DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Andrew Garrett, 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
Lawrence Graham StidhamPrincipal Securities, Inc. BD affiliatedAndrew Garrett, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAAug 10, 2026Aug 7, 2026
Robert Nathan SchafferLadenburg Thalmann Asset Management Inc mixed wealthAndrew Garrett, Inc. independent RIARIA to RIAJan 6, 2026Jan 26, 2026
Stephen Frederick CordascoCordasco Financial Network, Inc. no RAUMAndrew Garrett, Inc. otherOtherJul 12, 2022Mar 20, 2012
Christopher Michael GibbonsWisdom Planning, LLC no RAUMAndrew Garrett, Inc. otherOtherSep 10, 2018Oct 31, 2017
David Andrew KenkelOutfitter Financial Corp. otherAndrew Garrett, Inc. otherOtherAug 26, 2016Jun 4, 2013
Mark Richard BaranNeuberger Berman Bd LLC otherAndrew Garrett, Inc. otherOtherAug 28, 2007Oct 22, 2008 (421 d)
Patrick John HehirS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherMar 1, 2007Apr 30, 2007 (60 d)
Joseph Ennio BettiS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherMar 1, 2007Apr 30, 2007 (60 d)
Kurt Daniel FolcherS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherMar 1, 2007Apr 30, 2007 (60 d)
David J. St. LouisS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherMar 1, 2007Apr 30, 2007 (60 d)
Brian Michael KuhnsS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherMar 1, 2007Apr 30, 2007 (60 d)
Gabriel Martin AntunaS.W. Bach & Company unclassifiedAndrew Garrett, Inc. otherOtherFeb 28, 2007Jun 22, 2007 (114 d)
Akiva DavisWells Fargo Advisors wirehouseAndrew Garrett, Inc. otherOtherJun 22, 2006Oct 1, 2007 (466 d)
William Ryan TevisCitigroup Global Markets Inc. otherAndrew Garrett, Inc. otherOtherDec 9, 2002Dec 19, 2007 (1836 d)
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14 moves match.