DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Stancorp Investment Advisers, Inc.

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
Janic Cesar Hoyuela	Beacon Pointe Advisors, LLC independent RIA	Stancorp Investment Advisers, Inc. other	Other	Jun 15, 2026	Jul 24, 2026 (39 d)
Elice Jihyeon Lee	Ascensus Investment Advisors, LLC institutional	Stancorp Investment Advisers, Inc. other	Other	Nov 12, 2025	Jan 6, 2026 (55 d)
Peter Joseph Thompson	Mma Securities LLC no RAUM	Stancorp Investment Advisers, Inc. other	Other	Oct 17, 2025	Jan 15, 2026 (90 d)
Jennifer Fahey	Valic Financial Advisors, Inc. BD affiliated	Stancorp Investment Advisers, Inc. other	Other	Aug 4, 2025	Aug 29, 2025
Dieter Walters	Missionsquare Retirement BD affiliated	Stancorp Investment Advisers, Inc. other	Other	Mar 11, 2025	Dec 12, 2025 (276 d)
David Justin Ozga	Wealthspire Retirement Advisory institutional	Stancorp Investment Advisers, Inc. other	Other	Sep 11, 2024	Sep 19, 2024
Noah Bylsma	Fisher Investments independent RIA	Stancorp Investment Advisers, Inc. other	Other	Jul 10, 2024	Aug 21, 2024 (42 d)
Christopher Kwiatek	John Hancock Personal Financial Services, LLC BD affiliated	Stancorp Investment Advisers, Inc. other	Other	May 26, 2023	May 8, 2024 (348 d)
Tony Alan Soble	Securian Financial Services, Inc. independent RIA	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2022	Jan 3, 2023
Taylor Scott Smith	Raymond James Investment Management asset manager	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2022	Feb 20, 2023 (51 d)
John Lavin	Securian Financial Services, Inc. independent RIA	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2022	Jan 6, 2026 (1102 d)
Alison Rainer	Securian Financial Services, Inc. independent RIA	Stancorp Investment Advisers, Inc. other	Other	Dec 31, 2022	Jan 5, 2023
Donna Bartlett	Trace Wealth Advisors independent RIA	Stancorp Investment Advisers, Inc. other	Other	Nov 2, 2022	Jan 2, 2025 (792 d)
Albert Kolb Maixner	Principal Securities, Inc. BD affiliated	Stancorp Investment Advisers, Inc. mixed wealth	Affiliated broker-dealer or bank to independent RIA	Sep 23, 2022	Feb 8, 2024 (503 d)
Kathleen A Dalton	Sheridan Road Advisors, LLC, A Hub International Company institutional	Stancorp Investment Advisers, Inc. other	Other	Feb 23, 2022	Apr 5, 2022 (41 d)
James Edward Mcdowell	Charles Schwab & Co., Inc. national BD	Stancorp Investment Advisers, Inc. other	Other	May 6, 2021	May 10, 2024 (1100 d)
Shannon Divalerio	Stifel, Nicolaus & Company, Incorporated national BD	Stancorp Investment Advisers, Inc. other	Other	Apr 15, 2021	Jan 5, 2022 (265 d)
Charles Nmn Lim	Mirae Asset Wealth Management (USA) Inc. unclassified	Stancorp Investment Advisers, Inc. other	Other	Apr 1, 2021	Dec 20, 2024 (1359 d)
William Todd Mccollough	Kestra Advisory Services, LLC BD affiliated	Stancorp Investment Advisers, Inc. other	Other	Mar 10, 2021	Jun 21, 2021 (103 d)
Mary Yolanda Kirk	M Holdings Securities, Inc. BD affiliated	Stancorp Investment Advisers, Inc. other	Other	Dec 20, 2019	Feb 11, 2020 (53 d)
Paige Macy Lewis	Charles Schwab & Co., Inc. national BD	Stancorp Investment Advisers, Inc. other	Other	Dec 4, 2019	Mar 3, 2020 (90 d)
Christopher Richard Halpin	Stifel, Nicolaus & Company, Incorporated national BD	Stancorp Investment Advisers, Inc. other	Other	Aug 15, 2019	Jan 12, 2021 (516 d)
Charles Carlos Estes	Fidelity Personal And Workplace Advisors BD affiliated	Stancorp Investment Advisers, Inc. other	Other	Nov 28, 2018	Feb 17, 2020 (446 d)
Silvia Hansen	Global Retirement Partners LLC institutional	Stancorp Investment Advisers, Inc. other	Other	May 2, 2018	Dec 20, 2024 (2424 d)
Natalie Marie Gentry	Newport Group Consulting, LLC institutional	Stancorp Investment Advisers, Inc. other	Other	Apr 9, 2018	Jun 1, 2018 (53 d)
Joseph Anthony Simmons	New York Life Investment Management LLC other	Stancorp Investment Advisers, Inc. other	Other	Mar 12, 2018	Feb 4, 2019 (329 d)
Bradley Thomas Weber	Brinker Capital Inc other	Stancorp Investment Advisers, Inc. other	Other	Nov 17, 2017	Dec 11, 2017
Emanuel David Marshall	Strategic Advisers LLC national BD	Stancorp Investment Advisers, Inc. other	Other	Aug 31, 2017	Jan 15, 2018 (137 d)
