Advisor moves

Arrivals at Stratos Wealth Partners, Ltd

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
Michael Franklin MccamyWealthone, LLC independent RIAStratos Wealth Partners, Ltd independent RIARIA to RIAJul 25, 2019Aug 19, 2019
Maryjo MorelloIndependent Financial Group, LLC independent RIAStratos Wealth Partners, Ltd independent RIARIA to RIAApr 29, 2019Apr 26, 2019
Kristopher WadsworthSagepoint Financial, Inc. BD affiliatedStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2019Apr 22, 2019
Peter V DisanzaAmeriprise Financial Services, LLC national BDStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2019Jul 17, 2019 (120 d)
Joseph P CelibertiMML Investors Services, LLC BD affiliatedStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2019Mar 4, 2019
Jennifer Kathryn CollinsRaymond James Financial Services Advisors, Inc BD affiliatedStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAJan 28, 2019Jan 29, 2019
Ronald Perez PalancaAdvisors' Pride Inc. independent RIAStratos Wealth Partners, Ltd independent RIARIA to RIAJan 9, 2019Dec 17, 2018
Brad Lynn CastLifestyle Planning Solutions, LLC no RAUMStratos Wealth Partners, Ltd otherOtherNov 20, 2018Feb 25, 2013
Blaine Gordon MalcolmLifestyle Planning Solutions, LLC no RAUMStratos Wealth Partners, Ltd otherOtherOct 17, 2018Feb 25, 2013
Matthew Kyle ShoresLifestyle Planning Solutions, LLC no RAUMStratos Wealth Partners, Ltd otherOtherOct 17, 2018Feb 25, 2013
Sheldon FrantzRaymond James Financial Services Advisors, Inc BD affiliatedStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIASep 12, 2018Jan 8, 2019 (118 d)
Michael BeloffMML Investors Services, LLC BD affiliatedStratos Wealth Partners, Ltd BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2018Jan 5, 2024 (1947 d)
William Henry MorganLPL Financial LLC independent RIAStratos Wealth Partners, Ltd otherOtherAug 27, 2018May 3, 2012
Casey William ShawEdward Jones national BDStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAAug 23, 2018Dec 19, 2018 (118 d)
Amber L SchwaabCharles Schwab & Co., Inc. national BDStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2018Aug 16, 2018
Susan Lois LightThe Patriot Financial Group, LLC independent RIAStratos Wealth Partners, Ltd independent RIARIA to RIAJun 29, 2018Jun 27, 2018
Richard JuarbePruco Securities, LLC BD affiliatedStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAJun 28, 2018Jun 27, 2018
Anthony Joseph VeigaWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd BD affiliatedWirehouse to affiliated broker-dealer or bankJun 5, 2018May 16, 2022 (1441 d)
Brent Allen TeagueGlobal Retirement Partners LLC institutionalStratos Wealth Partners, Ltd independent RIAOtherJun 1, 2018Jul 6, 2018 (35 d)
Jeffrey Alan ConcepcionLPL Financial LLC independent RIAStratos Wealth Partners, Ltd otherOtherMay 29, 2018Aug 13, 2010
Stephanie Brenda SterlingCommonwealth Financial Network national BDStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIAMay 21, 2018Jul 26, 2018 (66 d)
Lakshmi NagarajanCetera Investment Advisers LLC otherStratos Wealth Partners, Ltd otherOtherFeb 15, 2018Feb 16, 2018
Kisha Byrd MadisonInvest Financial Corporation otherStratos Wealth Partners, Ltd BD affiliatedOtherFeb 14, 2018Oct 10, 2022 (1699 d)
Mark Anthony BrennemanLPL Financial LLC independent RIAStratos Wealth Partners, Ltd otherOtherJan 22, 2018Jan 23, 2018
Stacy Ann CliffordCetera Investment Advisers LLC otherStratos Wealth Partners, Ltd otherOtherDec 22, 2017Dec 20, 2017
Robert Reynolds SteinfeldMML Investors Services, LLC otherStratos Wealth Partners, Ltd otherOtherDec 20, 2017Dec 20, 2017
Mark Kevin ObrockHamilton Capital otherStratos Wealth Partners, Ltd otherOtherDec 4, 2017Mar 16, 2018 (102 d)
James Edward BoydNational Planning Corporation ("Npc Of America" In Fl & Ny) otherStratos Wealth Partners, Ltd BD affiliatedOtherDec 1, 2017Dec 20, 2022 (1845 d)
