DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Steward Partners Investment Advisory, 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
Peter Tenbrook GordinierWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 9, 2022Mar 4, 2022
Yanbin LinsimWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 9, 2022Mar 3, 2022
Michael Dennis EnglehartWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 22, 2022Feb 10, 2022
Russell Thomas WoodwardRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherFeb 11, 2022Jan 28, 2022
Michael Scott HeathRaymond James & Associates, Inc. national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 31, 2022Feb 4, 2022
Michael Bernard NadeauRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 4, 2022Sep 30, 2021
Roberto Antonio MartinezProspera Financial Services, Inc. independent RIASteward Partners Investment Advisory, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 20, 2021Dec 20, 2021
Joshua RitzWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 15, 2021Dec 13, 2021
Christopher Joseph NuhnB. Riley Wealth Advisors, Inc. BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2021Dec 17, 2021
Derrick Brian LabrancheColumbia Management Investment Advisers, LLC asset managerSteward Partners Investment Advisory, LLC BD affiliatedOtherDec 2, 2021Jul 18, 2022 (228 d)
Joshua A LeberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 23, 2021Dec 13, 2021
Troy Mclemore BarnesWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 28, 2021Oct 20, 2021
Robert Fayez IbrahimRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 19, 2021Sep 28, 2021
Christopher Robert IbrahimRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 19, 2021Sep 28, 2021
Amanda SachsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 30, 2021Sep 28, 2021
John Joseph O'HareMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 29, 2021Sep 28, 2021
John Joseph O'HareMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 29, 2021Sep 28, 2021
Gerald A JonesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 29, 2021Sep 28, 2021
Stanley Christopher SarliMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 24, 2021Aug 16, 2021
Wilhelmina Deanna JosephWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 19, 2021Jul 15, 2021
Osvaldo Angel BritoWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 28, 2021Jun 24, 2021
Melanie Kristen SchwartzWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 22, 2021Jun 17, 2021
John Francis UtleyWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 21, 2021Jun 17, 2021
Joseph Michael SullenderWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 21, 2021Jun 17, 2021
Aaron LibermanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 16, 2021Jun 15, 2021
Simi SchwartzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 16, 2021Jun 15, 2021
Kristen MurrayWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 16, 2021Jun 15, 2021
Erik James AndersenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 16, 2021Jun 15, 2021
Jason Lynn AdamsMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 11, 2021Apr 16, 2021
Denis PoljakMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
Davor PoljakMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
Ryan L YarbroughMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
Scott Edmund SalvailMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
Joseph Paul FellMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
John William Simpson IIMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 10, 2021Apr 16, 2021
Michael Lee StradtRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2021Mar 25, 2021
Dehaven James BeckerRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2021Feb 25, 2021
Mariah C PelletierRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 9, 2021Feb 25, 2021
Andrew Marcus TranAmeriprise Financial Services, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 23, 2021Feb 24, 2021
Ronald Bruce WebsterWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAFeb 12, 2021Feb 5, 2021
Edward Peter GrossoWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAFeb 12, 2021Feb 5, 2021
Alice Martin WintersWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAFeb 12, 2021Feb 5, 2021
Briana Marie IannacconeRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 8, 2021Jul 27, 2020
James Wayne WilsonMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 5, 2021Dec 7, 2020
Jeffery CarsonAmeriprise Financial Services, LLC national BDSteward Partners Investment Advisory, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2020Apr 25, 2022 (480 d)
Scott L. WeaberWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIADec 1, 2020Nov 20, 2020
Jerry Odell McdonaldWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 26, 2020Sep 22, 2020
Rick Andrew FuchsWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 6, 2020Oct 2, 2020
Graham Patrick HeckWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 6, 2020Oct 1, 2020
Joshua C HoltEdward Jones national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 18, 2020Sep 23, 2020
Henry KeeganWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIASep 11, 2020Sep 10, 2020
Dean Anthony RosiniRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 6, 2020
Jeffrey Eric LazarusRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 6, 2020
Jason Paul HeveyRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2020Aug 13, 2020
Christopher Evans McadooUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 9, 2020Jul 2, 2020
Richard Wesly HumphreyUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 9, 2020Jul 1, 2020
Christina Ann ElamUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 9, 2020Jul 7, 2020
Kevin Scott DubnerJanney Montgomery Scott LLC BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 30, 2020Jun 26, 2020
Keith Thomas MorrisRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2020Jun 21, 2019
Howard Jay SheckmanRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2020Jun 21, 2019
Page 5 of 9PreviousNext
481 moves match.