Advisor moves

Departures from Td Ameritrade Investment Management, LLC

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
John F CoyleTd Ameritrade Investment Management, LLC independent RIARaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankDec 31, 2020Mar 11, 2021 (70 d)
Alcira ChristinaTd Ameritrade Investment Management, LLC independent RIAMissionsquare Retirement institutionalOtherDec 31, 2020Jul 13, 2023 (924 d)
Kelly Ileen JordanTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2020May 25, 2022 (510 d)
William Ross GormanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Jan 15, 2021
Robert James MurphyTd Ameritrade Investment Management, LLC independent RIAUnited Asset Strategies Inc. independent RIARIA to RIADec 31, 2020Mar 2, 2022 (426 d)
Jeffrey Scott SundbergTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jan 10, 2022 (375 d)
Adam RibackTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jul 2, 2021 (183 d)
Kurt A MeyersTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Nov 3, 2022 (672 d)
Brian Joseph ZindellTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 31, 2020Oct 31, 2022 (669 d)
Thomas SchillingTd Ameritrade Investment Management, LLC independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jul 22, 2021 (203 d)
Alejandro CebrianTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 31, 2020Jan 25, 2021
Sean Patrick ClaryTd Ameritrade Investment Management, LLC independent RIABridgeway Wealth Partners, LLC independent RIARIA to RIADec 31, 2020Sep 5, 2021 (248 d)
Adam JarosTd Ameritrade Investment Management, LLC independent RIASierra Investment Management, LLC independent RIARIA to RIADec 31, 2020Jun 24, 2021 (175 d)
Naim CukovicTd Ameritrade Investment Management, LLC independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Nov 5, 2021 (309 d)
Andrew Wade DupontTd Ameritrade Investment Management, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Mar 27, 2023 (816 d)
Brian M SchwabTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIADec 31, 2020Jul 14, 2021 (195 d)
Jonas Cole KilleenTd Ameritrade Investment Management, LLC independent RIAEmpower Advisory Group, LLC otherOtherDec 31, 2020Apr 7, 2021 (97 d)
Derek AdnamsTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 31, 2020Feb 24, 2021 (55 d)
Robert MantleTd Ameritrade Investment Management, LLC independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jan 4, 2023 (734 d)
Timothy John PlushTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Nov 28, 2022 (697 d)
Paulina Sepulveda WelckerTd Ameritrade Investment Management, LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Mar 8, 2023 (797 d)
Brian A. CarlinTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIADec 31, 2020Jan 5, 2021
Derric HooverTd Ameritrade Investment Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jan 28, 2021
Konstantinos PagiazitisTd Ameritrade Investment Management, LLC independent RIABridgeway Wealth Partners, LLC otherOtherDec 31, 2020Jan 8, 2021
Ramon HernandezTd Ameritrade Investment Management, LLC independent RIATd Private Client Wealth LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Apr 23, 2021 (113 d)
James Ian ScroggsTd Ameritrade Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jun 28, 2021 (179 d)
Brandon WolkTd Ameritrade Investment Management, LLC independent RIACommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankDec 31, 2020Jul 19, 2021 (200 d)
Matthew R. CoughlinTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 31, 2020Jul 20, 2021 (201 d)
Nazley R WilsonTd Ameritrade Investment Management, LLC independent RIASequoia Financial Group, L.L.C. independent RIARIA to RIADec 31, 2020Aug 17, 2021 (229 d)
Lilian HuangTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 31, 2020Jan 26, 2021
Tyler StricklandTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Mar 22, 2021 (81 d)
John KonefalTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2020Feb 3, 2021 (34 d)
John Anthony GiamancoTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Mar 23, 2021 (82 d)
Matthew JannoneTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Feb 25, 2021 (56 d)
Micah Tyler InmanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 31, 2020Mar 19, 2021 (78 d)
Joshua IndykiewiczTd Ameritrade Investment Management, LLC independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jul 15, 2026 (2022 d)
Alexander CeperoTd Ameritrade Investment Management, LLC independent RIATruist Advisory Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 31, 2020Jan 25, 2021
Scott MillerTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankDec 23, 2020Dec 23, 2020
Nazma BegumTd Ameritrade Investment Management, LLC independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 22, 2020Jul 19, 2022 (574 d)
Jarvis HallTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIADec 18, 2020Mar 29, 2021 (101 d)
Jason CvetkovichTd Ameritrade Investment Management, LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2020Dec 16, 2020
Jeffrey William-Powers TuttleTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 11, 2020Dec 11, 2020
Carlo MedinaTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 10, 2020Dec 21, 2020
Jordan StoverTd Ameritrade Investment Management, LLC independent RIAFortis Capital Management LLC mixed wealthRIA to RIADec 10, 2020Jan 31, 2021 (52 d)
Charles B CarrollTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankDec 8, 2020May 1, 2024 (1240 d)
Emily DonaldsonTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 8, 2020May 5, 2021 (148 d)
Andrew GuelkerTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseDec 8, 2020May 18, 2021 (161 d)
Paul-Patrick PerseoTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2020Feb 10, 2021 (68 d)
Sean Michael NewmanTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 4, 2020Dec 24, 2020
Fernando Martin DavilaTd Ameritrade Investment Management, LLC independent RIAPrincipal Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 4, 2020Apr 2, 2021 (119 d)
David Abraham SirinTd Ameritrade Investment Management, LLC independent RIATamar Securities, LLC independent RIARIA to RIADec 3, 2020Dec 23, 2020
Estevan David EscarsegaTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseDec 1, 2020Dec 21, 2020
Richard LeeTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 26, 2020Jan 20, 2021 (55 d)
Matthew Thomas CrawfordTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseNov 25, 2020Nov 23, 2020
Zachary LaidlawTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherNov 20, 2020Nov 27, 2018
David A StevensTd Ameritrade Investment Management, LLC independent RIAStratos Wealth Advisors LLC independent RIARIA to RIANov 18, 2020Nov 13, 2020
Jeremy PollardTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 17, 2020Feb 4, 2021 (79 d)
Erik Blaine TarpleyTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherNov 13, 2020Apr 19, 2018
Duane Anthony JohnsonTd Ameritrade Investment Management, LLC independent RIAExecutive Wealth Management, LLC independent RIARIA to RIANov 5, 2020Nov 16, 2020
Tracy Allison NewTd Ameritrade Investment Management, LLC independent RIASecurian Financial Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 5, 2020Nov 13, 2020
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1,403 moves match.