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
Matthew William PriceRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2018Mar 22, 2018
Daniel Torrey BinghamRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 3, 2018Mar 22, 2018
John Eric FieldRussell Investments otherSteward Partners Investment Advisory, LLC BD affiliatedOtherFeb 26, 2018Jun 10, 2024 (2296 d)
Richard GodfreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 23, 2018Feb 22, 2018
Matthew James SpradlinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 23, 2018Feb 22, 2018
Amanda Rae CrawleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 23, 2018Feb 22, 2018
Jeremy Aaron RafferWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 20, 2018Feb 16, 2018
Erica Marie KellyMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAFeb 16, 2018Sep 11, 2020 (938 d)
Sarah Klawitter MarksWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 29, 2018Jul 10, 2020 (893 d)
Merit Kathleen KralovecWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 29, 2018Oct 30, 2018 (274 d)
Vera ReichWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC independent RIAWirehouse to independent RIAJan 29, 2018Jul 13, 2020 (896 d)
Miguel-Angel LopezWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherJan 19, 2018Jan 11, 2018
Andurea Dawn AlexanderCommonwealth Financial Network national BDSteward Partners Investment Advisory, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 12, 2018Oct 7, 2019 (633 d)
Christopher James BartonMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherDec 19, 2017Feb 1, 2018 (44 d)
Darren DequatroUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC otherOtherDec 11, 2017Dec 6, 2017
Michael McnameeUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC otherOtherDec 11, 2017Dec 6, 2017
David BernacchiaUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC otherOtherDec 10, 2017Dec 6, 2017
Leland Richard SoffelWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 10, 2017Dec 7, 2017
Edmund IannacconeWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 9, 2017Nov 28, 2017
Robert Michael BakerWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 7, 2017Nov 21, 2017
Lorraine Ann DickmanWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 7, 2017Nov 17, 2017
Paul Wells SaramaWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 7, 2017Nov 21, 2017
Maria Catherine LiciniWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherNov 7, 2017Nov 30, 2017
Joshua Mendel MauerMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherOct 24, 2017Oct 30, 2017
Michael Robert HoffMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherOct 24, 2017Nov 1, 2017
Bernard Barry SalzmanMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherOct 24, 2017Nov 7, 2017
Timothy Burr DavisMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherOct 20, 2017Oct 30, 2017
Michaelyn Dawn BortolottiMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherOct 20, 2017Mar 19, 2018 (150 d)
Michael Joseph DorseyBoston Advisors, LLC otherSteward Partners Investment Advisory, LLC otherOtherAug 14, 2017Oct 11, 2017 (58 d)
Roberto Henrique SolanoMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherJun 30, 2017Jul 18, 2017
Paul Jeffrey StaadekerWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherJun 16, 2017Jul 26, 2017 (40 d)
Jeremy Bryan StaadekerWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherJun 16, 2017Jul 26, 2017 (40 d)
Ali Sina MandalinciUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC otherOtherJun 1, 2017May 15, 2017
Mark Andrew PojednicWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherMay 18, 2017May 19, 2017
Stephen Richard SpectorWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017May 15, 2017
Peter Osborne FrischWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017May 15, 2017
Beth Ann SweeneyWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017May 15, 2017
Sharon Marie PollardWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017Aug 28, 2017 (122 d)
Tobe Christopher ReedWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017Aug 30, 2017 (124 d)
Eric Carl Dean SweeneyWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 28, 2017May 15, 2017
Rhett SchmedemannUBS Financial Services Inc. wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 26, 2017May 9, 2017
William Richard BlakeWells Fargo Advisors wirehouseSteward Partners Investment Advisory, LLC otherOtherApr 4, 2017Apr 12, 2017
Michael James GermanoCitigroup Global Markets Inc. otherSteward Partners Investment Advisory, LLC otherOtherMar 24, 2017Mar 31, 2017
Todd Michael HoffmanMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 23, 2017Mar 14, 2017
Angela Lynn Helmus-O'BrienMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 21, 2017Feb 22, 2017
Travis Aaron HadwinMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 21, 2017Mar 7, 2017
Todd Michael SeymourMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 21, 2017Apr 6, 2017 (44 d)
Amy Lynn MefferdMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 21, 2017Apr 13, 2017 (51 d)
Jennifer Kathryn MakrasMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherFeb 21, 2017Apr 19, 2017 (57 d)
Brandon Garrett HaaseRBC Capital Markets, LLC national BDSteward Partners Investment Advisory, LLC otherOtherFeb 2, 2017Jan 20, 2017
Frank Van Schaack HibbardMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherJan 30, 2017Mar 7, 2017 (36 d)
Amy Prososki RosaMorgan Stanley wirehouseSteward Partners Investment Advisory, LLC otherOtherJan 30, 2017Mar 3, 2017 (32 d)
Amy Gwyn SachsRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 11, 2016
Theodore Allan SchwabRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 22, 2016
Richard Michael PignoneRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 5, 2016
Kenneth MathiesonRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016May 17, 2016
R Chris NeeRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 7, 2016
Stephen Scholl PhilleoRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Mar 30, 2016
Erik Joseph MathiesonRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 7, 2016
James Jacob FowkesRaymond James Financial Services Advisors, Inc otherSteward Partners Investment Advisory, LLC no RAUMOtherDec 8, 2016Apr 22, 2016
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481 moves match.