DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Walkner Condon Financial Advisors 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.

AdvisorFromToTypeLeftRegistered
Felipe Nicolas Quaassdorff MolinaTerrace Wealth unclassifiedWalkner Condon Financial Advisors LLC independent RIAOtherDec 18, 2025Jan 29, 2026 (42 d)
Andrew Timothy KingCoordinated Capital Securities, Inc. independent RIAWalkner Condon Financial Advisors LLC independent RIARIA to RIAJun 17, 2025Jul 8, 2025
Brady Daniel StorhoffUBS Financial Services Inc. wirehouseWalkner Condon Financial Advisors LLC independent RIAWirehouse to independent RIAJan 13, 2025Mar 11, 2025 (57 d)
Andrew J KleinGateway Wealth Partners, LLC independent RIAWalkner Condon Financial Advisors LLC independent RIARIA to RIAJul 24, 2024Jul 16, 2024
Richard Stanton FarmerThun Financial Advisors independent RIAWalkner Condon Financial Advisors LLC independent RIARIA to RIASep 30, 2020Sep 4, 2020
Sylvain Ernest MichelinThun Financial Advisors independent RIAWalkner Condon Financial Advisors LLC independent RIARIA to RIASep 30, 2020Sep 4, 2020
Keith Alan PoniewazThun Financial Advisors independent RIAWalkner Condon Financial Advisors LLC otherOtherJan 15, 2019Jan 25, 2019
Mary Jo StaniszewskiNorthwestern Mutual Investment Services,LLC no RAUMWalkner Condon Financial Advisors LLC independent RIAOtherJan 19, 2018May 4, 2023 (1931 d)
Jonathon Thomas JordanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWalkner Condon Financial Advisors LLC otherOtherNov 24, 2017Nov 27, 2017
Mitchell T DewittMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseWalkner Condon Financial Advisors LLC otherOtherOct 10, 2017Jan 19, 2018 (101 d)
Clinton Thomas WalknerSecurities America Advisors, Inc. otherWalkner Condon Financial Advisors LLC no RAUMOtherJan 12, 2012Jan 10, 2012
Nathan Michael CondonSecurities America Advisors, Inc. otherWalkner Condon Financial Advisors LLC no RAUMOtherJan 12, 2012Jan 12, 2012
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12 moves match.