DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Wealthcare Advisory Partners 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
Ryan Charles OatesOsaic Institutions, Inc. otherWealthcare Advisory Partners LLC otherOtherJan 29, 2016Feb 4, 2016
Timothy Theodore PicciottWaddell & Reed otherWealthcare Advisory Partners LLC otherOtherNov 30, 2015Nov 18, 2015
Russell ReinhartLPL Financial LLC otherWealthcare Advisory Partners LLC no RAUMOtherOct 28, 2015Dec 15, 2014
Joshua Glenn RothbardMsi Financial Services, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherMay 6, 2015Feb 7, 2018 (1008 d)
Charles Keith GunnWealthcare Alliance, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherMar 18, 2015Aug 5, 2024 (3428 d)
Blake Edward FellowsMsi Financial Services, Inc. otherWealthcare Advisory Partners LLC no RAUMOtherMar 12, 2015Mar 6, 2015
Jeffrey PerryMsi Financial Services, Inc. otherWealthcare Advisory Partners LLC no RAUMOtherMar 12, 2015Mar 11, 2015
Michael Anthony SchimmelHsbc Securities (USA) Inc. otherWealthcare Advisory Partners LLC independent RIAOtherFeb 13, 2015Nov 11, 2019 (1732 d)
Thomas Daniel PadillaFinancial Telesis, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherSep 3, 2014Nov 23, 2022 (3003 d)
Mark BredinCambridge Investment Research Advisors, Inc. otherWealthcare Advisory Partners LLC no RAUMOtherJul 22, 2014Dec 10, 2014 (141 d)
Kevin RalphWoodbury Financial Services, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherJan 23, 2014Feb 8, 2018 (1477 d)
Jason Wayne ForsytheWoodbury Financial Services, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherJan 10, 2014Feb 13, 2018 (1495 d)
Lisa Lynn DisneySuntrust Investment Services, Inc. otherWealthcare Advisory Partners LLC otherOtherSep 19, 2013Aug 5, 2015 (685 d)
Jeffrey Thomas JonesSuntrust Investment Services, Inc. otherWealthcare Advisory Partners LLC otherOtherSep 19, 2013Aug 5, 2015 (685 d)
Jonathan Alan OwenbySuntrust Investment Services, Inc. otherWealthcare Advisory Partners LLC otherOtherSep 19, 2013Aug 5, 2015 (685 d)
Feleatha Eanes HydeSuntrust Investment Services, Inc. otherWealthcare Advisory Partners LLC otherOtherSep 17, 2013Aug 5, 2015 (687 d)
Andrew Martin MeehanCetera Advisor Networks LLC otherWealthcare Advisory Partners LLC no RAUMOtherSep 18, 2012Mar 16, 2015 (909 d)
Ryan John QuinnSecurian Financial Services, Inc. otherWealthcare Advisory Partners LLC independent RIAOtherJun 1, 2012Apr 13, 2020 (2873 d)
Brent Edwin ShepherdBeacon Wealth Management, LLC unclassifiedWealthcare Advisory Partners LLC independent RIAOtherNov 9, 2011Feb 6, 2019 (2646 d)
John Edward TattersallNew England Securities Corporation otherWealthcare Advisory Partners LLC otherOtherJun 24, 2011Jun 22, 2017 (2190 d)
Maria Catherine CaciaCetera Advisor Networks LLC otherWealthcare Advisory Partners LLC independent RIAOtherMay 6, 2011Sep 7, 2018 (2681 d)
Gregory Keith KempnerCantella & Co., Inc. otherWealthcare Advisory Partners LLC otherOtherApr 21, 2011Oct 13, 2017 (2367 d)
James Frederick MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Advisory Partners LLC otherOtherSep 8, 2010Nov 1, 2017 (2611 d)
Elizabeth Weir CraddockMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWealthcare Advisory Partners LLC otherOtherSep 7, 2010Jan 24, 2018 (2696 d)
Jill Melissa BertkeEquitable Advisors, LLC national BDWealthcare Advisory Partners LLC otherOtherJan 30, 2004Jul 11, 2016 (4546 d)
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205 moves match.