DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Steward Partners Investment Advisory, 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
Calvin RobertsSteward Partners Investment Solutions, LLC independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2024May 19, 2023
Alan Barry SegalAmeriprise Financial Services, LLC national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 4, 2024May 31, 2024
Alicia FullerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 24, 2024May 23, 2024
Ashley L RowellCetera Investment Advisers LLC BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 24, 2024May 29, 2024
Courtney M ShrewsberryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 24, 2024May 23, 2024
Stephen Parker NitzOsaic Institutions, Inc. BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 8, 2024May 6, 2024
Thomas Edward Noah DoerflerSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2024Apr 12, 2024
Samuel Jacob RiceSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 3, 2024May 21, 2024
Robert Lewis WallaceRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 11, 2024Mar 15, 2024
Stephen Kyle BlackwellRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 11, 2024Mar 15, 2024
Kirstin Lynn HarkMonaco Capital Management, LLC independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 25, 2024Apr 19, 2024
Andrew Christopher GregoryMonaco Capital Management, LLC independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 25, 2024Mar 15, 2024
Dawn Earl Thompson-MayfieldRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Chad Marion RushingRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Kerry Michael ChathamRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Terry Noel EstesRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 26, 2024
Brian Michael ElmsRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Bryan Craig KellyRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Scott Wayne DannerRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Courtney Heath WilliamsRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Valerie RiveraRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Jonathan Adam DuttonRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Paul Todd GaitherRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Robert Lawrence EstesRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Reed Anthony SloatRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 18, 2024
Margaret Newell WileyRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 18, 2024
Virginia Anne KoontzRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Joshua Adam DeaverRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 16, 2024
Jeffrey Paul WhitesideRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Ryan Nathaniel RussoRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Vernon Aubrey ThorntonRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Anthony Michael PiglowskiRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Christopher Todd GaitherRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Sean Thomas ManosRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 15, 2024Mar 15, 2024
Frank Owings SmithJ.P. Morgan Securities LLC wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2024Feb 29, 2024
Patrick ConnollyJ.P. Morgan Securities LLC wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 2, 2024Feb 29, 2024
Catherine Ann LaneAmeriprise Financial Services, LLC national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 16, 2024Oct 22, 2025 (614 d)
Luke John AullSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Jan 31, 2024
April Marie BinkleySagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Feb 5, 2024
Samuel Taylor SmithSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Feb 5, 2024
Jennifer Lynn HerendonSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Jan 31, 2024
David Victor MillerSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Feb 5, 2024
Stephen Robert NeuSagespring Wealth Partners independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2024Feb 5, 2024
Laureen Hendry LynnWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 8, 2024Feb 1, 2024
Douglas Lawrence WhitmoreWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 8, 2024Feb 1, 2024
Tiffany Lynn KobsCharles Schwab & Co., Inc. national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 10, 2024Feb 20, 2024 (41 d)
Abraham GonzalezLPL Financial LLC BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 18, 2023Jan 11, 2024
Grant Henry Robert DennistonWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 12, 2023Dec 4, 2023
Komal H DesaiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 11, 2023Dec 12, 2023
Jason Ryan ReevesKestra Advisory Services, LLC BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 11, 2023Dec 11, 2023
Charles MillerWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2023Nov 1, 2023
Simone JonesWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 10, 2023Nov 1, 2023
Edward Joseph NeibertMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 25, 2023Oct 19, 2023
James Gregory WallaceOsaic Institutions, Inc. BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2023Oct 12, 2023
Lennie Dean WaltersAmeritas Advisory Services, LLC BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2023Oct 2, 2023
Faiza KedirHightower Advisors, LLC BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 23, 2023Jun 25, 2024 (276 d)
Jennifer A FiumanoMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 20, 2023Aug 21, 2023
Andrew Quentin BarrettBci Securities, Inc. mixed wealthSteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2023Sep 11, 2025 (729 d)
William K ChaoMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 24, 2023Dec 11, 2023 (109 d)
Theodore James LatimerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 18, 2023Aug 17, 2023
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481 moves match.