DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Cerity 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.

481 moves
AdvisorFromToTypeLeftRegistered
Peter Lawrence ViehlGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
James Michael ErskineGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 7, 2024 (175 d)
Bridget Lizabeth GoodbodyGamble Jones Investment Counsel independent RIACerity Partners LLC independent RIARIA to RIASep 14, 2023Mar 2, 2023
Micah Aaron SellingerMutual Of Omaha Investor Services, Inc. independent RIACerity Partners LLC independent RIARIA to RIASep 7, 2023Aug 8, 2025 (701 d)
Nicholas Irving Arthur WheelerCx Institutional, LLC independent RIACerity Partners LLC independent RIARIA to RIASep 7, 2023Mar 12, 2024 (187 d)
William Esquivel SotoCuso Financial Services, L.P. BD affiliatedCerity Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 31, 2023Feb 6, 2024 (159 d)
Karl Olof MillsJurika, Mills & Keifer, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 25, 2023Jan 1, 2025 (495 d)
Mikel Shawn KeiferJurika, Mills & Keifer, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 25, 2023May 2, 2023
Jean Stassi Harrell SchwarzLumina Financial Consultants, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 22, 2023Jul 5, 2023
Laurie FriedLumina Financial Consultants, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 22, 2023Jul 5, 2023
Colette Marie KolankoLumina Financial Consultants, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 22, 2023Jul 24, 2023
Melissa H TaroLumina Financial Consultants, LLC independent RIACerity Partners LLC independent RIARIA to RIAAug 22, 2023Jul 5, 2023
Andrew CooperAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Jennette J BrilliantAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Justyn Gregory VoleskoAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Nicole Claire FoxAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Andrea ZilliAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Joseph Thomas BurbellaAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Matthew Joseph McdonaldAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Daniel Scott DonofrioAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Stephen Michael SovieroAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Jillian Maeve LamAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
William Allen RohrAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
James KaneAj Wealth mixed wealthCerity Partners LLC independent RIARIA to RIAAug 15, 2023Jul 5, 2023
Andrejs PilajevsCreative Planning independent RIACerity Partners LLC independent RIARIA to RIAAug 7, 2023Aug 22, 2023
Abraham Arturo JimenezVanguard Advisers, Inc. BD affiliatedCerity Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 14, 2023Jul 19, 2023
Kevin J KoehlerComposition Wealth, LLC independent RIACerity Partners LLC independent RIARIA to RIAJun 28, 2023Dec 22, 2025 (908 d)
Charlotte Elizabeth BradleyKestra Advisory Services, LLC BD affiliatedCerity Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 17, 2023Apr 1, 2025 (715 d)
Joshua Francis CarrollRaymond James & Associates, Inc. national BDCerity Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 13, 2023Apr 10, 2023
Ana Dolora GaluteraGalileo Planning Group, Inc state registeredCerity Partners LLC independent RIAOtherApr 3, 2023Apr 4, 2023
Melody Junghui SuehiroGalileo Planning Group, Inc state registeredCerity Partners LLC independent RIAOtherApr 3, 2023Apr 4, 2023
Susan Kim MatlowSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 17, 2023Mar 27, 2023
Robert James SollazzoSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 17, 2023Mar 30, 2023
Caroline Elizabeth HirtSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 17, 2023Mar 27, 2023
Tara Damarida VagnoneSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 28, 2023
Tara Elizabeth CarleySvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 28, 2023
Michael MccarvilleSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 28, 2023
Andrew Ringwood HoercherSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 28, 2023
Amanda DekkiSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 27, 2023
Alexandera Minna RudishSvb Wealth independent RIACerity Partners LLC independent RIARIA to RIAMar 15, 2023Mar 28, 2023
Frederick Abels AllnerMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
James Peter GauthierMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Jeffrey Larkin CaplesMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
John Fleming BlairMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Lenee B DirzuweitMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 11, 2023
Gregory Glen HeardMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
James Gerard GuideraMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Andrew T ChudyMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 1, 2025 (670 d)
Darin Andrew MorganMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Brendan Patrick SweeneyMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Nicholas N. PetrelliMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Douglas Robert MccleanMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Marie Catherine DavidMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 10, 2023
Alexander Lyons FaberMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Andrew Nicholson RiehlMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 18, 2023
Olive W MitchellMaryland Capital Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2023Jan 3, 2023
Peter Anthony JohnsonAshfield Capital Partners independent RIACerity Partners LLC independent RIARIA to RIAJan 13, 2023Jan 5, 2023
Lyman Domning HowardAshfield Capital Partners independent RIACerity Partners LLC independent RIARIA to RIAJan 13, 2023Jan 5, 2023
Adrian Richard FadrhoncAshfield Capital Partners independent RIACerity Partners LLC independent RIARIA to RIAJan 13, 2023Jan 1, 2025 (719 d)
Ricardo Eduardo AzarlozaCovington Capital Management independent RIACerity Partners LLC independent RIARIA to RIADec 31, 2022Jan 13, 2025 (744 d)
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