DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Questar Asset 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.

Advisor	From	To	Type	Left	Registered
Bryan M Farwell	Bmo Harris Financial Advisors, Inc other	Questar Asset Management, Inc. other	Other	Dec 3, 2014	Dec 8, 2014
David Thomas Russo	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Nov 26, 2014	Feb 3, 2015 (69 d)
Anthony Thomas Klingseisen	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Nov 26, 2014	Jan 29, 2015 (64 d)
Carolyn Pozzi	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Questar Asset Management, Inc. BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 12, 2014	Dec 5, 2018 (1484 d)
Robert Charles Grow	Sagepoint Financial, Inc. other	Questar Asset Management, Inc. other	Other	Oct 30, 2014	Oct 30, 2014
Tami Lee Mendell	Sagepoint Financial, Inc. other	Questar Asset Management, Inc. other	Other	Oct 24, 2014	Oct 27, 2014
Christopher John Taylor	Msi Financial Services, Inc. other	Questar Asset Management, Inc. BD affiliated	Other	Oct 22, 2014	Jul 16, 2018 (1363 d)
Morey Wayne Trupe	Signal Securities, Inc. other	Questar Asset Management, Inc. other	Other	Oct 20, 2014	Oct 22, 2014
Michael John Mccay	Sterne Agee Asset Management, Inc. other	Questar Asset Management, Inc. other	Other	Oct 14, 2014	Oct 15, 2014
John Jay Lewis	Summit Financial Group Inc other	Questar Asset Management, Inc. other	Other	Sep 17, 2014	Sep 16, 2014
Craig Allen Hauger	Summit Financial Group Inc other	Questar Asset Management, Inc. other	Other	Sep 8, 2014	Sep 10, 2014
Dawn Alison Strachan	Summit Financial Group Inc other	Questar Asset Management, Inc. other	Other	Sep 8, 2014	Sep 5, 2014
Michael Byung Do Lee	Signator Investors, Inc. other	Questar Asset Management, Inc. other	Other	Sep 5, 2014	Nov 26, 2014 (82 d)
Cheri Young	Next Financial Group, Inc. other	Questar Asset Management, Inc. other	Other	Aug 28, 2014	Aug 28, 2014
Mark Charles Young	Next Financial Group, Inc. other	Questar Asset Management, Inc. other	Other	Aug 27, 2014	Aug 29, 2014
David V. Coburn	Sagepoint Financial, Inc. other	Questar Asset Management, Inc. other	Other	Aug 26, 2014	Aug 22, 2014
Juli Wilder	Thrivent Investment Management Inc. other	Questar Asset Management, Inc. other	Other	Aug 26, 2014	Jun 20, 2016 (664 d)
John Olaf Olson	Voya Financial Advisors, Inc. other	Questar Asset Management, Inc. other	Other	Aug 14, 2014	Aug 20, 2014
Kevin C Sevlie	Northwestern Mutual Investment Services,LLC other	Questar Asset Management, Inc. other	Other	Aug 14, 2014	Aug 11, 2014
Lloyd Patrick Hebert	Spc other	Questar Asset Management, Inc. other	Other	Aug 7, 2014	Aug 7, 2014
William Andrew Griffin	Investment Advisors Corp other	Questar Asset Management, Inc. other	Other	Aug 7, 2014	Aug 6, 2014
Melvin Harvey Lawrence	Msi Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 25, 2014	Jul 22, 2014
Glenn Edward Cook	Primerica Advisors national BD	Questar Asset Management, Inc. other	Other	Jul 3, 2014	Jul 7, 2014
John Forest Ryder	MML Investors Services, LLC other	Questar Asset Management, Inc. other	Other	Jul 2, 2014	Jul 1, 2014
Sarabjeet Singh Thapar	Hornor, Townsend & Kent, LLC other	Questar Asset Management, Inc. other	Other	Jun 23, 2014	Jul 21, 2014
Stacy Lynn Coldwell	Bb&T Investment Services, Inc. no RAUM	Questar Asset Management, Inc. other	Other	Jun 19, 2014	Nov 5, 2015 (504 d)
James Anthony Serratelli	Spc other	Questar Asset Management, Inc. other	Other	Apr 17, 2014	Apr 11, 2014
Anthony D Abrams	Colorado Financial Service Corporation other	Questar Asset Management, Inc. other	Other	Apr 14, 2014	May 15, 2014 (31 d)
Patricia Elaine Veney	Colorado Financial Service Corporation other	Questar Asset Management, Inc. other	Other	Apr 14, 2014	Apr 24, 2014
