Advisor moves

Departures from Spc

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
Erika JamesSpc otherAmeritas Advisory Services otherOtherNov 4, 2009Nov 24, 2009
David Alan FowlerSpc otherDiversified Strategies LLC state registeredOtherNov 4, 2009May 12, 2015 (2015 d)
Christopher Charles KichurchakSpc otherNoble Financial Services, LLC unclassifiedOtherOct 30, 2009Oct 29, 2009
Laurence Marc SobinSpc otherPackerland Brokerage Services, Inc. otherOtherOct 28, 2009Oct 28, 2009
Richard GoodwinSpc otherTitan Securities unclassifiedOtherSep 21, 2009Sep 21, 2009
Tony GraybealSpc otherSuntrust Investment Services, Inc. otherOtherJun 12, 2009Jul 31, 2013 (1510 d)
Alan Brokenburr RaySpc otherNationwide Securities, LLC no RAUMOtherMay 11, 2009Mar 31, 2011 (689 d)
Stephen Maynard AlinikoffSpc otherProspera Financial Services, Inc. otherOtherApr 27, 2009Apr 28, 2009
John Nmn SalomonSpc otherCommonwealth Financial Network national BDOtherApr 27, 2009Apr 15, 2010 (353 d)
Scott Wayne ClampittSpc otherHighland Financial Management, Inc unclassifiedOtherMar 16, 2009May 5, 2009 (50 d)
Brandon Scott ChristySpc otherChristy Capital Management, Inc. independent RIAOtherMar 3, 2009Feb 20, 2009
Mark Christopher SpoonerSpc otherSimplicity Wealth independent RIAOtherFeb 2, 2009Nov 9, 2023 (5393 d)
Kevin Todd ClarkSpc otherBrookstone Capital Management LLC otherOtherDec 31, 2008Feb 8, 2018 (3326 d)
Eric Edward WegnerSpc otherQa3 Financial LLC unclassifiedOtherDec 31, 2008Jan 8, 2009
Steven Michael DavidowitzSpc otherChancellor Financial Group Wb LP no RAUMOtherDec 31, 2008Jul 9, 2015 (2381 d)
Regina M BeattySpc otherOsaic Fa, Inc. otherOtherDec 8, 2008Dec 11, 2008
Gilbert Lance TalbertSpc otherForesters Equity Services, Inc. otherOtherNov 4, 2008Jan 4, 2017 (2983 d)
Robert Wayne WillseySpc otherNatcity Investments, Inc. unclassifiedOtherOct 31, 2008Nov 3, 2008
Jeffrey Wayne HansenSpc otherFsc Securities Corporation otherOtherSep 19, 2008Nov 6, 2008 (48 d)
Kevin Auguste CarrollSpc otherBerthel Fisher & Company Financial Services, Inc. otherOtherSep 8, 2008Jun 25, 2010 (655 d)
Gregory John SpinazzeSpc otherEquitable Advisors, LLC national BDOtherAug 29, 2008Mar 17, 2010 (565 d)
Jeff Scott BoydSpc otherFirst Allied Securities, Inc. otherOtherJun 27, 2008Jun 27, 2008
Robert Franklin HansenSpc otherEplanning Advisors Inc unclassifiedOtherJun 23, 2008Jun 24, 2008
Daniel Bruce GoodwinSpc otherPrincipal Securities, Inc. otherOtherMay 7, 2008Jun 20, 2008 (44 d)
Virginia Audrey Cooke LindSpc otherPlanmember Securities Corporation otherOtherMar 19, 2008Apr 8, 2008
James Paul BallSpc otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherFeb 14, 2008Feb 15, 2008
Bruce Lynn AllenSpc otherNext Financial Group, Inc. otherOtherJan 16, 2008Jan 11, 2008
Thomas Lloyd VanderheidenSpc otherVanderheiden Financial state registeredOtherJan 9, 2008Jan 1, 2026 (6567 d)
Christopher Thomas StaplesSpc otherWealth 360, LLC state registeredOtherDec 31, 2007Feb 20, 2008 (51 d)
