DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Acrylic Financial, 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.

AdvisorFromToTypeLeftRegistered
Brittany Michelle KohnkeEdward Jones national BDAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 31, 2026May 8, 2026 (38 d)
William Scott BarnesVerity Asset Management independent RIAAcrylic Financial, Inc. independent RIARIA to RIAJul 17, 2024Feb 7, 2025 (205 d)
Aram Tony UrfalyanConcourse Financial Group Advisors BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2024Mar 20, 2024
Jay Don GrahamFoundations Investment Advisors LLC independent RIAAcrylic Financial, Inc. independent RIARIA to RIAJun 26, 2023May 17, 2023
Alan Tin-Lo ChuAlphastar Capital Management independent RIAAcrylic Financial, Inc. independent RIARIA to RIAMay 15, 2023May 18, 2023
Wenjie WengMML Investors Services, LLC BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAFeb 9, 2023Jan 27, 2025 (718 d)
Ronald Francis MurthaPruco Securities, LLC BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 9, 2022May 5, 2026 (1334 d)
Kevyn Kazuo YonesakiEquitable Advisors, LLC national BDAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 4, 2022Jan 29, 2024 (696 d)
Terrie MartinezTransamerica Financial Advisors, LLC BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAJul 10, 2020May 18, 2021 (312 d)
Joseph James PuetzVirtue Capital Management, LLC independent RIAAcrylic Financial, Inc. independent RIARIA to RIAJun 26, 2020Aug 13, 2021 (413 d)
Michael Antone BushPruco Securities, LLC BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 27, 2020Jul 29, 2020 (63 d)
Michael W. ParkerMML Investors Services, LLC BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 23, 2019Sep 19, 2020 (332 d)
Mark Thomas BourgeoisAlphastar Capital Management independent RIAAcrylic Financial, Inc. independent RIARIA to RIAOct 11, 2019Dec 3, 2020 (419 d)
Marty Chris GrzynkowiczInteractive Financial Advisors independent RIAAcrylic Financial, Inc. independent RIARIA to RIAOct 7, 2019Jan 15, 2020 (100 d)
Ryan MoserSchwab Wealth Advisory, Inc. BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIASep 30, 2019Jan 15, 2021 (473 d)
Marina Laura DeeringInteractive Financial Advisors independent RIAAcrylic Financial, Inc. independent RIARIA to RIAJun 7, 2019Jul 17, 2019 (40 d)
Charles Anthony TruhlarInteractive Financial Advisors independent RIAAcrylic Financial, Inc. independent RIARIA to RIADec 10, 2018May 12, 2017
Scott MclaineFirst Financial Equity Corporation BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIADec 7, 2018Nov 30, 2020 (724 d)
Patrick Arthur GierkeTlg Advisors, Inc. BD affiliatedAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAOct 16, 2018Apr 12, 2019 (178 d)
Hugo Enrique NeyraCharles Schwab & Co., Inc. national BDAcrylic Financial, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2018Mar 30, 2020 (720 d)
John Michael CoxStagner Financial Advisory state registeredAcrylic Financial, Inc. independent RIAOtherMay 23, 2017Jul 31, 2019 (799 d)
Stuart Mathew HunsickerWells Fargo Advisors wirehouseAcrylic Financial, Inc. independent RIAWirehouse to independent RIAMar 7, 2013Apr 7, 2022 (3318 d)
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22 moves match.