DFX Intelligence
Advisor moves
Arrivals at Stratos Wealth Partners, Ltd
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 |
|---|---|---|---|---|---|
| Shane Dean Kunz | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 15, 2022 |
| Chad Jay Horne | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 24, 2022 | Feb 15, 2022 |
| Frank Tae Ro | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 18, 2022 | Mar 17, 2022 |
| Ryan James Patton | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 18, 2022 | Dec 16, 2023 (666 d) |
| Marci R Wilson | Osaic Institutions, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2021 | Oct 25, 2023 (728 d) |
| Alexander Gary Folken | Fidelity Personal And Workplace Advisors BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 15, 2021 | Jan 13, 2022 (120 d) |
| Robert Kestyn | Edward Jones national BD | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Sep 10, 2021 | Sep 7, 2021 |
| Jon Michael Pawlowski | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Aug 30, 2021 | Aug 18, 2021 |
| James Ellis Cahn | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 9, 2021 | Jun 1, 2021 |
| Robert J Samson | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 7, 2021 | Jul 6, 2021 |
| Laurence Charles Rollins | Brenton Point Wealth Advisors LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Apr 8, 2021 | Jun 8, 2021 (61 d) |
| Scott J Gegerson | Park Avenue Securities LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2021 | Mar 18, 2021 |
| Douglas Alan Burns | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Mar 31, 2021 | Oct 29, 2021 (212 d) |
| Cory Matthew Larmour | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 27, 2021 | Mar 18, 2021 |
| Joshua E Anderson | Prosperity Capital Advisors independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2021 | Mar 15, 2021 |
| Albert Jennings Segura | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 12, 2021 | Apr 8, 2021 |
| Jeffrey Jon Romero | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2021 | Feb 23, 2021 |
| Christine Marie Morales | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 12, 2021 | Jan 31, 2023 (718 d) |
| Emile Joseph Koury | Hancock Whitney Investment Services Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2021 | Jan 27, 2021 |
| Jennifer Sue Ramsey | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jan 15, 2021 | Apr 6, 2021 (81 d) |
| Patricia Anne Schrader | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jan 5, 2021 | Mar 1, 2021 (55 d) |
| Jonathan Russell Mckenzie | Cuso Financial Services, L.P. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 18, 2020 | Jan 4, 2021 |
| Ivan David Johnson | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Dec 16, 2020 | Dec 16, 2020 |
| Samuel James Bernard | Cuso Financial Services, L.P. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 30, 2020 | Nov 30, 2020 |
| John Albert Windham | Voya Financial Advisors, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 17, 2020 | Nov 25, 2020 |
| Emily Kathleen Saffa | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Nov 12, 2020 | Jul 8, 2022 (603 d) |
| Thomas Earl Seifert | Waddell & Reed BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Nov 6, 2020 | Oct 30, 2020 |
| Jesse Thomas Brady | Vaucluse Partners unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Oct 28, 2020 | Dec 26, 2021 (424 d) |
| Michael S Karder | Headwaters Investment Counsel, LLC unclassified | Stratos Wealth Partners, Ltd BD affiliated | Other | Oct 20, 2020 | Oct 19, 2020 |
| Michael Scott Vantusko | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 15, 2020 | Sep 11, 2020 |
| Gregory Giardino | Gitterman Wealth Management, LLC independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jul 24, 2020 | Jul 24, 2020 |
| Cristina Marie Campbell | Fidelity Personal And Workplace Advisors BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Jun 30, 2020 | Jun 1, 2020 |
| Samer Antoine Hilal | J.P. Morgan Securities LLC wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 15, 2020 | Jul 16, 2020 (31 d) |
| Autumn Maxton Harvey | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 10, 2020 | Jun 9, 2020 |
| Rhonda Kay Maxwell | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 5, 2020 | Jun 4, 2020 |
| Cindy L Hyde | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd other | Other | Apr 6, 2020 | Mar 2, 2016 |
| Josip Dunat | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Mar 17, 2020 | Mar 16, 2020 |
| Robert David Hays | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Mar 5, 2020 | Mar 4, 2020 |
| Robert Charles Fries | Key Investment Services LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 19, 2020 | Feb 13, 2020 |
| Marcia F Ramos | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Feb 19, 2020 | Feb 14, 2020 |
| Philip James Ledet | Voya Financial Advisors, Inc. BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2020 | Feb 5, 2020 |
| Salvatore John Dangelo | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd other | Other | Feb 5, 2020 | Jul 29, 2014 |
| Wes James Hawkins | Sikich Financial independent RIA | Stratos Wealth Partners, Ltd BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2020 | Sep 10, 2020 (226 d) |
| Steven Mark Schnupp | LPL Financial LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 23, 2020 | Aug 21, 2019 |
| John Steven Damiano | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Jan 3, 2020 | Jan 7, 2020 |
| Barbara Marquis | Wells Fargo Advisors wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Dec 31, 2019 | Feb 13, 2020 (44 d) |
| Anthony Joseph Truino | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2019 | Dec 13, 2019 |
| Christopher Zapata | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 18, 2019 | Dec 13, 2019 |
| John Thomas Dougherty | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 17, 2019 | Dec 13, 2019 |
| Ryan James Hunter | MML Investors Services, LLC BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 16, 2019 | Jan 22, 2020 (37 d) |
| Austyn Daniel Whittenburg | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2019 | Dec 4, 2019 |
| Daniel Leroy Whittenburg | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2019 | Dec 4, 2019 |
| Richard Stringham Gallacher | Osaic Fa, Inc. BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2019 | Dec 4, 2019 |
| Walter Michel Anderson | Morgan Stanley wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Nov 22, 2019 | Nov 21, 2019 |
| Kathleen A Nemetz | Mcclurg Capital Corporation state registered | Stratos Wealth Partners, Ltd independent RIA | Other | Nov 14, 2019 | Nov 14, 2019 |
| Travis Anthony Tiell | Woodbury Financial Services, Inc. BD affiliated | Stratos Wealth Partners, Ltd BD affiliated | Affiliated broker-dealer or bank to another | Oct 1, 2019 | Sep 17, 2020 (352 d) |
| James R Artale | Equitable Advisors, LLC national BD | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 24, 2019 | Jan 9, 2020 (107 d) |
| Tyler Jeffrey Sterk | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stratos Wealth Partners, Ltd independent RIA | Wirehouse to independent RIA | Aug 20, 2019 | Aug 20, 2019 |
| Kay Mayhue | Lifestyle Planning Solutions, LLC independent RIA | Stratos Wealth Partners, Ltd other | Other | Aug 5, 2019 | Feb 25, 2013 |
| Stephen Lacko | Pnc Wealth Management BD affiliated | Stratos Wealth Partners, Ltd independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2019 | Aug 13, 2019 |
483 moves match.