DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Stratos Wealth Partners, Ltd

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.

483 moves
AdvisorFromToTypeLeftRegistered
Robert Darien TapiaWaddell & Reed otherStratos Wealth Partners, Ltd otherOtherJan 23, 2017Jan 13, 2017
Kelli Jo GargaszMorgan Stanley wirehouseStratos Wealth Partners, Ltd otherOtherDec 14, 2016Mar 8, 2017 (84 d)
Brett David BaskinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseStratos Wealth Partners, Ltd otherOtherDec 13, 2016Jan 5, 2017
Leo Patrick WhiteAmeriprise Financial Services, LLC national BDStratos Wealth Partners, Ltd otherOtherNov 28, 2016Nov 29, 2016
David Hopkins AllenAmeriprise Financial Services, LLC national BDStratos Wealth Partners, Ltd otherOtherNov 25, 2016Dec 1, 2016
Timothy Banks ClepperLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherNov 22, 2016Jan 9, 2015
Asha JainWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherNov 11, 2016Nov 10, 2016
Christopher Gilbert PopkeyWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherNov 3, 2016Nov 1, 2016
Sean Patrick FranklinEagle Strategies LLC otherStratos Wealth Partners, Ltd otherOtherOct 26, 2016Oct 28, 2016
Robert Alan WolterWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherOct 7, 2016Oct 3, 2016
Daniel Patrick LoughlinWbi Investments, LLC otherStratos Wealth Partners, Ltd independent RIAOtherSep 20, 2016Sep 4, 2018 (714 d)
Joseph Richard CampbellDavis Wealth Management otherStratos Wealth Partners, Ltd otherOtherSep 14, 2016Jul 20, 2016
Michael J RogersFifth Third Securities, Inc. otherStratos Wealth Partners, Ltd otherOtherSep 12, 2016Sep 2, 2016
Paula A StrumblyLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherSep 8, 2016Jan 12, 2016
Ryan R MorrisseyLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherSep 7, 2016Sep 1, 2010
Lisa M RossiNational Planning Corporation ("Npc Of America" In Fl & Ny) otherStratos Wealth Partners, Ltd otherOtherJun 29, 2016Jun 28, 2016
Kevin Patrick NixMsi Financial Services, Inc. otherStratos Wealth Partners, Ltd otherOtherJun 29, 2016Jun 21, 2016
Stephen Wayne GaskinsDavis Wealth Management otherStratos Wealth Partners, Ltd otherOtherJun 21, 2016Jun 21, 2016
Liam Beffa GuineyWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherMay 27, 2016May 26, 2016
Terrence A MckelveyThe Mutual Fund Store unclassifiedStratos Wealth Partners, Ltd otherOtherMay 17, 2016May 16, 2016
John Erik NiermeyerWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherMay 5, 2016Apr 29, 2016
Anne Cooke DimonWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherMay 4, 2016Apr 29, 2016
James Dorrance WellsMid Atlantic Financial Management, Inc. otherStratos Wealth Partners, Ltd otherOtherMay 4, 2016May 9, 2016
Brandon John MarinelliLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherApr 22, 2016Sep 1, 2010
Dawna Westberg-WelchJ.P. Morgan Securities LLC wirehouseStratos Wealth Partners, Ltd otherOtherApr 14, 2016Apr 4, 2016
Howard Alan SchachterLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherApr 1, 2016Oct 7, 2010
Aquil Abbas NaeemCharles Schwab & Co., Inc. national BDStratos Wealth Partners, Ltd otherOtherMar 29, 2016Apr 4, 2016
Billy J MitchellCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherMar 1, 2016Mar 1, 2016
Edward Hunter ColeCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherFeb 12, 2016Feb 12, 2016
Paul Vincent SaltaformaggioCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherJan 27, 2016Jan 26, 2016
Jonathan Franz SmithCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherJan 27, 2016Jan 26, 2016
Jessica Danielle SilverSecurities America Advisors, Inc. otherStratos Wealth Partners, Ltd otherOtherJan 26, 2016Apr 17, 2017 (447 d)
Paul PursleyCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherJan 22, 2016Jan 21, 2016
Teresa Lynn HaireWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherJan 8, 2016Jan 21, 2016
Elizabeth Ann MahoneyWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherJan 8, 2016Jan 8, 2016
Susan Bernice Coy-KamphHuntington Financial Advisors otherStratos Wealth Partners, Ltd otherOtherJan 5, 2016Dec 11, 2015
Nicole Danielle JervisHuntington Financial Advisors otherStratos Wealth Partners, Ltd otherOtherJan 5, 2016Dec 10, 2015
Sean Michael OkeefeEquitable Advisors, LLC national BDStratos Wealth Partners, Ltd otherOtherDec 18, 2015Mar 16, 2016 (89 d)
Chris Ole JordheimPnc Wealth Management otherStratos Wealth Partners, Ltd otherOtherDec 17, 2015Sep 19, 2016 (277 d)
Michael B. NapoliWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherDec 2, 2015Dec 1, 2015
Mackenzie Moen RichardsWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherNov 24, 2015Nov 24, 2015
Anthony Wayne SheffieldLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherNov 23, 2015Aug 31, 2012
William Claiborne PerrilliatCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherNov 13, 2015Nov 11, 2015
Stephen Joseph KernionCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherNov 13, 2015Nov 11, 2015
Matthew Joseph MeyerPruco Securities, LLC otherStratos Wealth Partners, Ltd otherOtherNov 4, 2015Oct 29, 2015
Stevin Lindsay MosesLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherNov 2, 2015Sep 1, 2010
Hannah Elizabeth SwigertPruco Securities, LLC otherStratos Wealth Partners, Ltd otherOtherOct 30, 2015Oct 29, 2015
Jennifer Cox MannLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherOct 28, 2015Feb 28, 2013
Robert Curtis LeachWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherOct 20, 2015Mar 16, 2016 (148 d)
Daniel Eduardo TorreblancaWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherSep 28, 2015Sep 25, 2015
Jeffrey Alan BrownWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherSep 25, 2015Sep 18, 2015
Patrick Ryan FordWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherSep 24, 2015Mar 11, 2016 (169 d)
Allison Noel WilliamsWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherSep 24, 2015Mar 16, 2016 (174 d)
Tyler Scott MorrisWells Fargo Advisors wirehouseStratos Wealth Partners, Ltd otherOtherSep 24, 2015Sep 21, 2015
Donald Paul DelmonteOsaic Fa, Inc. otherStratos Wealth Partners, Ltd otherOtherSep 18, 2015Sep 16, 2015
Clay Parker KearneyCapital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherSep 15, 2015Sep 15, 2015
Roy Golding Spinks Jr.Capital One Advisors, LLC no RAUMStratos Wealth Partners, Ltd otherOtherSep 15, 2015Sep 9, 2015
Ryan Nicholas PaughJ.P. Morgan Securities LLC wirehouseStratos Wealth Partners, Ltd otherOtherAug 14, 2015Oct 1, 2015 (48 d)
Alexander Houston MingeLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherJun 24, 2015May 3, 2012
Jeff Allen FinkLPL Financial LLC otherStratos Wealth Partners, Ltd otherOtherJun 23, 2015May 1, 2012
Page 5 of 9PreviousNext