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 Vsr Advisory Services

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
Timothy Joseph GearySummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
James Howard MiddlesworthSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Craig Drewes EmersonSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Rachel Ellen LoxtermanSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 7, 2016
Stephen R GatesSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Robert Edward BurnsSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Tony Aaron TessitoreSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Erin Christine Kiyomi EgesdalSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMay 20, 2021Sep 2, 2016
Frederick Gordon FramCetera Investment Advisers LLC BD affiliatedVsr Advisory Services otherOtherMar 19, 2021Dec 23, 2015
Paula Dee PorschSummit Financial Group Inc BD affiliatedVsr Advisory Services otherOtherMar 11, 2021Sep 2, 2016
Ben SarsozoIntegrated Investment Group unclassifiedVsr Advisory Services otherOtherMay 22, 2017Feb 7, 2003
Harold King PorterSummit Wealth And Retirement Partners unclassifiedVsr Advisory Services otherOtherMay 10, 2017Nov 16, 2009
George Peter FieldsCapital Resource Group, Inc. unclassifiedVsr Advisory Services otherOtherDec 31, 2016Feb 7, 2003
Meris Arel CollierCollier unclassifiedVsr Advisory Services otherOtherAug 15, 2016Feb 24, 2009
Annette Mieko PrintersLPL Financial LLC otherVsr Advisory Services otherOtherDec 28, 2015Dec 16, 2015
Dean James MacrisRidgeway Conger Advisory Services otherVsr Advisory Services otherOtherSep 4, 2015Aug 14, 2015
John Irving PrattVoya Financial Advisors, Inc. otherVsr Advisory Services otherOtherJul 7, 2015Jun 23, 2015
Bryan Matthew DewhurstSecurities America Advisors, Inc. otherVsr Advisory Services otherOtherDec 22, 2014Dec 9, 2014
Kyle Kazumi YanabuQuestar Asset Management, Inc. otherVsr Advisory Services otherOtherNov 11, 2014Nov 24, 2014
Bryan Douglas BacaLPL Financial LLC otherVsr Advisory Services otherOtherNov 4, 2014Oct 20, 2014
Edna KowitzKowitz Financial Group unclassifiedVsr Advisory Services otherOtherOct 16, 2014Jan 29, 2014
Blake Vaughan BarnettPersonal Capital Advisors Corporation otherVsr Advisory Services otherOtherOct 2, 2014Jan 2, 2015 (92 d)
Brian Thomas BoswellCuso Financial Services, L.P. otherVsr Advisory Services otherOtherSep 26, 2014Sep 29, 2014
Aaron Joseph PetersonVoya Financial Advisors, Inc. otherVsr Advisory Services otherOtherSep 9, 2014Sep 9, 2014
Jarrett SheetsVoya Financial Advisors, Inc. otherVsr Advisory Services otherOtherSep 9, 2014Sep 9, 2014
Paul KrepinskiLPL Financial LLC otherVsr Advisory Services otherOtherJul 24, 2014Jul 16, 2014
William Ray StagnerLPL Financial LLC otherVsr Advisory Services otherOtherJul 21, 2014Jul 15, 2014
Melanie NullC. Geraci & Company unclassifiedVsr Advisory Services otherOtherApr 29, 2014Jun 13, 2008
James Francis ConnellyWaddell & Reed otherVsr Advisory Services otherOtherApr 8, 2014Apr 7, 2014
Andrew M HeymanKowitz Financial Group unclassifiedVsr Advisory Services otherOtherMar 17, 2014Jan 28, 2014
Richard Weston KeenanMutual Of Omaha Investor Services, Inc. no RAUMVsr Advisory Services otherOtherFeb 26, 2014Feb 3, 2014
