Advisor moves

Arrivals at Goldman Sachs Wealth Services, L.P.

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
Matthew Ryan BurelEdward Jones national BDGoldman Sachs Wealth Services, L.P. otherOtherNov 23, 2010Jan 6, 2011 (44 d)
Benjamin Cline SimsMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. otherOtherNov 10, 2010Jul 18, 2011 (250 d)
Tyler Richard CinelliMsi Financial Services, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherJul 28, 2010Aug 26, 2011 (394 d)
Richard J DeschMorgan Stanley wirehouseGoldman Sachs Wealth Services, L.P. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 22, 2010Jan 31, 2022 (4211 d)
Steven L. KennedyEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 30, 2010Aug 3, 2010 (34 d)
David Patrick ReillyEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherMay 17, 2010May 9, 2012 (723 d)
William Christopher ClintonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGoldman Sachs Wealth Services, L.P. otherOtherApr 27, 2010Aug 11, 2010 (106 d)
Elizabeth Ann ZornBpu Investment Management, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherApr 20, 2010May 13, 2010
Jonathan Michael FortinSuntrust Investment Services, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherApr 5, 2010Aug 31, 2010 (148 d)
Christopher John LannonAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJul 22, 2009May 11, 2015 (2119 d)
Steven Eric GottliebMorgan Stanley & Co. LLC unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherMar 2, 2009Jan 11, 2011 (680 d)
Craig William MontanyeEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherDec 11, 2008Oct 7, 2010 (665 d)
Matthew Robert SearsAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherSep 29, 2008Dec 17, 2008 (79 d)
Timothy Philip PoundsWells Fargo Advisors wirehouseGoldman Sachs Wealth Services, L.P. otherOtherJul 29, 2008Oct 10, 2008 (73 d)
Matthew Earle HooperAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 10, 2008Oct 14, 2008 (126 d)
Philip N. NeznanovAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherMay 23, 2008Jun 30, 2008 (38 d)
Terrence Randel BabeThinkequity LLC otherGoldman Sachs Wealth Services, L.P. otherOtherMay 7, 2008Feb 23, 2018 (3579 d)
Mark Joseph LandauAtlas Private Wealth Management, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 4, 2008Jun 29, 2012 (1607 d)
Annette Louise SchiavoneMsi Financial Services, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherSep 7, 2007Nov 2, 2007 (56 d)
Kelly AndersonHsbc Securities (USA) Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherAug 13, 2007Apr 30, 2013 (2087 d)
Finian Patrick KennedyAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 20, 2007Aug 22, 2007 (63 d)
Gregory John GarvinEquitable Advisors, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherMay 8, 2007May 9, 2007
Roger Van BeverenFidelity Personal Trust Company, Fsb unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherMar 28, 2007Sep 23, 2010 (1275 d)
Mark LaquinMsi Financial Services, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherAug 30, 2006Jan 16, 2007 (139 d)
Gustavo ArceChase Investment Services Corp. otherGoldman Sachs Wealth Services, L.P. otherOtherJun 20, 2006Apr 25, 2011 (1770 d)
Shane Donovan SchnitziusAmeriprise Financial Services, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 8, 2006Aug 15, 2006 (68 d)
David Paul JerniganStrategic Advisers LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherJun 2, 2006Aug 15, 2006 (74 d)
Brian James TeagueMorgan Stanley Dw Inc. unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherJun 1, 2006Jul 24, 2006 (53 d)
Dylan Thomas CooperMorgan Stanley Dw Inc. unclassifiedGoldman Sachs Wealth Services, L.P. BD affiliatedOtherJun 1, 2006Jul 9, 2020 (5152 d)
Kevin Scott GrayRBC Capital Markets, LLC national BDGoldman Sachs Wealth Services, L.P. otherOtherApr 28, 2006Aug 16, 2006 (110 d)
Zachary Edward PrescottWells Fargo Advisors wirehouseGoldman Sachs Wealth Services, L.P. otherOtherMar 27, 2006Jul 11, 2006 (106 d)
Helder D SamagaioA. G. Edwards & Sons, Inc. unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherMar 14, 2006Mar 19, 2007 (370 d)
Richard B SugarmanNew England Securities Corporation otherGoldman Sachs Wealth Services, L.P. otherOtherJan 10, 2006Jun 21, 2006 (162 d)
Danielle Anne ThielClifton Gunderson Wealth Advisors otherGoldman Sachs Wealth Services, L.P. otherOtherDec 19, 2005Jul 5, 2006 (198 d)
Ann Seton QuinnApriem Advisors otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherDec 6, 2005Jul 20, 2021 (5705 d)
Matthew Jacob FleissigLord, Abbett & Co. LLC otherGoldman Sachs Wealth Services, L.P. otherOtherAug 31, 2005Nov 10, 2005 (71 d)
Geoffrey Kyle NadlerMorgan Stanley Dw Inc. unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherMar 3, 2005Jan 25, 2007 (693 d)
Kevin Michael GibneyLord, Abbett & Co. LLC otherGoldman Sachs Wealth Services, L.P. otherOtherFeb 25, 2005Mar 30, 2005 (33 d)
Maryam VahabzadehLord, Abbett & Co. LLC otherGoldman Sachs Wealth Services, L.P. BD affiliatedOtherMay 28, 2004Jul 19, 2021 (6261 d)
Nicholas Paul BreitPathfinder Advisory, Inc. otherGoldman Sachs Wealth Services, L.P. otherOtherDec 1, 2003Mar 5, 2004 (95 d)
Scott WodzenskiBlue Vase Securities, LLC unclassifiedGoldman Sachs Wealth Services, L.P. otherOtherDec 31, 2002May 9, 2006 (1225 d)
Robert Craig ObrienE*Trade Capital Management, LLC otherGoldman Sachs Wealth Services, L.P. otherOtherDec 18, 2002Jan 31, 2003 (44 d)
Page 4 of 4Previous
222 moves match.