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
Elizabeth MadonnaRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2020Jun 21, 2019
Heidi ScaliUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 19, 2020Jun 11, 2020
Kenneth Robert RobanUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 19, 2020Jun 11, 2020
Nathan Leroy SeeRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 25, 2020
Martha Elizabeth GuyerOsaic Wealth, Inc. BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 25, 2020
Wistar White HoltOsaic Wealth, Inc. BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 25, 2020
Sean DolanOsaic Wealth, Inc. BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 10, 2020
Peter Ernest DolanOsaic Wealth, Inc. BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 15, 2020Jun 10, 2020
Kaitlyn Elizabeth Ramsay-LongleyFidelity Personal And Workplace Advisors BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 10, 2020Jul 14, 2020 (34 d)
Paula M FeinbergRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 2, 2020Jun 2, 2020
George Upshur NottinghamWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 7, 2020May 7, 2020
Michelle Scott HuffmanWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 7, 2020May 7, 2020
Susan Bell NottinghamWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 7, 2020May 7, 2020
Thomas Paul LeemanWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 7, 2020May 6, 2020
Nooshin MckinneyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 24, 2020Nov 12, 2024 (1694 d)
Ashley Nicole BerberianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIANov 7, 2019Nov 1, 2019
Kevin Walter TaubeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIANov 5, 2019Nov 1, 2019
Gene Edward DooleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 29, 2019Jul 29, 2019
Charles Wesley DevoeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 29, 2019Jul 29, 2019
Taryn Amanda BertettoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 26, 2019Jul 29, 2019
Amy Styczynski SabinJ.P. Morgan Securities LLC wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 18, 2019Jul 16, 2019
Adam Alexander GelmonJ.P. Morgan Securities LLC wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 16, 2019Jul 16, 2019
William Francis GoldUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJun 17, 2019Jun 10, 2019
Ronnyjane GoldsmithMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 30, 2019May 24, 2019
Nicholas Anthony FiegoliUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 4, 2019Mar 26, 2019
Robert Francis CarriggMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 25, 2019Mar 21, 2019
Christina L O'DonnellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 25, 2019Mar 21, 2019
Jenny Sue SiderisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 25, 2019Mar 21, 2019
Andrew J SmallMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 25, 2019Mar 21, 2019
Thomas A ArcidiaconoGoldman Sachs Wealth Services, L.P. BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2019Jun 19, 2019 (91 d)
Brett Jay DiamondMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 18, 2019Mar 15, 2019
Jason Anthony BottenfieldMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 18, 2019Mar 15, 2019
Donna Marie PetrucelloMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMar 18, 2019Mar 15, 2019
Jacqueline Doris GervaisWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Ralph Coleman GoodWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Christine M BalfourWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Adam DunbarWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
James Andrew NylundWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Joann Patricia McdevittWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIANov 7, 2018Oct 26, 2018
Kenneth Shelly NeumanMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 9, 2018Oct 5, 2018
Bradford Robert CoyleWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 9, 2018Oct 4, 2018
Allison Allen KistlerWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 9, 2018Oct 4, 2018
Linda Dimeglio RozyckiMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 9, 2018Oct 8, 2018
Bradford Robert CoyleWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAOct 9, 2018Oct 5, 2018
Corrado Vincent SpezzacatenaWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAAug 13, 2018Aug 10, 2018
James Biddlecomb GalbraithWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAAug 13, 2018Aug 10, 2018
Cary Larue KortzeWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJul 24, 2018Jul 20, 2018
John Walter KortzeRaymond James Financial Services Advisors, Inc BD affiliatedSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 19, 2018Jul 20, 2018
Christopher Lowen Mueller DavisWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 14, 2018May 8, 2018
David Eric ElwoodWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 9, 2018May 7, 2018
Michelle Lynn LauderWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 8, 2018May 7, 2018
Wayne Earle MccormickWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 8, 2018May 4, 2018
Matthew J BaltuchMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAMay 7, 2018May 7, 2018
Thomas James SedoricWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 30, 2018Apr 26, 2018
Erika SullivanWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 30, 2018Apr 26, 2018
Daniel Casey SnyderWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 30, 2018Apr 26, 2018
Brittany Anne BeardWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 30, 2018Apr 26, 2018
M. Joann MatthewsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 23, 2018Apr 18, 2018
Larrie Dean HooverUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAApr 9, 2018Apr 3, 2018
Randolph Robin PriceRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2018Mar 22, 2018
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481 moves match.