Advisor moves

Departures from Td Ameritrade Investment Management, LLC

1,404 moves
AdvisorFromToTypeLeftRegistered
Clayton Alexander BakerTd Ameritrade Investment Management, LLC independent RIACreative Planning independent RIARIA to RIAApr 2, 2018Aug 16, 2021 (1232 d)
Donald TullochTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 29, 2018Jul 25, 2018 (118 d)
Kombiz MomtazTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 29, 2018Apr 9, 2018
Matthew Zack FosheeTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 29, 2018Mar 19, 2018
William Joseph HanceTd Ameritrade Investment Management, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankMar 29, 2018Apr 25, 2018
John LeeTd Ameritrade Investment Management, LLC independent RIABancwest Investment Services, Inc. (Bwis) BD affiliatedRIA to affiliated broker-dealer or bankMar 28, 2018Apr 4, 2018
Douglas William SmithTd Ameritrade Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankMar 26, 2018Apr 2, 2018
Shannon James BeneTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAMar 21, 2018Apr 12, 2018
George Maxwell BruneauTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMar 16, 2018Jun 10, 2018 (86 d)
Jodi Marie JohnstonTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 15, 2018Aug 18, 2016
Yi Ching TsaiTd Ameritrade Investment Management, LLC independent RIAPolaris Wealth Advisory Group independent RIARIA to RIAMar 13, 2018Apr 17, 2018 (35 d)
Christopher John ArkfeldTd Ameritrade Investment Management, LLC independent RIAT. Rowe Price Advisory Services, Inc. independent RIARIA to RIAMar 12, 2018Oct 18, 2018 (220 d)
Shannon Edward GillisTd Ameritrade Investment Management, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 7, 2018Jan 15, 2019 (314 d)
Heather Ann HirschensohnTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 7, 2018Mar 28, 2018
Gerran James BatterberryTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 28, 2018May 25, 2016
Leo Peter VarrialeTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 28, 2018Nov 23, 2009
Nicholas John SchneiderTd Ameritrade Investment Management, LLC independent RIAIndependent Financial Group, LLC otherOtherFeb 28, 2018Feb 26, 2018
Feras Rahim ChowdhuryTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankFeb 2, 2018Jan 21, 2020 (718 d)
Byong Woo ChungTd Ameritrade Investment Management, LLC independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankJan 31, 2018Feb 1, 2018
Gabriel VallejoTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 31, 2018Oct 21, 2016
Stephanie BolterTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJan 27, 2018Oct 11, 2022 (1718 d)
Bryan George DigelTd Ameritrade Investment Management, LLC independent RIACornerstone Advisors Inc otherOtherJan 24, 2018Jan 25, 2018
Keith Michael PrybylskiTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 24, 2018May 27, 2015
Brian PlackeTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseJan 24, 2018Feb 28, 2025 (2592 d)
Scott Jeffrey MillerTd Ameritrade Investment Management, LLC independent RIASecurities America Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 22, 2018Jun 26, 2018 (155 d)
Joshua Emile SilvermanTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 18, 2018Jan 17, 2018
Erin HesterTd Ameritrade Investment Management, LLC independent RIAFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJan 18, 2018Oct 28, 2019 (648 d)
Ehab AbdallaTd Ameritrade Investment Management, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 18, 2018Jan 2, 2020 (714 d)
Lidija GjorgjievskaTd Ameritrade Investment Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJan 18, 2018Mar 16, 2021 (1153 d)
Benjamin Daniel CroffordTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJan 18, 2018Jun 4, 2018 (137 d)
