DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Newedge Advisors

560 moves
AdvisorFromToTypeLeftRegistered
Tyler LiffrigConcorde Asset Management, LLC BD affiliatedNewedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIASep 25, 2018Jan 2, 2019 (99 d)
Gregory Anton HuckSecurities America Advisors, Inc. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2018Aug 6, 2025 (2512 d)
Mason Gregory HuckSecurities America Advisors, Inc. BD affiliatedNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherSep 20, 2018Aug 4, 2025 (2510 d)
Damon Alan MartyFisher Investments independent RIANewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2018Jan 25, 2022 (1236 d)
John Burton Enoch CestiaEdward Jones national BDNewedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJul 11, 2018Aug 9, 2018
Ellis James ShiverWiregrass Asset Management no RAUMNewedge Advisors independent RIAOtherJul 2, 2018Aug 9, 2018 (38 d)
Todd Ferrell ShiverWiregrass Asset Management no RAUMNewedge Advisors independent RIAOtherJul 2, 2018Jul 31, 2018
Gregory David BrightWiregrass Asset Management no RAUMNewedge Advisors independent RIAOtherJul 2, 2018Aug 9, 2018 (38 d)
Jared Michael McgaheeWiregrass Asset Management no RAUMNewedge Advisors independent RIAOtherJul 2, 2018Jul 9, 2018
Dawn Marie KalinowskiInvestment Centers Of America, Inc. no RAUMNewedge Advisors independent RIAOtherJun 25, 2018Feb 20, 2019 (240 d)
Becker AlemanCapital One Advisors, LLC BD affiliatedNewedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMay 2, 2018Sep 25, 2018 (146 d)
Brent Patrick NicksB Riley Wealth Management otherNewedge Advisors independent RIAOtherMar 26, 2018Apr 16, 2018
John David SiasEdward Jones national BDNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMar 20, 2018Dec 14, 2023 (2095 d)
Hallie Swayze MarshallCommonwealth Financial Network national BDNewedge Advisors independent RIAAffiliated broker-dealer or bank to independent RIAFeb 14, 2018Apr 5, 2019 (415 d)
Eric Christian NeumannInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 6, 2017Feb 20, 2018 (76 d)
Randy Michael PenkwitzInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 6, 2017Feb 23, 2018 (79 d)
Christopher Michael ReisdorfInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 6, 2017Aug 28, 2018 (265 d)
Nathan Mark NatwickInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 6, 2017Feb 26, 2018 (82 d)
Thomas Michael GundersonInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 26, 2018 (83 d)
John Russell FiorioInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 20, 2018 (77 d)
Perry Dean BohlInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 26, 2018 (83 d)
Geoffrey Sean HansenInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 20, 2018 (77 d)
James Fred FettigInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 26, 2018 (83 d)
Casey Norman HandeInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Mar 12, 2019 (462 d)
Darin J BohlInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 26, 2018 (83 d)
Eric Albert AldingerInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherDec 5, 2017Feb 26, 2018 (83 d)
Richard Paul SturmNational Planning Corporation ("Npc Of America" In Fl & Ny) otherNewedge Advisors BD affiliatedOtherNov 29, 2017May 24, 2022 (1637 d)
Darcy Lynn SalterInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017May 8, 2018 (160 d)
Julie Christine HinszInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 26, 2018 (89 d)
Kevin Michael FlynnInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 20, 2018 (83 d)
James Patrick BraunInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 26, 2018 (89 d)
Kristie Lynn VoldbergInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 20, 2018 (83 d)
Shayla Renae EvinkInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 26, 2018 (89 d)
Robert C GrayInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 16, 2018 (79 d)
Kris Lynn PearsonInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Nov 19, 2018 (355 d)
Courtney Nicole DoerflerInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 20, 2018 (83 d)
Erin Rose KerberInvestment Centers Of America, Inc. otherNewedge Advisors BD affiliatedOtherNov 29, 2017Oct 6, 2021 (1407 d)
Eugene M. SongyInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Nov 16, 2018 (352 d)
Dane Thomas GleesonInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 20, 2018 (83 d)
Carly Jean RottInvestment Centers Of America, Inc. otherNewedge Advisors BD affiliatedOtherNov 29, 2017Jan 1, 2025 (2590 d)
Scott Allan NeuInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Mar 18, 2020 (840 d)
Matthew D HandInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 29, 2017Feb 20, 2018 (83 d)
Jerrod Allen PinkstonNext Financial Group, Inc. otherNewedge Advisors independent RIAOtherNov 17, 2017Nov 17, 2017
Ryan Robert GeschkeInvestment Centers Of America, Inc. otherNewedge Advisors independent RIAOtherNov 2, 2017Jan 3, 2019 (427 d)
Lewis Matthew YoungSpc otherNewedge Advisors otherOtherOct 3, 2017Oct 2, 2017
Ronald Scott ClinardWells Fargo Advisors wirehouseNewedge Advisors otherOtherSep 25, 2017Sep 21, 2017
Bradford Cecil ClinardWells Fargo Advisors wirehouseNewedge Advisors otherOtherSep 25, 2017Sep 21, 2017
Clint Lee HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNewedge Advisors otherOtherAug 15, 2017Aug 15, 2017
Harlan Dickson HughesCapital One Advisors, LLC otherNewedge Advisors otherOtherJun 26, 2017Jun 26, 2017
Stephen Malcom GaineyStratos Wealth Partners, Ltd otherNewedge Advisors otherOtherJun 1, 2017Jun 1, 2017
Dustin Roth GrangerWells Fargo Advisors wirehouseNewedge Advisors otherOtherMar 27, 2017Mar 24, 2017
Danielle Elizabeth GrangerWells Fargo Advisors wirehouseNewedge Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankMar 27, 2017Mar 3, 2022 (1802 d)
James Glenn HerrellBeacon Pointe Wealth Advisors, LLC otherNewedge Advisors BD affiliatedOtherSep 14, 2016May 23, 2022 (2077 d)
Russell Garrett StehlingNorthwestern Mutual Investment Services,LLC no RAUMNewedge Advisors independent RIAOtherSep 14, 2016Jul 16, 2020 (1401 d)
Eric Ilmari KalaNorthwestern Mutual Investment Services,LLC no RAUMNewedge Advisors independent RIAOtherSep 14, 2016Jul 16, 2020 (1401 d)
Barret L KolleNorthwestern Mutual Investment Services,LLC no RAUMNewedge Advisors independent RIAOtherSep 14, 2016Sep 1, 2020 (1448 d)
James Henry SmithRaymond James & Associates, Inc. national BDNewedge Advisors otherOtherJun 24, 2016Jun 15, 2016
Mark Steven McneelyRaymond James & Associates, Inc. national BDNewedge Advisors otherOtherJun 24, 2016Jun 16, 2016
Steven Curtis DardenEdward Jones national BDNewedge Advisors otherOtherJun 7, 2016Jun 9, 2016
William Owen ThompsonTransamerica Financial Advisors, LLC otherNewedge Advisors otherOtherMay 11, 2016Apr 21, 2016
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