DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealthcare Advisory Partners 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.

AdvisorFromToTypeLeftRegistered
Brian P. LangAvantax Advisory Services BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 15, 2020Sep 11, 2020
Timothy Yeats ThomasIntegrative Investing unclassifiedWealthcare Advisory Partners LLC independent RIAOtherJul 8, 2020Jun 1, 2020
Jonathan Leif HolljesColonial River Wealth Management LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAMay 6, 2020May 6, 2020
Robert Verne BolenCapital One Investing, Inc. independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 13, 2020Aug 14, 2020 (123 d)
James William GravesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIAMar 4, 2020Mar 2, 2020
Albert Duncan KaufmanLPL Financial LLC BD affiliatedWealthcare Advisory Partners LLC otherOtherJan 31, 2020Jul 6, 2015
Solomon Mario LamacchioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIAJan 21, 2020Jan 17, 2020
Eric Alan KaplanGaines Financial Group independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 13, 2020Jan 2, 2020
Fernando GonzalezGaines Financial Group independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 13, 2020Jan 2, 2020
Robert James BurdumyCapital Analysts BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 10, 2020Feb 14, 2020 (35 d)
Andrew Murphy WindhamBrookstone Wealth Advisors, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 6, 2020Jan 3, 2020
Kevin Alexander MautteColonial River Wealth Management LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIADec 18, 2019Dec 18, 2019
David Christopher QuinnCapital One Investing, Inc. independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIADec 5, 2019Dec 23, 2019
Keri Elizabeth BlakeEdward Jones national BDWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2019Oct 10, 2019
Stephen Michael BurnsEdward Jones national BDWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 22, 2019Jun 25, 2025 (2134 d)
Daniel Leonard AscaniIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 30, 2019Jan 2, 2026 (2348 d)
Drew Michael ForteEagle Strategies LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 16, 2019Jul 24, 2019 (69 d)
Michael Jeffrey FreedmanIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 13, 2019May 16, 2019
Kent Brooks MonypenyIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Jun 20, 2019 (49 d)
Charles Raymond HardeeIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Jun 20, 2019 (49 d)
Ferdinand Perez PerniaIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019May 13, 2019
Ernest Paul CarreraIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019May 17, 2019
Janet Leann BarrIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019May 16, 2019
Staci Lynne JacksonIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2019Jun 20, 2019 (49 d)
Irma Lincoln HamptonIndependent Financial Partners BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2019Apr 22, 2019
Cindy Kay Day1st Global Advisors Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2019Feb 6, 2019
Kristen Deanne Shepherd1st Global Advisors Inc BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 8, 2019Feb 6, 2019
Vincent Jude LapietraLPL Financial LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAFeb 4, 2019May 13, 2019 (98 d)
Wesley Spaulding BrownRather & Kittrell, Inc. independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJan 16, 2019Feb 20, 2019 (35 d)
Anna Leigh GreenEdward Jones national BDWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 11, 2019Jan 16, 2019
David George SpenceLPL Financial LLC independent RIAWealthcare Advisory Partners LLC otherOtherJan 3, 2019Jul 13, 2016
Donna Marie KellyJanney Montgomery Scott LLC BD affiliatedWealthcare Advisory Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 9, 2018Mar 27, 2019 (169 d)
Smitha ThomasLPL Financial LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJul 23, 2018May 13, 2019 (294 d)
Thomas Avery SkelleyLPL Financial LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAJul 16, 2018Feb 9, 2018
Grant Reid RaskinPrivate Advisor Group, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAMay 29, 2018May 17, 2018
Allison Ferrentino DunlapFamily Office Research, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 30, 2018Jun 11, 2018 (42 d)
Mark William LangePrivate Advisor Group, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 26, 2018Apr 27, 2018
Brian Thomas CodyPrivate Advisor Group, LLC independent RIAWealthcare Advisory Partners LLC independent RIARIA to RIAApr 26, 2018Apr 27, 2018
Roddrick NewhouseWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC otherOtherNov 9, 2017Nov 9, 2017
Harrison BromleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIANov 7, 2017Jul 26, 2018 (261 d)
Charles Joseph SchilleciWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC otherOtherOct 20, 2017Oct 23, 2017
Daniel Ray GriffeyWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC otherOtherOct 20, 2017Oct 23, 2017
William Emmett BaucumWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC otherOtherOct 20, 2017Oct 23, 2017
Frank Michael GalzaranoLPL Financial LLC otherWealthcare Advisory Partners LLC independent RIAOtherSep 26, 2017May 4, 2021 (1316 d)
Wesley Lowell HazelriggWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherJul 3, 2017Jun 30, 2017
Anthony Allen TomashSummit Financial Group Inc otherWealthcare Advisory Partners LLC otherOtherMar 23, 2017Mar 22, 2017
Daniel Martin ShevlinPrivate Advisor Group, LLC otherWealthcare Advisory Partners LLC otherOtherJan 31, 2017Feb 3, 2017
Jon Peter WalheimPrivate Advisor Group, LLC otherWealthcare Advisory Partners LLC otherOtherJan 31, 2017Feb 6, 2017
Daniel Charles MccarthyWealthcare Capital Management LLC otherWealthcare Advisory Partners LLC otherOtherJan 11, 2017Jan 11, 2017
Timothy Paul HammondUsaa Financial Planning Services no RAUMWealthcare Advisory Partners LLC otherOtherDec 14, 2016Jan 12, 2017
Travis Karabin BoyerKey Investment Services LLC otherWealthcare Advisory Partners LLC independent RIAOtherOct 19, 2016Feb 7, 2018 (476 d)
Christopher Michael SchankNorthwestern Mutual Investment Services,LLC no RAUMWealthcare Advisory Partners LLC independent RIAOtherSep 14, 2016Jul 8, 2019 (1027 d)
Mark Robert MahaneyWells Fargo Advisors wirehouseWealthcare Advisory Partners LLC independent RIAWirehouse to independent RIASep 8, 2016Jan 2, 2025 (3038 d)
Steven Darren VestriWaddell & Reed otherWealthcare Advisory Partners LLC independent RIAOtherAug 16, 2016Jun 9, 2021 (1758 d)
Richard Hoffman HoyOsaic Institutions, Inc. otherWealthcare Advisory Partners LLC otherOtherJun 17, 2016Oct 27, 2016 (132 d)
Jeremiah Andrew JohnsonWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherJun 7, 2016Jun 2, 2016
Thomas Eric StineHfi Wealth Management otherWealthcare Advisory Partners LLC otherOtherApr 1, 2016May 5, 2016 (34 d)
Christopher Thomas UrnessWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherFeb 6, 2016Feb 3, 2016
Mark Andrew FultonWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherFeb 6, 2016Mar 1, 2017 (389 d)
Christopher Stephen CotterellOsaic Institutions, Inc. otherWealthcare Advisory Partners LLC otherOtherJan 29, 2016Feb 3, 2016
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205 moves match.