DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Buckingham Strategic Wealth, 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
Andrew Conley KinderMorgan Stanley wirehouseBuckingham Strategic Wealth, LLC independent RIAWirehouse to independent RIASep 17, 2019Mar 23, 2020 (188 d)
Joshua F ParkerHorne Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 28, 2019
Stan P. PurvisHorne Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 15, 2019
Nicholas Ethan ReiberHorne Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 15, 2019
Ryan Dale MckibbenHorne Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 15, 2019
Samuel Arthur StevensHorne Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 15, 2019
Douglas Robert BuchanMain Street Financial Solutions, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 29, 2019Apr 10, 2019
Kimberly RobinsonStifel, Nicolaus & Company, Incorporated national BDBuckingham Strategic Wealth, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 9, 2019Jul 22, 2019
Arash Mark KatiraiWoodbury Financial Services, Inc. BD affiliatedBuckingham Strategic Wealth, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 13, 2019Aug 26, 2019 (74 d)
Josh David LozowCam Investor Solutions independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 4, 2019Jul 19, 2019 (45 d)
Daniel Clyde GoldieDan Goldie Financial Services LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2019Jun 13, 2019
Dirk Gavin GilliardDan Goldie Financial Services LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2019Jun 13, 2019
Amanda Leigh MerrillMoneta Group Investment Advisors, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 24, 2019Jun 13, 2019
Rebecca Anne CraigMML Investors Services, LLC BD affiliatedBuckingham Strategic Wealth, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 26, 2019May 17, 2019
Linda Marie WieczorekThrivent Investment Management Inc. BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 21, 2019Mar 20, 2020 (365 d)
Adam Gregory YofanAlpern Wealth Management, LLC independent RIABuckingham Strategic Wealth, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 19, 2019Mar 12, 2019
Antoinette LaferriereGriffon Financial Planning, Inc unclassifiedBuckingham Strategic Wealth, LLC BD affiliatedOtherFeb 7, 2019Feb 11, 2019
Mary Louise EricksenGriffon Financial Planning, Inc unclassifiedBuckingham Strategic Wealth, LLC BD affiliatedOtherFeb 7, 2019Feb 11, 2019
Matthew L ClarkInvesco Advisers, Inc. asset managerBuckingham Strategic Wealth, LLC BD affiliatedOtherSep 12, 2018May 3, 2019 (233 d)
Cindy Samosky McgheeArnett Carbis Toothman Wealth Advisors LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAAug 21, 2018Aug 1, 2018
Christopher ErlewineArnett Carbis Toothman Wealth Advisors LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAAug 21, 2018Aug 6, 2018
Jerry Allen SloneArnett Carbis Toothman Wealth Advisors LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAAug 21, 2018Aug 6, 2018
Andrew Elton FentonEdward Jones national BDBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 21, 2018Feb 27, 2023 (1651 d)
Corey Eugene AltmanArnett Carbis Toothman Wealth Advisors LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAAug 21, 2018Aug 1, 2018
Edward Wygant GrayFinancial Solutions Advisory Group independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAAug 3, 2018Aug 1, 2018
Jay W WirigEarned Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 25, 2018Jul 27, 2018
Jay Paul WirigEarned Wealth Advisors, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAJul 25, 2018Jul 27, 2018
Jennifer Dayle GraffStrasbaugh Financial Advisory, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 15, 2018May 14, 2018
Susan Hodges StrasbaughStrasbaugh Financial Advisory, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 14, 2018May 14, 2018
