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 G. A. Repple & Company

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
Stacey Lynn Lavender	Level Four Advisory Services BD affiliated	G. A. Repple & Company BD affiliated	Affiliated broker-dealer or bank to another	Feb 28, 2025	Aug 26, 2024
Kevin Gregory Bruce	Waterside Wealth Advisors, LLC unclassified	G. A. Repple & Company BD affiliated	Other	Dec 31, 2023	Oct 6, 2022
Mark Gerard Loftus	Integrity Investors, L.L.C. unclassified	G. A. Repple & Company BD affiliated	Other	Aug 16, 2023	Aug 18, 2023
Stephen Vincent Santoro	Summit Wealth Partners, LLC independent RIA	G. A. Repple & Company BD affiliated	RIA to affiliated broker-dealer or bank	Aug 2, 2022	Aug 1, 2022
Jacob Robert Pryor	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	G. A. Repple & Company BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 25, 2020	Jul 29, 2020 (34 d)
Paul Thomas Swift	Regal Investment Advisors LLC BD affiliated	G. A. Repple & Company BD affiliated	Affiliated broker-dealer or bank to another	Mar 31, 2020	Apr 1, 2020
John Dwyer	Regal Investment Advisors LLC BD affiliated	G. A. Repple & Company BD affiliated	Affiliated broker-dealer or bank to another	Mar 31, 2020	Apr 2, 2020
Allen Keller	American Advisory Network, LLC unclassified	G. A. Repple & Company BD affiliated	Other	Dec 31, 2019	Aug 31, 2021 (609 d)
John Joseph Evers	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	G. A. Repple & Company BD affiliated	Wirehouse to affiliated broker-dealer or bank	Sep 11, 2019	Jan 6, 2020 (117 d)
Timothy Glenn Moyer	Independent Financial Partners BD affiliated	G. A. Repple & Company BD affiliated	Affiliated broker-dealer or bank to another	Aug 6, 2019	Jan 6, 2025 (1980 d)
Kenneth Edward Allgood	Cetera Advisor Networks LLC BD affiliated	G. A. Repple & Company BD affiliated	Affiliated broker-dealer or bank to another	Jul 15, 2019	Jan 22, 2020 (191 d)
Michael William Mandarino	Intervest International, Inc. other	G. A. Repple & Company other	Other	Nov 1, 2017	Nov 1, 2017
Jay Steven Salamone	Transamerica Financial Advisors, LLC other	G. A. Repple & Company other	Other	Jul 7, 2017	Jul 7, 2017
Linden Everett Gould	Concourse Financial Group Advisors other	G. A. Repple & Company other	Other	Apr 25, 2017	Jan 11, 2018 (261 d)
Edward Lamar Brown	The Strategic Financial Alliance other	G. A. Repple & Company other	Other	Oct 4, 2016	Sep 27, 2016
Odalis Mercedes Lopez	Financial West Group other	G. A. Repple & Company other	Other	May 27, 2016	Jul 13, 2016 (47 d)
Joseph Webb	Financial West Group other	G. A. Repple & Company other	Other	Apr 25, 2016	Jun 6, 2016 (42 d)
Brent Jackson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	G. A. Repple & Company other	Other	May 20, 2014	Jul 7, 2014 (48 d)
David J Brunswick	Allstate Financial Advisors, LLC no RAUM	G. A. Repple & Company other	Other	Sep 4, 2013	Sep 3, 2013
Philip Laurie Beytell	Global Financial Private Capital, Inc. other	G. A. Repple & Company other	Other	Feb 15, 2013	Mar 11, 2013
Rhonda Jean Klement	Thrivent Investment Management Inc. other	G. A. Repple & Company other	Other	Jan 23, 2013	May 16, 2013 (113 d)
Roy Edward Kelsey	Wells Fargo Advisors wirehouse	G. A. Repple & Company other	Other	Jan 17, 2013	Jan 18, 2013
