DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Arbor Point Advisors

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 KastanisCetera Advisors LLC otherArbor Point Advisors otherOtherApr 7, 2016Apr 11, 2016
Michael Blake GallionOne Degree Advisors, Inc. otherArbor Point Advisors otherOtherMar 30, 2016Mar 7, 2016
Matthew Scott SchillerFifth Third Securities, Inc. otherArbor Point Advisors otherOtherDec 14, 2015Jan 20, 2016 (37 d)
Deborah Lynn KochOrion Portfolio Solutions, LLC otherArbor Point Advisors otherOtherMar 27, 2015Apr 15, 2015
Robert Allen ArmstrongArvest Wealth Management otherArbor Point Advisors otherOtherMar 17, 2015Mar 16, 2015
Michael Patrick GarciaMomentum Independent Network Inc. otherArbor Point Advisors otherOtherDec 24, 2014Dec 8, 2014
Stephen Maxie JacksonMomentum Independent Network Inc. otherArbor Point Advisors otherOtherDec 23, 2014Dec 5, 2014
Mark Duane LoopCommonwealth Financial Network national BDArbor Point Advisors otherOtherOct 31, 2014Nov 13, 2014
David Andre DoorneweerdCommonwealth Financial Network national BDArbor Point Advisors otherOtherOct 31, 2014Nov 12, 2014
Mark Eugene AbrahamSterne Agee Investment Advisor Services, Inc. otherArbor Point Advisors otherOtherJul 28, 2014Jul 1, 2014
Thomas Patrick KerinsManarin Investment Counsel Ltd otherArbor Point Advisors otherOtherJun 3, 2014May 19, 2014
Debra Ann HendricksonManarin Investment Counsel Ltd otherArbor Point Advisors otherOtherJun 3, 2014May 22, 2014
Neil Joseph FarrellCadaret Grant & Co Inc otherArbor Point Advisors otherOtherMay 9, 2014May 8, 2014
David Allen WoodOsaic Fs, Inc. otherArbor Point Advisors BD affiliatedOtherApr 8, 2014Dec 21, 2018 (1718 d)
William Dana WebbManarin Investment Counsel Ltd otherArbor Point Advisors otherOtherJan 15, 2014Jan 17, 2014
Curren Scott WebbManarin Investment Counsel Ltd otherArbor Point Advisors otherOtherJan 15, 2014Jan 17, 2014
Carole Leah RomingerWells Fargo Advisors wirehouseArbor Point Advisors no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jul 1, 2013Jun 28, 2013
Robert William ReynoldsEchelon Group unclassifiedArbor Point Advisors BD affiliatedOtherNov 16, 2011Nov 6, 2020 (3278 d)
Paul Joseph KrauseBrecek & Young Advisors, Inc. otherArbor Point Advisors no RAUMOtherDec 6, 2010Nov 21, 2012 (716 d)
Christopher Clement ShererGunnallen Financial, Inc unclassifiedArbor Point Advisors BD affiliatedOtherMar 30, 2010Jul 27, 2021 (4137 d)
Cynthia Jean Storm FischerAnnex Wealth Management, LLC otherArbor Point Advisors otherOtherJul 31, 2009Nov 1, 2017 (3015 d)
Lloyd Jeffrey GalbraithWealth Management Northwest, Inc. state registeredArbor Point Advisors BD affiliatedOtherMay 4, 2009Nov 6, 2020 (4204 d)
Page 3 of 3Previous
142 moves match.