Alyssum Renee Hodges MaloneStrasbaugh Financial Advisory, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 14, 2018May 14, 2018
Jamie Lynn SlaughterStrasbaugh Financial Advisory, Inc. independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAMay 14, 2018May 14, 2018
Jeffrey Stuart ChernitzerWealthquest Financial Services, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 19, 2018Apr 19, 2018
Cheryl Ann FurlongWealthquest Financial Services, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 19, 2018Apr 19, 2018
Rankin Theadore RingWealthquest Financial Services, LLC independent RIABuckingham Strategic Wealth, LLC independent RIARIA to RIAApr 19, 2018Apr 19, 2018
Brian Anthony RoemkePruco Securities, LLC BD affiliatedBuckingham Strategic Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 18, 2018Apr 27, 2018
Andrew Robert KlineArk Financial Services, LLC otherBuckingham Strategic Wealth, LLC otherOtherFeb 28, 2018Mar 1, 2018
Andrew Mcnary LeachArk Financial Services, LLC otherBuckingham Strategic Wealth, LLC otherOtherFeb 28, 2018Mar 1, 2018
Sara Beth CookeMorgan Stanley wirehouseBuckingham Strategic Wealth, LLC otherOtherJan 18, 2018Feb 14, 2018
Cameron Allen BradshawEdward Jones national BDBuckingham Strategic Wealth, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 19, 2017Dec 19, 2019 (730 d)
Andrey Vladimirovich RudomiotovSecurian Financial Services, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 4, 2017Nov 2, 2017
Ryan P JenningsQuad-Cities Investment Group, LLC otherBuckingham Strategic Wealth, LLC otherOtherAug 8, 2017Sep 26, 2017 (49 d)
Barbara Ann RistowFocus Wealth Management, Ltd. otherBuckingham Strategic Wealth, LLC otherOtherAug 1, 2017Aug 1, 2017
John Michael WinterscheidtWin Wealth Management, Inc. otherBuckingham Strategic Wealth, LLC otherOtherAug 1, 2017Aug 1, 2017
Ryan Foster MitchellWin Wealth Management, Inc. otherBuckingham Strategic Wealth, LLC otherOtherAug 1, 2017Aug 1, 2017
Jessica Lynne JarosikFocus Wealth Management, Ltd. otherBuckingham Strategic Wealth, LLC otherOtherAug 1, 2017Aug 1, 2017
Jeffrey Charles JohnsonExecutive Wealth Management otherBuckingham Strategic Wealth, LLC otherOtherApr 19, 2017Apr 19, 2017
Shannon Melissa LinderExecutive Wealth Management otherBuckingham Strategic Wealth, LLC otherOtherApr 19, 2017Apr 19, 2017
Andrew Eric WaiteExecutive Wealth Management otherBuckingham Strategic Wealth, LLC otherOtherApr 19, 2017Apr 19, 2017
Joseph A MetcalfEdward Jones national BDBuckingham Strategic Wealth, LLC otherOtherApr 3, 2017Apr 14, 2017
Robert J HopePnc Wealth Management otherBuckingham Strategic Wealth, LLC otherOtherMar 8, 2017Apr 18, 2017 (41 d)
Chiara Ann RenningerHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Jul 19, 2016
Scott Allen WorleyHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Jul 19, 2016
Michael Joseph RowleyHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Oct 26, 2016
Robert F. FirelyHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Nov 3, 2016
Brad Matthew BrisanHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Jul 19, 2016
Matthew Robert SpezialettiHerbein Wealth Management, L.L.C. otherBuckingham Strategic Wealth, LLC otherOtherNov 16, 2016Jul 19, 2016
William James SteinbergerRaub Brock Capital Management, LP otherBuckingham Strategic Wealth, LLC otherOtherOct 13, 2016Nov 3, 2016
Rosana RalyaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBuckingham Strategic Wealth, LLC otherOtherSep 8, 2016Sep 2, 2016
Lindsey Ann WeberFinancial Engines Advisor Center, LLC otherBuckingham Strategic Wealth, LLC otherOtherJun 13, 2016Jul 5, 2016
Daniel S KeanMadrona Financial & Cpas otherBuckingham Strategic Wealth, LLC otherOtherApr 1, 2016Apr 8, 2016
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236 moves match.