DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Vsr Advisory Services

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
Jeffrey L GoffCharles Schwab & Co., Inc. national BDVsr Advisory Services otherOtherNov 29, 2004Mar 16, 2005 (107 d)
Michael Christopher AlbaWells Fargo Advisors wirehouseVsr Advisory Services otherOtherSep 8, 2004Aug 31, 2004
Derek David RippNfp Advisor Services, LLC otherVsr Advisory Services otherOtherJul 27, 2004Jul 14, 2004
John Luther PottsHornor, Townsend & Kent, LLC otherVsr Advisory Services otherOtherJul 26, 2004Jul 22, 2004
Vicki Renee McconnellCharles Schwab & Co., Inc. national BDVsr Advisory Services otherOtherJun 18, 2004Jan 4, 2010 (2026 d)
Richard K RyanOfg Financial Services, Inc. independent RIAVsr Advisory Services otherOtherMay 3, 2004Apr 23, 2004
Barry Micael FalterGunnallen Financial, Inc unclassifiedVsr Advisory Services otherOtherMar 10, 2004Mar 12, 2004
John Michael TerrionOsaic Fa, Inc. otherVsr Advisory Services otherOtherJan 23, 2004Jan 23, 2004
Robert Alan WileyDewaay Capital Management otherVsr Advisory Services otherOtherNov 6, 2003Oct 15, 2003
David Alan BasingerWells Fargo Advisors wirehouseVsr Advisory Services otherOtherSep 17, 2003Sep 15, 2003
Brock M AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVsr Advisory Services otherOtherAug 22, 2003Jul 14, 2004 (327 d)
David PolevoyWells Fargo Advisors wirehouseVsr Advisory Services otherOtherAug 19, 2003Apr 1, 2005 (591 d)
Gary Robert CarlsonAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherJul 14, 2003Jun 23, 2003
Robert Joseph KramerTower Square Securities, Inc. otherVsr Advisory Services otherOtherJul 11, 2003Jul 8, 2003
Paul Charles HoranHbc Financial Services, Ltd. unclassifiedVsr Advisory Services otherOtherJun 3, 2003Jun 2, 2003
Kevin P MoellerAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherApr 17, 2003Apr 11, 2008 (1821 d)
Richard Frederick SchaufertWells Fargo Advisors wirehouseVsr Advisory Services otherOtherApr 15, 2003Apr 3, 2003
Eric Dow EtshmanWells Fargo Advisors wirehouseVsr Advisory Services otherOtherApr 15, 2003Oct 8, 2004 (542 d)
Joseph Kent NeyLefavi Wealth Management otherVsr Advisory Services otherOtherApr 1, 2003Apr 3, 2003
Kristina Renee DunnThe Masters, Inc. unclassifiedVsr Advisory Services otherOtherDec 31, 2002Jul 29, 2004 (576 d)
Robert Wallace ScullenSunamerica Securities, Inc. unclassifiedVsr Advisory Services otherOtherOct 15, 2002Jan 30, 2004 (472 d)
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201 moves match.