DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Onyx Wealth Advisors, 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.

AdvisorFromToTypeLeftRegistered
Erik C BloomfeldtBrookstone Capital Management LLC otherOnyx Wealth Advisors, Inc. otherOtherJan 9, 2012Jan 3, 2012
Don Ross MartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOnyx Wealth Advisors, Inc. otherOtherSep 8, 2011Sep 2, 2011
Chris Alan BettencourtArk Financial Services, LLC otherOnyx Wealth Advisors, Inc. otherOtherAug 23, 2011Aug 17, 2011
Michael Lee JonesU.S. Financial Advisors otherOnyx Wealth Advisors, Inc. otherOtherMay 11, 2011May 2, 2011
Todd Michael CourEagle Strategies LLC otherOnyx Wealth Advisors, Inc. otherOtherFeb 24, 2011Feb 22, 2011
Angel Manuel PerezQa3 Financial LLC unclassifiedOnyx Wealth Advisors, Inc. otherOtherFeb 11, 2011Feb 16, 2011
Stephen James MylerQuestar Asset Management, Inc. otherOnyx Wealth Advisors, Inc. otherOtherMay 17, 2010Jul 7, 2010 (51 d)
John Andrew WhiteH. Beck, Inc. otherOnyx Wealth Advisors, Inc. otherOtherMar 22, 2010Mar 16, 2010
Kathy Joy GordonGunnallen Financial, Inc unclassifiedOnyx Wealth Advisors, Inc. otherOtherMay 13, 2009Jul 21, 2011 (799 d)
Jon Aubrey NettlesSecurities America Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherMar 18, 2009Feb 20, 2013 (1435 d)
James Raleigh BailesPrincipal Securities, Inc. otherOnyx Wealth Advisors, Inc. otherOtherNov 18, 2008Nov 3, 2008
Benjamin Herschel DeanWfg Advisors, LP otherOnyx Wealth Advisors, Inc. otherOtherApr 23, 2008Apr 22, 2008
Barry Douglas ToddFirst Command Financial Planning, Inc. otherOnyx Wealth Advisors, Inc. otherOtherMar 24, 2008Mar 12, 2008
Steven David FruehValic Financial Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherJan 22, 2008Feb 22, 2008 (31 d)
Steven Roger MartinBeacon Financial Planning Services, Ltd unclassifiedOnyx Wealth Advisors, Inc. otherOtherDec 31, 2007Jul 13, 2009 (560 d)
Tommy Edward FincherTransamerica Financial Advisors, LLC otherOnyx Wealth Advisors, Inc. otherOtherOct 26, 2007Oct 23, 2007
Debra Lynn NelsonVoya Financial Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherOct 4, 2007Sep 27, 2007
John Dennis KellyVoya Financial Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherSep 27, 2007Sep 27, 2007
David Michael BreedloveAmerican General Securities Incorporated unclassifiedOnyx Wealth Advisors, Inc. otherOtherFeb 13, 2007Feb 26, 2007
Ronald Vance HowardWestpark Wealth Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherSep 28, 2005Sep 19, 2005
Kenneth Andrew DaveyFirst Command Bank unclassifiedOnyx Wealth Advisors, Inc. otherOtherSep 2, 2005Nov 8, 2007 (797 d)
Doyel Nmn PriceFirst Command Bank unclassifiedOnyx Wealth Advisors, Inc. otherOtherSep 2, 2005Feb 5, 2009 (1252 d)
Dominique Godfroy Henri VercaemertWoodbury Financial Services, Inc. otherOnyx Wealth Advisors, Inc. otherOtherAug 22, 2005Sep 8, 2005
Brian Paul KoeppWestpark Wealth Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherSep 23, 2004Sep 28, 2004
Byron Lee PreussWestpark Wealth Advisors, Inc. otherOnyx Wealth Advisors, Inc. otherOtherSep 23, 2004Sep 28, 2004
Frank O AkridgeEquitable Advisors, LLC national BDOnyx Wealth Advisors, Inc. otherOtherJul 21, 2003Sep 22, 2005 (794 d)
Douglas Wayne BlankenshipEquitable Advisors, LLC national BDOnyx Wealth Advisors, Inc. otherOtherAug 22, 2002Sep 26, 2003 (400 d)
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27 moves match.