DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Waverly 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.

AdvisorFromToTypeLeftRegistered
Nicholas N SchulteLPL Financial LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 8, 2020Sep 23, 2025 (1811 d)
Neal SchulteLPL Financial LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Sep 23, 2025 (1813 d)
Leah Christine SchulteLPL Financial LLC BD affiliatedWaverly Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 6, 2020Sep 23, 2025 (1813 d)
Michael Austin BarrancoLPL Financial LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIAFeb 4, 2019Jul 24, 2026 (2727 d)
Joshua Wyatt LancasterKinsight, LLC asset managerWaverly Advisors, LLC otherOtherMar 9, 2018Apr 28, 2017
John Brown CoxKinsight, LLC asset managerWaverly Advisors, LLC otherOtherMar 9, 2018Apr 28, 2017
Andrew Aris GearhartKinsight, LLC asset managerWaverly Advisors, LLC otherOtherFeb 23, 2018Apr 28, 2017
Aaron Michael NelsonAmn Investments unclassifiedWaverly Advisors, LLC otherOtherMay 1, 2015May 4, 2015
Morris Lee BrillNorthwestern Mutual Investment Services,LLC otherWaverly Advisors, LLC independent RIAOtherMar 4, 2014Jan 1, 2026 (4321 d)
Kelly Scott ClaryG.L. Smith & Associates otherWaverly Advisors, LLC otherOtherJan 17, 2013Feb 22, 2013 (36 d)
John Randolph AdamsBb&T Investment Services, Inc. no RAUMWaverly Advisors, LLC otherOtherOct 9, 2012Nov 28, 2012 (50 d)
Michael Christopher HallEagle Strategies LLC otherWaverly Advisors, LLC otherOtherApr 13, 2012Apr 26, 2012
Jennifer Brochu GroulxO'Sullivan Creel Wealth Advisors, Llp unclassifiedWaverly Advisors, LLC otherOtherApr 10, 2012May 31, 2012 (51 d)
Daniel KopackO'Sullivan Creel Wealth Advisors, Llp unclassifiedWaverly Advisors, LLC otherOtherApr 10, 2012Apr 19, 2012
Jeffrey Paul HelmsO'Sullivan Creel Wealth Advisors, Llp unclassifiedWaverly Advisors, LLC otherOtherApr 10, 2012Apr 21, 2012
Irby Jones ThompsonWilson Price Wealth Management, LLC unclassifiedWaverly Advisors, LLC otherOtherApr 4, 2012Apr 21, 2012
Christopher Blair DriverDevon Investment Advisors, LLC unclassifiedWaverly Advisors, LLC otherOtherJan 6, 2011Jul 31, 2015 (1667 d)
Justin Thomas RussellMorgan Stanley Dw Inc. unclassifiedWaverly Advisors, LLC otherOtherNov 29, 2006Jan 9, 2007 (41 d)
Melanie Luther NicholsArlington Partners LLC otherWaverly Advisors, LLC otherOtherJul 20, 2006Nov 18, 2011 (1947 d)
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199 moves match.