DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Edelman Financial Services, 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
Jeanne Gonyer BaldwinEquitable Advisors, LLC national BDEdelman Financial Services, LLC otherOtherJan 13, 2011Feb 1, 2011
Bradley Hess HartzelFirst Allied Securities, Inc. otherEdelman Financial Services, LLC otherOtherJan 10, 2011Jan 20, 2011
Corinne Elizabeth DoreySpire Wealth Management, LLC otherEdelman Financial Services, LLC otherOtherOct 22, 2010Oct 28, 2010
Aaron Ray RoweSuntrust Investment Services, Inc. otherEdelman Financial Services, LLC otherOtherSep 15, 2010Sep 27, 2010
Lauren DykeStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherSep 13, 2010Oct 14, 2010 (31 d)
Douglas Arthur KeeganSbsb Financial Advisors otherEdelman Financial Services, LLC otherOtherSep 9, 2010Aug 20, 2010
Kristy Lyn HopkinsWorld Equity Group, Inc. otherEdelman Financial Services, LLC otherOtherAug 12, 2010Sep 9, 2010
Jonathan Michael SaxonStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJul 30, 2010Aug 20, 2010
Jesse Alan WilsonUsaa Financial Planning Services no RAUMEdelman Financial Services, LLC otherOtherJul 15, 2010Aug 29, 2011 (410 d)
Kristine Elizabeth GiovannelliEquitable Advisors, LLC national BDEdelman Financial Services, LLC otherOtherJul 9, 2010Jan 20, 2011 (195 d)
Gary L RiedermanEquitable Advisors, LLC national BDEdelman Financial Services, LLC otherOtherMay 11, 2010May 17, 2010
Edward John HunglerValic Financial Advisors, Inc. otherEdelman Financial Services, LLC otherOtherMay 11, 2010May 17, 2010
Brian Douglas AmperStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherMay 6, 2010Feb 1, 2011 (271 d)
Caitlin ChenAdvice And Planning Services otherEdelman Financial Services, LLC otherOtherMar 19, 2010May 6, 2010 (48 d)
Ann Mary CrehanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseEdelman Financial Services, LLC otherOtherJan 8, 2010Aug 31, 2010 (235 d)
Ryan Christopher PoirierConvergent Wealth Advisors, LLC otherEdelman Financial Services, LLC otherOtherJan 8, 2010Feb 26, 2010 (49 d)
Robert Alan WheedletonStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 6, 2010Jan 15, 2010
Nathan W.D. SpohnStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJan 6, 2010Feb 1, 2010
Michael David KroweWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherDec 16, 2009Dec 22, 2009
Brandon Reed CroxtonUvest Financial Services Group, Inc. unclassifiedEdelman Financial Services, LLC otherOtherNov 6, 2009Oct 21, 2010 (349 d)
Adam I KarronNatcity Investments, Inc. unclassifiedEdelman Financial Services, LLC otherOtherOct 2, 2009Aug 30, 2011 (697 d)
Daniel Patrick CrimminsDpc Wealth Management unclassifiedEdelman Financial Services, LLC otherOtherSep 1, 2009Sep 15, 2009
Edward Newton SchweitzerEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherAug 24, 2009Aug 25, 2009
Kelly Ann BoisvertEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherAug 6, 2009Aug 5, 2009
David Jon HeinemannEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 21, 2009Jul 20, 2009
Isabel Jacquelyn CooperEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Paul Jason JordanEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 20, 2009
Christine Rae WessingerEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Raymond James ReibelEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 22, 2009
Jennifer Galt SevierEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
