DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Gradient Advisors, 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
Sandra Kay BrownAe Wealth Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 23, 2020Oct 21, 2020
Jeffrey Neal KnoedlAe Wealth Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 21, 2020Sep 16, 2020
Gregory Scott ShumanBrookstone Capital Management LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 16, 2020Oct 19, 2020
Nathan Hatch BilleterLincoln Investment BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2020Aug 14, 2020
Lawrence Wayne GrayCapital Analysts BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2020Aug 21, 2020
Jonathan Kirk CarrollLincoln Investment BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 12, 2020Aug 14, 2020
Jason Ryan AdamsSagepoint Financial, Inc. BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 5, 2020Aug 3, 2020
Kenneth Eugene PlummerVirtue Capital Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAMay 19, 2020Jul 17, 2020 (59 d)
Vincent Mark JiovenettaMorgan Stanley wirehouseGradient Advisors, LLC independent RIAWirehouse to independent RIAApr 23, 2020Aug 18, 2020 (117 d)
Vicki Lynn JoernUSA Financial Securities LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
Karl Christian JoernUSA Financial Securities LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAApr 1, 2020Apr 1, 2020
Christopher D KenneyMML Investors Services, LLC BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 18, 2020Sep 30, 2021 (590 d)
Adam Robert FreundCoppell Advisory Solutions LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJan 28, 2020Oct 31, 2019
Jordan Dean MainCoppell Advisory Solutions LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJan 27, 2020Oct 31, 2019
Robert L CoxWinchester Wealth Management, LLC unclassifiedGradient Advisors, LLC independent RIAOtherJan 9, 2020Jun 30, 2020 (173 d)
Jeffrey Scott BirdFinancial Concepts, Inc. unclassifiedGradient Advisors, LLC independent RIAOtherDec 2, 2019Oct 16, 2019
John Joseph BurnsCreativeone Wealth, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIANov 12, 2019Nov 11, 2019
Marcelino Servidad VillaflorRoyal Wealth Management state registeredGradient Advisors, LLC independent RIAOtherOct 14, 2019Oct 16, 2023 (1463 d)
Larry Mckinley HalesWealth Watch Advisors, Inc independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 2, 2019Sep 8, 2021 (707 d)
Frank Paul AndrescavageVirtue Capital Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAOct 1, 2019Sep 30, 2019
Jimmy Dale LongAvantax Advisory Services BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2019Aug 8, 2019
Albert Eugene NaticchioniSpecialized Advisors independent RIAGradient Advisors, LLC independent RIARIA to RIAJul 26, 2019Jun 3, 2021 (678 d)
Randy Steven FarishLegacy Wealth Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJun 17, 2019Sep 8, 2020 (449 d)
Brent A MarshallHorter Investment Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAMay 31, 2019Jun 28, 2019
Troy D SimonsonQuestar Asset Management, Inc. BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2019Mar 18, 2019 (32 d)
David James TauzinCreativeone Wealth, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIAJan 7, 2019Jan 8, 2019
Matthew Hinton LoganSpire Wealth Management, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIADec 10, 2018Jan 18, 2019 (39 d)
Tami J. SimpsonIntegrity Alliance, LLC independent RIAGradient Advisors, LLC independent RIARIA to RIADec 7, 2018Dec 5, 2018
Marcus George WarrenJ. Hagan Capital, Inc. independent RIAGradient Advisors, LLC independent RIARIA to RIAAug 13, 2018Sep 21, 2018 (39 d)
Jared Paul GostanczikEquitable Advisors, LLC national BDGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2018Jul 20, 2018
