DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Kimery Wealth 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 |
|---|---|---|---|---|---|
| Taylor Renee Nobriga | B. Riley Wealth Advisors, Inc. BD affiliated | Kimery Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 5, 2023 | Apr 17, 2023 |
| David Daniel Stratton | Valic Financial Advisors, Inc. BD affiliated | Kimery Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 28, 2020 | Apr 27, 2021 (334 d) |
| Jonathan D Mcalister | Legacy Wealth Management, LLC independent RIA | Kimery Wealth Management, LLC independent RIA | RIA to RIA | Jan 22, 2020 | Jan 22, 2020 |
| John David Santi | Avondale Partners, LLC other | Kimery Wealth Management, LLC independent RIA | Other | Apr 18, 2018 | Apr 19, 2018 |
| Ronald Todd Behymer | Charles Schwab & Co., Inc. national BD | Kimery Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 2, 2018 | Apr 26, 2018 (55 d) |
| Kevin Dale Kimery | Morgan Stanley wirehouse | Kimery Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 19, 2017 | Jun 19, 2017 |
| Matthew Curtis Heffington | Morgan Stanley wirehouse | Kimery Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 19, 2017 | Jun 19, 2017 |
| David Ryland Hunter | Morgan Stanley wirehouse | Kimery Wealth Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 19, 2017 | Jun 19, 2017 |
Page 1 of 1
8 moves match.