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 Center Street 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.

Advisor	From	To	Type	Left	Registered
Jeff Pietryla	Arete Wealth Advisors, LLC BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	May 2, 2024	Jun 2, 2022
Kurt Walter Sergiewich	Brookstone Capital Management LLC independent RIA	Center Street Advisors, Inc. independent RIA	RIA to RIA	Feb 23, 2022	Jan 11, 2022
Robin Michael Slaughter	Alphastar Capital Management independent RIA	Center Street Advisors, Inc. independent RIA	RIA to RIA	Feb 11, 2022	Mar 9, 2022
Matthew David Canter	Cetera Investment Advisers LLC BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 25, 2021	Oct 27, 2021
Richard Andrew Borba	Lifepro Asset Management independent RIA	Center Street Advisors, Inc. independent RIA	RIA to RIA	Jun 21, 2021	Jun 22, 2021
Stanley Daniel Stanek	Osaic Fa, Inc. BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Sep 4, 2020	Sep 4, 2020
Christopher John Picciurro	Woodbury Financial Services, Inc. BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jul 20, 2020	Jul 15, 2020
Dillon Dee Hall	Centaurus Financial, Inc. BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	May 8, 2020	May 20, 2020
Robert Lloyd Annable	Kalos Management BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Apr 22, 2020	May 14, 2020
Tiffany Coyle Noto	Madison Avenue Securities, LLC independent RIA	Center Street Advisors, Inc. independent RIA	RIA to RIA	Dec 31, 2019	Jan 4, 2020
Morgan Darby Hill	Brookstone Capital Management LLC independent RIA	Center Street Advisors, Inc. no RAUM	Other	Oct 22, 2019	Oct 7, 2016
Joshua Thornhill	MML Investors Services, LLC BD affiliated	Center Street Advisors, Inc. independent RIA	Affiliated broker-dealer or bank to independent RIA	Jun 20, 2019	Jun 14, 2019
Charles Gregory Majors	Planmember Securities Corporation independent RIA	Center Street Advisors, Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Dec 31, 2018	Jan 15, 2019
David Kevin Seitzer	Alphastar Capital Management independent RIA	Center Street Advisors, Inc. BD affiliated	RIA to affiliated broker-dealer or bank	Dec 14, 2018	Dec 14, 2018
John Quincy Akins	Cetera Investment Advisers LLC BD affiliated	Center Street Advisors, Inc. BD affiliated	Affiliated broker-dealer or bank to another	Jun 11, 2018	Jun 12, 2018
William Richard Jontz	Centaurus Financial, Inc. other	Center Street Advisors, Inc. BD affiliated	Other	Dec 31, 2017	Jan 12, 2018
Kenneth James New	Pinnacle Financial Wealth Management, LLC unclassified	Center Street Advisors, Inc. BD affiliated	Other	Dec 31, 2017	Nov 28, 2017
Michael David Dose	Gradient Wealth Management other	Center Street Advisors, Inc. BD affiliated	Other	Nov 6, 2017	Nov 14, 2017
Richard Lee Kagy	Onpointe Advisory And Financial Services, LLC other	Center Street Advisors, Inc. BD affiliated	Other	Nov 2, 2017	Nov 14, 2017
Richard L Atha	Onpointe Advisory And Financial Services, LLC other	Center Street Advisors, Inc. BD affiliated	Other	Sep 20, 2017	Nov 15, 2017 (56 d)
Christopher Brian Jones	1st Global Advisors Inc other	Center Street Advisors, Inc. BD affiliated	Other	Aug 4, 2017	Dec 19, 2018 (502 d)
Kevin James Leblanc	Securities America Advisors, Inc. other	Center Street Advisors, Inc. other	Other	Jun 5, 2017	Jun 2, 2017
Scott Eric Beaty	Securities America Advisors, Inc. other	Center Street Advisors, Inc. other	Other	Jun 5, 2017	Jun 2, 2017
Trent Vernon Speckman	Cambridge Investment Research Advisors, Inc. other	Center Street Advisors, Inc. other	Other	May 30, 2017	Jul 10, 2017 (41 d)
Darryl Jerome Fyall	Vann Equity Management LLC other	Center Street Advisors, Inc. independent RIA	Other	May 1, 2017	Dec 5, 2019 (948 d)
Rick David Martinez	Secure Investment Management, LLC other	Center Street Advisors, Inc. other	Other	Mar 9, 2017	Mar 3, 2017
Norman David Eccarius	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Center Street Advisors, Inc. other	Other	Feb 9, 2017	Jun 7, 2017 (118 d)
