Advisor moves

Arrivals at Sequoia Financial Group, L.L.C.

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
David TaucherRav Financial otherSequoia Financial Group, L.L.C. otherOtherOct 28, 2016Oct 3, 2016
Christine Michelle BoehnleinRav Financial otherSequoia Financial Group, L.L.C. otherOtherOct 28, 2016Oct 3, 2016
Kenneth Joseph PaullRav Financial otherSequoia Financial Group, L.L.C. otherOtherOct 28, 2016Oct 3, 2016
Thomas Andrew MoughanRav Financial otherSequoia Financial Group, L.L.C. otherOtherOct 28, 2016Oct 3, 2016
David BerryCopper Beech Wealth Management otherSequoia Financial Group, L.L.C. otherOtherSep 2, 2016Sep 15, 2016
Vincent A PanizziGhd Wealth Management, LLC unclassifiedSequoia Financial Group, L.L.C. otherOtherMay 2, 2016Apr 4, 2016
Steven Michael NofarGhd Wealth Management, LLC unclassifiedSequoia Financial Group, L.L.C. otherOtherMay 2, 2016Mar 14, 2017 (316 d)
Taylor E PapiernikGhd Wealth Management, LLC unclassifiedSequoia Financial Group, L.L.C. otherOtherMay 2, 2016Apr 21, 2016
Laura Beth KiickMarcum Wealth, LLC otherSequoia Financial Group, L.L.C. otherOtherFeb 19, 2016Feb 19, 2016
Michael Christopher RedheadValmark Advisers, Inc. otherSequoia Financial Group, L.L.C. otherOtherDec 17, 2015Jun 30, 2009
Michael Anthony ChisnellValmark Advisers, Inc. otherSequoia Financial Group, L.L.C. otherOtherDec 17, 2015Nov 12, 2010
Morgan Lee DesalvoNfp Advisor Services, LLC otherSequoia Financial Group, L.L.C. otherOtherOct 26, 2015Nov 6, 2015
Fred G BotekLPL Financial LLC otherSequoia Financial Group, L.L.C. otherOtherOct 6, 2015Mar 23, 2005
Pamela Sue GhezziValmark Advisers, Inc. otherSequoia Financial Group, L.L.C. otherOtherMar 2, 2015Nov 7, 2011
Jeff Edward RovnakWells Fargo Advisors wirehouseSequoia Financial Group, L.L.C. otherOtherJan 6, 2015Jan 2, 2015
Amy Lynne WhiteWells Fargo Advisors wirehouseSequoia Financial Group, L.L.C. otherOtherJan 6, 2015Jan 28, 2015
Terence James GlihaUBS Financial Services Inc. wirehouseSequoia Financial Group, L.L.C. otherOtherDec 18, 2014Jan 13, 2015
Darian Hong ChenGratry & Company, LLC otherSequoia Financial Group, L.L.C. otherOtherJun 6, 2014Mar 26, 2007
Ryan Paul O'LearyCalton & Associates, Inc. otherSequoia Financial Group, L.L.C. otherOtherDec 23, 2013Jan 28, 2014 (36 d)
Dana G HastingsMcdonald Partners LLC otherSequoia Financial Group, L.L.C. otherOtherSep 5, 2012Sep 24, 2012
Gregory Rongone RobbWells Fargo Advisors wirehouseSequoia Financial Group, L.L.C. independent RIAWirehouse to independent RIAFeb 28, 2012Feb 7, 2022 (3632 d)
Stanley Donald MilovancevValmark Advisers, Inc. otherSequoia Financial Group, L.L.C. otherOtherNov 11, 2011Jan 11, 2010
Nicholas ZamparelliBlackrock Investment Management, LLC otherSequoia Financial Group, L.L.C. independent RIAOtherJan 14, 2009May 2, 2024 (5587 d)
Trevor Robert ChunaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSequoia Financial Group, L.L.C. otherOtherMar 12, 2007Apr 27, 2007 (46 d)
Thomas Breslin StrauchonValmark Advisers, Inc. otherSequoia Financial Group, L.L.C. otherOtherJan 25, 2007Jul 11, 2005
Mark David WilcoxManning & Napier Advisors, LLC otherSequoia Financial Group, L.L.C. otherOtherJul 26, 2006Apr 27, 2007 (275 d)
Thomas Arthur HaughtLPL Financial LLC otherSequoia Financial Group, L.L.C. otherOtherDec 19, 2005Apr 26, 2000
William VenterLPL Financial LLC otherSequoia Financial Group, L.L.C. otherOtherDec 19, 2005Oct 19, 2004
Gerald Paul KnotekLPL Financial LLC otherSequoia Financial Group, L.L.C. otherOtherDec 19, 2005Oct 24, 2000
Joseph Scott LongLPL Financial LLC otherSequoia Financial Group, L.L.C. otherOtherDec 19, 2005Apr 26, 2000
David John MassareAmeriprise Financial Services, LLC national BDSequoia Financial Group, L.L.C. otherOtherMar 28, 2005Mar 27, 2007 (729 d)
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211 moves match.