DFX Intelligence
Advisor moves
Arrivals at Sanctuary 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 |
|---|---|---|---|---|---|
| William A Schellenberg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Michael J Mittman | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Luke Roy Mckelvy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Arman Melikian | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Anna Therese Walters | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Meghan Donna Ide | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 12, 2022 | Sep 9, 2022 |
| Peter F. Mackie | Wells Fargo Advisors wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 6, 2022 | Aug 26, 2022 |
| Paul P Waller | Wells Fargo Advisors wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 6, 2022 | Aug 26, 2022 |
| Steven J Brown | Wells Fargo Advisors wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 1, 2022 | Aug 30, 2022 |
| Roy Maxwell Alvis, Jr. | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 24, 2022 | Aug 19, 2022 |
| Alexis H Pigg | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 24, 2022 | Aug 19, 2022 |
| William Allen Alvis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 24, 2022 | Aug 21, 2022 |
| Matthew Blake Murphy | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 23, 2022 | Aug 12, 2022 |
| Rebecca Hardwich Baker | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 23, 2022 | Aug 12, 2022 |
| Dustin Grant Hatfield | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 23, 2022 | Aug 12, 2022 |
| Jennifer Jean Hansard | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 21, 2022 | Aug 21, 2022 |
| Barbara Moreno | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Aug 15, 2022 | Sep 14, 2022 |
| Ronan Michael Obyrne | Dominari Securities LLC independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jul 28, 2022 | Jul 22, 2022 |
| Julia Miesner | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jul 25, 2022 | Aug 8, 2022 |
| Robert Wayne Lehrer | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 18, 2022 | Jul 15, 2022 |
| Susan Lynn Hoyt | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 14, 2022 | Jun 13, 2022 |
| Kevin Michael Pearly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 14, 2022 | Jun 10, 2022 |
| Jessica P. Granier | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 14, 2022 | Jun 12, 2022 |
| James Martin Rohmann | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2022 | Jun 13, 2022 |
| Steven Anthony Filiaci | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2022 | Jun 13, 2022 |
| Kenneth Hopkins | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 13, 2022 | Jun 13, 2022 |
| Dustin P. Cali | J.P. Morgan Securities LLC wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2022 | Jun 16, 2022 |
| Daniel Ventura | J.P. Morgan Securities LLC wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Jun 4, 2022 | Jun 15, 2022 |
| Gerald G Spitzer | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2022 | May 5, 2022 |
| Richard Reyle | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2022 | May 24, 2022 |
| Alex Lee Davis | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2022 | May 2, 2022 |
| Siegfrid Modesto Sicangco | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2022 | May 2, 2022 |
| Michael Richard Stabinski | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | May 10, 2022 | May 2, 2022 |
| Mark Alan Elko | Pruco Securities, LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 2, 2022 | Jul 9, 2026 (1529 d) |
| Antonia Maria La Rocca | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 27, 2022 | Apr 19, 2022 |
| Luis Antonio Fuentes | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2022 | May 10, 2022 (34 d) |
| Christopher D. Fuentes | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2022 | Aug 19, 2022 (135 d) |
| Maria Del Rosario Hondermann | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Apr 6, 2022 | Apr 18, 2022 |
| John Cooke | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 30, 2022 | May 31, 2022 (62 d) |
| Frank Joseph Esposito | Windsor Wealth Management, Inc. independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 15, 2022 | Feb 15, 2022 |
| Niki Fowler Woodworth | Windsor Wealth Management, Inc. independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 15, 2022 | Feb 15, 2022 |
| Susan Lynn Wolfe | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2022 | Mar 1, 2022 |
| Mary Teresa Roberto | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Mar 2, 2022 | Mar 1, 2022 |
| Jason Hardcastle | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 15, 2022 | Feb 11, 2022 |
| Amber Judah Pearson | Edward Jones national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 7, 2022 | Feb 28, 2022 |
| Wendy Jean Staudenheimer | Raymond James & Associates, Inc. national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 4, 2022 | Mar 4, 2022 |
| Barbara R Key | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 16, 2021 | Jan 7, 2022 |
| Teigyoku Springer | Park Avenue Securities LLC BD affiliated | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2021 | Oct 28, 2022 (317 d) |
| Andrew John Miller | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2021 | Dec 9, 2021 |
| Alexandra R Head | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2021 | Dec 9, 2021 |
| Kayla C Deyer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2021 | Dec 10, 2021 |
| Emmett Michael Cosgrove | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 13, 2021 | Dec 9, 2021 |
| Todd Mercer | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 10, 2021 | Dec 12, 2021 |
| Dylan Gregory Isaacs | UBS Financial Services Inc. wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 9, 2021 | Nov 19, 2021 |
| Bennett Edward Gross | L & S Advisors, Inc independent RIA | Sanctuary Advisors, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 8, 2021 | Nov 15, 2021 |
| Robert Fredrick Alati | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 12, 2021 |
| Suzanne Margaret Minster | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 12, 2021 |
| Jason M Geisz | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 12, 2021 |
| Elizabeth Silver | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 12, 2021 |
| Raymond Adam Biswanger | Morgan Stanley wirehouse | Sanctuary Advisors, LLC BD affiliated | Wirehouse to affiliated broker-dealer or bank | Dec 3, 2021 | Nov 12, 2021 |
445 moves match.