherOtherMay 3, 2016Jan 6, 2017 (248 d)
James Jon BenetWells Fargo Advisors wirehouseSowell Management otherOtherJan 29, 2016Feb 1, 2016
David Donald MoenningConcert Wealth Management otherSowell Management otherOtherDec 21, 2015Dec 18, 2015
Morgan Boyd SizerConcordius Capital Advisors otherSowell Management otherOtherDec 15, 2015Sep 11, 2017 (636 d)
Charles Vincent WestAmeriprise Financial Services, LLC national BDSowell Management otherOtherNov 12, 2015Dec 10, 2015
Jordan LongNfp Advisor Services, LLC otherSowell Management independent RIAOtherJul 16, 2015Jan 5, 2022 (2365 d)
Ronald Gardner BringhurstGallacher Capital Management, LLC otherSowell Management otherOtherJul 2, 2015Aug 3, 2015 (32 d)
Jeremy Mark StalcupMsi Financial Services, Inc. otherSowell Management otherOtherMar 10, 2015Mar 2, 2015
John William McconnellMsi Financial Services, Inc. otherSowell Management independent RIAOtherAug 5, 2014Sep 22, 2020 (2240 d)
Cheryl C WongConcert Capital Management otherSowell Management otherOtherJul 1, 2014Sep 28, 2016 (820 d)
Erik Allen ScheiPrivate Client Advisors otherSowell Management otherOtherJun 16, 2014Oct 7, 2016 (844 d)
Elizabeth Nmn LunaPrivate Client Advisors otherSowell Management otherOtherJun 16, 2014Sep 26, 2016 (833 d)
Dirk Thompson MurrayIntermountain Wealth Management, Inc. otherSowell Management otherOtherJun 13, 2014Jun 24, 2014
Richard L OxfordPrivate Client Group otherSowell Management otherOtherMay 16, 2014May 29, 2014
Barry L MossSpc otherSowell Management otherOtherOct 4, 2013Oct 14, 2013
Melinda Jane PerryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSowell Management otherOtherJun 11, 2013Jun 24, 2013
Robert Michael ClintonAmerican Family Legacy Group state registeredSowell Management otherOtherMay 29, 2013Jun 4, 2013
Philip Andrew MooberryAvantax Advisory Services otherSowell Management otherOtherOct 1, 2012Sep 27, 2012
Brent Lee WalkerCollateral Financial Advisors, LLC unclassifiedSowell Management otherOtherAug 2, 2012Sep 7, 2012 (36 d)
Jonathan M DavisLPL Financial LLC otherSowell Management otherOtherJul 20, 2012Jul 20, 2012
Eric Christopher RestrepoMorgan Stanley wirehouseSowell Management independent RIAWirehouse to independent RIAJul 9, 2012Jun 18, 2021 (3266 d)
Alena PovarovaPrivate Client Advisors no RAUMSowell Management otherOtherMar 24, 2012Nov 14, 2016 (1696 d)
Christopher Mark MagannNew England Securities Corporation otherSowell Management otherOtherJul 7, 2010Jun 17, 2010
Paul Brian JacksonFirst Allied Advisory Services, Inc. otherSowell Management otherOtherJul 31, 2007May 4, 2009 (643 d)
William Chesley SowellFirst Allied Advisory Services, Inc. otherSowell Management otherOtherFeb 6, 2007Jan 22, 2010 (1081 d)
William Chesley SowellFfp Advisory Services Inc unclassifiedSowell Management otherOtherJan 5, 2007Jun 17, 2004
Douglas David HorneFfp Advisory Services Inc unclassifiedSowell Management otherOtherApr 12, 2006May 2, 2006
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179 moves match.