Dustin Wayne Terry	Clear Harbor Wealth Management, LLC unclassified	Center Street Advisors, Inc. no RAUM	Other	Dec 31, 2016	Oct 5, 2016
Sarah Louise Gray	Summit Financial Group Inc other	Center Street Advisors, Inc. no RAUM	Other	Dec 27, 2016	Jan 18, 2017
Roy Alvin Williams	Edi Investment Advisor Corporation unclassified	Center Street Advisors, Inc. other	Other	Oct 21, 2016	Mar 6, 2017 (136 d)
David Lewis Ermlick	First Advisors National, LLC other	Center Street Advisors, Inc. no RAUM	Other	Aug 23, 2016	Aug 1, 2016
Thomas Patrick Smith	Titan Securities unclassified	Center Street Advisors, Inc. no RAUM	Other	Jun 3, 2016	Jun 10, 2016
Russell Lee Game	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Mar 1, 2016	Mar 2, 2016
Paula Carole Pass	Wells Fargo Advisors wirehouse	Center Street Advisors, Inc. no RAUM	Other	Sep 17, 2015	Sep 8, 2015
Daniel Joseph Roemerman	Woodbury Financial Services, Inc. other	Center Street Advisors, Inc. no RAUM	Other	Sep 2, 2015	Sep 8, 2015
Vincent Keith Annable	Nfsg Corporation other	Center Street Advisors, Inc. no RAUM	Other	Aug 24, 2015	Aug 21, 2015
Robert Lloyd Annable	Nfsg Corporation other	Center Street Advisors, Inc. no RAUM	Other	Aug 24, 2015	Aug 20, 2015
David Alexander Narish	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Aug 19, 2015	Aug 20, 2015
Steven Michael Martinez	Brookstone Wealth Advisors, LLC other	Center Street Advisors, Inc. no RAUM	Other	Jul 22, 2015	Jun 16, 2015
Rodney Tate Martin	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Jul 10, 2015	Jul 13, 2015
Adam B Wright	Skyoak Capital, Inc. other	Center Street Advisors, Inc. no RAUM	Other	Jun 30, 2015	Mar 16, 2016 (260 d)
Eric James Glassbrenner	Capital Guardian Wealth Management, LLC other	Center Street Advisors, Inc. no RAUM	Other	Jun 17, 2015	Jun 26, 2015
Wayburn Allen Costellow	On Investment Management Co other	Center Street Advisors, Inc. no RAUM	Other	Jun 15, 2015	Jun 23, 2015
Walter John West	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	May 7, 2015	May 7, 2015
David Kent Prewette	Financial Security Advisory Inc other	Center Street Advisors, Inc. no RAUM	Other	Apr 27, 2015	Apr 30, 2015
William Samuel Borleis	LPL Financial LLC other	Center Street Advisors, Inc. no RAUM	Other	Apr 17, 2015	Jan 30, 2017 (654 d)
George Kuruvilla	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Apr 16, 2015	Apr 17, 2015
Brian Howard Jones	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Apr 15, 2015	Apr 24, 2015
James Edward Van Meter	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Apr 6, 2015	Apr 7, 2015
David Kevin Seitzer	Alphastar Capital Management other	Center Street Advisors, Inc. no RAUM	Other	Apr 2, 2015	Apr 2, 2015
Daniel J Robertson	Alphastar Capital Management other	Center Street Advisors, Inc. no RAUM	Other	Apr 2, 2015	Apr 2, 2015
James Joseph Toddy	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Apr 1, 2015	Apr 8, 2015
Angela Marie Ferrante	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Mar 16, 2015	Mar 18, 2015
Jonathon Edward Armstrong	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Jan 30, 2015	Feb 11, 2015
Billy James Aycock	Brookstone Capital Management LLC other	Center Street Advisors, Inc. no RAUM	Other	Jan 29, 2015	Jan 29, 2015
Richard Scott Toban	Principal Securities, Inc. other	Center Street Advisors, Inc. no RAUM	Other	Jan 8, 2015	Jan 2, 2015
Jerod Luke Bland	Onpointe Advisory And Financial Services, LLC other	Center Street Advisors, Inc. no RAUM	Other	Jan 7, 2015	Dec 22, 2014
Michael Martin Mirich	Gradient Advisors, LLC other	Center Street Advisors, Inc. no RAUM	Other	Dec 31, 2014	Jan 7, 2015
Timothy Michael Eckel	Resource Horizons Investment Advisory, Inc. other	Center Street Advisors, Inc. no RAUM	Other	Dec 31, 2014	Jan 13, 2015
Peter Kevin Johnson	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Center Street Advisors, Inc. no RAUM	Other	Nov 19, 2013	Apr 25, 2014 (157 d)

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68 moves match.