Lesley Pinckard	Mutual Of Omaha Investor Services, Inc. no RAUM	Questar Asset Management, Inc. other	Other	Apr 8, 2014	Mar 24, 2014
Joanna Marie Franek	Thrivent Investment Management Inc. other	Questar Asset Management, Inc. other	Other	Mar 28, 2014	Mar 27, 2014
Ryan Burgess	Wells Fargo Advisors wirehouse	Questar Asset Management, Inc. other	Other	Mar 11, 2014	Mar 7, 2014
Andrew Charles Pesha	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Feb 28, 2014	Feb 20, 2014
William Robert Slepcevich	Fortitude Advisory Group L.L.C. other	Questar Asset Management, Inc. other	Other	Feb 28, 2014	Mar 5, 2014
Marc Lawrence Delia	Park Avenue Securities LLC other	Questar Asset Management, Inc. other	Other	Feb 25, 2014	Mar 6, 2014
Michael Paul Bennitt	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Stacy L Davis	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Eric J Gaisford	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 24, 2014	Jan 21, 2014
Justin Peter Mclaughlin	First Allied Advisory Services, Inc. other	Questar Asset Management, Inc. other	Other	Jan 15, 2014	Jan 20, 2015 (370 d)
James Patrick Waters	Columbia Management Investment Advisers, LLC other	Questar Asset Management, Inc. BD affiliated	Other	Jan 3, 2014	Oct 9, 2018 (1740 d)
Ravi Benjamin Kahan	Ssn Advisory, Inc. other	Questar Asset Management, Inc. other	Other	Dec 19, 2013	Dec 23, 2013
Carol Ann Whelan	Voya Financial Advisors, Inc. other	Questar Asset Management, Inc. other	Other	Dec 12, 2013	Dec 9, 2013
Gopal Dutt Sharma	Investors Capital Advisory other	Questar Asset Management, Inc. other	Other	Dec 2, 2013	Jan 15, 2014 (44 d)
Regis J Rasmussen	Edward Jones national BD	Questar Asset Management, Inc. other	Other	Nov 19, 2013	Nov 18, 2013
Steven Eric Bertolo	Kovack Advisors, Inc. other	Questar Asset Management, Inc. other	Other	Nov 18, 2013	Nov 18, 2013
Brenda S Dozier	Bancorpsouth Investment Services, Inc. other	Questar Asset Management, Inc. other	Other	Nov 8, 2013	Nov 8, 2013
Nelson Stuart Weine	Landaas & Company other	Questar Asset Management, Inc. other	Other	Nov 6, 2013	Nov 1, 2013
Ronald Jay Rostker	Morgan Stanley wirehouse	Questar Asset Management, Inc. other	Other	Oct 3, 2013	Oct 4, 2013
David Bryant Thompson	Jkl Planning And Investments, LLC unclassified	Questar Asset Management, Inc. other	Other	Oct 1, 2013	Oct 2, 2013
Wilbert Lamar Hamilton	Gradient Advisors, LLC other	Questar Asset Management, Inc. other	Other	Sep 16, 2013	Sep 3, 2013
Corbin Wade Krell	Sii Investments, Inc. other	Questar Asset Management, Inc. other	Other	Sep 9, 2013	Oct 2, 2013
Marcel Richard Morin	Msi Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Sep 6, 2013	Sep 3, 2013
John Patrick Gill	Msi Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Aug 14, 2013	Aug 5, 2013
Kristi Tomlinson	LPL Financial LLC other	Questar Asset Management, Inc. other	Other	Jul 22, 2013	Jul 23, 2013
Bradley Owen Olson	Walnut Street Securities, Inc. other	Questar Asset Management, Inc. other	Other	Jul 3, 2013	Jun 28, 2013
Titus Daniel Garrett	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jul 3, 2013	Jul 2, 2013
Tamara Donel Perrin-Preus	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	Jun 26, 2013	Jun 25, 2013
Kathe Sorrentino Wilson	Edward Jones national BD	Questar Asset Management, Inc. other	Other	Jun 26, 2013	Jul 10, 2013
Lynch Washington Hunt	Pnc Wealth Management other	Questar Asset Management, Inc. other	Other	Jun 17, 2013	Jul 1, 2013
Kimberly Diane Tucker-Knotts	Woodbury Financial Services, Inc. other	Questar Asset Management, Inc. other	Other	May 16, 2013	May 10, 2013

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415 moves match.