DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Alphastar Capital Management

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
George Armand AmedoreGoldman Sachs Wealth Services, L.P. BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2019Jul 10, 2019 (50 d)
Denise Alene GraceVirtue Capital Management, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAFeb 14, 2019Feb 14, 2019
Jaren Scott KiserUwharrie Investment Advisors, Inc. independent RIAAlphastar Capital Management independent RIARIA to RIAJan 17, 2019Jun 22, 2021 (887 d)
Daniel Ray KerrBrookstone Financial state registeredAlphastar Capital Management independent RIAOtherJan 17, 2019Jan 14, 2019
Derek A MiserBelpointe Asset Management LLC independent RIAAlphastar Capital Management independent RIARIA to RIADec 21, 2018Jan 15, 2019
Robert Wayne KnottsRegal Investment Advisors LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIADec 18, 2018Jan 15, 2019
Ross S RubinBelpointe Asset Management LLC independent RIAAlphastar Capital Management independent RIARIA to RIADec 14, 2018Nov 16, 2018
Peter John MayBelpointe Asset Management LLC independent RIAAlphastar Capital Management independent RIARIA to RIADec 14, 2018Nov 16, 2018
Michael Howard SpencerSpc BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 12, 2018Oct 12, 2018
Armand J DepaulBfc Planning, Inc. BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2018Nov 16, 2018 (38 d)
Shaun M TarzyMML Investors Services, LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAAug 27, 2018Aug 30, 2018
Trevor Charles BattTrevor Batt unclassifiedAlphastar Capital Management independent RIAOtherJul 27, 2018Aug 1, 2018
Thomas Joseph DingleyTsa Management Inc independent RIAAlphastar Capital Management independent RIARIA to RIAJul 9, 2018Apr 2, 2021 (998 d)
Kimberly Sue StrosniderSgl Financial, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAJul 2, 2018Jun 15, 2018
David Doron MehlerMML Investors Services, LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAJun 29, 2018Sep 21, 2022 (1545 d)
Leslie Lynette Davis SchoenhoferSecure Investment Management, LLC independent RIAAlphastar Capital Management independent RIARIA to RIAMay 23, 2018May 11, 2018
Christopher Charles KichurchakStrategic Wealth Partners, Ltd. independent RIAAlphastar Capital Management independent RIARIA to RIAApr 19, 2018Apr 24, 2018
Renee Walsh SimpsonPark Avenue Securities LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 21, 2018Feb 19, 2018
Jerry W NealPark Avenue Securities LLC BD affiliatedAlphastar Capital Management independent RIAAffiliated broker-dealer or bank to independent RIAFeb 16, 2018Feb 21, 2018
Terry Dee HigdonAmeritas Advisory Services otherAlphastar Capital Management independent RIAOtherJan 23, 2018Jan 8, 2018
Thomas Gerald StahleTrue Financial Partners unclassifiedAlphastar Capital Management otherOtherJan 10, 2018Jun 15, 2017
David Wayne ElizondoTrue Financial Partners unclassifiedAlphastar Capital Management otherOtherDec 31, 2017Jun 15, 2017
Drue Scott KampmannTrue Financial Partners unclassifiedAlphastar Capital Management otherOtherDec 31, 2017Jun 15, 2017
George Allen MartinCalton & Associates, Inc. otherAlphastar Capital Management independent RIAOtherDec 13, 2017Mar 21, 2018 (98 d)
Crystal Marie LangdonNepsis Advisor Services, Inc. otherAlphastar Capital Management otherOtherNov 16, 2017Jun 12, 2017
David Richard TillouAe Wealth Management, LLC otherAlphastar Capital Management otherOtherOct 30, 2017Nov 3, 2017
Brice W PayneW.Wall And Company, Inc. otherAlphastar Capital Management independent RIAOtherOct 11, 2017May 11, 2018 (212 d)
Willis Don HeslepRedhawk Wealth Advisors, Inc. otherAlphastar Capital Management otherOtherJul 25, 2017Jul 25, 2017
