Advisor moves

Arrivals at Regal Investment 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.

AdvisorFromToTypeLeftRegistered
Melissa Marie ClementsFifth Third Securities, Inc. otherRegal Investment Advisors LLC BD affiliatedOtherNov 19, 2010Sep 12, 2024 (5046 d)
Dewey Alan EngelsmaNew England Securities Corporation otherRegal Investment Advisors LLC otherOtherNov 12, 2010Nov 8, 2010
James Jay SchipperSagepoint Financial, Inc. otherRegal Investment Advisors LLC otherOtherNov 2, 2010Jan 7, 2011 (66 d)
Steve Mark OsterinkSagepoint Financial, Inc. otherRegal Investment Advisors LLC otherOtherNov 2, 2010Nov 1, 2010
Mark Christopher ConnellMark-Christopher unclassifiedRegal Investment Advisors LLC BD affiliatedOtherOct 1, 2010May 6, 2026 (5696 d)
John Joseph BraisCapital Guardian Wealth Management, LLC otherRegal Investment Advisors LLC otherOtherSep 29, 2010Oct 11, 2010
Larry Dale RobyIntegrity Alliance, LLC otherRegal Investment Advisors LLC otherOtherSep 17, 2010Nov 12, 2010 (56 d)
Douglas A ClancyHorter Investment Management, LLC otherRegal Investment Advisors LLC otherOtherSep 2, 2010Jan 12, 2011 (132 d)
H. Terry MartinePlanmember Securities Corporation otherRegal Investment Advisors LLC otherOtherAug 31, 2010Jan 5, 2011 (127 d)
Scott Dunning WalkerWells Fargo Advisors wirehouseRegal Investment Advisors LLC otherOtherJul 19, 2010Jul 6, 2011 (352 d)
Michael Shannon TrentRh Financial Group, LLC otherRegal Investment Advisors LLC otherOtherJul 9, 2010Jul 9, 2010
Ivan Michael NalibotskyEagle Strategies LLC otherRegal Investment Advisors LLC BD affiliatedOtherApr 1, 2010Aug 31, 2023 (4900 d)
Hans Eckart ScheilUvest Financial Services Group, Inc. unclassifiedRegal Investment Advisors LLC otherOtherMar 15, 2010Feb 15, 2011 (337 d)
David Nelson HarperEnvision Investment Advisors, LLC unclassifiedRegal Investment Advisors LLC otherOtherJul 22, 2009Nov 18, 2016 (2676 d)
Cory Crawford StilpEdward Jones national BDRegal Investment Advisors LLC otherOtherJun 25, 2009Apr 24, 2017 (2860 d)
Michael John SloanCetera Advisors LLC otherRegal Investment Advisors LLC otherOtherJun 17, 2009Feb 19, 2014 (1708 d)
Melissa Rene HarperMorgan Stanley & Co. LLC unclassifiedRegal Investment Advisors LLC otherOtherDec 3, 2008Jul 19, 2017 (3150 d)
Richard Anthony BerryQuestar Asset Management, Inc. otherRegal Investment Advisors LLC otherOtherOct 7, 2008Jul 29, 2010 (660 d)
Terry Lee TylerSynergy Investment Group, LLC otherRegal Investment Advisors LLC otherOtherSep 30, 2008Mar 4, 2013 (1616 d)
James Stephen BaudreauOsaic Wealth, Inc. otherRegal Investment Advisors LLC otherOtherJan 30, 2008May 10, 2014 (2292 d)
Patricia DaileyMsi Financial Services, Inc. otherRegal Investment Advisors LLC otherOtherMay 14, 2007Jan 27, 2018 (3911 d)
Brian Allen KerberNatcity Investments, Inc. unclassifiedRegal Investment Advisors LLC BD affiliatedOtherFeb 13, 2006Oct 6, 2023 (6444 d)
Robin Miller DrewsUBS Financial Services Inc. wirehouseRegal Investment Advisors LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 15, 2005Jul 24, 2024 (7040 d)
Bilal Ali AquilPlanmember Securities Corporation otherRegal Investment Advisors LLC otherOtherMay 27, 2004Jun 19, 2017 (4771 d)
Kimball Thomas KistlerKimball T. Kistler Inc. unclassifiedRegal Investment Advisors LLC otherOtherDec 5, 2003Mar 13, 2013 (3386 d)
Richard Orlando AhumadaPruco Securities, LLC otherRegal Investment Advisors LLC BD affiliatedOtherOct 18, 2002Jan 27, 2021 (6676 d)
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266 moves match.