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.

481 moves

Advisor	From	To	Type	Left	Registered
Gregory Banasz	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 22, 2016
Jeffrey Craig Gonyo	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC independent RIA	Other	Dec 8, 2016	Dec 16, 2019 (1103 d)
Steven Elliot Bricker	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 14, 2016
Christopher John Reaney	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 23, 2016
Daniel John Ialeggio	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 30, 2016
Eric Beiley	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 1, 2016
Ismael Humberto Robledo	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 28, 2016
Alina Madeleine Seminaro	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	May 2, 2016
Travis Allen Tucker	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 5, 2016
Adriana Depalma	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Dec 8, 2016	Sep 22, 2021 (1749 d)
Gary J Walker	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 23, 2016
John S Pappas	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 14, 2016
Anka Vidacic	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 23, 2016
Nicole Jane Mccuskey	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC other	Other	Dec 8, 2016	Feb 24, 2017 (78 d)
Stacy Ann Bazylinski	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC other	Other	Dec 8, 2016	Nov 23, 2016
Melissa Susan Mulloy-Mecozzi	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 5, 2016
Ross Charnley Hamilton	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 18, 2016
Sharon Harkinson	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Mar 23, 2016
Selmon Ted Franklin	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 22, 2016
Donald Philip Brusca	Raymond James Financial Services Advisors, Inc other	Steward Partners Investment Advisory, LLC no RAUM	Other	Dec 8, 2016	Apr 5, 2016
Steven Charles Lynch	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Nov 29, 2016	Apr 6, 2017 (128 d)
Liana Marie Poodiack	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Nov 7, 2016	Nov 14, 2016
Carl John Gravina	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Nov 7, 2016	Nov 23, 2016
Jessica Lynn Lapollo	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Nov 7, 2016	Nov 14, 2016
Travis James Poodiack	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Nov 7, 2016	Nov 14, 2016
Joshua Ian Houle	Edward Jones national BD	Steward Partners Investment Advisory, LLC other	Other	Nov 4, 2016	Nov 14, 2016
Dino Joseph Johnson	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC other	Other	Sep 29, 2016	Nov 21, 2016 (53 d)
Keith Terry Barberis	UBS Financial Services Inc. wirehouse	Steward Partners Investment Advisory, LLC other	Other	Jul 29, 2016	Jul 29, 2016
John Alexander Rice	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jul 8, 2016	Jun 13, 2016
Andrew Edward Githmark	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jul 7, 2016	Jun 13, 2016
Christopher Jerome Detmer	RBC Capital Markets, LLC national BD	Steward Partners Investment Advisory, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jun 7, 2016	Jun 6, 2016
Aaron Isaac Brachman	RBC Capital Markets, LLC national BD	Steward Partners Investment Advisory, LLC no RAUM	Affiliated broker-dealer or bank to a newly registered adviser	Jun 7, 2016	Jun 6, 2016
Vaclav Vlcek	RBC Capital Markets, LLC national BD	Steward Partners Investment Advisory, LLC other	Other	Jun 7, 2016	Apr 13, 2017 (310 d)
Tom O'Bryon	UBS Financial Services Inc. wirehouse	Steward Partners Investment Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	May 23, 2016	May 12, 2016
John Derek Majkowski	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Mar 18, 2016	Mar 30, 2016
George William Shirley	Wells Fargo Advisors wirehouse	Steward Partners Investment Advisory, LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Mar 18, 2016	Mar 30, 2016
Michael Richard Carilli	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC other	Other	Mar 11, 2016	Oct 25, 2017 (593 d)
Robert Warren Phinney	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 31, 2015	Jul 27, 2026 (3861 d)
Alejandro Julian Tirso	UBS Financial Services Inc. wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 14, 2015	Mar 11, 2024 (3010 d)
Michael Blake Kohl	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC other	Other	Oct 7, 2015	Aug 29, 2017 (692 d)
Mark Neale Tompkins	LPL Financial LLC other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Sep 9, 2015	May 1, 2023 (2791 d)
Marie Margaret Clow	RBC Capital Markets, LLC national BD	Steward Partners Investment Advisory, LLC BD affiliated	Affiliated broker-dealer or bank to another	Aug 18, 2015	Jul 12, 2023 (2885 d)
Judy Lowe Rubin	Plaza Financial Advisors Inc unclassified	Steward Partners Investment Advisory, LLC independent RIA	Other	Dec 31, 2011	Jun 9, 2020 (3083 d)
Keith Morgan	UBS Financial Services Inc. wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 31, 2009	May 1, 2023 (4869 d)
Brian Clark Joelson	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Dec 1, 2009	May 4, 2023 (4902 d)
Douglas Edward Lindsey	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 23, 2009	May 4, 2023 (5063 d)
Justin Patrick Lindsey	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 23, 2009	May 1, 2023 (5060 d)
William Christopher Mcshane	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 22, 2009	May 2, 2023 (5062 d)
Jeffrey David Kantor	Morgan Stanley wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 22, 2009	Jul 7, 2023 (5128 d)
Duane James Rodewald	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	May 19, 2009	May 1, 2023 (5095 d)
Sherrie Lyn Kerr	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	May 5, 2009	Jun 12, 2024 (5517 d)
Mark Yin-Pong Hwee	Morgan Stanley & Co. LLC unclassified	Steward Partners Investment Advisory, LLC BD affiliated	Other	Apr 2, 2009	May 1, 2023 (5142 d)
David Alan Stockton	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Mar 13, 2009	May 8, 2023 (5169 d)
Tinh Thanh Nguyen	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Mar 10, 2009	May 2, 2023 (5166 d)
Colleen Fae Van Blaricom	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Mar 10, 2009	May 1, 2023 (5165 d)
David Robert Balk	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Mar 5, 2009	May 3, 2023 (5172 d)
Douglas Peter Eikenberry	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Mar 5, 2009	May 4, 2023 (5173 d)
Stephanie Jill Haase	Meritage Capital other	Steward Partners Investment Advisory, LLC independent RIA	Other	Jul 16, 2007	Feb 25, 2019 (4242 d)
Shawn Patrick Gergen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Steward Partners Investment Advisory, LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Feb 7, 2006	Jun 10, 2024 (6698 d)
Jeani Theresa Winterbourne	Citigroup Global Markets Inc. other	Steward Partners Investment Advisory, LLC BD affiliated	Other	Dec 8, 2005	Jun 13, 2024 (6762 d)

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