DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Kingsview Wealth Management, 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
Nicholas Joiseph DestefanoIndependent Financial Group, LLC otherKingsview Wealth Management, LLC otherOtherApr 5, 2016Apr 29, 2016
Jon Timothy VanslootenEdward Jones national BDKingsview Wealth Management, LLC otherOtherFeb 17, 2016Feb 5, 2016
Pasquale PisaniEdward Jones national BDKingsview Wealth Management, LLC otherOtherDec 23, 2015Jan 26, 2016 (34 d)
Ricky Aaron PerlmanEdward Jones national BDKingsview Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 30, 2015Dec 8, 2021 (2200 d)
Mark Andrew HarmonEverett Wealth Solutions, Inc state registeredKingsview Wealth Management, LLC otherOtherNov 17, 2015Jun 2, 2014
Jody RobinsonEdward Jones national BDKingsview Wealth Management, LLC otherOtherOct 16, 2015Oct 22, 2015
German Mauricio RamirezCharles Schwab & Co., Inc. national BDKingsview Wealth Management, LLC otherOtherJul 28, 2015Jul 22, 2015
Richard David LittleEdward Jones national BDKingsview Wealth Management, LLC otherOtherMar 27, 2015Mar 31, 2015
Philip Wayne BodineSecurities America Advisors, Inc. otherKingsview Wealth Management, LLC otherOtherAug 19, 2014Aug 13, 2014
Paul Joseph NolteDearborn Partners L.L.C. otherKingsview Wealth Management, LLC otherOtherMay 19, 2014Feb 10, 2014
Joshua E SaundersGreat Pacific Wealth Management unclassifiedKingsview Wealth Management, LLC otherOtherSep 20, 2013Jul 18, 2014 (301 d)
Jeffrey Lee StoufferBb&T Investment Services, Inc. no RAUMKingsview Wealth Management, LLC otherOtherAug 26, 2010Oct 28, 2010 (63 d)
Derrick Boyd SmithMoneysmith, LLC unclassifiedKingsview Wealth Management, LLC otherOtherMay 19, 2009Aug 27, 2015 (2291 d)
Travis Mark KruegerRaymond James Financial Services Advisors, Inc otherKingsview Wealth Management, LLC otherOtherApr 13, 2009Apr 24, 2009
Michael Gerald TeslowVicus Capital, Inc. otherKingsview Wealth Management, LLC otherOtherMar 23, 2009Mar 20, 2009
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135 moves match.