DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Triad 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.

AdvisorFromToTypeLeftRegistered
Iain Lesslie Chase BrackstoneHornor, Townsend & Kent, LLC otherTriad Advisors, LLC otherOtherOct 18, 2011Oct 7, 2011
John Anthony MezzulloGlass Jacobson Wealth Advisors otherTriad Advisors, LLC otherOtherSep 12, 2011Sep 7, 2011
Daniel DavilaHenrickson Nauta Wealth Advisors, Inc. otherTriad Advisors, LLC otherOtherSep 1, 2011Feb 21, 2012 (173 d)
David Allen PierceMML Investors Services, LLC otherTriad Advisors, LLC otherOtherAug 26, 2011Aug 23, 2011
Christopher David PullaroMML Investors Services, LLC otherTriad Advisors, LLC otherOtherAug 26, 2011Aug 23, 2011
Adam Anthony WaitkevichSmith Wb Financial Group unclassifiedTriad Advisors, LLC otherOtherAug 19, 2011Aug 19, 2011
Joseph William KantakevichWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherAug 10, 2011Oct 18, 2011 (69 d)
Terry Boyd DommFirst Horizon Advisors, Inc otherTriad Advisors, LLC otherOtherApr 6, 2011Apr 7, 2011
Stephanie Baines BowensCetera Advisor Networks LLC otherTriad Advisors, LLC otherOtherApr 5, 2011Apr 5, 2011
Patrick Warren SimpkinsCetera Advisor Networks LLC otherTriad Advisors, LLC otherOtherApr 5, 2011Apr 4, 2011
Melanie Rowen ReeveCetera Advisor Networks LLC otherTriad Advisors, LLC otherOtherApr 5, 2011Apr 4, 2011
Steven Ray MillerAvantax Advisory Services otherTriad Advisors, LLC otherOtherApr 1, 2011Mar 28, 2011
Matthew Harold RichardsonSignator Investors, Inc. otherTriad Advisors, LLC otherOtherMar 8, 2011Mar 8, 2011
David Scott MirolliPeachtree Planning Advisors, Inc. unclassifiedTriad Advisors, LLC otherOtherDec 31, 2010Jan 23, 2012 (388 d)
Jeremy Ray EchuckSignator Investors, Inc. otherTriad Advisors, LLC otherOtherOct 21, 2010Dec 8, 2010 (48 d)
Shannon Dale WareThrivent Investment Management Inc. otherTriad Advisors, LLC otherOtherSep 17, 2010Sep 15, 2010
Jeffrey Lewis GittermanVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
David Irwin KatzVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Theodore Victor KowalchynVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Elias Stuart RauchVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Tara L JakubikVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Daniel ArmasVoya Financial Partners, LLC otherTriad Advisors, LLC otherOtherMay 5, 2010May 5, 2010
Kenneth Russell BoydWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherApr 12, 2010Apr 15, 2010
Christopher J DorranceWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherApr 12, 2010Apr 9, 2010
Daryl Dudley JonesGunnallen Financial, Inc unclassifiedTriad Advisors, LLC otherOtherMar 26, 2010Mar 19, 2010
Kenneth Wayne PattonGunnallen Financial, Inc unclassifiedTriad Advisors, LLC otherOtherMar 26, 2010Apr 15, 2010
Harvey Theo SchwartzFirst Legacy Securities, LLC unclassifiedTriad Advisors, LLC otherOtherFeb 18, 2010Feb 9, 2010
Peter Cook RubincamJanney Montgomery Scott LLC otherTriad Advisors, LLC otherOtherFeb 12, 2010Feb 5, 2010
Joseph Wallace CarringtonFirst Legacy Securities, LLC unclassifiedTriad Advisors, LLC otherOtherFeb 5, 2010Feb 9, 2010
Jerome Emmett PinckneyRaymond James Financial Services Advisors, Inc otherTriad Advisors, LLC otherOtherOct 13, 2009Nov 18, 2009 (36 d)
Timothy John KlingGunnallen Financial, Inc unclassifiedTriad Advisors, LLC otherOtherSep 23, 2009Sep 11, 2009
