Advisor moves

Arrivals at Buckingham Strategic Wealth, 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
Mark Leslie SmithSolutions For Wealth Management, LLC otherBuckingham Strategic Wealth, LLC otherOtherMar 31, 2016Apr 1, 2016
Theresa Lynn RowlandSolutions For Wealth Management, LLC otherBuckingham Strategic Wealth, LLC otherOtherMar 31, 2016Apr 1, 2016
Melissa Hope EinbergNew England Capital otherBuckingham Strategic Wealth, LLC otherOtherFeb 3, 2016May 31, 2016 (118 d)
Aaron David GreyDenver Money Manager, LLC otherBuckingham Strategic Wealth, LLC otherOtherJan 19, 2016Feb 3, 2016
Joel T MartinDenver Money Manager, LLC otherBuckingham Strategic Wealth, LLC otherOtherJan 19, 2016Jan 26, 2016
Zachary Paul HagenZh Wealth Management, LLC state registeredBuckingham Strategic Wealth, LLC otherOtherNov 20, 2015Sep 24, 2015
Robert Eric BertmanEidelman Virant Capital otherBuckingham Strategic Wealth, LLC independent RIAOtherNov 12, 2015Jun 5, 2024 (3128 d)
Brenda Jean JanikowskiAsset Strategies, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 27, 2015Oct 28, 2015
Emilie Hanna SchafferHm Capital Management, LLC otherBuckingham Strategic Wealth, LLC otherOtherAug 31, 2015Sep 3, 2015
Emily Pace AllenPosey Capital otherBuckingham Strategic Wealth, LLC otherOtherJul 30, 2015Aug 19, 2015
Jarrett Daniel SimpsonMoney Concepts Advisory Service otherBuckingham Strategic Wealth, LLC otherOtherJun 11, 2015Jun 17, 2015
Matthew Charles ClarkCharles Schwab & Co., Inc. national BDBuckingham Strategic Wealth, LLC otherOtherJun 5, 2015Aug 24, 2016 (446 d)
Nicole M GouldClassic Capital, Inc. otherBuckingham Strategic Wealth, LLC otherOtherJun 3, 2015Apr 20, 2015
Justin Michael SloanRb Capital Management, LLC otherBuckingham Strategic Wealth, LLC otherOtherApr 3, 2015Feb 25, 2013
Jeremy Jacob BleyenbergLPL Financial LLC otherBuckingham Strategic Wealth, LLC otherOtherMar 2, 2015Feb 27, 2015
Timothy James CowheyMorgan Stanley wirehouseBuckingham Strategic Wealth, LLC otherOtherNov 18, 2014Mar 17, 2016 (485 d)
Christopher Joseph BraunerBmo Harris Financial Advisors, Inc otherBuckingham Strategic Wealth, LLC otherOtherNov 17, 2014Dec 19, 2014 (32 d)
Kristen Renee DonovanAcropolis Investment Management otherBuckingham Strategic Wealth, LLC otherOtherNov 11, 2014Sep 15, 2015 (308 d)
Sheetal Shyam BagdeUBS Financial Services Inc. wirehouseBuckingham Strategic Wealth, LLC otherOtherOct 31, 2014Dec 10, 2014 (40 d)
Richard Scott WimmerWells Fargo Advisors wirehouseBuckingham Strategic Wealth, LLC otherOtherMar 27, 2014Nov 22, 2017 (1336 d)
Philip HoWealth Management Group, Llp otherBuckingham Strategic Wealth, LLC otherOtherFeb 25, 2014Feb 6, 2014
Susan Michelle HanlonFirst Heartland Consultants, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 31, 2013Dec 21, 2015 (781 d)
Kent William SchmidgallNorthwestern Mutual Investment Services,LLC otherBuckingham Strategic Wealth, LLC otherOtherOct 30, 2013Apr 24, 2014 (176 d)
James Neal WhiddonJwa Financial Group, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 10, 2013Jul 15, 2013
Douglas Wayne McculleyJwa Financial Group, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 10, 2013Jul 1, 2013
Micky Chamberlain ReevesJwa Financial Group, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 10, 2013Jul 15, 2013
Bethany Elizabeth KetronJwa Financial Group, Inc. otherBuckingham Strategic Wealth, LLC otherOtherOct 10, 2013Jul 1, 2013