Matthew BlackFirst Command Advisory Services otherAlphastar Capital Management otherOtherJan 23, 2017Feb 23, 2017 (31 d)
Andrew Carroll PetersonAmeritas Advisory Services otherAlphastar Capital Management otherOtherDec 20, 2016Dec 1, 2016
Travis N LangemeierAmeritas Advisory Services otherAlphastar Capital Management otherOtherDec 16, 2016Dec 1, 2016
Sam Gene CookVirtue Capital Management, LLC otherAlphastar Capital Management otherOtherNov 11, 2016Nov 15, 2016
Mark Thomas BourgeoisAmeritas Advisory Services otherAlphastar Capital Management otherOtherMar 29, 2016Mar 28, 2016
Robin Ann CashPark Avenue Securities LLC otherAlphastar Capital Management otherOtherMar 29, 2016Mar 31, 2016
Bjorn E BorgCurian Capital, LLC otherAlphastar Capital Management independent RIAOtherMar 29, 2016Nov 21, 2024 (3159 d)
Robert Edward DruryWells Fargo Advisors wirehouseAlphastar Capital Management otherOtherDec 14, 2015Mar 8, 2017 (450 d)
Ruth Denise GoldsteinDempsey Lord Smith, LLC otherAlphastar Capital Management otherOtherNov 3, 2015Oct 13, 2015
Kevin James BurtonNationwide Securities, LLC no RAUMAlphastar Capital Management otherOtherAug 25, 2015Sep 1, 2015
David Kevin SeitzerCenter Street Advisors, Inc. no RAUMAlphastar Capital Management otherOtherJun 10, 2015Jun 18, 2015
Phillip P. LawsonOn Investment Management Co otherAlphastar Capital Management otherOtherMay 8, 2015May 1, 2015
Jaime Nicole CowperMML Investors Services, LLC otherAlphastar Capital Management otherOtherNov 6, 2014Nov 5, 2014
Robert Victor DonovanAmeritas Advisory Services otherAlphastar Capital Management independent RIAOtherOct 27, 2014Aug 13, 2018 (1386 d)
Justin Lee FortArbor Mutual Advisors, Inc. unclassifiedAlphastar Capital Management otherOtherMar 31, 2014Apr 15, 2014
Jennifer FisherMML Investors Services, LLC otherAlphastar Capital Management otherOtherMar 13, 2014Mar 25, 2014
James Gerald PerryCapital Financial Services, Inc. otherAlphastar Capital Management otherOtherJan 15, 2014Jan 23, 2014
Charles Edward NeumaierSicor Securities Inc unclassifiedAlphastar Capital Management otherOtherDec 31, 2013Jan 13, 2014
Michael Harrison BakerBts Asset Management, Inc. otherAlphastar Capital Management otherOtherDec 31, 2013Apr 10, 2013
Ross Evan MarynellBts Asset Management, Inc. otherAlphastar Capital Management otherOtherDec 31, 2013Apr 11, 2013
Scott L NelsonSolitude Wealth Advisors, LLC. state registeredAlphastar Capital Management otherOtherDec 13, 2013Dec 6, 2013
Simon John RogersAlpha Planning And Financial Services, Inc. independent RIAAlphastar Capital Management otherOtherNov 15, 2013Jul 30, 2013
Brent Andrew HannFisher Investments otherAlphastar Capital Management otherOtherOct 21, 2013Jul 1, 2014 (253 d)
Jeffrey Allen HeadrickModern Capital Advisors, LLC otherAlphastar Capital Management independent RIAOtherMar 5, 2013Jan 4, 2018 (1766 d)
Gregory Carl MayesVoya Financial Advisors, Inc. otherAlphastar Capital Management otherOtherNov 14, 2012Nov 15, 2012
Richard Ross ZeitzSummit Financial Group Inc otherAlphastar Capital Management otherOtherSep 4, 2012Aug 18, 2014 (713 d)
Robert Paul KlaessLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Matthew S KlaessLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Erik Lawrence KromLiberty Wealth Management, LLC otherAlphastar Capital Management otherOtherJul 20, 2012Jul 18, 2012
Gerard IacangeloPlanmember Securities Corporation otherAlphastar Capital Management otherOtherMar 8, 2012Mar 14, 2012
H. Terry MartineRegal Investment Advisors LLC otherAlphastar Capital Management otherOtherFeb 23, 2012Mar 13, 2012
Victor Jerome GrayQuestar Asset Management, Inc. otherAlphastar Capital Management otherOtherJan 6, 2012Jan 11, 2012
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204 moves match.