DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Newedge Advisors

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
Brad Michael DeckerCuso Financial Services, L.P. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 2, 2024Jan 12, 2024
Alfred Vincent NortonMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Dec 19, 2023
Matthew Mark GlattCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
John Joseph CusimanoRaymond James Financial Services Advisors, Inc BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Brett Alan LangeV Wealth Advisors LLC independent RIANewedge Advisors independent RIARIA to RIADec 31, 2023Aug 22, 2018
Kevin H ChristopherCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Jaclyn A HissickCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Robert James WaiteRaymond James Financial Services Advisors, Inc BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Ty BongiovanniCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Andrea Michelle BongiovanniCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 4, 2024
Colin MurrayCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Emily Lynn LebowitzCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Garrett Scott BurnsCwm, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2023Jan 2, 2024
Thomas Allen EvansMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 26, 2023Dec 22, 2023
Jonathan Paul YeagerRfg Advisory, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 26, 2023Jan 8, 2024
James Tinsley WeldenIndependent Financial Partners BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherDec 22, 2023Dec 4, 2023
Rebecca A BryanSecurities Brokerage Services state registeredNewedge Advisors BD affiliatedOtherDec 4, 2023Oct 17, 2023
Robert Michael McaleerRussell Investments otherNewedge Advisors BD affiliatedOtherNov 20, 2023Oct 29, 2025 (709 d)
Luke MelmsUnited Capital Financial Advisors independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2023Dec 15, 2023 (36 d)
Steven Ira LevinWealthsource? independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 6, 2023Oct 6, 2023
Carl Joseph Cuddy ErmelbauerWealthsource? independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 6, 2023Oct 6, 2023
Andrew Joseph KorisOppenheimer & Co. Inc. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2023Oct 31, 2023
Michael Walter KreimerEudaimonia Partners, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2023Nov 1, 2023
Edward C G TyreeEudaimonia Partners, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2023Nov 1, 2023
Carl Brian CoolidgeMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2023Nov 2, 2023
Ryan Lee GoldschmittJ.P. Morgan Securities LLC wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankNov 1, 2023Oct 6, 2023
Russell Calhoun JacobsMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Nov 2, 2023
James Lewis JacobsMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2023Oct 31, 2023
Winfred Norman HastyMilestone Advisory Partners, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Nov 30, 2023 (31 d)
Teresa Zahran WhiteMilestone Advisory Partners, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Nov 30, 2023 (31 d)
Mary Kay ZastrowMilestone Advisory Partners, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2023Nov 1, 2023
Thomas Connor BuchananMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2023Nov 2, 2023
Madeline JacobsMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2023Jul 25, 2024 (269 d)
Bradley Howell CantrillOsaic Advisory Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Oct 25, 2023
William R MitchellUnited Capital Financial Advisors BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2023Oct 2, 2023
Holly A HeddeMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 17, 2023Apr 7, 2025 (538 d)
William Fraser LairdForvis Mazars Wealth Advisors, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2023Oct 17, 2023
Brooke Taylor StanfordForvis Mazars Wealth Advisors, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 16, 2023Oct 17, 2023
Michael LaderEdward Jones national BDNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2023Oct 18, 2023
Kyle Frank GraffagniniCoker & Palmer independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 9, 2023Aug 20, 2026 (1046 d)
Dennis Michael DobleCommonwealth Financial Network national BDNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 29, 2023Oct 4, 2023
Curtis Alan HearnGratus Capital, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 28, 2023Sep 5, 2023
Stephen James LandersmanCuso Financial Services, L.P. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 12, 2023Sep 11, 2023
Ian Allen WaldoRaymond James Financial Services Advisors, Inc BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Sep 1, 2023
Caleb ShengRaymond James Financial Services Advisors, Inc BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2023Dec 5, 2023 (90 d)
Stephen Ray St JohnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankAug 21, 2023Aug 17, 2023
Daniel Seth SteeleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankAug 21, 2023Aug 17, 2023
Kody Carl FollowwillFoundations Investment Advisors LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 21, 2023Jul 19, 2023
Allahyar Shokouhi NejadTruist Advisory Services, Inc. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJul 6, 2023Jul 18, 2023
Zachary D ZendaMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2023Jun 26, 2023
Michael SorokoMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 28, 2023Jun 26, 2023
Dennis Lewis SchlegelMML Investors Services, LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 27, 2023Jun 26, 2023
Sandro GelfusaSavior Wealth independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 12, 2023Aug 16, 2023 (65 d)
Jorge Arturo FloresSavior Wealth independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankJun 12, 2023May 15, 2023
Bryan Hutchings BishopAdvice And Planning Services BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 6, 2023Dec 10, 2024 (553 d)
Nvard Rosie Ter-MatevosyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankJun 5, 2023Jul 29, 2024 (420 d)
Daniel James HughesEdward Jones national BDNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJun 3, 2023Jun 12, 2023
Roland Markel CastleIndependent Advisor Alliance, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2023Jun 2, 2023
Justin Charles BradfordIndependent Advisor Alliance, LLC independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 31, 2023Aug 1, 2023 (62 d)
Connor James GallivanPark Avenue Securities LLC BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2023Jul 14, 2023 (44 d)
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560 moves match.