Alexander James BischoffTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJan 18, 2018Jun 11, 2018 (144 d)
Scott ShoatesTd Ameritrade Investment Management, LLC independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankJan 11, 2018Feb 2, 2018
Adam Michael GulledgeTd Ameritrade Investment Management, LLC independent RIAFisher Investments otherOtherJan 11, 2018Jan 10, 2018
Daniel Patrick MahaffeyTd Ameritrade Investment Management, LLC independent RIACharles Schwab Investment Advisory, Inc BD affiliatedRIA to affiliated broker-dealer or bankJan 11, 2018Jan 15, 2022 (1465 d)
William SchultzTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 11, 2018Sep 13, 2016
Shane Michael HigginsTd Ameritrade Investment Management, LLC independent RIASchwab Wealth Advisory, Inc. otherOtherJan 11, 2018Feb 1, 2018
Russell Grant NielandTd Ameritrade Investment Management, LLC independent RIALPL Financial LLC independent RIARIA to RIAJan 11, 2018Jan 24, 2018
Sarah Jane GreenTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJan 11, 2018Jan 11, 2018
Ryan Lee BrottTd Ameritrade Investment Management, LLC independent RIAEllerbrock-Norris Wealth Strategies LLC independent RIARIA to RIADec 22, 2017May 22, 2018 (151 d)
Scott M MetzTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherDec 20, 2017Apr 12, 2016
Matthew LudackTd Ameritrade Investment Management, LLC otherWells Fargo Advisors wirehouseOtherDec 20, 2017Jan 23, 2018 (34 d)
Aaron Joseph GoldmanTd Ameritrade Investment Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherDec 20, 2017Dec 14, 2017
Erek ReynoldsTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherDec 12, 2017Jul 2, 2009
Bao Q LeTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherDec 4, 2017Jun 2, 2014
Rushi PatelTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherDec 4, 2017Dec 10, 2012
Christopher Mark LedfordTd Ameritrade Investment Management, LLC otherAdvice And Planning Services otherOtherNov 27, 2017Dec 5, 2017
Gina CohenTd Ameritrade Investment Management, LLC otherWells Fargo Advisors wirehouseOtherNov 24, 2017Dec 19, 2017
Stephanie Chaplinski-KaneTd Ameritrade Investment Management, LLC otherInvest Financial Corporation otherOtherNov 20, 2017Nov 13, 2017
Derek Justin FairchildTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherNov 20, 2017Apr 30, 2014
Eric Dale BakerTd Ameritrade Investment Management, LLC otherCig Asset Management, Inc. otherOtherNov 7, 2017Nov 14, 2017
Ryan Dean DeakinsTd Ameritrade Investment Management, LLC otherPersonal Capital Advisors Corporation otherOtherOct 30, 2017Dec 7, 2017 (38 d)
Eileen CurranTd Ameritrade Investment Management, LLC otherJ.P. Morgan Securities LLC wirehouseOtherOct 25, 2017Jul 17, 2018 (265 d)
Jonathan Keith HoyaTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherOct 25, 2017Jul 16, 2013
Jason Alan MeeksTd Ameritrade Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherOct 20, 2017Dec 4, 2017 (45 d)
Aaron Liege WestonTd Ameritrade Investment Management, LLC otherCharles Schwab & Co., Inc. national BDOtherOct 20, 2017Dec 13, 2017 (54 d)
Carlos MenicucciTd Ameritrade Investment Management, LLC otherTd Ameritrade, Inc. no RAUMOtherOct 16, 2017Jan 19, 2017
Chad Edwin GreenwayTd Ameritrade Investment Management, LLC otherAdvice And Planning Services otherOtherOct 13, 2017Oct 30, 2017
Ryan C GahlerTd Ameritrade Investment Management, LLC otherSchwab Wealth Advisory, Inc. no RAUMOtherSep 26, 2017Jul 30, 2026 (3229 d)
Eduardo ValeroTd Ameritrade Investment Management, LLC otherFisher Investments otherOtherSep 15, 2017Sep 27, 2017
Casey William JonesTd Ameritrade Investment Management, LLC otherMorgan Stanley wirehouseOtherSep 7, 2017Nov 16, 2017 (70 d)
Page 10 of 24PreviousNext