Advisor moves

Arrivals at Alliancebernstein 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
Jonathan KobetsNeuberger Berman Bd LLC no RAUMAlliancebernstein L.P. otherOtherOct 16, 2018May 5, 2020 (567 d)
Eric HayesMill Creek Capital Advisors, LLC independent RIAAlliancebernstein L.P. otherOtherOct 2, 2018Mar 23, 2021 (903 d)
Nasimul KhanFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. otherOtherSep 20, 2018Nov 30, 2018 (71 d)
Travon Jeremiah MccainFidelity Personal And Workplace Advisors BD affiliatedAlliancebernstein L.P. otherOtherSep 18, 2018Dec 19, 2018 (92 d)
Justin David SawyersInvesco Advisers, Inc. asset managerAlliancebernstein L.P. otherOtherSep 5, 2018Oct 11, 2018 (36 d)
Shelby ReevesWilliam Blair & Company L.L.C. BD affiliatedAlliancebernstein L.P. otherOtherAug 7, 2018Aug 22, 2018
Samuel Soland SpryKestra Advisory Services, LLC BD affiliatedAlliancebernstein L.P. otherOtherJul 10, 2018Oct 10, 2018 (92 d)
Stephanie Theresa FernandesVerde Wealth Group, LLC state registeredAlliancebernstein L.P. otherOtherJun 21, 2018Aug 8, 2018 (48 d)
Peter KazmierczakCadaret Grant & Co Inc independent RIAAlliancebernstein L.P. otherOtherJun 11, 2018Jul 9, 2018
Thomas James CoyIndependence Wealth Group state registeredAlliancebernstein L.P. otherOtherMay 29, 2018Jul 19, 2019 (416 d)
Ross Matthew CatenaNorthwestern Mutual Investment Services,LLC no RAUMAlliancebernstein L.P. asset managerOtherMay 22, 2018Dec 18, 2023 (2036 d)
Tyler Lawrence ClarkMML Investors Services, LLC BD affiliatedAlliancebernstein L.P. otherOtherMay 15, 2018Jul 23, 2018 (69 d)
Anthony Patrick MaliziaHergenroeder Financial Advisors, Inc. otherAlliancebernstein L.P. asset managerOtherFeb 21, 2018Apr 17, 2023 (1881 d)
Nicole Keirnes ScanlonSanford C. Bernstein & Co., LLC otherAlliancebernstein L.P. otherOtherFeb 20, 2018Feb 20, 2018
Kimberly Anne WillieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. otherOtherJan 26, 2018Feb 15, 2019 (385 d)
Daniel Bernard EaganHirtle & Co., LLC otherAlliancebernstein L.P. otherOtherJan 25, 2018Jan 17, 2018
Christopher GouryhOsaic Fa, Inc. otherAlliancebernstein L.P. otherOtherJan 23, 2018Feb 6, 2018
Ross Norman RevenaughEchelon Asset Management otherAlliancebernstein L.P. otherOtherJan 17, 2018Aug 17, 2017
Franco S La MarcaCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. otherOtherJan 5, 2018Mar 9, 2018 (63 d)
James Anthony CereficeCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. otherOtherNov 14, 2017Jun 20, 2018 (218 d)
Louis SideropoulosNational Planning Corporation ("Npc Of America" In Fl & Ny) otherAlliancebernstein L.P. otherOtherSep 7, 2017Dec 4, 2017 (88 d)
Andrew Stef LudwigMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherSep 5, 2017Aug 28, 2023 (2183 d)
Megan E. TracyAmundi Pioneer Institutional Asset Management, Inc. otherAlliancebernstein L.P. otherOtherAug 3, 2017Nov 21, 2017 (110 d)
Patrick Frank WatsonT. Rowe Price Advisory Services, Inc. otherAlliancebernstein L.P. otherOtherJul 3, 2017Jul 28, 2017
Ruchi Vinod PatelCharles Schwab & Co., Inc. national BDAlliancebernstein L.P. otherOtherJun 20, 2017Apr 17, 2019 (666 d)
Susannah EmamiKls Professional Advisors Group, LLC otherAlliancebernstein L.P. otherOtherMay 23, 2017Apr 25, 2017
Steve Rodney DossInvesco Advisers, Inc. otherAlliancebernstein L.P. otherOtherMay 9, 2017Jun 21, 2017 (43 d)
Tamaki Kern FaneuffUBS Financial Services Inc. wirehouseAlliancebernstein L.P. otherOtherMar 3, 2017Mar 6, 2017
Jessica Gabrielle KopfBb&T Securities, LLC otherAlliancebernstein L.P. otherOtherFeb 16, 2017Mar 10, 2017