Ethan Michael SmithHancock Whitney Investment Services Inc. otherStratos Wealth Partners, Ltd otherOtherDec 1, 2017Dec 1, 2017
Brett Ellis WalkerHancock Whitney Investment Services Inc. otherStratos Wealth Partners, Ltd otherOtherDec 1, 2017Dec 1, 2017
Courtney ReedStrategic Advisers LLC national BDStratos Wealth Partners, Ltd otherOtherNov 22, 2017Jan 11, 2018 (50 d)
Taylor Blaine WestEdward Jones national BDStratos Wealth Partners, Ltd independent RIAAffiliated broker-dealer or bank to independent RIANov 20, 2017Jun 11, 2019 (568 d)
Daniel Anton VielandJ.P. Morgan Securities LLC wirehouseStratos Wealth Partners, Ltd otherOtherNov 15, 2017Nov 5, 2017
James C PicoloMML Investors Services, LLC otherStratos Wealth Partners, Ltd otherOtherNov 14, 2017Nov 13, 2017
Bryson Joel MckinneyLPL Financial LLC independent RIAStratos Wealth Partners, Ltd otherOtherNov 13, 2017Jan 16, 2013
Terrie Frances AustinFifth Third Securities, Inc. otherStratos Wealth Partners, Ltd otherOtherOct 16, 2017Oct 10, 2017
Benjamin Paul BurkleyHefren-Tillotson, Inc. otherStratos Wealth Partners, Ltd otherOtherAug 10, 2017Oct 5, 2017 (56 d)
John C NielsenWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherJul 31, 2017Jul 27, 2017
Jay Richard SpectorMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStratos Wealth Partners, Ltd otherOtherJul 31, 2017Jul 28, 2017
Eric DevineHuntington Financial Advisors otherStratos Wealth Partners, Ltd otherOtherJul 20, 2017Jul 17, 2017
Candace Lynn DelucaWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherJun 12, 2017Jun 9, 2017
Monica M. JoffreCharles Schwab & Co., Inc. national BDStratos Wealth Partners, Ltd otherOtherMay 16, 2017Aug 22, 2017 (98 d)
Joseph Michael KuzmankoHuntington Financial Advisors otherStratos Wealth Partners, Ltd otherOtherMay 15, 2017May 15, 2017
Robert Anthony StudniarzLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherApr 24, 2017Jan 4, 2017
Pierre Blaise VillereCrescent Capital Consulting, LLC otherStratos Wealth Partners, Ltd otherOtherApr 19, 2017Apr 19, 2017
Michael A DibartolomeoDibartolomeo Investment Group, LLC unclassifiedStratos Wealth Partners, Ltd otherOtherApr 10, 2017Apr 13, 2017
Grant Hartman UlrickWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherApr 5, 2017Apr 6, 2017
Jamie Scott TurkConcourse Financial Group Advisors otherStratos Wealth Partners, Ltd otherOtherMar 24, 2017Mar 1, 2017
Justine Samantha GreenwaldNorthstar Fiduciary Partners, LLC institutionalStratos Wealth Partners, Ltd otherOtherMar 14, 2017Mar 20, 2017
Bruce Andrew LindvigWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherMar 13, 2017Mar 10, 2017
Jason Robert BorrassoMsi Financial Services, Inc. otherStratos Wealth Partners, Ltd otherOtherFeb 24, 2017Feb 23, 2017
Richard Allen GanimMsi Financial Services, Inc. otherStratos Wealth Partners, Ltd otherOtherFeb 23, 2017Feb 16, 2017
Katherine A FibigerMsi Financial Services, Inc. otherStratos Wealth Partners, Ltd otherOtherFeb 22, 2017Feb 22, 2017
Davisson Merritt HammondAmeriprise Financial Services, LLC national BDStratos Wealth Partners, Ltd otherOtherFeb 21, 2017Feb 17, 2017
Michael MiserOppenheimer & Co. Inc. otherStratos Wealth Partners, Ltd otherOtherFeb 15, 2017Feb 3, 2017
Leslie Minter CastilloD.A. Davidson & Co. otherStratos Wealth Partners, Ltd otherOtherFeb 14, 2017Feb 10, 2017
Barrett Weldon CostelloNeuberger Berman Bd LLC no RAUMStratos Wealth Partners, Ltd otherOtherFeb 10, 2017Aug 22, 2017 (193 d)
Adam Martin HeckmanFifth Third Securities, Inc. otherStratos Wealth Partners, Ltd otherOtherJan 30, 2017Jan 27, 2017
Mark Cully NortonVoya Financial Advisors, Inc. otherStratos Wealth Partners, Ltd otherOtherJan 26, 2017Jan 26, 2017
Mandir Ramesh NagdevWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherJan 25, 2017Jan 19, 2017
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483 moves match.