DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Great Valley Advisor Group, 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
Robert Steven SchmaukPhiladelphia Brokerage Corporation otherGreat Valley Advisor Group, LLC otherOtherApr 23, 2014Oct 2, 2014 (162 d)
Benjamin Neil HaasLPL Financial LLC otherGreat Valley Advisor Group, LLC independent RIAOtherDec 20, 2013May 4, 2021 (2692 d)
Robert Michael O'ReillyPruco Securities, LLC otherGreat Valley Advisor Group, LLC otherOtherDec 19, 2013Oct 3, 2014 (288 d)
Jeffrey D DonohueQa3 Financial LLC unclassifiedGreat Valley Advisor Group, LLC otherOtherFeb 11, 2011Oct 2, 2014 (1329 d)
Susan Beth AllenAssociated Securities Corp. unclassifiedGreat Valley Advisor Group, LLC otherOtherSep 8, 2009Jun 24, 2015 (2115 d)
Michael Joseph DeddaMutual Service Corporation unclassifiedGreat Valley Advisor Group, LLC otherOtherSep 8, 2009Feb 25, 2010 (170 d)
Christopher D TamagnoAssociated Securities Corp. unclassifiedGreat Valley Advisor Group, LLC otherOtherSep 8, 2009Jun 23, 2015 (2114 d)
Gregory R MallisonMorgan Stanley & Co. LLC unclassifiedGreat Valley Advisor Group, LLC otherOtherDec 2, 2008Sep 12, 2014 (2110 d)
Richard John CallahanPark Avenue Securities LLC otherGreat Valley Advisor Group, LLC otherOtherFeb 6, 2008Nov 20, 2014 (2479 d)
Kenneth Richard DivelbissNorthwestern Mutual Investment Services,LLC otherGreat Valley Advisor Group, LLC otherOtherDec 14, 2007May 7, 2014 (2336 d)
Drew Alton NemethWells Fargo Advisors wirehouseGreat Valley Advisor Group, LLC otherOtherDec 13, 2007Sep 12, 2014 (2465 d)
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191 moves match.