DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Savant Wealth Management

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
Jeffrey Todd MccormackLPL Financial LLC otherSavant Wealth Management independent RIAOtherJan 25, 2016Dec 4, 2023 (2870 d)
Jennifer Wagner SneedLPL Financial LLC otherSavant Wealth Management independent RIAOtherJan 25, 2016Dec 4, 2023 (2870 d)
Philip Edmund CorcoranCorcoran Group otherSavant Wealth Management otherOtherDec 14, 2015Oct 1, 2015
Joel Robert CundickCorcoran Group otherSavant Wealth Management otherOtherOct 28, 2015Oct 1, 2015
Kevin Thomas McfaddenPnc Wealth Management otherSavant Wealth Management otherOtherSep 14, 2015Sep 22, 2015
Nicholas Jordan De JongDhjj Financial Advisors otherSavant Wealth Management otherOtherJul 23, 2015Jul 31, 2015
Stephen Doty CummingsOrion Capital Management Inc otherSavant Wealth Management otherOtherJul 21, 2015May 1, 2015
David Hamilton Mccormick-GoodhartTriton Wealth Management otherSavant Wealth Management otherOtherMay 29, 2015May 4, 2015
Wendy Marie MoyersFbb Capital Partners otherSavant Wealth Management otherOtherMay 6, 2015May 11, 2015
Kevin Jeffrey PhillipsSecurian Financial Services, Inc. otherSavant Wealth Management otherOtherDec 22, 2014Jan 5, 2015
David Fritz WirthAdvice And Planning Services otherSavant Wealth Management otherOtherNov 13, 2014Jan 14, 2015 (62 d)
Dennis Wayne CovingtonFocus Advisor Solutions, LLC otherSavant Wealth Management independent RIAOtherOct 8, 2014Mar 23, 2023 (3088 d)
John Matthew McmillenFocus Advisor Solutions, LLC otherSavant Wealth Management independent RIAOtherOct 8, 2014Mar 30, 2023 (3095 d)
John David RoegnerSoutheast Investments, N.C., Inc. state registeredSavant Wealth Management otherOtherApr 2, 2014Sep 8, 2014 (159 d)
Kathryn Mary RischPetersen Hastings Wealth Advisors, Inc. otherSavant Wealth Management otherOtherOct 25, 2013Nov 13, 2013
David Shelley LecompteLPL Financial LLC otherSavant Wealth Management independent RIAOtherOct 29, 2012Dec 13, 2023 (4062 d)
Jeris Burns GastonLPL Financial LLC otherSavant Wealth Management independent RIAOtherOct 29, 2012Dec 4, 2023 (4053 d)
Kristen Rita LindahlThe Monitor Group, Inc. otherSavant Wealth Management otherOtherAug 27, 2012Jun 30, 2012
Steven Andrew StarnesThe Monitor Group, Inc. otherSavant Wealth Management otherOtherJul 27, 2012Jun 30, 2012
Gabriel GonzalezAj Gabriel Group, LLC unclassifiedSavant Wealth Management otherOtherSep 7, 2011Jul 14, 2011
Sarah MouserSagevest Wealth Management otherSavant Wealth Management otherOtherAug 16, 2011Jun 30, 2012 (319 d)
Eric Josef SchaeferEdelman Financial Services, LLC otherSavant Wealth Management otherOtherAug 16, 2011Jun 30, 2012 (319 d)
Scott Francis DemlerEdward Jones national BDSavant Wealth Management otherOtherMar 10, 2011Mar 7, 2011
Julie Ann CookMorgan Stanley wirehouseSavant Wealth Management otherOtherDec 23, 2010Dec 13, 2010
Daryl Roy DagitMorgan Stanley wirehouseSavant Wealth Management otherOtherJul 15, 2010Jun 29, 2010
James John FoleyMorgan Stanley wirehouseSavant Wealth Management otherOtherOct 15, 2009Nov 18, 2009 (34 d)
Charles Swan BeanCommonwealth Financial Network national BDSavant Wealth Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2009Mar 16, 2026 (6101 d)
Shayna Amalie LebowitzRaymond James Financial Services, Inc. unclassifiedSavant Wealth Management otherOtherAug 5, 2008Jun 30, 2012 (1425 d)
Robert James KempSagepoint Financial, Inc. otherSavant Wealth Management independent RIAOtherSep 11, 2006Oct 1, 2024 (6595 d)
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269 moves match.