Arrivals at J.P. Morgan Private Wealth 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.

Advisor	From	To	Type	Left	Registered
Andrew Vahab	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Mar 24, 2021
Evan Soff	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Mar 29, 2021
Karen G Mendoza	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Mar 15, 2021
Michael Kantor	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Apr 1, 2021
Robert Anthony Nicastro	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 18, 2021	Apr 13, 2021
Jaquelyn Morbitzer	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Mar 16, 2021	Mar 25, 2021
David Stecker	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Mar 15, 2021	Mar 19, 2021
James M Lawless	Twin Focus Capital Partners, LLC independent RIA	J.P. Morgan Private Wealth Advisors LLC BD affiliated	RIA to affiliated broker-dealer or bank	Mar 12, 2021	Apr 22, 2021 (41 d)
Andrew Joseph Mcfarland	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Mar 2, 2021	Apr 21, 2021 (50 d)
Hoai Viet Tran	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 16, 2021	Feb 20, 2021
Michael Jeffrey Kramer	B Riley Wealth Management BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Feb 9, 2021	Feb 9, 2021
Frank Deandrea	Td Ameritrade, Inc. no RAUM	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Other	Feb 9, 2021	Jun 24, 2022 (500 d)
Ghazal Barjesteh	Wells Fargo Advisors wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 21, 2020	May 3, 2022 (498 d)
Daniel Joseph White	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2020	Nov 13, 2020
John Charles Mcnamee	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2020	Nov 13, 2020
Kyle Ryan Briggs	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2020	Nov 13, 2020
Joseph Francis Thomason	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2020	Nov 13, 2020
Smita Mahboobani	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2020	Nov 13, 2020
Jessie Hsieh	Charles Schwab & Co., Inc. national BD	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Nov 3, 2020	Nov 18, 2020
George Francis Boudria	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Oct 20, 2020	Oct 19, 2020
Yiqun Li	Mutual Of Omaha Investor Services, Inc. no RAUM	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Other	Sep 29, 2020	Feb 17, 2021 (141 d)
Brian John Addington	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 15, 2020	Sep 11, 2020
Susan My Fong	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 15, 2020	Sep 11, 2020
Kristin Sullivan Chaset	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 15, 2020	Sep 11, 2020
Naing Lin	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 15, 2020	Sep 11, 2020
Riley Yang	UBS Financial Services Inc. wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 8, 2020	Sep 14, 2020
Walter Phillip Schlaepfer	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 4, 2020	Sep 9, 2020
John F Schork	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 4, 2020	Aug 11, 2020
Johann M Tampinco	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 4, 2020	Aug 11, 2020
Steven Anthony Drackert	Wells Fargo Advisors wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 2, 2020	Sep 10, 2020
Sonia Lee	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 1, 2020	Aug 11, 2020
Kimberly Scharff	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Mark William Broughton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Tanya Anderson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Jamie M Taylor	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Aubrey Rosenthal	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Mikah M Mccudden	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 14, 2020	Aug 11, 2020
Ryan Arthur Jones	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 13, 2020	Aug 11, 2020
Adam Jordan Zipper	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 10, 2020	Jul 31, 2020
Eugene Roytman	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 10, 2020	Oct 6, 2022 (787 d)
Christopher Clark Gates	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 6, 2020	Jul 31, 2020
John D Mulligan	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 6, 2020	Jul 31, 2020
Kathleen Stephens	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 6, 2020	Jul 31, 2020
Andrew Peter Gallagher	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 6, 2020	Jul 31, 2020
Joseph Luis Duarte	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 5, 2020	Sep 15, 2020 (41 d)
Andrew Richard Damato	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 5, 2020	Jul 31, 2020
Jeffrey Louis Hyman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 4, 2020	Sep 3, 2020
Mark M. Beatini	J.P. Morgan Securities LLC wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Aug 3, 2020	Jul 31, 2020
Rebecca Meryl Sterling	UBS Financial Services Inc. wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jul 9, 2020	Jul 2, 2020
Dorothy J Dembowski	Citigroup Global Markets Inc. BD affiliated	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Affiliated broker-dealer or bank to another	Jul 9, 2020	Nov 30, 2021 (509 d)
Lisa Ann Cassidy	Brenton Point Wealth Advisors LLC independent RIA	J.P. Morgan Private Wealth Advisors LLC BD affiliated	RIA to affiliated broker-dealer or bank	Jun 19, 2020	Aug 3, 2020 (45 d)
Jared Evan Katzman	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 28, 2020	May 22, 2020
Steve G Condos	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 27, 2020	Oct 29, 2021 (520 d)
Kenneth Joseph Morris	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 27, 2020	May 22, 2020
Fortune Stephen Macri	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 27, 2020	May 22, 2020
Desmond Djekovic	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 27, 2020	May 22, 2020
Joseph Beattie	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 26, 2020	May 22, 2020
Jillian Rubenstein	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 26, 2020	May 22, 2020
Christopher Robert Garner	Morgan Stanley wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 22, 2020	Nov 19, 2020 (181 d)
Stacy L Allred	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	J.P. Morgan Private Wealth Advisors LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	May 12, 2020	Jul 1, 2020 (50 d)

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600 moves match.