Arrivals at Gradient Advisors, 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.

Advisor	From	To	Type	Left	Registered
Keith Adam Wiltfong	Brookstone Capital Management LLC other	Gradient Advisors, LLC other	Other	Mar 12, 2015	Mar 19, 2015
Catherine Ann Peters	Focus Financial other	Gradient Advisors, LLC other	Other	Dec 11, 2014	Dec 18, 2014
Brian Reilly Plain	Ausdal Financial Partners, Inc. other	Gradient Advisors, LLC other	Other	Nov 14, 2014	Nov 13, 2014
William Donselle Warner	Spc other	Gradient Advisors, LLC independent RIA	Other	Nov 7, 2014	Jan 1, 2025 (3708 d)
Roger P Tennyson	Wsg Advisors, LLC unclassified	Gradient Advisors, LLC other	Other	Oct 16, 2014	Oct 2, 2014
Rebecca Y Lin	Lexington Financial/Life Management, LLC other	Gradient Advisors, LLC other	Other	Oct 8, 2014	Aug 21, 2014
Larry Clifford Dogs	Hahn Financial Group other	Gradient Advisors, LLC other	Other	Sep 15, 2014	Oct 22, 2014 (37 d)
James Russell Lord	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Gradient Advisors, LLC other	Other	Sep 10, 2014	Sep 9, 2014
Joseph Ivan Fishman	Freedom Wealth Associates, LLC unclassified	Gradient Advisors, LLC other	Other	Sep 3, 2014	Sep 5, 2014
Michael John Blanchard	Financial Security Assoc. Inc. unclassified	Gradient Advisors, LLC other	Other	Aug 28, 2014	Jun 24, 2014
Kevin Mckinley Schaefer	Creativeone Securities, LLC other	Gradient Advisors, LLC other	Other	Aug 22, 2014	Sep 12, 2014
Jeffrey Martin Winter	United Advisors America independent RIA	Gradient Advisors, LLC other	Other	Aug 20, 2014	Mar 29, 2016 (587 d)
Sean Randolph Stevens	Horter Investment Management, LLC other	Gradient Advisors, LLC other	Other	Aug 12, 2014	Nov 13, 2014 (93 d)
David John Johnson	Gradient Wealth Management, LLC no RAUM	Gradient Advisors, LLC other	Other	Jul 7, 2014	Jul 1, 2014
Thomas Eric Schneider	Creative Financial Designs, Inc. other	Gradient Advisors, LLC other	Other	Jul 1, 2014	Jul 3, 2014
Timothy Scott Sullivan	United Advisors America independent RIA	Gradient Advisors, LLC other	Other	May 23, 2014	Oct 15, 2014 (145 d)
Jason Allan Stroede	Oneamerica Securities, Inc. other	Gradient Advisors, LLC other	Other	Apr 14, 2014	Apr 8, 2014
Brandon Archibald	Primerica Advisors national BD	Gradient Advisors, LLC other	Other	Jan 28, 2014	Feb 4, 2014
Jesse Marichalar Galindo	D.H. Hill Advisors, Inc. independent RIA	Gradient Advisors, LLC other	Other	Dec 31, 2013	Jan 17, 2014
Gary Donald Kinder	Cambridge Investment Research Advisors, Inc. other	Gradient Advisors, LLC other	Other	Dec 13, 2013	Dec 2, 2013
James Leland Hancock	Signature Investments, Inc. other	Gradient Advisors, LLC other	Other	Nov 14, 2013	Nov 8, 2013
Jonathan G Norris	Cl Wealth Management LLC other	Gradient Advisors, LLC other	Other	Nov 1, 2013	Oct 17, 2013
David Alexander Wood	Msi Financial Services, Inc. other	Gradient Advisors, LLC other	Other	Oct 25, 2013	Feb 6, 2014 (104 d)
Conrad Stephen Kunkel	G. A. Repple & Company other	Gradient Advisors, LLC other	Other	Oct 18, 2013	Oct 17, 2013
Carol Yvonne Ransom Sutterfield	Ameriprise Financial Services, LLC national BD	Gradient Advisors, LLC other	Other	Oct 15, 2013	Dec 23, 2013 (69 d)
Joseph Anthony Digangi	Walnut Street Securities, Inc. other	Gradient Advisors, LLC other	Other	Aug 30, 2013	Aug 27, 2013
Mark Steven Kruman	Msi Financial Services, Inc. other	Gradient Advisors, LLC other	Other	Jul 25, 2013	Jul 15, 2014 (355 d)
Nathan Scott Yeomans	Transamerica Financial Advisors, LLC other	Gradient Advisors, LLC other	Other	Jul 2, 2013	Jul 9, 2013
David Jonathan Topor	Asset Positioning Services, LLC. unclassified	Gradient Advisors, LLC independent RIA	Other	Jun 5, 2013	Oct 4, 2024 (4139 d)
Gregory Joseph Garbeff	Global Financial Private Capital, Inc. other	Gradient Advisors, LLC other	Other	Mar 26, 2013	Mar 5, 2013
