Sourcing · RIA Acquisition

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1,510 people

Score	Name	Age	Industry start	Current firm	State
A83	SMITH, CRAIG ALLEN IAR 810191	73	1975-08-26	SYCAMORE FINANCIAL GROUP, INC.	IN
A83	KELLEY, MICHAEL, JOSEPH IAR 1021878	66	1982-02-28	FINANCIAL CONSULTANTS & ADVISORY CORPORATION	IN
A80	JACOBS, JERRY, LEE IAR 256432	77	1971-09-08	ATLAS CAPITAL MANAGEMENT CORP	IN
A80	STORY, THOMAS, HERBERT IAR 726004	67	1981-03-21	THOMAS STORY AND SON LLC	IN
A80	KOWAL, JACK, THOMAS IAR 729667	67	1981-05-06	QUANTUM FINANCIAL SERVICES INC.	IN
A80	PUCKETT, MICHAEL, DILLARD IAR 1022606	66	1982-01-08	CFG WEALTH MANAGEMENT SERVICES INC	IN
A71	GILLIAM, DAVID, PAUL IAR 1461865	62	1986-06-23	DAVID P. GILLIAM & ASSOCIATES, INC.	IN
A70	KATHLEEN ELAINE HAUCK BLUM IAR 736260	67	1981-05-27	ONEAMERICA SECURITIES, INC.	IN
A70	SADZEWICZ, GERY, JOSEPH IAR 1090963	64	1984-10-29	LAUREATE WEALTH MANAGEMENT, LLC	IL
A70	MCMAHAN, JEFF, ALAN IAR 1246764	64	1984-02-18	MCMAHAN CAPITAL MANAGEMENT LLC	IN
A70	FRITSCH, CURT, ROBERT IAR 1302771	64	1984-10-20	CRF FINANCIAL GROUP	IN
A70	FIORILLO, ANTHONY, PATRICK IAR 1648219	61	1987-04-17	ASSET MANAGEMENT STRATEGIES, INC.	IN
A68	TITAK, JAMES, JOHN IAR 1008441	67	1981-10-05	THURSTON SPRINGER ADVISORS, LLC	IN
A66	WILLIAM GILBERT BANKER IAR 1447515	62	1986-02-20	BANKER INVESTMENT GROUP INC	IN
A66	BULLOCK, PAUL, ELLIOTT IAR 1966948	59	1989-07-17	BULLOCK WEALTH MANAGEMENT GROUP INC.	IN
A65	PHILLIPS, RICHARD, LYNN IAR 705499	68	1980-03-02	PHILLIPS FINANCIAL MANAGEMENT, LLC	IN
A65	SKARBECK, KENNETH, RICHARD IAR 1006276	67	1981-09-19	ALDEBARAN CAPITAL, LLC	IN
A65	FAULKNER, ANITA LYNN IAR 1575683	61	1987-06-23	SYCAMORE FINANCIAL GROUP, INC.	IN
B63	LOWELL EMERSON DEVER IAR 66548	78	1970-01-27	FINANCIAL CONSULTANTS & ADVISORY CORPORATION	IN
B63	TERRY RICHARD DANISH IAR 861853	69	1979-11-29	THURSTON SPRINGER ADVISORS, LLC	IN
B63	THOMAS ARTHUR BUTLER IAR 1033101	65	1983-07-11	FINANCIAL CONSULTANTS & ADVISORY CORPORATION	IN
B63	FRANK ANDREW INGWERSEN IAR 1073788	65	1983-01-18	THURSTON SPRINGER ADVISORS, LLC	IN
B63	WAYNE RAY FOURMAN IAR 1124865	65	1983-06-25	CREATIVE FINANCIAL DESIGNS, INC.	IN
B63	KENNETH PAUL SCHMIDT IAR 1161772	65	1983-07-20	SCHMIDT, JACOB AARON	IN
B63	WEISS, TERENCE, PAUL IAR 1054788	64	1984-03-17	WALLINGTON ASSET MANAGEMENT, LLC	IN
B63	CRISTEE, JOHN, WILLIAM IAR 1276783	64	1984-07-05	SPYGLASS INVESTMENT MANAGEMENT CORPORATION	IN
B60	DONALDSON, GREGORY, C IAR 808195	73	1975-05-17	DONALDSON CAPITAL MANAGEMENT LLC	IN
B60	HARDIN, THOMAS, LEE IAR 838414	71	1977-05-21	CANTERBURY INVESTMENT MANAGEMENT, LLC	IN
B60	LYNCH, THOMAS, PATRICK IAR 865691	69	1979-04-21	LYNCH & ASSOCIATES INC	IN
B60	THOMASSON, JEFFREY, HUGH IAR 1041291	66	1982-06-11	OXFORD FINANCIAL GROUP, LTD. LLC	IN
B60	FREEMAN, PATRICK, BERNARD IAR 1150805	65	1983-06-19	FREEMAN, WILL & NIEMEIER, INC.	IN
B60	Charles X Brittan IAR 1398476	63	1985-09-14	ONEAMERICA SECURITIES, INC.	IN
B60	DENNIS PETER BARBA IAR 1852387	60	1988-07-10	OXFORD HARRIMAN HOLDINGS ADV LLC	IN
B59	CURTIS LEE VANDENBERG IAR 1929395	55	1993-03-27	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	IN
B58	BRADFORD COOPER HAGERMAN IAR 233319	74	1974-08-27	THURSTON SPRINGER ADVISORS, LLC	IN
B58	BRUCE MALCOLM AVERBACK IAR 705997	68	1980-03-22	THURSTON SPRINGER ADVISORS, LLC	IN
B58	YEARWOOD, DAVID, GEORGE IAR 1510847	62	1986-08-20	FINANCIAL CONSULTANTS & ADVISORY CORPORATION	IN
B58	WEBB, DAVID, STAUFFER IAR 1643545	61	1987-04-25	CURRY WEBB WEALTH MANAGEMENT LLC	IN
B58	BONANNO, ANTHONY, J IAR 1534308	59	1989-04-18	THE WELLINGTON GRP LLC	IN
B58	SMITH, RICHARD, ALLEN IAR 1353025	56	1992-11-14	SMITH FINANCIAL INVESTMENT ADVISORS, INC.	IN
B58	MICHAEL RICHARD BRODERICK IAR 2261560	56	1992-08-28	TURTAIR CAPITAL ADVISORS	IN
B58	KESSLER, CRAIG, ADAM IAR 2253386	55	1993-05-20	KESSLER INVESTMENT GROUP, LLC	IN
B56	JOSHUA SCOTT CORWIN IAR 3053056	50	1998-06-09	CORWIN COMPANY LLC	IN
B55	JEFFREY SCOTT CHEESMAN IAR 1036692	66	1982-07-29	CAPITAL CITIES INVESTMENTS	IN
B55	LUKAC, LOUIS, PAUL IAR 1898653	60	1988-11-02	TROWBRIDGE CAPITAL PARTNERS LLC.	—
B54	ERIC GARRARD NORDBERG IAR 2056510	58	1990-07-20	COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.	IN
B53	JEFF LEE LARIMORE IAR 1228505	64	1984-01-22	CREATIVE FINANCIAL DESIGNS, INC.	IN
B53	GEORGE ANDREW LAUCK IAR 1027371	63	1985-01-13	SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	IN
B53	TIMOTHY EUGENE WRIGHT IAR 1305458	62	1986-12-09	CREATIVE FINANCIAL DESIGNS, INC.	IN
B53	MICKEY LEE OWENS IAR 1437001	62	1986-02-19	CREATIVE FINANCIAL DESIGNS, INC.	IN