DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Ogilvie Security Advisors Corp

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
Jerry Allen RomjueWells Fargo Advisors wirehouseOgilvie Security Advisors Corp otherOtherApr 27, 2011Feb 29, 2012 (308 d)
Patricia M GildeaStrategic Advisers LLC national BDOgilvie Security Advisors Corp otherOtherFeb 18, 2009Sep 7, 2010 (566 d)
Lisa Marie BoscoCitigroup Global Markets Inc. otherOgilvie Security Advisors Corp otherOtherDec 31, 2008Dec 22, 2010 (721 d)
Ryan Stephen StromsborgEquitable Advisors, LLC national BDOgilvie Security Advisors Corp otherOtherOct 2, 2008Oct 2, 2008
Igor A ZeyEquitable Advisors, LLC national BDOgilvie Security Advisors Corp otherOtherSep 25, 2007Nov 30, 2007 (66 d)
Dwight Allen HeikkilaEquitable Advisors, LLC national BDOgilvie Security Advisors Corp otherOtherSep 24, 2007Nov 15, 2007 (52 d)
Stephen Leon HarrisonFbr Investment Management, Inc. unclassifiedOgilvie Security Advisors Corp otherOtherOct 10, 2006Oct 24, 2006
Peter Westover HelmsFbr Investment Management, Inc. unclassifiedOgilvie Security Advisors Corp otherOtherOct 10, 2006Oct 24, 2006
Gregory PowellHeritage Capital Management Inc otherOgilvie Security Advisors Corp otherOtherMay 30, 2006Jun 14, 2006
William John ManbyManby Financial Strategies, Inc. unclassifiedOgilvie Security Advisors Corp otherOtherFeb 22, 2006Aug 18, 2000
Mark Andrew TrewittWalnut Street Advisers Inc unclassifiedOgilvie Security Advisors Corp otherOtherJul 19, 2002Jul 11, 2002
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11 moves match.