Arrivals at Lion Street 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.

Advisor	From	To	Type	Left	Registered
Daniel Bergan	Raymond James & Associates, Inc. national BD	Lion Street Advisors, LLC BD affiliated	Affiliated broker-dealer or bank to another	May 14, 2018	Jan 13, 2025 (2436 d)
Michael Bruce Kentor	M Holdings Securities, Inc. other	Lion Street Advisors, LLC BD affiliated	Other	Feb 23, 2018	Aug 7, 2018 (165 d)
Warren Bradford Stickney	M Holdings Securities, Inc. other	Lion Street Advisors, LLC other	Other	Feb 19, 2018	Feb 16, 2018
Melvin Lionel Pope	Kestra Advisory Services, LLC other	Lion Street Advisors, LLC other	Other	Oct 30, 2017	Nov 9, 2017
Barry Kingsley Barbernell	Summit Financial Group Inc other	Lion Street Advisors, LLC other	Other	Oct 26, 2017	Oct 24, 2017
Jordan Holding	Morgan Stanley wirehouse	Lion Street Advisors, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 12, 2017	Jun 21, 2021 (1378 d)
Kenneth Edward Cady	Wintrust Investments other	Lion Street Advisors, LLC other	Other	Aug 7, 2017	Aug 7, 2017
Ryan Robert Alvarez	Wintrust Investments other	Lion Street Advisors, LLC other	Other	Aug 4, 2017	Aug 22, 2017
Jason Gross	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Jul 25, 2017	Jul 21, 2017
Robert Anthony Martinelli	MML Investors Services, LLC other	Lion Street Advisors, LLC BD affiliated	Other	Jul 25, 2017	Jul 12, 2019 (717 d)
James Edward Hundman	Triad Advisors, LLC other	Lion Street Advisors, LLC other	Other	May 3, 2017	Mar 27, 2017
Jeffery Daniel Feliciano	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	May 1, 2017	Apr 28, 2017
Stacy Jean Hayes	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	May 1, 2017	Apr 28, 2017
Adam Nicholas Todd	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	May 1, 2017	Apr 28, 2017
Jose Anselmo Feliciano	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Apr 28, 2017	Apr 28, 2017
Matthew John Boehm	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Feb 3, 2017	Feb 1, 2017
Robert James Travers	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Feb 3, 2017	Feb 1, 2017
Aviva Esther Sapers	Kestra Advisory Services, LLC other	Lion Street Advisors, LLC other	Other	Feb 2, 2017	Feb 6, 2017
Karen Elizabeth Van Voorhis	Kestra Advisory Services, LLC other	Lion Street Advisors, LLC other	Other	Feb 2, 2017	Feb 6, 2017
Mark Joseph Alaimo	Kestra Advisory Services, LLC other	Lion Street Advisors, LLC other	Other	Feb 2, 2017	Feb 6, 2017
Carol Flores Mcshera	Kestra Advisory Services, LLC other	Lion Street Advisors, LLC other	Other	Feb 2, 2017	Feb 6, 2017
Derek Nels Dukart	Park Avenue Securities LLC other	Lion Street Advisors, LLC other	Other	Jan 23, 2017	Jan 23, 2017
Tim Daniel Clairmont	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Jan 4, 2017	Jan 19, 2017
Courtney Ann Stewart	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Jan 4, 2017	Jan 19, 2017
Daniel Willey	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Jan 4, 2017	Jan 19, 2017
Aaron Mitchell Hessel	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Jan 4, 2017	Jan 19, 2017
Stephen Wayne Wingard	Ips Advisors no RAUM	Lion Street Advisors, LLC other	Other	Dec 31, 2016	Apr 13, 2017 (103 d)
Vincent Ernest Zullo	Solenture Advisors LLC other	Lion Street Advisors, LLC BD affiliated	Other	Dec 31, 2016	Dec 13, 2019 (1077 d)
James Bradley Teegarden	Triad Advisors, LLC other	Lion Street Advisors, LLC other	Other	Oct 7, 2016	Oct 6, 2016
Ernest Adolf Stiba	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Sep 27, 2016	Sep 22, 2016
