DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Gradient 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
Michael Joseph McculloughWaddell & Reed otherGradient Advisors, LLC no RAUMOtherJun 8, 2011Jun 22, 2011
Aaron David CantleySignator Financial Services, Inc. otherGradient Advisors, LLC no RAUMOtherJun 8, 2011Sep 8, 2011 (92 d)
Roger A. LongInvestment Advisors Corp otherGradient Advisors, LLC no RAUMOtherMay 27, 2011May 27, 2011
Paul John KozakSpc otherGradient Advisors, LLC otherOtherMay 13, 2011Mar 23, 2017 (2141 d)
Laura Louise KokeshPacific West Financial Consultants Inc otherGradient Advisors, LLC independent RIAOtherMar 2, 2011Mar 8, 2023 (4389 d)
Kelly John JonesonSecurities America Advisors, Inc. otherGradient Advisors, LLC otherOtherDec 31, 2010Feb 24, 2015 (1516 d)
Lance Raymond HowardStrategic Advisors Alliance, LLC unclassifiedGradient Advisors, LLC no RAUMOtherDec 31, 2010Jan 7, 2011
Calvin Marshall RutledgeAllegiant Financial Advisors, LLC state registeredGradient Advisors, LLC no RAUMOtherOct 29, 2010Oct 27, 2010
Jeremy Silliman AlbrechtIndependence Capital Co., Inc. independent RIAGradient Advisors, LLC no RAUMRIA to a newly registered adviserSep 28, 2010Dec 3, 2010 (66 d)
Royce Neal AngelGradient Investments, LLC otherGradient Advisors, LLC no RAUMOtherJul 30, 2010Aug 4, 2010
Bryan Stuart SlovonGradient Investments, LLC otherGradient Advisors, LLC no RAUMOtherFeb 17, 2010Feb 18, 2010
Lance Raymond HowardGradient Investments, LLC otherGradient Advisors, LLC no RAUMOtherFeb 17, 2010Feb 18, 2010
Daniel Coral GoodwinGradient Investments, LLC otherGradient Advisors, LLC no RAUMOtherFeb 17, 2010Feb 18, 2010
Jeffrey Allen FoleyGradient Investments, LLC otherGradient Advisors, LLC no RAUMOtherFeb 16, 2010Feb 16, 2010
Craig Gilbert TaylorFinancial Advantage Advisors Co. state registeredGradient Advisors, LLC independent RIAOtherJan 8, 2010Jun 25, 2025 (5647 d)
Paul David BrownCapital Markets Advisory, LLC unclassifiedGradient Advisors, LLC independent RIAOtherSep 28, 2009Oct 4, 2018 (3293 d)
Christian Xavier BaldinoVicus Capital, Inc. otherGradient Advisors, LLC no RAUMOtherMay 22, 2009Jan 12, 2011 (600 d)
Kevin Jason NashbarAmeriprise Financial Services, LLC national BDGradient Advisors, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 27, 2009Dec 5, 2011 (983 d)
Roman LaraBrokersxpress LLC otherGradient Advisors, LLC no RAUMOtherNov 20, 2008Oct 12, 2010 (691 d)
Christopher Michael FehrHorace Mann Investors, Inc. no RAUMGradient Advisors, LLC otherOtherNov 17, 2008Aug 8, 2014 (2090 d)
David John JohnsonGlobal Portfolio Strategies, Inc. otherGradient Advisors, LLC otherOtherSep 11, 2008Mar 26, 2013 (1657 d)
Mark Gordon HuhtaSecurian Financial Services, Inc. otherGradient Advisors, LLC independent RIAOtherApr 25, 2008Mar 27, 2024 (5815 d)
Dave Alan BuchananConservative Investment Specialists, Inc. unclassifiedGradient Advisors, LLC otherOtherDec 31, 2007Sep 30, 2016 (3196 d)
Carson Jerome GravesWells Fargo Investments, LLC unclassifiedGradient Advisors, LLC otherOtherOct 4, 2007Sep 22, 2017 (3641 d)
Philip Oliver HotzStuart Investment Advisory Corp. unclassifiedGradient Advisors, LLC independent RIAOtherDec 5, 2006Aug 13, 2024 (6461 d)
Robert Joel EisenbergNfp Advisor Services, LLC otherGradient Advisors, LLC independent RIAOtherSep 29, 2006Nov 27, 2018 (4442 d)
Shane Eugene MillerAmeriprise Financial Services, LLC national BDGradient Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2004Feb 2, 2024 (7231 d)
James Dean KerseyLegacy Advisory Services, Inc. unclassifiedGradient Advisors, LLC no RAUMOtherNov 17, 2003Jan 11, 2011 (2612 d)
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268 moves match.