Advisor moves

Arrivals at Geneos Wealth Management, Inc.

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
David Brian LennoxBrecek & Young Advisors, Inc. otherGeneos Wealth Management, Inc. otherOtherDec 31, 2003Jul 14, 2005 (561 d)
Jerry Lane SmithUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2003Jan 2, 2004
Jesse William HauptriefUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherDec 31, 2003Jan 2, 2004
Charles Roy BigbieCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherSep 8, 2003Sep 10, 2003
Frank Alfred LeyesLPL Financial LLC otherGeneos Wealth Management, Inc. otherOtherAug 28, 2003Aug 20, 2003
Ryan Allen HobbsSpelman & Co., Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherAug 11, 2003Aug 26, 2003
George Nicholas YankoupeUnited Securities Alliance, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherAug 11, 2003Mar 12, 2004 (214 d)
Tyson J SterlingMorgan Stanley Dw Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherAug 5, 2003Sep 5, 2003 (31 d)
Jeffrey Wright HelmsNfp Advisor Services, LLC otherGeneos Wealth Management, Inc. otherOtherJul 17, 2003Mar 29, 2004 (256 d)
Michael Albert VerhalenFinancial Education Associates, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherJul 14, 2003Jul 1, 2003
Cynthia Ruth LowCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJul 2, 2003Jun 27, 2003
Quentin Morrow MooreCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJun 20, 2003Jun 13, 2003
Timothy LaneCetera Advisors LLC otherGeneos Wealth Management, Inc. otherOtherJun 20, 2003Aug 4, 2003 (45 d)
Paul KrepinskiCharles Schwab & Co., Inc. national BDGeneos Wealth Management, Inc. otherOtherDec 31, 2002Aug 25, 2009 (2429 d)
Reginald Brent DeesTitan Asset Management, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherSep 24, 2002Apr 10, 2006 (1294 d)
James Grant TauntonTitan Asset Management, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherSep 24, 2002Apr 5, 2006 (1289 d)
David Eric NoblesTitan Asset Management, LLC unclassifiedGeneos Wealth Management, Inc. otherOtherSep 24, 2002Apr 5, 2006 (1289 d)
Victoria L WilsonThe Masters, Inc. unclassifiedGeneos Wealth Management, Inc. otherOtherAug 30, 2002Apr 13, 2012 (3514 d)
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258 moves match.