Kyle Randall JonesFocus Financial otherVsr Advisory Services otherOtherJan 24, 2014Jan 30, 2014
Christopher Alex CokinisFortitude Advisory Group L.L.C. otherVsr Advisory Services otherOtherDec 5, 2013Dec 9, 2013
Frances Kaimihau WrightCrown Capital Securities, L.P. otherVsr Advisory Services otherOtherMay 17, 2013May 6, 2013
William Sapp MerrikenLPL Financial LLC otherVsr Advisory Services otherOtherApr 15, 2013Apr 1, 2013
Kelley Ann DonovanEdward Jones national BDVsr Advisory Services otherOtherApr 10, 2013Apr 12, 2013
Kana RadinSignator Investors, Inc. otherVsr Advisory Services otherOtherMar 6, 2013Jan 16, 2015 (681 d)
Peter Wellington HughesCheck Capital Management Inc otherVsr Advisory Services otherOtherFeb 26, 2013Feb 20, 2013
Jamie Hodges TaberLPL Financial LLC otherVsr Advisory Services otherOtherFeb 14, 2013Jan 18, 2013
Andrew Stephen GrowHarbour Investments, Inc. otherVsr Advisory Services otherOtherFeb 8, 2013Feb 8, 2013
Dawn Elizabeth HansenCommerce Brokerage Services, Inc otherVsr Advisory Services otherOtherFeb 1, 2013Feb 7, 2013
Matthew Paul AllgeyerOsaic Wealth, Inc. otherVsr Advisory Services otherOtherJan 18, 2013Jan 18, 2013
Matthew BurkartEquitable Advisors, LLC national BDVsr Advisory Services otherOtherDec 20, 2012Feb 24, 2014 (431 d)
Brandy Marie BranstetterCreativeone Securities, LLC otherVsr Advisory Services otherOtherNov 19, 2012Nov 19, 2012
Albert Allen JansenUBS Financial Services Inc. wirehouseVsr Advisory Services otherOtherOct 29, 2012Oct 19, 2012
Sheryl Anne MeyerUBS Financial Services Inc. wirehouseVsr Advisory Services otherOtherOct 17, 2012Oct 22, 2012
Lisa Ann GalloWedbush Securities Inc. otherVsr Advisory Services otherOtherOct 2, 2012Oct 10, 2012
David Lee VerveldeRobert W. Baird & Co. Incorporated otherVsr Advisory Services otherOtherSep 27, 2012Sep 24, 2012
Robert Anthony CucchiaroOsaic Fa, Inc. otherVsr Advisory Services otherOtherSep 6, 2012Aug 31, 2012
Steven Blaine CunninghamGuidestone Advisors no RAUMVsr Advisory Services otherOtherAug 10, 2012Aug 17, 2012
Joshua WoodfordMorgan Stanley wirehouseVsr Advisory Services otherOtherAug 3, 2012Aug 10, 2012
Helen DaoSignator Investors, Inc. otherVsr Advisory Services otherOtherJun 28, 2012Jun 22, 2012
Anthony Allen TomashInvestment Advisors Corp otherVsr Advisory Services otherOtherJun 27, 2012Jun 27, 2012
Amy Smith RubinSanders Morris LLC otherVsr Advisory Services otherOtherMar 15, 2012Mar 15, 2012
John B FrahmNew England Securities Corporation otherVsr Advisory Services otherOtherFeb 22, 2012Jan 13, 2014 (691 d)
Cindy Sue GleasonBerthel Fisher & Company Financial Services, Inc. otherVsr Advisory Services otherOtherFeb 13, 2012Feb 13, 2012
Nathan Lee KnightLPL Financial LLC otherVsr Advisory Services otherOtherJan 12, 2012Jan 3, 2012
Shannon KroppEagle One Investments, LLC unclassifiedVsr Advisory Services otherOtherNov 30, 2011Nov 28, 2011
Sharon H BudnikSanders Morris LLC otherVsr Advisory Services otherOtherOct 25, 2011Oct 26, 2011
Richard William HoltStrategic Advisers LLC national BDVsr Advisory Services otherOtherSep 27, 2011Sep 26, 2011
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201 moves match.