Kyle Stephen FinnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. otherOtherJan 5, 2017Jan 19, 2017
James Robert BocinskyMML Investors Services, LLC otherAlliancebernstein L.P. otherOtherOct 14, 2016Oct 21, 2016
Ryan Joseph BordelonCommonwealth Financial Network national BDAlliancebernstein L.P. otherOtherSep 16, 2016Oct 3, 2016
John-Michael Edmond LenahanJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. otherOtherSep 15, 2016Oct 31, 2016 (46 d)
Christopher Hugh HokeMorgan Stanley wirehouseAlliancebernstein L.P. otherOtherJun 10, 2016Jun 29, 2016
Robert F. HartPnc Wealth Management otherAlliancebernstein L.P. otherOtherMay 6, 2016May 12, 2016
Tiffany Sue KentFriedberg Investment Management, Inc. otherAlliancebernstein L.P. otherOtherMar 4, 2016Mar 9, 2018 (735 d)
Timothy John SchlatterOsaic Fa, Inc. otherAlliancebernstein L.P. otherOtherMar 3, 2016Mar 28, 2016
Liam Edward ObrienWells Fargo Advisors wirehouseAlliancebernstein L.P. otherOtherFeb 26, 2016Aug 30, 2016 (186 d)
Morgan Claire CampbellCri Securities, LLC otherAlliancebernstein L.P. otherOtherFeb 24, 2016Nov 30, 2016 (280 d)
Lucie Diana GermainNeuberger Berman Bd LLC otherAlliancebernstein L.P. otherOtherDec 1, 2015Dec 14, 2015
Joseph Dylan MalotMML Investors Services, LLC otherAlliancebernstein L.P. otherOtherSep 24, 2015Oct 1, 2015
Amir KhoramiMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherJun 12, 2015Jul 22, 2025 (3693 d)
Jillian Marie DragoneMorgan Stanley wirehouseAlliancebernstein L.P. otherOtherMay 21, 2015Jun 18, 2015
Juan Eduardo EsparzaJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. otherOtherApr 20, 2015Jun 22, 2015 (63 d)
Richard Andrew KetnerUBS Financial Services Inc. wirehouseAlliancebernstein L.P. otherOtherMar 30, 2015Mar 31, 2015
Kathleen DumesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAlliancebernstein L.P. asset managerOtherMar 3, 2015Feb 27, 2023 (2918 d)
Scott Jeffrey BaumanCammack Retirement Group no RAUMAlliancebernstein L.P. otherOtherFeb 24, 2015Jan 14, 2015
Nicholas Alexander NelsonCalton & Associates, Inc. otherAlliancebernstein L.P. otherOtherFeb 18, 2015Mar 31, 2015 (41 d)
Cameron D ColeZions Capital Advisors, Inc. otherAlliancebernstein L.P. otherOtherFeb 6, 2015Jun 16, 2021 (2322 d)
Judith RosenthalAmeriprise Financial Services, LLC national BDAlliancebernstein L.P. otherOtherJan 26, 2015Oct 19, 2018 (1362 d)
Douglas SammonsMorgan Stanley wirehouseAlliancebernstein L.P. otherOtherJan 26, 2015Feb 12, 2015
Michael Abraham WoocherGfo Advisory Services, LLC otherAlliancebernstein L.P. otherOtherJan 6, 2015Aug 14, 2015 (220 d)
Anthony John Raine CookW.P. Stewart & Co., LLC otherAlliancebernstein L.P. otherOtherDec 31, 2014Jan 9, 2014
Eric James HolderFisher Investments otherAlliancebernstein L.P. asset managerOtherNov 25, 2014May 20, 2022 (2733 d)
Joseph Taylor KrofcheckMorgan Stanley wirehouseAlliancebernstein L.P. asset managerOtherNov 13, 2014Oct 10, 2023 (3253 d)
Greggory William BrantJ.P. Morgan Securities LLC wirehouseAlliancebernstein L.P. otherOtherSep 4, 2014Sep 16, 2014
Jonathan Brad UnderkoflerWaddell & Reed otherAlliancebernstein L.P. otherOtherJul 28, 2014Aug 8, 2018 (1472 d)
Todd Frederick KroughStrategic Advisers LLC national BDAlliancebernstein L.P. otherOtherJul 15, 2014Jul 28, 2014
Stacy H BortleNorthwestern Mutual Investment Services,LLC otherAlliancebernstein L.P. otherOtherApr 29, 2014Jul 7, 2014 (69 d)
Dominick CodyVoya Financial Advisors, Inc. otherAlliancebernstein L.P. otherOtherMar 28, 2014May 2, 2014 (35 d)
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351 moves match.