DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Assetmark, Inc.

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
Benjamin J. ForemanWells Fargo Advisors wirehouseAssetmark, Inc. otherOtherOct 23, 2008Nov 17, 2008
Anthony OrestanoLPL Financial LLC otherAssetmark, Inc. otherOtherOct 14, 2008Dec 12, 2008 (59 d)
Christian HviidGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherAug 6, 2008Aug 7, 2008
Bradford Paul WheelerGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherAug 4, 2008Aug 19, 2008
Alexander Bernd OverkampGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherAug 1, 2008Jul 31, 2008
Brian Kenneth PotokGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherAug 1, 2008Jul 31, 2008
Alexe Dimitrios RodopoulosGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherAug 1, 2008Aug 6, 2008
Timothy McfaddenGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Todd Philip DagostinoGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Adam Louis SchwartzGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
David Morgan SchubachGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Jeffrey Scott BridgeGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jun 16, 2011 (1050 d)
James August CookGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Jeffrey JosephGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Joon Chol HyonGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Aug 1, 2008
J. Shane GentryGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Patrick John GaraGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Jul 31, 2008
Jeremy PumaGenworth Financial Asset Management, Inc unclassifiedAssetmark, Inc. otherOtherJul 31, 2008Aug 1, 2008
Robert Bradley MillerIcon Advisers, Inc. otherAssetmark, Inc. otherOtherMay 28, 2008Aug 26, 2008 (90 d)
Michele Conti StrautsAmeriprise Financial Services, LLC national BDAssetmark, Inc. otherOtherMay 21, 2008Jul 16, 2008 (56 d)
Chanachart ChareonchumpOsaic Fa, Inc. otherAssetmark, Inc. otherOtherApr 3, 2008Nov 28, 2016 (3161 d)
Michael Leon WaldridgeTransamerica Investment Management, LLC unclassifiedAssetmark, Inc. otherOtherMar 25, 2008Oct 24, 2005
Monica Schmidt StempelU.S. Bancorp Investments, Inc. otherAssetmark, Inc. otherOtherFeb 4, 2008Apr 28, 2008 (84 d)
Gerald Keith GirandDunham otherAssetmark, Inc. otherOtherDec 20, 2007May 30, 2008 (162 d)
Darren James SchuldheissCetera Investment Advisers LLC otherAssetmark, Inc. otherOtherSep 11, 2007Jul 31, 2008 (324 d)
Alicia Ann ReedWells Fargo Investments, LLC unclassifiedAssetmark, Inc. otherOtherSep 4, 2007Jun 18, 2009 (653 d)
Mark Paul SchoenbeckCurian Capital, LLC otherAssetmark, Inc. otherOtherApr 12, 2007Oct 6, 2008 (543 d)
Frank Samuel Martin RoeAmeriprise Financial Services, LLC national BDAssetmark, Inc. otherOtherMar 2, 2007Apr 30, 2008 (425 d)
Wes TaylorBlackrock Financial Management, Inc otherAssetmark, Inc. otherOtherJan 3, 2007Jan 7, 2013 (2196 d)
Erik Martin BlankmeyerPruco Securities, LLC otherAssetmark, Inc. otherOtherJun 27, 2006Aug 21, 2006 (55 d)
Timothy Owen McmullanCetera Investment Advisers LLC otherAssetmark, Inc. otherOtherApr 17, 2006Jul 31, 2008 (836 d)
Joseph Patrick CondonTd Ameritrade, Inc. no RAUMAssetmark, Inc. BD affiliatedOtherMar 27, 2006Apr 9, 2025 (6953 d)
Jason Elliot CadellGuggenheim Investments otherAssetmark, Inc. otherOtherFeb 17, 2006Jan 26, 2010 (1439 d)
Edward Charles KellyNationwide Investment Services Corporation unclassifiedAssetmark, Inc. otherOtherFeb 15, 2006May 20, 2010 (1555 d)
John Allen BuchananBanc Of America Investment Services, Inc. unclassifiedAssetmark, Inc. otherOtherJul 18, 2005Nov 17, 2016 (4140 d)
Ian Thomas RobertsonLincoln Financial Distributors, Inc. unclassifiedAssetmark, Inc. otherOtherNov 5, 2004Oct 18, 2004
Luke F BaumVestax Securities Corporation unclassifiedAssetmark, Inc. otherOtherDec 31, 2003Aug 4, 2004 (217 d)
Michael John OconnorMdt Advisers, A Division Of Federated Mdta LLC otherAssetmark, Inc. otherOtherJun 27, 2003Mar 13, 2009 (2086 d)
James Stephen DefalcoStrong Capital Management Inc unclassifiedAssetmark, Inc. otherOtherSep 17, 2002Feb 11, 2005 (878 d)
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219 moves match.