David Thomas SheehanEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Alan G FaceyEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Mary Frances Martin-FalangaEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Kenneth Malcolm Murray IIIEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherJul 20, 2009Jul 17, 2009
Michael Edward SylvesterStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJun 30, 2009Sep 23, 2011 (815 d)
Matthew John ElmoreAmeriprise Financial Services, LLC national BDEdelman Financial Services, LLC otherOtherJun 2, 2009Feb 1, 2010 (244 d)
Travis Lee BoyerWells Fargo Advisors wirehouseEdelman Financial Services, LLC otherOtherMay 15, 2009Oct 25, 2010 (528 d)
Lauren CostelloUBS Financial Services Inc. wirehouseEdelman Financial Services, LLC otherOtherMay 13, 2009Jun 18, 2015 (2227 d)
Paul Daniel BrickGeneos Wealth Management, Inc. otherEdelman Financial Services, LLC otherOtherDec 31, 2008Mar 20, 2013 (1540 d)
Janet KangChase Investment Services Corp. otherEdelman Financial Services, LLC otherOtherNov 3, 2008Jan 28, 2010 (451 d)
Alfonso BurgosEdelman Financial Advisors LLC unclassifiedEdelman Financial Services, LLC otherOtherMay 15, 2008May 6, 2008
Kevin Joseph MaguireChase Investment Services Corp. otherEdelman Financial Services, LLC otherOtherApr 18, 2008Sep 28, 2011 (1258 d)
Robert Scott BowmanVirtus Capital Advisers, LLC otherEdelman Financial Services, LLC otherOtherFeb 19, 2008Apr 9, 2008 (50 d)
Douglas James UlrichWolf Financial Management, LLC unclassifiedEdelman Financial Services, LLC otherOtherDec 31, 2007May 19, 2010 (870 d)
Paul Jason JordanSuntrust Investment Services, Inc. otherEdelman Financial Services, LLC otherOtherOct 12, 2007Dec 7, 2007 (56 d)
Sean Charles WintzStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherOct 3, 2007Oct 26, 2007
Eraine Johnson ParkerSuntrust Investment Services, Inc. otherEdelman Financial Services, LLC otherOtherApr 16, 2007May 30, 2007 (44 d)
Joanna Lynn Cecilia-FlemingStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherApr 3, 2007Oct 16, 2009 (927 d)
Fearghal O'RiainFidelity Personal Trust Company, Fsb unclassifiedEdelman Financial Services, LLC otherOtherMar 28, 2007May 12, 2014 (2602 d)
Kevin James YorkeyStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherDec 7, 2006Oct 10, 2012 (2134 d)
Darrell Dowling ReynardChevy Chase Financial Services unclassifiedEdelman Financial Services, LLC otherOtherOct 6, 2006Nov 10, 2006 (35 d)
Alfonso BurgosBrookstreet Securities Corporation unclassifiedEdelman Financial Services, LLC otherOtherAug 21, 2006Sep 29, 2006 (39 d)
Patrick F FitzgeraldChevy Chase Financial Services unclassifiedEdelman Financial Services, LLC otherOtherAug 7, 2006Sep 14, 2006 (38 d)
Jerome Bruce LiebsteinNext Financial Group, Inc. otherEdelman Financial Services, LLC otherOtherJul 17, 2006Jul 28, 2006
Scott Christopher ButeraStrategic Advisers LLC national BDEdelman Financial Services, LLC otherOtherJun 8, 2006Jul 24, 2006 (46 d)
Christine Rae WessingerBanc Of America Investment Services, Inc. unclassifiedEdelman Financial Services, LLC otherOtherMay 4, 2006Aug 11, 2006 (99 d)
Brad James BaileyBarry Financial Group Inc unclassifiedEdelman Financial Services, LLC otherOtherMay 2, 2006Oct 7, 2013 (2715 d)
James Patrick MarxTd Ameritrade Investment Management, LLC otherEdelman Financial Services, LLC otherOtherApr 25, 2006Sep 13, 2011 (1967 d)
Andrew Peter NemetsEquitable Advisors, LLC national BDEdelman Financial Services, LLC otherOtherJul 18, 2005Sep 14, 2006 (423 d)
Eugene Anderson WoznySuntrust Investment Services, Inc. otherEdelman Financial Services, LLC otherOtherJun 7, 2005Jun 15, 2005
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245 moves match.