Advisor moves

Arrivals at Sound Income Strategies, 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
Bradley Stuart WilliamsConcourse Financial Group Advisors otherSound Income Strategies, LLC otherOtherJun 29, 2016Jul 11, 2016
David Alan EissmanHorter Investment Management, LLC otherSound Income Strategies, LLC otherOtherMay 6, 2016May 6, 2016
Patrick Carroll PeasonHarvest Financial Group, LLC otherSound Income Strategies, LLC otherOtherFeb 12, 2016Feb 12, 2016
Mark Waldo GraberSpc otherSound Income Strategies, LLC otherOtherDec 17, 2015Dec 1, 2015
Mark Stephen FalterInvestors Capital Advisory otherSound Income Strategies, LLC otherOtherNov 16, 2015Apr 16, 2015
Matthew Perry JohnsonCreativeone Securities, LLC otherSound Income Strategies, LLC otherOtherAug 12, 2015Jul 1, 2015
David Joseph ScrantonInvestment Advisors Corp otherSound Income Strategies, LLC no RAUMOtherNov 6, 2014Nov 4, 2014
Richard Buel BatesIntegrity Investment & Tax Advisory, LLC unclassifiedSound Income Strategies, LLC no RAUMOtherDec 31, 2012Dec 8, 2014 (707 d)
Stuart Craig ChamberlinAsset & Financial Planning, Ltd otherSound Income Strategies, LLC independent RIAOtherSep 20, 2012May 26, 2020 (2805 d)
Eric J LuttonLeonard And Company otherSound Income Strategies, LLC otherOtherApr 4, 2012Sep 23, 2015 (1267 d)
Abbas DaneshConnecticut Investment Management unclassifiedSound Income Strategies, LLC otherOtherDec 11, 2009Jan 8, 2018 (2950 d)
Michael Hollis StewartFifth Third Securities, Inc. otherSound Income Strategies, LLC otherOtherMay 2, 2008May 28, 2015 (2582 d)
Charles Burton RadlauerMorgan Stanley Dw Inc. unclassifiedSound Income Strategies, LLC independent RIAOtherAug 23, 2002Jan 12, 2023 (7447 d)
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133 moves match.