Beverly Addington McbrideMML Investors Services, LLC otherTriad Advisors, LLC otherOtherSep 22, 2009Sep 16, 2009
Robert William OvermanRaymond James Financial Services Advisors, Inc otherTriad Advisors, LLC otherOtherJul 24, 2009Aug 4, 2009
Michael Jay HensleyCommonwealth Financial Network national BDTriad Advisors, LLC otherOtherJul 13, 2009Jul 13, 2009
Robert John BucciCincinnati Analysts, Inc otherTriad Advisors, LLC otherOtherMay 29, 2009May 29, 2009
Danny Lee MooreLPL Financial LLC otherTriad Advisors, LLC otherOtherMay 27, 2009May 27, 2009
Jeffrey Tyler ShaverLPL Financial LLC otherTriad Advisors, LLC otherOtherMay 27, 2009May 20, 2009
Joseph P YoungLPL Financial LLC otherTriad Advisors, LLC otherOtherMay 27, 2009May 22, 2009
Robert John MoralesSecurities America Advisors, Inc. otherTriad Advisors, LLC otherOtherApr 30, 2009May 1, 2009
Marcus Alan AshworthLPL Financial LLC otherTriad Advisors, LLC otherOtherApr 15, 2009Apr 20, 2009
Dano W. LoprestiJ. W. Cole Advisors, Inc. otherTriad Advisors, LLC otherOtherDec 31, 2008Jan 9, 2009
Christopher L TynerConcourse Financial Group Advisors otherTriad Advisors, LLC otherOtherSep 18, 2008Mar 24, 2010 (552 d)
Patrick Leland CurtinBanc Of America Investment Services, Inc. unclassifiedTriad Advisors, LLC otherOtherAug 27, 2008Aug 29, 2008
Richard Clement GoldmanWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherAug 18, 2008Aug 15, 2008
Stephanie Ellen BrooksWells Fargo Advisors wirehouseTriad Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 2, 2008Sep 24, 2019 (4101 d)
William James HurstStrategic Advisers LLC national BDTriad Advisors, LLC otherOtherApr 3, 2008Apr 11, 2008
Samuel Lee DegraffenriedStrategic Advisers LLC national BDTriad Advisors, LLC otherOtherApr 3, 2008Apr 11, 2008
Brian Arthur IrvingHornor, Townsend & Kent, LLC otherTriad Advisors, LLC otherOtherMar 11, 2008Mar 5, 2008
Kevin Gerard NoonanUvest Financial Services Group, Inc. unclassifiedTriad Advisors, LLC otherOtherFeb 11, 2008Feb 7, 2008
Thomas Frederick QuinnUvest Financial Services Group, Inc. unclassifiedTriad Advisors, LLC otherOtherFeb 11, 2008Feb 7, 2008
Thomas Allen BurdgThrivent Investment Management Inc. otherTriad Advisors, LLC otherOtherJan 14, 2008Jan 4, 2008
David Joseph ManietVenn Wealth & Benefit Services, LLC state registeredTriad Advisors, LLC otherOtherNov 19, 2007Jan 7, 2008 (49 d)
Stephen Michael MossCapital Planning & Investments unclassifiedTriad Advisors, LLC otherOtherOct 18, 2007Sep 13, 2007
William Charles GoodladNew England Securities Corporation otherTriad Advisors, LLC otherOtherOct 12, 2007Oct 1, 2007
Ellen Hochron GallagherNew England Securities Corporation otherTriad Advisors, LLC otherOtherOct 12, 2007Oct 1, 2007
George Roger DuffWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherJul 2, 2007Jun 29, 2007
Jeremiah Scott BoyntonWells Fargo Advisors wirehouseTriad Advisors, LLC otherOtherJul 2, 2007Jun 29, 2007
Daniel Jerome MasonPrim Advisors, Incorporated otherTriad Advisors, LLC otherOtherJun 22, 2007Jun 13, 2007
Frederick Charles TaylorIndependent Advisers Group Corp otherTriad Advisors, LLC otherOtherApr 20, 2007Jan 6, 2010 (992 d)
Craig Ryan Seligman1717 Capital Management Company unclassifiedTriad Advisors, LLC otherOtherApr 16, 2007Apr 18, 2007
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221 moves match.