DFX Intelligence
Advisor moves
Arrivals at Stansberry Asset Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rick Kennedy | Fisher Investments independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | Oct 6, 2025 | Dec 16, 2025 (71 d) |
| Zachary Laws | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Stansberry Asset Management, LLC independent RIA | Wirehouse to independent RIA | Apr 10, 2025 | Oct 16, 2025 (189 d) |
| Thomas Jon Casper | Lyons Wealth Management independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | Aug 15, 2023 | Sep 14, 2023 |
| Kimberley Carol Threadgill | J.P. Morgan Securities LLC wirehouse | Stansberry Asset Management, LLC independent RIA | Wirehouse to independent RIA | Dec 9, 2022 | Jan 20, 2023 (42 d) |
| Christopher Clarke Gilmor | Mcm Wealth independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | Dec 8, 2022 | Jan 23, 2023 (46 d) |
| Ryan Michael Walker | Prosperity Wealth Planning LLC independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | Nov 15, 2022 | Jan 23, 2023 (69 d) |
| George Matthew Stock | Zsenia Investments Inc. no RAUM | Stansberry Asset Management, LLC independent RIA | Other | Aug 29, 2022 | Jun 11, 2024 (652 d) |
| Christopher James Delaura | Dominari Securities LLC independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | May 9, 2022 | Jan 2, 2025 (969 d) |
| Jeffrey Spencer Sargent | LPL Financial LLC BD affiliated | Stansberry Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 9, 2021 | Aug 22, 2022 (500 d) |
| Jared Millard Joseph Skinner | Bancwest Investment Services, Inc. (Bwis) BD affiliated | Stansberry Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 29, 2020 | Jan 1, 2023 (1068 d) |
| Jeffrey D Starr | Citizens Securities, Inc. BD affiliated | Stansberry Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 25, 2019 | Jan 5, 2023 (1137 d) |
| Maurice Leonard Whittaker | E*Trade Capital Management, LLC independent RIA | Stansberry Asset Management, LLC independent RIA | RIA to RIA | Jun 11, 2019 | Jan 16, 2023 (1315 d) |
| Kenneth Lee Sitnick | Signator Investors, Inc. other | Stansberry Asset Management, LLC independent RIA | Other | Jul 25, 2017 | Dec 5, 2022 (1959 d) |
| William Frederick Pedersen | Osborne Partners other | Stansberry Asset Management, LLC independent RIA | Other | Aug 8, 2014 | Mar 17, 2023 (3143 d) |
| Tomislav Vatavuk | E*Trade Capital Management, LLC other | Stansberry Asset Management, LLC independent RIA | Other | Jun 19, 2012 | Oct 3, 2022 (3758 d) |
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15 moves match.