DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at United Capital Financial Advisors

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
Russell Lee FoxGirard Securities, Inc. otherUnited Capital Financial Advisors otherOtherSep 29, 2017Aug 30, 2005
Craig Jamieson SkeelsGirard Securities, Inc. otherUnited Capital Financial Advisors otherOtherSep 29, 2017Aug 30, 2005
Aymen KaboubBmo Harris Financial Advisors, Inc otherUnited Capital Financial Advisors otherOtherSep 28, 2017Oct 11, 2017
Trever Thomas ChristianInvestment Centers Of America, Inc. otherUnited Capital Financial Advisors otherOtherSep 18, 2017Sep 15, 2017
John Stephen SchwalbachInvestment Centers Of America, Inc. otherUnited Capital Financial Advisors otherOtherSep 18, 2017Sep 15, 2017
Alexander Mark SuppleeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUnited Capital Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankSep 13, 2017Feb 7, 2020 (877 d)
Jeffery KernodleKernodle & Katon Tax And Asset Management Group otherUnited Capital Financial Advisors otherOtherAug 11, 2017Aug 11, 2017
Brian OberleCharles Schwab & Co., Inc. national BDUnited Capital Financial Advisors otherOtherJul 3, 2017Jun 29, 2017
Robert Styles DavenportGirard Securities, Inc. otherUnited Capital Financial Advisors otherOtherJun 27, 2017Jan 20, 2009
Erik Gordon JensenLPL Financial LLC otherUnited Capital Financial Advisors otherOtherJun 22, 2017Jun 19, 2017
Richard Wayne MatchamLPL Financial LLC otherUnited Capital Financial Advisors otherOtherJun 22, 2017Aug 16, 2017 (55 d)
Phillip TannerJensen Wealth Advisors unclassifiedUnited Capital Financial Advisors otherOtherJun 22, 2017Jun 19, 2017
Jonathan A DoshierTd Ameritrade Investment Management, LLC otherUnited Capital Financial Advisors otherOtherJun 12, 2017Jun 8, 2017
Raymond KeyValic Financial Advisors, Inc. otherUnited Capital Financial Advisors BD affiliatedOtherMay 18, 2017Oct 20, 2020 (1251 d)
Gary Lee CordermanHalbert Hargrove otherUnited Capital Financial Advisors otherOtherMay 17, 2017May 17, 2017
Gregory Edward BlakeWms Partners, LLC otherUnited Capital Financial Advisors otherOtherApr 26, 2017Aug 21, 2017 (117 d)
Bruce Douglas Ward JrVanguard Advisers, Inc. otherUnited Capital Financial Advisors otherOtherMar 31, 2017Mar 22, 2017
Christian YossAdvice And Planning Services otherUnited Capital Financial Advisors otherOtherMar 9, 2017Mar 3, 2017
David K LundgrenPnc Managed Account Solutions, Inc. otherUnited Capital Financial Advisors otherOtherFeb 27, 2017Jul 27, 2017 (150 d)
John Paul DavisLPL Financial LLC otherUnited Capital Financial Advisors otherOtherJan 27, 2017Jan 4, 2017
Ryan John SmithScottrade Investment Management otherUnited Capital Financial Advisors otherOtherJan 17, 2017Jan 25, 2017
Phillip Dane RogersonRussell Investments otherUnited Capital Financial Advisors otherOtherJan 6, 2017Aug 17, 2017 (223 d)
Jennifer Rose HuiskingWestport Resources Management Inc otherUnited Capital Financial Advisors otherOtherDec 24, 2016Aug 30, 2016
Alexander N BlancoWestport Resources Management Inc otherUnited Capital Financial Advisors otherOtherDec 24, 2016Aug 30, 2016
Aaron Eduard StolpenWestport Resources Management Inc otherUnited Capital Financial Advisors otherOtherDec 24, 2016Aug 30, 2016
James B OlmoreMariner otherUnited Capital Financial Advisors otherOtherOct 13, 2016Oct 21, 2016
Jillian Marie DragoneAlliancebernstein L.P. otherUnited Capital Financial Advisors independent RIAOtherOct 11, 2016Nov 26, 2025 (3333 d)
Donna M TeetsPsa Financial Advisors Inc no RAUMUnited Capital Financial Advisors otherOtherOct 7, 2016Nov 2, 2015
Ryan F MaxwellLord, Abbett & Co. LLC otherUnited Capital Financial Advisors otherOtherSep 21, 2016Sep 14, 2017 (358 d)
James Matthew RichEquitable Advisors, LLC national BDUnited Capital Financial Advisors otherOtherAug 8, 2016Dec 19, 2016 (133 d)
