DFX Intelligence
Advisor moves
Arrivals at Private Advisor Group, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher John Bissonnette | Ak Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 22, 2022 | Jan 22, 2026 (1127 d) |
| Trent Chapman Huston | Ak Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 22, 2022 | Aug 4, 2022 |
| Russell P Zamloot | Avantax Advisory Services BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 19, 2022 | Jan 23, 2024 (400 d) |
| Kathryn Murphy | Cambridge Investment Research Advisors, Inc. BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2022 | Dec 4, 2022 |
| Edward Scott Smith | Western Wealth Management LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 23, 2022 | Nov 23, 2022 |
| Eric Jordan Lyons | Flagstar Securities, Inc. independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 24, 2022 | Oct 17, 2022 |
| Aimee Margaret Lloyd | Myicon state registered | Private Advisor Group, LLC other | Other | Oct 13, 2022 | Dec 19, 2013 |
| Robert James Reamer | Myicon state registered | Private Advisor Group, LLC other | Other | Oct 13, 2022 | Dec 18, 2013 |
| Susan Ruth Arnold | Washington Trust Advisors independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 27, 2022 |
| Ronald David Halterman | Washington Trust Advisors independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 27, 2022 |
| Nicholas Thomas Rossi | Washington Trust Advisors independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 27, 2022 |
| Brett Coleman Lonergan | Washington Trust Advisors independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 4, 2022 | Sep 27, 2022 |
| Christopher Ian Dorsey | Heritage Wealth Management Group, Ltd independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Oct 3, 2022 | Nov 4, 2022 (32 d) |
| Nicole Schenk Wasiakowski | LPL Financial LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 20, 2022 | Sep 22, 2022 |
| Nathan Asante Addo | Wells Fargo Advisors wirehouse | Private Advisor Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 31, 2022 | Sep 19, 2022 |
| Thomas F Furey | Park Avenue Securities LLC BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 15, 2022 | Aug 1, 2022 |
| Elizabeth Anne Debassio | Connecticut Wealth Management, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Aug 5, 2022 | Aug 12, 2022 |
| William Lawrence Holden | Stifel, Nicolaus & Company, Incorporated national BD | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2022 | Jul 28, 2022 |
| Thomas H. Lazenby | Stifel, Nicolaus & Company, Incorporated national BD | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2022 | Jul 28, 2022 |
| Noah Lazaro | Crown Capital Securities, L.P. BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 2, 2022 | May 31, 2024 (668 d) |
| Peter Mindnich | LPL Financial LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 27, 2022 | Jul 7, 2022 |
| Timothy David Gaarder | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Patrick Martin Stenson | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Ronald James Bickford | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 17, 2022 |
| Richard John Anderson | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Stephen Christopher North | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 21, 2022 |
| Michael Robert Vitale | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Rodney Lynn Meyer | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| James Lawrence Chapple | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Richard Mark Berquist | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 17, 2022 |
| Tyler Scott Christenson | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Philip John Anderson | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| William Snuggerud | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 21, 2022 |
| Jeffrey Roger Doom | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Adam Noah Landvik | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Jan 27, 2026 (1282 d) |
| Elizabeth Ann Dehn | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Thomas Allan Miller | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 17, 2022 |
| Matthew Richard Norland | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Eric Thomas Norman | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 17, 2022 |
| Evan John Meyer | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Troy Allen Gourde | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Lucas J Anderson | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 17, 2022 |
| Connor Monahan Gaarder | Investors Financial Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 25, 2022 | Mar 16, 2022 |
| Paul David Mulholland | Vanguard Advisers, Inc. BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2022 | Sep 1, 2022 (52 d) |
| Francis Michael Tedesco | 5th Street Advisors, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jun 28, 2022 | Mar 4, 2026 (1345 d) |
| Paul Forrest Thompson | Fidelity Personal And Workplace Advisors BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 7, 2022 | May 9, 2022 (32 d) |
| Ryan Tate Peters | Advice And Planning Services BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2022 | May 2, 2022 |
| Jay Schwartz | B. Riley Wealth Advisors, Inc. BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 30, 2022 | Mar 29, 2022 |
| Alexander J Senyshyn | Fidelity Personal And Workplace Advisors BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2022 | Mar 28, 2022 |
| James Biddlecomb Galbraith | Steward Partners Investment Advisory, LLC BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2022 | Mar 23, 2022 |
| Kevin L Hussey | Fidelity Personal And Workplace Advisors BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 22, 2022 | Sep 13, 2023 (540 d) |
| Mary Beth B Donas | Morgan Stanley wirehouse | Private Advisor Group, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Feb 23, 2022 | Feb 18, 2022 |
| Brenton Wesley Smith | Del-Sette Capital Management, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Feb 7, 2022 | Mar 18, 2022 (39 d) |
| Taylor Alan Massa | Securian Financial Services, Inc. BD affiliated | Private Advisor Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 1, 2022 | Feb 4, 2022 |
| Jeffrey Carl Grenchik | Ofm Wealth independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 28, 2022 | Feb 3, 2022 |
| Victor J Alfieri | Sei Investments Management Corp other | Private Advisor Group, LLC BD affiliated | Other | Jan 10, 2022 | Jan 1, 2025 (1087 d) |
| Jason Oliver Norton | Ifg Advisory, LLC independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 5, 2022 | Jan 11, 2022 |
| Matthew Dougald Mckellar | Myicon state registered | Private Advisor Group, LLC other | Other | Dec 31, 2021 | Dec 18, 2013 |
| David Michael Moretsky | Myicon state registered | Private Advisor Group, LLC other | Other | Dec 31, 2021 | May 5, 2014 |
| Michael Joseph Pratt | Pratt Collard Buck Advisory Group independent RIA | Private Advisor Group, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 23, 2021 | Jun 24, 2021 |
873 moves match.