Lanis Gerald Webb	Cambridge Investment Research Advisors, Inc. other	G. A. Repple & Company other	Other	Aug 7, 2012	May 16, 2012
T. James Williams	Cambridge Investment Research Advisors, Inc. other	G. A. Repple & Company other	Other	Jun 14, 2012	Sep 5, 2012 (83 d)
Bruce Homer Traub	Cambridge Investment Research Advisors, Inc. other	G. A. Repple & Company other	Other	May 31, 2012	May 16, 2012
Ryan Scott Coiner	Northwestern Mutual Investment Services,LLC other	G. A. Repple & Company other	Other	May 24, 2012	May 22, 2012
Sunita George	Holland Advisory Services, Inc. other	G. A. Repple & Company other	Other	Apr 25, 2012	Jan 30, 2014 (645 d)
Matthew David Powlen	Capital Financial Services, Inc. other	G. A. Repple & Company other	Other	Dec 15, 2011	May 14, 2012 (151 d)
Hugh J Halsey	First Allied Securities, Inc. other	G. A. Repple & Company other	Other	Aug 1, 2011	Oct 3, 2011 (63 d)
Paul Wesley Witthauer	Woodbury Financial Services, Inc. other	G. A. Repple & Company BD affiliated	Other	Sep 30, 2010	Oct 28, 2019 (3315 d)
Steven D Harpham	Next Financial Group, Inc. other	G. A. Repple & Company other	Other	Sep 23, 2010	Sep 10, 2010
Conrad Stephen Kunkel	H. Beck, Inc. other	G. A. Repple & Company other	Other	Aug 10, 2010	Sep 2, 2010
Jason Scott Adams	Wells Fargo Advisors wirehouse	G. A. Repple & Company other	Other	Jan 14, 2010	Mar 17, 2010 (62 d)
Neal Phillip Engwall	Oneamerica Securities, Inc. other	G. A. Repple & Company other	Other	Dec 31, 2009	Jan 12, 2010
Ward Clinton Wenholz	Spc other	G. A. Repple & Company other	Other	Dec 23, 2009	Jan 5, 2010
Robert William Holbrook	Edward Jones national BD	G. A. Repple & Company other	Other	Oct 13, 2009	Oct 16, 2009
Bradley James Busbin	LPL Financial LLC other	G. A. Repple & Company other	Other	Jun 19, 2009	Jan 6, 2010 (201 d)
Roberto J Torok	Ameriprise Financial Services, LLC national BD	G. A. Repple & Company other	Other	Jun 18, 2009	Sep 8, 2009 (82 d)
Richard Butler Crouse	Gvc Financial, Inc. unclassified	G. A. Repple & Company other	Other	Dec 31, 2008	Jan 15, 2010 (380 d)
Paul Arthur Pollatz	Thrivent Investment Management Inc. other	G. A. Repple & Company other	Other	Dec 31, 2007	Jan 14, 2009 (380 d)
Todd David Sadowski	Transamerica Financial Advisors, LLC other	G. A. Repple & Company other	Other	Sep 1, 2005	Aug 22, 2005
Chad Daniel Leatherwood	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	G. A. Repple & Company other	Other	Aug 12, 2005	Sep 8, 2005
David Jay Bennett	Strongtower Financial, Inc. unclassified	G. A. Repple & Company other	Other	Jun 21, 2005	Sep 1, 2006 (437 d)
Daniel Louis Hardt	Private Client Services, LLC other	G. A. Repple & Company other	Other	Jan 19, 2004	Jul 1, 2005 (529 d)
Trina L Hanner	American General Securities Incorporated unclassified	G. A. Repple & Company other	Other	Dec 31, 2003	Jan 23, 2004
Chad Daniel Leatherwood	Fsc Securities Corporation other	G. A. Repple & Company other	Other	Jun 2, 2003	Jun 19, 2003
Stephen Vincent Santoro	Ameriprise Financial Services, LLC national BD	G. A. Repple & Company other	Other	May 2, 2003	Jul 19, 2004 (444 d)
Thomas Charles Strobhar	Keybanc Capital Markets Inc. unclassified	G. A. Repple & Company other	Other	Feb 24, 2003	Dec 17, 2003 (296 d)

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48 moves match.