Gregory Allen HutchesonStrategic Advisers LLC national BDUnited Capital Financial Advisors otherOtherJul 22, 2016Jul 21, 2016
Alysia ParkMorgan Stanley wirehouseUnited Capital Financial Advisors otherOtherJul 20, 2016Jun 26, 2017 (341 d)
Regis Edward RuaneSelect Financial Group, LLC otherUnited Capital Financial Advisors otherOtherJul 11, 2016Oct 30, 2015
Kenneth Jeffrey HannaSelect Financial Group, LLC otherUnited Capital Financial Advisors otherOtherJul 11, 2016Oct 30, 2015
Diana Elizabeth HallasSelect Financial Group, LLC otherUnited Capital Financial Advisors otherOtherJul 11, 2016Oct 30, 2015
Julia Marie ConnellHfi Wealth Management otherUnited Capital Financial Advisors otherOtherApr 29, 2016Apr 29, 2016
Colleen Ann ZieglerPost Oak Private Wealth Advisors independent RIAUnited Capital Financial Advisors otherOtherApr 19, 2016May 2, 2016
Gary Lawson GrigsbyValic Financial Advisors, Inc. otherUnited Capital Financial Advisors otherOtherApr 15, 2016Dec 13, 2016 (242 d)
Archibald Robinson HoxtonHfi Wealth Management otherUnited Capital Financial Advisors otherOtherApr 12, 2016Apr 5, 2016
Rebecca Michelle BlevinsHfi Wealth Management otherUnited Capital Financial Advisors otherOtherApr 1, 2016Apr 1, 2016
Kelly Christine EfflandHfi Wealth Management otherUnited Capital Financial Advisors otherOtherApr 1, 2016Apr 1, 2016
Brian Alexander ZiplerCharles Schwab & Co., Inc. national BDUnited Capital Financial Advisors otherOtherMar 29, 2016Feb 6, 2017 (314 d)
Jerald Larson DunnGirard Securities, Inc. otherUnited Capital Financial Advisors otherOtherMar 9, 2016Jul 15, 2010
David Isaac EssayRaymond James Financial Services Advisors, Inc otherUnited Capital Financial Advisors otherOtherMar 8, 2016Mar 4, 2016
Anthony Lawrence BlagroveBedrock Capital Management, Inc. otherUnited Capital Financial Advisors otherOtherMar 8, 2016Dec 7, 2015
Jonathan Adam BlumenthalGirard Securities, Inc. otherUnited Capital Financial Advisors otherOtherFeb 26, 2016Oct 21, 2011
Luke MelmsGlobal View Capital Management LLC otherUnited Capital Financial Advisors otherOtherFeb 17, 2016Jul 14, 2017 (513 d)
Terri Bolden WardRichland Advisory otherUnited Capital Financial Advisors otherOtherDec 31, 2015Feb 5, 2015
Jacob LoosleBedrock Capital Management, Inc. otherUnited Capital Financial Advisors otherOtherDec 7, 2015Dec 7, 2015
John Patrick AbriolaOsaic Wealth, Inc. otherUnited Capital Financial Advisors otherOtherNov 6, 2015Oct 30, 2015
John B TroyPsa Financial Advisors Inc otherUnited Capital Financial Advisors otherOtherOct 30, 2015Nov 2, 2015
Laurence SeidenPsa Financial Advisors Inc otherUnited Capital Financial Advisors otherOtherOct 30, 2015Nov 2, 2015
Brian Michael McdowellCapital Investment Counsel Inc otherUnited Capital Financial Advisors otherOtherOct 6, 2015Jan 23, 2015
David A MadwayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUnited Capital Financial Advisors otherOtherSep 28, 2015Feb 23, 2016 (148 d)
Trudy TurnerRgt Wealth Advisors otherUnited Capital Financial Advisors otherOtherAug 27, 2015Sep 8, 2015
Alan Michael RhodeAmeriprise Financial Services, LLC national BDUnited Capital Financial Advisors otherOtherAug 19, 2015Feb 26, 2018 (922 d)
Craig JonesAmeriprise Financial Services, LLC national BDUnited Capital Financial Advisors otherOtherAug 17, 2015Sep 23, 2016 (403 d)
Thomas Ketchin McdonaldIc Advisory Services, Inc. otherUnited Capital Financial Advisors BD affiliatedOtherJul 22, 2015Mar 17, 2021 (2065 d)
James CharbonneauIc Advisory Services, Inc. otherUnited Capital Financial Advisors otherOtherJul 21, 2015Jul 23, 2015
Arthur Millwee KlughIc Advisory Services, Inc. otherUnited Capital Financial Advisors otherOtherJul 21, 2015Jul 17, 2015
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414 moves match.