Advisor moves

Departures from Cadaret Grant & Co 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
Michael Steven WelgerCadaret Grant & Co Inc otherNfp Advisor Services, LLC otherOtherOct 8, 2008Oct 9, 2008
Derrick HandwerkCadaret Grant & Co Inc otherFirst Allied Securities, Inc. otherOtherSep 15, 2008Sep 15, 2008
Tracey M ManziCadaret Grant & Co Inc otherMcnamara Capital unclassifiedOtherJun 11, 2008Sep 3, 2008 (84 d)
Dee Ann PriceCadaret Grant & Co Inc otherAffinity Financial LLC state registeredOtherSep 10, 2007Aug 7, 2007
Stephen Patrick TopleyCadaret Grant & Co Inc otherMorgan Stanley wirehouseOtherAug 27, 2007Sep 4, 2018 (4026 d)
Timothy F GrableCadaret Grant & Co Inc otherPark Avenue Securities LLC otherOtherDec 31, 2005Oct 30, 2007 (668 d)
Jelani PtahCadaret Grant & Co Inc otherC.J.M. Asset Management, LLC unclassifiedOtherDec 31, 2004Feb 7, 2005 (38 d)
Marion C GeerCadaret Grant & Co Inc otherLPL Financial LLC otherOtherOct 6, 2004Nov 15, 2012 (2962 d)
Randal Joe BressetteCadaret Grant & Co Inc otherLPL Financial LLC otherOtherDec 31, 2003Jan 6, 2004
David VinciguerraCadaret Grant & Co Inc otherSecurities America Advisors, Inc. BD affiliatedOtherSep 24, 2003May 17, 2021 (6445 d)
Jack CupelliCadaret Grant & Co Inc otherAmeriprise Financial Services, LLC national BDOtherSep 23, 2003Mar 1, 2013 (3447 d)
Donald Jeremiah AbernethyCadaret Grant & Co Inc otherLion Street Advisors, LLC BD affiliatedOtherSep 23, 2003May 20, 2021 (6449 d)
Ken Joseph MazzieCadaret Grant & Co Inc otherAvantax Advisory Services otherOtherDec 31, 2002Nov 9, 2004 (679 d)
Brent Alex GreenshieldsCadaret Grant & Co Inc otherQuestar Capital Corporation unclassifiedOtherDec 12, 2002Dec 12, 2002
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434 moves match.