Mark Ames Lamontagne	M Holdings Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Nov 18, 2016	Dec 1, 2016
Soren Milo Erickson	Leader Capital Corp. other	Stancorp Investment Advisers, Inc. other	Other	May 23, 2016	Oct 6, 2016 (136 d)
Janic Cesar Hoyuela	Edward Jones national BD	Stancorp Investment Advisers, Inc. other	Other	Mar 7, 2016	Apr 28, 2016 (52 d)
Kelly Crowder Amato	Nfp Advisor Services, LLC other	Stancorp Investment Advisers, Inc. other	Other	Mar 1, 2016	Apr 7, 2016 (37 d)
Douglas B Corra	Edward Jones national BD	Stancorp Investment Advisers, Inc. other	Other	Dec 22, 2015	Feb 24, 2017 (430 d)
Carl Roger Hendrix	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Nov 19, 2015	Dec 14, 2015
Jean-Paul Cain	Ameriprise Financial Services, LLC national BD	Stancorp Investment Advisers, Inc. other	Other	Aug 26, 2015	Jan 31, 2023 (2715 d)
Seth Adam Marsters	Manulife Investment Management (US) LLC other	Stancorp Investment Advisers, Inc. other	Other	Jan 20, 2015	May 4, 2015 (104 d)
Tatiana Cristina Parave Eckel	Morgan Stanley wirehouse	Stancorp Investment Advisers, Inc. other	Other	Oct 3, 2014	Dec 17, 2018 (1536 d)
Heather Marie Gunter	Wells Fargo Advisors wirehouse	Stancorp Investment Advisers, Inc. other	Other	Aug 28, 2014	Dec 22, 2021 (2673 d)
David Stauffer Webb	Park + Elm Investment Advisers state registered	Stancorp Investment Advisers, Inc. other	Other	Mar 24, 2014	Feb 26, 2010
Kenneth Eric Waineo	M Holdings Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Oct 11, 2013	Dec 5, 2013 (55 d)
Brian J Forneris	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jun 14, 2013	Aug 1, 2013 (48 d)
Angela Osborne	Plancorp, LLC other	Stancorp Investment Advisers, Inc. other	Other	May 28, 2013	Jul 2, 2013 (35 d)
Kristie Dawn Cahill	Morgan Stanley wirehouse	Stancorp Investment Advisers, Inc. other	Other	Sep 13, 2011	Sep 20, 2011
Christopher Frank Weekley	Fintrust Capital Advisors, LLC other	Stancorp Investment Advisers, Inc. other	Other	Jun 14, 2011	Jul 20, 2011 (36 d)
James Robert Bunting	Wells Fargo Advisors wirehouse	Stancorp Investment Advisers, Inc. other	Other	Mar 24, 2011	Apr 29, 2011 (36 d)
Wendy Lee Olson	Cetera Investment Advisers LLC other	Stancorp Investment Advisers, Inc. other	Other	Mar 15, 2011	Mar 9, 2020 (3282 d)
Cheryl Benton Bott	Florida Financial Advisors, Inc. unclassified	Stancorp Investment Advisers, Inc. other	Other	Oct 11, 2010	Jul 7, 2010
Travis J Fossati	Msi Financial Services, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Oct 11, 2010	Dec 23, 2021 (4091 d)
Troy Rhyne Jackson	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jul 30, 2010	Oct 4, 2010 (66 d)
Pamela Ann Gillett	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jul 12, 2010	Sep 9, 2010 (59 d)
Marc Phillip Olson	Equitable Advisors, LLC national BD	Stancorp Investment Advisers, Inc. other	Other	Apr 1, 2010	Nov 18, 2021 (4249 d)
Ted Christofolis	Redwood Investment Advisors Ltd unclassified	Stancorp Investment Advisers, Inc. other	Other	Feb 10, 2010	Feb 26, 2010
Duane W Wimer	Redwood Investment Advisors Ltd unclassified	Stancorp Investment Advisers, Inc. other	Other	Feb 10, 2010	Feb 17, 2010
Matthew Scott Noska	Voya Financial Advisors, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Nov 23, 2009	Jan 29, 2010 (67 d)
Dara Duane	Principal Securities, Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jan 22, 2009	Jul 15, 2013 (1635 d)
Kendell Bolen Adler	Citigroup Global Markets Inc. other	Stancorp Investment Advisers, Inc. other	Other	Jan 7, 2009	May 6, 2009 (119 d)
Fernando Lawrence Ortiz	Tisch Investment Advisory Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Nov 25, 2008	Apr 6, 2010 (497 d)
Paul Joseph Messiter	Tisch Investment Advisory Inc unclassified	Stancorp Investment Advisers, Inc. other	Other	Nov 25, 2008	Apr 7, 2010 (498 d)
Garth David Scrivner	Scrivner Financial Services, LLC unclassified	Stancorp Investment Advisers, Inc. other	Other	Nov 19, 2008	Jun 24, 2008
David Matthew Kehl	Phillips & Company other	Stancorp Investment Advisers, Inc. other	Other	Oct 31, 2008	Jun 9, 2009 (221 d)

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100 moves match.