Eric Adam Stiba	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Sep 27, 2016	Sep 22, 2016
Amber Goetz	Wfg Advisors, LP other	Lion Street Advisors, LLC other	Other	Sep 7, 2016	Jul 25, 2017 (321 d)
David Jonathan Chesner	Woodbury Financial Services, Inc. other	Lion Street Advisors, LLC other	Other	Aug 23, 2016	Aug 17, 2016
Digvijay J Gohil	Avantax Advisory Services other	Lion Street Advisors, LLC other	Other	Feb 26, 2016	Mar 4, 2016
Michael Lynch Kimbell	Wfg Advisors, LP other	Lion Street Advisors, LLC other	Other	Aug 19, 2015	Mar 21, 2016 (215 d)
Jeffrey Lee Curtis	Wfg Advisors, LP other	Lion Street Advisors, LLC other	Other	Aug 19, 2015	Mar 21, 2016 (215 d)
Micheal Scott Penland	Nfp Advisor Services, LLC other	Lion Street Advisors, LLC other	Other	Aug 12, 2015	Aug 11, 2015
Bradley Alan Slater	Cambridge Investment Research Advisors, Inc. other	Lion Street Advisors, LLC other	Other	Jul 9, 2015	Jul 6, 2015
Robert Franklin	Nfp Advisor Services, LLC other	Lion Street Advisors, LLC other	Other	Mar 24, 2015	Mar 23, 2015
Trevor Kamp Lattin	Graham Investment Management, Inc. unclassified	Lion Street Advisors, LLC other	Other	Nov 19, 2014	Nov 18, 2014
Norman Douglas Hostetler	Nfp Advisor Services, LLC other	Lion Street Advisors, LLC other	Other	Jul 22, 2014	Jul 18, 2014
Kyle Wardlaw	Nfp Advisor Services, LLC other	Lion Street Advisors, LLC no RAUM	Other	Mar 10, 2014	Mar 10, 2014
Timothy Brian Smith	Equitable Advisors, LLC national BD	Lion Street Advisors, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 9, 2014	Jan 6, 2014
Brian Waylon Sak	Equitable Advisors, LLC national BD	Lion Street Advisors, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jan 6, 2014	Apr 4, 2014 (88 d)
Louis Anthony Gardner	Partnervest Advisory Services LLC other	Lion Street Advisors, LLC no RAUM	Other	Nov 5, 2013	Dec 26, 2013 (51 d)
John Fredrick Burmeister	Nfp Advisor Services, LLC other	Lion Street Advisors, LLC no RAUM	Other	Apr 23, 2013	Sep 20, 2013 (150 d)
Samuel Jacobs	Manor House Capital Advisors, LLC unclassified	Lion Street Advisors, LLC BD affiliated	Other	Jan 2, 2013	May 3, 2018 (1947 d)
Carie Marie Heckler	LPL Financial LLC other	Lion Street Advisors, LLC no RAUM	Other	Dec 7, 2012	Aug 12, 2013 (248 d)
Robert Scott Richardson	Northwestern Mutual Investment Services,LLC other	Lion Street Advisors, LLC other	Other	Jun 7, 2011	Aug 4, 2017 (2250 d)
Charles A Jordan	New England Securities Corporation other	Lion Street Advisors, LLC BD affiliated	Other	Oct 27, 2010	May 24, 2025 (5323 d)
Bruce Jay Rothbard	Morgan Stanley wirehouse	Lion Street Advisors, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jul 12, 2010	Aug 17, 2020 (3689 d)
Holly Knight	Edward Jones national BD	Lion Street Advisors, LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 25, 2009	Jun 16, 2020 (3948 d)
Christina Maria Lee	Msi Financial Services, Inc. other	Lion Street Advisors, LLC BD affiliated	Other	Jul 7, 2009	Nov 7, 2022 (4871 d)
Kirk Wolf	Missionsquare Retirement other	Lion Street Advisors, LLC BD affiliated	Other	Mar 4, 2008	May 18, 2022 (5188 d)
Donald Jeremiah Abernethy	Cadaret Grant & Co Inc other	Lion Street Advisors, LLC BD affiliated	Other	Sep 23, 2003	May 20, 2021 (6449 d)
Jeffrey Alan Ditsworth	UBS Financial Services Inc. wirehouse	Lion Street Advisors, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jan 30, 2003	Jan 6, 2022 (6916 d)

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176 moves match.