Kirby Joel MackEdward Jones national BDBuckingham Strategic Wealth, LLC otherOtherSep 6, 2013Jan 5, 2015 (486 d)
Jeffrey Brittain McgovernFocus Advisor Solutions, LLC otherBuckingham Strategic Wealth, LLC otherOtherAug 21, 2013Jun 17, 2010
Allen Gould ReganAvl/Wealthcare, LLC otherBuckingham Strategic Wealth, LLC otherOtherJun 24, 2013Jul 17, 2013
Charles Edward MoranEdward Jones national BDBuckingham Strategic Wealth, LLC otherOtherMar 12, 2013Aug 5, 2015 (876 d)
Thomas M BodinBodin Wealth Management L.L.C. unclassifiedBuckingham Strategic Wealth, LLC otherOtherDec 31, 2012Feb 24, 2015 (785 d)
Joseph Michael FrontczakStifel, Nicolaus & Company, Incorporated national BDBuckingham Strategic Wealth, LLC otherOtherJul 17, 2012May 19, 2015 (1036 d)
Brian Raymond GregorekEdward Jones national BDBuckingham Strategic Wealth, LLC otherOtherJul 5, 2012Jul 31, 2012
Daniel Joseph WestlundHm Capital Management, LLC otherBuckingham Strategic Wealth, LLC independent RIAOtherJun 7, 2012Jul 28, 2020 (2973 d)
Christopher Guillermo Girbes-PiercePnc Wealth Management otherBuckingham Strategic Wealth, LLC otherOtherAug 2, 2011Aug 10, 2011
Kristin Bence PooleLegatrust Financial Advisors, Inc. state registeredBuckingham Strategic Wealth, LLC otherOtherMay 9, 2011Jun 1, 2011
Brent Michael ThomasWealth Management Consultants, LLC unclassifiedBuckingham Strategic Wealth, LLC otherOtherDec 13, 2010Oct 28, 2010
Mark Eric WinlandMoneta Group Investment Advisors, LLC otherBuckingham Strategic Wealth, LLC otherOtherDec 3, 2010Dec 13, 2010
Jennifer Baraba WiechelRegions Investment Management, Inc. otherBuckingham Strategic Wealth, LLC otherOtherAug 30, 2010Dec 13, 2013 (1201 d)
Tammy Lynn CourtneyMorgan Keegan & Company, LLC otherBuckingham Strategic Wealth, LLC otherOtherAug 16, 2010Aug 23, 2010
Richard Patrick McdonaldFocus Advisor Solutions, LLC otherBuckingham Strategic Wealth, LLC otherOtherJan 21, 2010Jul 27, 2007
John Dallam MurryLegagroup, LLC unclassifiedBuckingham Strategic Wealth, LLC otherOtherDec 31, 2009Apr 12, 2012 (833 d)
Kenneth Irl RosenbaumUBS Financial Services Inc. wirehouseBuckingham Strategic Wealth, LLC otherOtherDec 2, 2009Nov 20, 2009
Ryne Charles VickerySecurian Financial Services, Inc. otherBuckingham Strategic Wealth, LLC otherOtherJun 10, 2009May 23, 2014 (1808 d)
Brian Joseph ShapiroMorningstar Investment Services LLC otherBuckingham Strategic Wealth, LLC otherOtherFeb 26, 2008Jun 12, 2008 (107 d)
Richard Weber GatesCetera Investment Advisers LLC otherBuckingham Strategic Wealth, LLC otherOtherMay 8, 2007Jul 30, 2007 (83 d)
Bradley Grant JenkinsBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
John Gregory CornBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
David Christopher RessnerBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
Aaron Jonathan VickarBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
James A CornfeldBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
Madaline Ann CreehanBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
Patrick M RitterBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
Tammy Lynn CourtneyBuckingham Asset Management Inc unclassifiedBuckingham Strategic Wealth, LLC otherOtherMar 20, 2007Mar 19, 2007
Susan Lynn ShackelfordBam Advisor Services LLC unclassifiedBuckingham Strategic Wealth, LLC otherOtherDec 8, 2005Mar 19, 2007 (466 d)
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236 moves match.