Michael Stendahl	Ameriprise Financial Services, LLC national BD	Gradient Advisors, LLC other	Other	Jan 29, 2013	Apr 28, 2014 (454 d)
Peter William Dotson	Global Financial Private Capital, Inc. other	Gradient Advisors, LLC other	Other	Jan 17, 2013	Jan 23, 2013
Jay Matthew Vavra	Ameriprise Financial Services, LLC national BD	Gradient Advisors, LLC other	Other	Jan 3, 2013	Apr 3, 2013 (90 d)
Diane Kathleen Case	Esi Financial Advisors other	Gradient Advisors, LLC other	Other	Dec 31, 2012	Oct 6, 2015 (1009 d)
Michael Aubrey Raitt	Sterne Agee Investment Advisor Services, Inc. other	Gradient Advisors, LLC other	Other	Dec 31, 2012	Aug 19, 2013 (231 d)
Laurence Arnold Bowers	American Investment Services other	Gradient Advisors, LLC other	Other	Dec 31, 2012	Jan 16, 2013
Freddie Howard Cook	Voya Financial Advisors, Inc. other	Gradient Advisors, LLC other	Other	Nov 15, 2012	Jun 27, 2017 (1685 d)
Armando Cunill	Voya Financial Advisors, Inc. other	Gradient Advisors, LLC other	Other	Nov 6, 2012	Nov 13, 2012
Ian C Turner	First Heartland Consultants, Inc. other	Gradient Advisors, LLC other	Other	Oct 31, 2012	Oct 16, 2013 (350 d)
George Nicholas Yankoupe	Cl Wealth Management LLC other	Gradient Advisors, LLC other	Other	Oct 1, 2012	Jan 25, 2013 (116 d)
Daniel Edward Flamma	Fortis Capital Management, LLC unclassified	Gradient Advisors, LLC other	Other	Sep 24, 2012	Oct 1, 2012
Keith Steven Sprincz	Dynasty Capital Management, Inc unclassified	Gradient Advisors, LLC other	Other	Sep 19, 2012	Jul 23, 2012
John Andrew White	Rchristianfinancial Consultants, LLC "The Clients Fiduciary" state registered	Gradient Advisors, LLC other	Other	Aug 29, 2012	Aug 30, 2012
Richard Lee Stevens	First Allied Securities, Inc. other	Gradient Advisors, LLC other	Other	Jun 28, 2012	Sep 18, 2012 (82 d)
Michael Anthony Moylan	American Elite Retirement unclassified	Gradient Advisors, LLC other	Other	Jun 14, 2012	Oct 5, 2012 (113 d)
Benjamin Joseph Zaharias	Brookstone Investment Advisory Services other	Gradient Advisors, LLC other	Other	May 8, 2012	May 9, 2012
Keith U Heritage	Brookstone Investment Advisory Services other	Gradient Advisors, LLC other	Other	May 8, 2012	Jun 20, 2012 (43 d)
Simon Todd Hilliard	Proadvisor Investment Corp. unclassified	Gradient Advisors, LLC other	Other	May 3, 2012	May 18, 2012
Michael David Dose	Infinity Financial Services unclassified	Gradient Advisors, LLC other	Other	Apr 12, 2012	Apr 2, 2012
Chase Adam Leach	American Investment Services other	Gradient Advisors, LLC other	Other	Mar 9, 2012	Mar 7, 2012
Michael Joseph Mansfield	Cooper Mcmanus other	Gradient Advisors, LLC other	Other	Feb 23, 2012	Feb 24, 2012
Joseph Michael Gibas	RBC Capital Markets, LLC national BD	Gradient Advisors, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Feb 7, 2012	Jan 30, 2012
Mitchell Louis Spiehs	American Investment Services other	Gradient Advisors, LLC no RAUM	Other	Jan 9, 2012	Jan 18, 2012
Samuel Ivor Alleyne	International Planning Alliance, LLC unclassified	Gradient Advisors, LLC other	Other	Dec 31, 2011	Sep 2, 2014 (976 d)
Bobby Gene Junkin	Concourse Financial Group Advisors other	Gradient Advisors, LLC no RAUM	Other	Dec 23, 2011	Jan 27, 2012 (35 d)
Peter Svend Tychsen	American Investment Services other	Gradient Advisors, LLC no RAUM	Other	Dec 20, 2011	Dec 20, 2011
Blair Haslerud	Td Ameritrade, Inc. no RAUM	Gradient Advisors, LLC no RAUM	Other	Dec 13, 2011	Dec 14, 2011
Jamie Lawrence Wing	Voya Financial Advisors, Inc. other	Gradient Advisors, LLC no RAUM	Other	Aug 31, 2011	Sep 12, 2011
Michael Sam Busico	1st Financial Planning Group, Inc. unclassified	Gradient Advisors, LLC no RAUM	Other	Aug 22, 2011	Feb 16, 2011
Andrew John O'Neill	Voya Financial Advisors, Inc. other	Gradient Advisors, LLC no RAUM	Other	Jun 10, 2011	Jul 1, 2011

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268 moves match.