DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Kestra Private Wealth Services, 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
Kimberly M Walton PeakerWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC independent RIAWirehouse to independent RIAMay 14, 2018May 9, 2018
Kimberly M RubensteinWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC independent RIAWirehouse to independent RIAMay 14, 2018May 9, 2018
Robert Luke YevchakWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC independent RIAWirehouse to independent RIAApr 27, 2018Apr 27, 2018
Steven Anthony BattelWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC independent RIAWirehouse to independent RIAApr 27, 2018Apr 27, 2018
Brian C DutteraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherMar 9, 2018Mar 7, 2018
Elizabeth Anne SkrinakMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherMar 9, 2018Mar 7, 2018
Edwin Joseph KleinD.A. Davidson & Co. independent RIAKestra Private Wealth Services, LLC otherOtherFeb 1, 2018Jan 31, 2018
Jeffrey Michael BoudjoukUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC independent RIAWirehouse to independent RIADec 22, 2017Jun 4, 2018 (164 d)
John Marc HebertUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC otherOtherDec 8, 2017Nov 30, 2017
Brandon John HebertUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC otherOtherDec 8, 2017Nov 30, 2017
Keith Christopher JohnstonMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherAug 11, 2017Aug 14, 2017
David Kay JohnstonMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherAug 11, 2017Aug 14, 2017
Kevin W FooteLPL Financial LLC otherKestra Private Wealth Services, LLC otherOtherMay 10, 2017Jun 27, 2017 (48 d)
Christina Elizabeth HospedalesKestra Advisory Services, LLC otherKestra Private Wealth Services, LLC otherOtherApr 6, 2017Apr 6, 2017
Chadwick C CollinsWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherJan 17, 2017Jan 12, 2017
Charles J HilliardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherOct 2, 2015Oct 19, 2015
David John HughesWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherJun 5, 2015Jun 5, 2015
Jonathan Tufts WoodsMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherMay 26, 2015May 21, 2015
Scott Bennett SadeMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherMar 10, 2015May 15, 2015 (66 d)
Jack Charles WestLPL Financial LLC otherKestra Private Wealth Services, LLC otherOtherFeb 6, 2015Feb 18, 2015
Jody Gail ZirnSuntrust Investment Services, Inc. otherKestra Private Wealth Services, LLC otherOtherJan 6, 2015Sep 17, 2015 (254 d)
Debbie Ann GandyMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 11, 2014Dec 12, 2014
Tom Abel PuentesMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherNov 20, 2014Dec 10, 2014
Eddie Carter BarberRBC Capital Markets, LLC national BDKestra Private Wealth Services, LLC otherOtherNov 17, 2014Nov 17, 2014
Nadia Alicia DickinsonMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherOct 6, 2014Sep 23, 2014
Pamela Kay MccomasUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC otherOtherSep 17, 2014Dec 15, 2014 (89 d)
Craig Louis MartucciRBC Capital Markets, LLC national BDKestra Private Wealth Services, LLC otherOtherAug 11, 2014Aug 11, 2014
Amy Virginia BabbelRBC Capital Markets, LLC national BDKestra Private Wealth Services, LLC otherOtherAug 11, 2014Aug 11, 2014
Michael Thomas LeeMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJul 9, 2014Jul 2, 2014
Nancy Jane TuiningaWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherJul 7, 2014Jul 2, 2014
Matthew Todd GriffithMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherMar 31, 2014Mar 31, 2014
Morris Nathan SymsonUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC otherOtherMar 12, 2014Mar 4, 2014
David Marc MizrahiWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherFeb 5, 2014Feb 5, 2014
Dean Slade BennionWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherJul 24, 2013Jul 22, 2013
Kristy GrauerMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherFeb 27, 2013Mar 13, 2013
David Harry RichmanMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJan 11, 2013Feb 5, 2013
Brandi M PughMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherDec 7, 2012Dec 12, 2012
Keith R BrandtMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherNov 14, 2012Nov 13, 2012
John Christian WilbourneWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherNov 6, 2012Nov 5, 2012
Brian Michael DanelianWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherSep 19, 2012Sep 19, 2012
Jamal Ali ThompsonWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherSep 19, 2012Nov 6, 2012 (48 d)
Ingrid Herrold StreichMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJul 26, 2012Aug 13, 2012
Ricardo Mark MontejanoWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherMay 1, 2012Apr 27, 2012
David Yichung YeeWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherMay 1, 2012Apr 27, 2012
Jeffrey Scott MramorWells Fargo Advisors wirehouseKestra Private Wealth Services, LLC otherOtherMay 1, 2012Apr 27, 2012
Serena Fanny TamMorgan Stanley wirehouseKestra Private Wealth Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 10, 2012Mar 28, 2025 (4735 d)
William Eric BlantonMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherMar 26, 2012Mar 9, 2012
Daniel Michael BesseMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJan 3, 2012Dec 22, 2011
Brian FinkMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJan 3, 2012Dec 22, 2011
Mitchell HorstMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 13, 2011Dec 20, 2011
Jessica Lee HorstMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 12, 2011Dec 5, 2011
David L AllenMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 8, 2011Nov 28, 2011
Randall Scott WilsonUBS Financial Services Inc. wirehouseKestra Private Wealth Services, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 8, 2011Jan 3, 2022 (3801 d)
Robert Mason BartensteinMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherAug 4, 2011Feb 8, 2012 (188 d)
John Darold SimmonsMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJun 8, 2011Nov 28, 2011 (173 d)
Robert Paul JonesMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 21, 2010Dec 13, 2010
Julie-Anne LewisMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherDec 21, 2010Dec 13, 2010
Ross Gerard WilkinsonMorgan Stanley wirehouseKestra Private Wealth Services, LLC otherOtherJul 2, 2010Dec 6, 2010 (157 d)
Matthew Anthony LapidesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseKestra Private Wealth Services, LLC otherOtherJan 27, 2009Jan 31, 2012 (1099 d)
Jeffrey Joe BouchardMorgan Stanley & Co. LLC unclassifiedKestra Private Wealth Services, LLC otherOtherJun 6, 2008Feb 8, 2012 (1342 d)
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242 moves match.