DFX Intelligence
Advisor moves
Arrivals at Mowery & Schoenfeld Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew J Hooley | Badgley Phelps Wealth Managers independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | Mar 4, 2025 | Jan 24, 2025 |
| Krassimira Marinkova | Curi Capital, LLC independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | May 26, 2022 | Jun 10, 2022 |
| Kristen Michele Mccullough | Curi Capital, LLC independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | Apr 21, 2022 | Apr 25, 2022 |
| Sydney Lukatsevich | Mutual Of Omaha Investor Services, Inc. independent RIA | Mowery & Schoenfeld Wealth Management, LLC independent RIA | RIA to RIA | Apr 21, 2022 | Mar 23, 2022 |
| Steven John Gillhaus | Bmo Harris Financial Advisors, Inc other | Mowery & Schoenfeld Wealth Management, LLC independent RIA | Other | Jan 6, 2017 | Feb 15, 2017 (40 d) |
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5 moves match.