Advisor moves

Arrivals at Geneos Wealth Management, 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
William Michael KrzesinskiRte Asset Management unclassifiedGeneos Wealth Management, Inc. otherOtherDec 15, 2006Aug 29, 2003
Carol Hodiak ChaneyOsaic Fa, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 7, 2006Dec 1, 2006
Christopher William JeppsonOsaic Fa, Inc. otherGeneos Wealth Management, Inc. otherOtherNov 21, 2006Dec 7, 2006
Steven Frederick BellPark Avenue Securities LLC otherGeneos Wealth Management, Inc. otherOtherNov 16, 2006Nov 16, 2006
Dawn M. JonesUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherNov 10, 2006Nov 17, 2006
Brian David HavermannSpc otherGeneos Wealth Management, Inc. otherOtherNov 7, 2006Nov 7, 2006
James Raymond CarrollHornor, Townsend & Kent, LLC otherGeneos Wealth Management, Inc. otherOtherAug 31, 2006Jan 5, 2007 (127 d)
Melissa Weakly HessDeutsche Bank Securities Inc. otherGeneos Wealth Management, Inc. otherOtherAug 30, 2006Oct 17, 2006 (48 d)
Joshua John PotterSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJul 27, 2006Jul 21, 2006
Ronald Chrysler HaufSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJul 25, 2006Jul 19, 2006
Charles John PotterSecurities America Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherJul 25, 2006Jul 19, 2006
Jonathan Andrew MoyerCanon Capital Investment Advisory otherGeneos Wealth Management, Inc. otherOtherJul 19, 2006Sep 23, 2010 (1527 d)
Kimberley K RainsRBC Capital Markets, LLC national BDGeneos Wealth Management, Inc. otherOtherJul 12, 2006Sep 25, 2006 (75 d)
Matthew R LangdonRkl Private Wealth otherGeneos Wealth Management, Inc. otherOtherJun 26, 2006May 2, 2006
Larry Robert MitchellRaymond James Financial Services, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMay 2, 2006Jun 23, 2006 (52 d)
Jeremy Scott MitchellRaymond James Financial Services, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMay 2, 2006Jul 11, 2006 (70 d)
James Bradley TeegardenNfp Advisor Services, LLC otherGeneos Wealth Management, Inc. otherOtherMar 7, 2006Mar 28, 2006
Edward James CollinsM Holdings Securities, Inc. otherGeneos Wealth Management, Inc. otherOtherMar 6, 2006Mar 3, 2006
Sheryl Lynn OlsonCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherMar 2, 2006Mar 2, 2006
Guy Edmund WoolleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGeneos Wealth Management, Inc. otherOtherFeb 16, 2006Feb 10, 2006
Joseph Sylvester SturnioloFirst Allied Securities, Inc. otherGeneos Wealth Management, Inc. BD affiliatedOtherJan 4, 2006Jan 4, 2026 (7305 d)
Steven Dominic ArriganFirst Allied Securities, Inc. otherGeneos Wealth Management, Inc. BD affiliatedOtherJan 4, 2006Jan 4, 2026 (7305 d)
Karolyn Rucker LunsfordPrivate Client Services, LLC otherGeneos Wealth Management, Inc. otherOtherDec 14, 2005Feb 5, 2015 (3340 d)
Robert Leonard GreenValmark Advisers, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 6, 2005Dec 1, 2005
Donald James TraugottThrivent Investment Management Inc. otherGeneos Wealth Management, Inc. otherOtherNov 25, 2005Nov 21, 2005
Frank Alfred LeyesRaymond James Financial Services, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherNov 18, 2005Nov 15, 2005
Douglas Allan RaderSentra Securities Corporation unclassifiedGeneos Wealth Management, Inc. otherOtherOct 31, 2005Oct 23, 2006 (357 d)
Philip John FogliWalnut Street Advisers Inc unclassifiedGeneos Wealth Management, Inc. otherOtherOct 4, 2005Aug 17, 2005
Eric A KellerCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherAug 31, 2005Sep 1, 2005
A Carlis CarrollAmeriprise Financial Services, LLC national BDGeneos Wealth Management, Inc. otherOtherAug 19, 2005Aug 22, 2005
John Allen KieferWells Fargo Advisors wirehouseGeneos Wealth Management, Inc. otherOtherAug 5, 2005Oct 27, 2011 (2274 d)
Michelle Dawn FranceM Holdings Securities, Inc. otherGeneos Wealth Management, Inc. otherOtherJun 23, 2005Jan 12, 2006 (203 d)
Phillip Michael ValleyBrecek & Young Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherMay 18, 2005May 24, 2005
Lois Rebecca StoufferFsc Securities Corporation otherGeneos Wealth Management, Inc. otherOtherMay 3, 2005May 5, 2005
Mary Howlett PlottAmeriprise Financial Services, LLC national BDGeneos Wealth Management, Inc. otherOtherApr 15, 2005Apr 18, 2005
John Thomas BirneyRaymond James & Associates, Inc. national BDGeneos Wealth Management, Inc. otherOtherMar 7, 2005Mar 31, 2005
Patrick Allen FunkeCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherFeb 10, 2005Feb 16, 2005
Kevin Jay AguasRubicon Financial Network state registeredGeneos Wealth Management, Inc. otherOtherJan 31, 2005Feb 16, 2005
Jimmy Elton SloanSenior Money Management, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherJan 13, 2005Jun 6, 2005 (144 d)
Jerry Wayne FirebaughCambridge Investment Research, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 15, 2004Dec 15, 2004
Frederick Charles WhitfordValic Financial Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 2, 2004Jan 26, 2005 (55 d)
Jay Alan MurrayAsset & Financial Planning, Ltd otherGeneos Wealth Management, Inc. otherOtherOct 28, 2004Sep 17, 2004
Dennus Kyle Bradley CooperBrecek & Young Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherOct 8, 2004Oct 5, 2004
Kenneth Alan ClydeBrecek & Young Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2004Sep 24, 2004
William White WhiddenCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 22, 2004Jun 30, 2004
Joseph Anthony StumbroskiCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 13, 2004Jul 1, 2004
Michael Vincent ValenciaCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 13, 2004Jul 1, 2004
Clarence Andrew KreppsCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 12, 2004Jul 1, 2004
James Allen SchmidtCetera Advisor Networks LLC otherGeneos Wealth Management, Inc. otherOtherJul 9, 2004Jul 21, 2004
Dean Allen RagerUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherJun 14, 2004Jan 29, 2004
Curtis Brian WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGeneos Wealth Management, Inc. otherOtherApr 1, 2004Mar 31, 2004
Scott Richard FlynnUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 29, 2004Mar 26, 2004
Timothy Curtis ShankUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 24, 2004Mar 24, 2004
James Pronk TateUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 24, 2004Mar 24, 2004
Linda Lee KnightonUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 24, 2004Mar 24, 2004
Dana Paul BasballeUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 19, 2004Nov 4, 2013 (3517 d)
Kari Ann BrownUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 19, 2004Nov 5, 2013 (3518 d)
Jonathan Wayne LiangUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherMar 5, 2004Feb 27, 2004
Craig Edward WilliamsThe Advisors Group, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherFeb 12, 2004Jan 26, 2004
Garry Dean DippelUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2003Jan 2, 2004
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258 moves match.