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 Mckinley Carter Wealth Services, 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
Joel A Estes	Park Avenue Securities LLC BD affiliated	Mckinley Carter Wealth Services, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jan 6, 2022	Dec 8, 2021
Tyrone Conway Phillippi	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 9, 2020
Joshua Mark Johnson	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 10, 2020
Christopher Jay Buck	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 9, 2020
Nicholas Michael Stebner	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 9, 2020
Kameron Thomas Smith	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 10, 2020
Julie A Brown	Lifeplan Financial Group, Inc. independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Dec 1, 2020	Sep 9, 2020
Frank Ray Neiderhiser	Td Ameritrade, Inc. no RAUM	Mckinley Carter Wealth Services, Inc. independent RIA	Other	Oct 15, 2019	Feb 4, 2020 (112 d)
Monica M Garver	Rtd Financial Advisors Inc independent RIA	Mckinley Carter Wealth Services, Inc. independent RIA	RIA to RIA	Aug 14, 2019	Aug 17, 2019
Steven Andrew Tardy	Pnc Wealth Management other	Mckinley Carter Wealth Services, Inc. other	Other	Sep 10, 2015	Dec 22, 2017 (834 d)
Dino Andre Giovannone	Edward Jones national BD	Mckinley Carter Wealth Services, Inc. other	Other	Apr 14, 2015	Apr 28, 2015
Deanna Carole Tomasetti	UBS Financial Services Inc. wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Dec 22, 2014	Dec 22, 2014
James David Walker	Yellowwood Financial Advisors, Inc. other	Mckinley Carter Wealth Services, Inc. other	Other	May 21, 2014	Feb 4, 2014
Bradley Michael Foster	Wells Fargo Advisors wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Mar 12, 2014	May 1, 2014 (50 d)
Kara L Elledge	Ameriprise Financial Services, LLC national BD	Mckinley Carter Wealth Services, Inc. other	Other	May 17, 2013	Jul 17, 2013 (61 d)
Rodrigo Diaz	UBS Financial Services Inc. wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Jan 14, 2013	Jan 10, 2013
Jay Raymond Hunt	LPL Financial LLC other	Mckinley Carter Wealth Services, Inc. other	Other	Jul 1, 2011	Jul 27, 2011
Brian Tyrone Gongaware	Networth Investment Advisors, Inc. unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Dec 31, 2009	May 12, 2009
Thomas Shawn Anthony	Anthony Financial Management, LLC unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Dec 1, 2009	Aug 12, 2009
David Payne Nolan	Bb&T Asset Management, Inc. unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Nov 24, 2009	Feb 23, 2010 (91 d)
Christopher Stanley Campanella	Networth Investment Advisors, Inc. unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Jun 5, 2009	Jun 5, 2009
Stacy Hanlon Mchugh	Networth Investment Advisors, Inc. unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Jun 5, 2009	Aug 5, 2009 (61 d)
John Tompkins Slicer	Wells Fargo Advisors wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Sep 30, 2008	Nov 18, 2008 (49 d)
William Walden Carter	Kanawha Asset Management unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Sep 29, 2008	Oct 1, 2007
Arthur Lawrence Crimmins	Kanawha Asset Management unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Sep 29, 2008	Oct 1, 2007
Brian Scott Sommers	Vista Investment Management, LLC other	Mckinley Carter Wealth Services, Inc. other	Other	Dec 21, 2007	Nov 29, 2007
Russell Wayne Dunkin	Bb&T Investment Services, Inc. no RAUM	Mckinley Carter Wealth Services, Inc. other	Other	Feb 13, 2006	Feb 13, 2006
David Holman Mckinley	Wells Fargo Advisors wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Sep 29, 2005	Sep 13, 2005
Jeremy Justin Lowe	Wells Fargo Advisors wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Sep 26, 2005	Sep 13, 2005
Suzette Marlene Smith	Wells Fargo Advisors wirehouse	Mckinley Carter Wealth Services, Inc. other	Other	Sep 26, 2005	Sep 13, 2005
Kathryn Ann Constantakis	Garrison Institutional Asset Management unclassified	Mckinley Carter Wealth Services, Inc. other	Other	Jun 14, 2004	Mar 10, 2011 (2460 d)

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31 moves match.