Trevor Thomas LeidyPruco Securities, LLC BD affiliatedGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 27, 2018Sep 23, 2019 (453 d)
Thomas Gregory HarperHeritage Financial Wealth Management, LLC unclassifiedGradient Advisors, LLC otherOtherMar 28, 2018Feb 19, 2018
Larry Mckinley HalesBrookstone Capital Management LLC otherGradient Advisors, LLC independent RIAOtherDec 31, 2017Aug 29, 2018 (241 d)
Richard Allen BavetzGlobal Financial Private Capital, Inc. otherGradient Advisors, LLC otherOtherDec 31, 2017Feb 1, 2018 (32 d)
Wendy J PyneSii Investments, Inc. otherGradient Advisors, LLC otherOtherDec 4, 2017Jan 23, 2018 (50 d)
Matthew Joseph FolsomInvest Financial Corporation otherGradient Advisors, LLC independent RIAOtherNov 17, 2017Aug 8, 2018 (264 d)
Barry Scott YoungWhitestone Wealth Management, LLC unclassifiedGradient Advisors, LLC independent RIAOtherOct 2, 2017Jan 21, 2025 (2668 d)
Larry John MahoneyTucker Asset Management LLC otherGradient Advisors, LLC otherOtherAug 17, 2017Aug 9, 2017
Jolyn ChappellFirst Advisors National, LLC otherGradient Advisors, LLC otherOtherJul 17, 2017Oct 17, 2017 (92 d)
Christopher Robert SharryAssure Wealth Strategies, LLC unclassifiedGradient Advisors, LLC otherOtherJul 6, 2017Apr 25, 2017
Allan Steven VeraAmerican Portfolios Advisors, Inc otherGradient Advisors, LLC otherOtherJun 13, 2017Jul 11, 2017
Roxanne TheodoropoulosUsaa Financial Planning Services no RAUMGradient Advisors, LLC independent RIAOtherMay 5, 2017Dec 21, 2020 (1326 d)
Thomas Everett SteeleRetirementadvice | Jka otherGradient Advisors, LLC independent RIAOtherApr 20, 2017Jan 1, 2026 (3178 d)
Travis Michael ShermanHorizons Financial Group, Inc. otherGradient Advisors, LLC otherOtherMar 24, 2017May 15, 2017 (52 d)
Laura Danielle JohnsonSecure Investment Management, LLC otherGradient Advisors, LLC otherOtherMar 22, 2017Mar 23, 2017
Richard Bruce GrahamVantage Advisors, LLC otherGradient Advisors, LLC otherOtherMar 1, 2017Apr 10, 2017 (40 d)
Carol Yvonne Ransom SutterfieldGradient Wealth Management otherGradient Advisors, LLC otherOtherDec 31, 2016Jan 4, 2017
Bonnie Sue ClarkGebhardt Group, Inc otherGradient Advisors, LLC otherOtherDec 9, 2016Dec 12, 2016
Gregory Grant GriffinBrookstone Capital Management LLC otherGradient Advisors, LLC otherOtherDec 5, 2016Dec 6, 2016
James Kenneth JohnsonHorter Investment Management, LLC otherGradient Advisors, LLC otherOtherJul 25, 2016Jul 25, 2016
Katie Michelle GrageThrivent Investment Management Inc. otherGradient Advisors, LLC otherOtherJul 21, 2016Mar 15, 2017 (237 d)
Kerin Marie ClarkCetera Advisor Networks LLC otherGradient Advisors, LLC otherOtherJun 2, 2016Jun 7, 2016
Michael James StrongCurian Capital, LLC otherGradient Advisors, LLC independent RIAOtherMar 29, 2016Mar 29, 2019 (1095 d)
Garry Steven SnowBrookstone Capital Management LLC otherGradient Advisors, LLC independent RIAOtherMar 3, 2016Aug 8, 2018 (888 d)
Dale Edward WondisfordVirtue Capital Management, LLC otherGradient Advisors, LLC independent RIAOtherJan 27, 2016Jun 22, 2023 (2703 d)
Chad Matthew RaicheIndependent Financial Group, LLC otherGradient Advisors, LLC otherOtherJan 22, 2016Mar 15, 2016 (53 d)
Michelle Ann ShawnPackerland Brokerage Services, Inc. otherGradient Advisors, LLC otherOtherDec 10, 2015Dec 5, 2017 (726 d)
Mindie Nicole MolinaGlobal Financial Private Capital, Inc. otherGradient Advisors, LLC otherOtherSep 22, 2015Oct 2, 2015
James William CummingsCummings Financial Services, Inc unclassifiedGradient Advisors, LLC otherOtherJun 23, 2015May 9, 2017 (686 d)
Anthony Michael MaheuRedhawk Wealth Advisors, Inc. otherGradient Advisors, LLC otherOtherMar 24, 2015Mar 24, 2015
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268 moves match.