Michael R SchakSpc otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 27, 2007Feb 27, 2008 (92 d)
Jennifer Lynn McbeeSpc otherNuance Investments, LLC otherOtherNov 23, 2007Jun 28, 2016 (3140 d)
Raymond Patrick OconnellSpc otherAltus Wealth Stragtegies, Inc. unclassifiedOtherNov 13, 2007Feb 27, 2006
Rasheedah Basmah El-AminSpc otherValic Financial Advisors, Inc. otherOtherNov 1, 2007Oct 18, 2007
Bruce Carl GilmoreSpc otherPackerland Brokerage Services, Inc. otherOtherOct 31, 2007Oct 31, 2007
Sharon Lee EganSpc otherNorth Star Investment Management Corporation otherOtherOct 24, 2007May 1, 2012 (1651 d)
Scott Paul ZwierzynskiSpc otherPackerland Brokerage Services, Inc. independent RIAOtherSep 26, 2007Jan 1, 2025 (6307 d)
James Edward EastwoodSpc otherMsi Financial Services, Inc. otherOtherJul 27, 2007Sep 26, 2007 (61 d)
Kevin Murray SmithSpc otherMsi Financial Services, Inc. otherOtherJul 19, 2007Jul 12, 2007
Russell Stuart GilfixSpc otherWind & Rose, LLC state registeredOtherJul 3, 2007Jul 9, 2007
Jared F. ThompsonSpc otherValmark Advisers, Inc. otherOtherJun 5, 2007Jun 5, 2007
Gal Gali HorevSpc otherFinancial West Group otherOtherMar 30, 2007Oct 16, 2008 (566 d)
Jay Anthony RiggsSpc otherMerit Financial Advisors independent RIAOtherMar 9, 2007May 30, 2025 (6657 d)
Peter Julian TaurinskasSpc otherMutual Trust Asset Mgmt., Inc. otherOtherFeb 28, 2007Jan 22, 2014 (2520 d)
Gerald E ShawSpc otherAsset & Financial Planning, Ltd otherOtherFeb 12, 2007Feb 9, 2007
Jason Bryce VanclefSpc otherMadison Avenue Advisors, Inc. unclassifiedOtherFeb 8, 2007Feb 8, 2007
Matthew David MartinSpc otherMrk Asset Management, LLC. unclassifiedOtherDec 31, 2006Mar 2, 2011 (1522 d)
Bruce Wayne RobertsSpc otherRegal Capital Management, Inc. state registeredOtherNov 30, 2006Jun 20, 2003
Jay Thomas HarbisonSpc otherG & W Equity Sales, Inc. unclassifiedOtherNov 13, 2006Nov 20, 2006
Brian David HavermannSpc otherGeneos Wealth Management, Inc. otherOtherNov 7, 2006Nov 7, 2006
Vicki K SchappSpc otherMML Investors Services, LLC otherOtherNov 1, 2006Nov 14, 2006
David William RyanSpc otherPackerland Brokerage Services, Inc. otherOtherOct 30, 2006Oct 30, 2006
Robert Dean FouttySpc otherPackerland Brokerage Services, Inc. otherOtherOct 18, 2006Oct 23, 2006
Jordan Dean MainSpc otherAe Wealth Management, LLC independent RIAOtherSep 11, 2006Dec 21, 2017 (4119 d)
Clark R PiperSpc otherChase Investment Services Corp. otherOtherAug 21, 2006Aug 31, 2006
Jason Alan ColdicottSpc otherAmeriprise Financial Services, LLC national BDOtherJul 17, 2006Nov 4, 2015 (3397 d)
David Stuart WestphalSpc otherWells Fargo Advisors wirehouseOtherJun 15, 2006Oct 14, 2010 (1582 d)
Gary William MedleySpc otherRehmann Wealth otherOtherMay 16, 2006Feb 20, 2007 (280 d)
James William WinslowSpc otherLPL Financial LLC otherOtherMar 14, 2006Oct 31, 2005
Donald Carl NestorSpc otherDelta Advisory Group, Inc. otherOtherDec 31, 2005Jan 5, 2006
Rodney Lee HollowaySpc otherCfci otherOtherDec 31, 2005Jun 18, 2004
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620 moves match.