DFX 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
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Steven Philip Saunders | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 7, 2022 | Dec 6, 2022 |
| Eric M Thompson | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 7, 2022 | Dec 6, 2022 |
| Jacob Alan Gurock | Awm Capital, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 7, 2022 | Jan 17, 2023 (41 d) |
| Robert Clifford Davis | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 2, 2022 |
| Steven Joseph Giacona | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 2, 2022 |
| Mariella P Foley | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Jan 26, 2023 (51 d) |
| Bruce Allen Hyde | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 2, 2022 |
| Frederic A Behrens | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 2, 2022 |
| Theodore David Schneider | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 5, 2022 |
| Michael Fischer | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 6, 2022 | Dec 2, 2022 |
| Marianne Shakira Rodriguez | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 5, 2022 | Dec 2, 2022 |
| Lauren G Gooding | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 5, 2022 | Dec 2, 2022 |
| Marcia Beth Paltenstein | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 2, 2022 | Feb 16, 2023 (76 d) |
| Christopher Joseph Turso | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 2, 2022 | Feb 7, 2024 (432 d) |
| Aimee Adler | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 2, 2022 | Jan 3, 2023 (32 d) |
| Justin Giacona | Round Table Wealth Management independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Dec 2, 2022 | Feb 28, 2023 (88 d) |
| Veronica Rubio | Mercer Global Advisors Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Oct 20, 2022 | Nov 2, 2022 |
| Katherine Clay Willis | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 14, 2022 |
| Jonathan Edward Morris | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 17, 2022 |
| James Johnston Izard | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 14, 2022 |
| Elizabeth A Delude | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 17, 2022 |
| Michael Preston Disharoon | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 14, 2022 |
| Walker Winfree Phillips | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 17, 2022 |
| Jonathan Lee Taylor | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 17, 2022 |
| Justin Allen Topping | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 9, 2022 |
| Wickliffe Sanford Lyne | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 9, 2022 |
| Meghan Ann Cottrell | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | May 3, 2024 (609 d) |
| Carl Darby Kaufman | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 29, 2022 |
| Henry Upham Harris | Palladium Registered Investment Advisors independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Sep 2, 2022 | Jun 14, 2022 |
| Jon P Yankee | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Suzanne Alexis Grason | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Michael Alan Ness | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Laurie Adams Belew | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Onari Songo Tariah | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Kelly Mcnerney | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Katherine Moore | Fjy Financial independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jul 1, 2022 | Jun 14, 2022 |
| Austin Little | Securities America Advisors, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 16, 2022 | Aug 18, 2022 (63 d) |
| Samuel Victor Garcia | Sagepoint Financial, Inc. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2022 | May 12, 2022 |
| Hannah Reimer Christopher | Fidelity Personal And Workplace Advisors BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2022 | Jan 27, 2023 (241 d) |
| Joseph Amicone | Goldman Sachs Wealth Services, L.P. BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 26, 2022 | May 30, 2023 (369 d) |
| Mimi Keller Drake | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2022 | May 24, 2022 |
| Matthew Hall Taylor | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2022 | May 13, 2022 |
| Adam Brett Landau | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 25, 2022 |
| William Theodore Curran | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 16, 2022 |
| Kathleen F Freed | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 13, 2022 |
| Lyle Byron Maasdorp | Bluesky Wealth Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Apr 11, 2022 | Jan 9, 2025 (1004 d) |
| John Lee | Mariner BD affiliated | Cerity Partners LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2022 | Apr 18, 2022 |
| Javier Ricardo Solis | Mercer Global Advisors Inc. independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 10, 2022 | Mar 4, 2022 |
| Dragan Timotic | T2 Asset Management, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Mar 3, 2022 | Mar 4, 2022 |
| Charles Chester Mcrae | Autumn Lane Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 31, 2022 | Feb 16, 2022 |
| John Goott | Investec Wealth Strategies independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2022 | Feb 22, 2022 |
| Daniel Ryan Goott | Investec Wealth Strategies independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2022 | Feb 22, 2022 |
| Jonathan Rowe Salvato | Investec Wealth Strategies independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2022 | Feb 22, 2022 |
| Douglas F Garrison | Investec Wealth Strategies independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 28, 2022 | Feb 22, 2022 |
| Brandon Scott Tutak | Schechter Investment Advisors, LLC independent RIA | Cerity Partners LLC mixed wealth | RIA to RIA | Jan 28, 2022 | May 8, 2019 |
| Lauren N. Desforge | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Stephen Preston Oliver | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Mary Shahian | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Alexander Jonathan Gross | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |
| Barbara Carroll Attardo | Daintree Advisors LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | Jan 6, 2022 | Feb 8, 2022 (33 d) |