DFX Intelligence
Advisor moves
Arrivals at Farther
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Fraser Gilmore | Wells Fargo Advisors wirehouse | Farther independent RIA | Wirehouse to independent RIA | Apr 29, 2022 | Apr 18, 2023 (354 d) |
| Raymond Gin | Citigroup Global Markets Inc. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 29, 2022 | Apr 18, 2022 |
| Parker James O'Sullivan | Sierra Pacific Private Wealth, LLC independent RIA | Farther independent RIA | RIA to RIA | Apr 19, 2022 | Feb 25, 2022 |
| David Michael Darby | Dg Wealth Partners LLC independent RIA | Farther independent RIA | RIA to RIA | Mar 22, 2022 | Jan 25, 2022 |
| Darren N Ting | J.P. Morgan Securities LLC wirehouse | Farther independent RIA | Wirehouse to independent RIA | Mar 2, 2022 | Apr 14, 2023 (408 d) |
| Jordan Harry Soclof | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Feb 3, 2022 | Feb 12, 2022 |
| Dennis Williams | Edward Jones national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 5, 2022 | Jan 3, 2022 |
| Robert Joseph Kelly | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Dec 7, 2021 | Dec 3, 2021 |
| Michael Leviel Smith | Rock Creek Wealth Planners And Advisors LLC independent RIA | Farther independent RIA | RIA to RIA | Nov 17, 2021 | Aug 26, 2024 (1013 d) |
| Phillip Elliot Duckworth | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Sep 21, 2021 | Sep 17, 2021 |
| Daniel Robert Gilham | Wells Fargo Advisors wirehouse | Farther independent RIA | Wirehouse to independent RIA | Sep 13, 2021 | Sep 10, 2021 |
| Aaron Townsend Diaz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Farther independent RIA | Wirehouse to independent RIA | Aug 9, 2021 | Nov 22, 2021 (105 d) |
| Alan Lloyd Ford | Cable Hill Partners, LLC independent RIA | Farther independent RIA | RIA to RIA | Jun 8, 2021 | Nov 13, 2024 (1254 d) |
| Robert William Casale | Personal Capital Advisors Corporation independent RIA | Farther independent RIA | RIA to RIA | Jan 11, 2021 | Sep 20, 2021 (252 d) |
| Mario Battistini | J.P. Morgan Securities LLC wirehouse | Farther independent RIA | Wirehouse to independent RIA | Sep 28, 2020 | Apr 17, 2024 (1297 d) |
| Anthony Michael Thomas | Equitable Advisors, LLC national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2020 | May 29, 2024 (1350 d) |
| Joseph Taylor Matthews | Forusall institutional | Farther independent RIA | Other | Dec 9, 2019 | May 13, 2021 (521 d) |
| Mitchell Dean Simkins | Mid Atlantic Financial Management, Inc. BD affiliated | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 8, 2019 | Nov 3, 2023 (1579 d) |
| Bryan C Dalessandro | UBS Financial Services Inc. wirehouse | Farther independent RIA | Wirehouse to independent RIA | May 27, 2019 | May 11, 2021 (715 d) |
| Michael Edward Sylvester | Mmc Securities LLC no RAUM | Farther independent RIA | Other | Nov 30, 2018 | Jul 18, 2022 (1326 d) |
| Ryan David Koenig | Personal Capital Advisors Corporation independent RIA | Farther independent RIA | RIA to RIA | Nov 19, 2018 | May 19, 2021 (912 d) |
| Christopher Cother Powers | Parallel Advisors, LLC other | Farther independent RIA | Other | Jan 12, 2018 | Sep 8, 2026 (3161 d) |
| John Wendland Handy | Signalpoint Capital Management, LLC other | Farther independent RIA | Other | Sep 13, 2016 | Dec 4, 2024 (3004 d) |
| Jonathan Craig Timson | Signalpoint Capital Management, LLC other | Farther independent RIA | Other | Sep 13, 2016 | Jan 14, 2025 (3045 d) |
| Michael James Orzel | Signalpoint Capital Management, LLC other | Farther independent RIA | Other | Sep 13, 2016 | Dec 19, 2024 (3019 d) |
| Frank Lynn Baldwin | Zions Capital Advisors, Inc. other | Farther independent RIA | Other | Jul 27, 2016 | May 17, 2022 (2120 d) |
| Michael Andrew Domingo | Murphy & Sylvest independent RIA | Farther independent RIA | RIA to RIA | Feb 1, 2016 | Jan 9, 2026 (3630 d) |
| Richard Keith Sauls | J.P. Morgan Securities LLC wirehouse | Farther independent RIA | Wirehouse to independent RIA | Mar 26, 2015 | Oct 26, 2022 (2771 d) |
| Alan Joseph Gappinger | Walnut Street Advisers Inc unclassified | Farther independent RIA | Other | Oct 6, 2005 | Mar 27, 2026 (7477 d) |
| David Joseph Bromeier | Walnut Street Advisers Inc unclassified | Farther independent RIA | Other | Oct 6, 2005 | Apr 2, 2026 (7483 d) |
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330 moves match.