Advisor moves

Departures from Td Ameritrade Investment Management, LLC

1,404 moves
AdvisorFromToTypeLeftRegistered
Matthew J. CartinTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 19, 2020Jun 8, 2020
Samia Tony EliasTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 19, 2020Jul 21, 2020 (63 d)
William R PostmaTd Ameritrade Investment Management, LLC independent RIACwm, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 19, 2020May 18, 2020
James SylviaTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 13, 2020Jul 1, 2020 (49 d)
Cameron Blake SimmonsTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 12, 2020Apr 12, 2018
Matthew Brendon CrowTd Ameritrade Investment Management, LLC independent RIAEp Wealth Advisors independent RIARIA to RIAMay 5, 2020May 22, 2020
Narine Videsh BholaTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 2, 2020Mar 1, 2018
Dustin Wayne KennedyTd Ameritrade Investment Management, LLC independent RIAGreenleaf Financial Network, LLC independent RIARIA to RIAApr 28, 2020May 1, 2020
Robert Lyles BellamyTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseApr 28, 2020Jul 20, 2020 (83 d)
James Hull GarmanTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2020Sep 22, 2020 (147 d)
Eric A GroupTd Ameritrade Investment Management, LLC independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAApr 28, 2020Jul 22, 2020 (85 d)
Adam Lynn EntwisleTd Ameritrade Investment Management, LLC independent RIAFbl Wealth Management, LLC no RAUMOtherApr 28, 2020Jun 5, 2020 (38 d)
Friend Michael WilliamsTd Ameritrade Investment Management, LLC independent RIAPark Avenue Securities LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 28, 2020Dec 3, 2020 (219 d)
Kevin WhiteTd Ameritrade Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankApr 28, 2020Apr 29, 2020
Tony Nicholas HarrisonTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankApr 21, 2020May 6, 2020
Grace ArecchiTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseApr 21, 2020Apr 15, 2020
Jeffrey DavisTd Ameritrade Investment Management, LLC independent RIAFifth Third Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2020Jan 20, 2022 (643 d)
Mario Hermilo GonzalezTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseApr 14, 2020May 28, 2020 (44 d)
Jeffrey M LawTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 7, 2020Apr 10, 2020
Maxwell Bauer BromleyTd Ameritrade Investment Management, LLC independent RIAMorningstar Investment Services LLC independent RIARIA to RIAApr 7, 2020Jun 22, 2020 (76 d)
Janny EidTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 4, 2020Sep 15, 2021 (529 d)
Cesar E FierroTd Ameritrade Investment Management, LLC independent RIAIndependent Financial Group, LLC independent RIARIA to RIAApr 2, 2020Mar 24, 2021 (356 d)
Lamar RemyTd Ameritrade Investment Management, LLC independent RIANorthern Trust Securities, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2020Jan 5, 2021 (278 d)
Paul JohnsonTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 31, 2020Jul 25, 2018
Joseph Allen McclungTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 27, 2020Jun 17, 2020 (82 d)
Kyle M LonsingerTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 24, 2020Jan 14, 2019
Bradley Mark WelterTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseMar 19, 2020May 8, 2020 (50 d)
Brian Lowell ShortTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 17, 2020Apr 6, 2015
Michael Stephen MuldoonTd Ameritrade Investment Management, LLC independent RIASpire Wealth Management, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 11, 2020Mar 10, 2020
Michael John HalesTd Ameritrade Investment Management, LLC independent RIAD.A. Davidson & Co. independent RIARIA to RIAMar 10, 2020Apr 3, 2020
Eric SinkTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 2, 2020Dec 11, 2018
Andrew BabinTd Ameritrade Investment Management, LLC independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2020Mar 24, 2020
Gerald KragerTd Ameritrade Investment Management, LLC independent RIAAlly Invest Advisors independent RIARIA to RIAFeb 29, 2020Mar 26, 2020
William Casen GugeTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 29, 2020Mar 1, 2017
Matthew Michael LessardTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseFeb 26, 2020Mar 11, 2020
Brian Jacob KnappTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 22, 2020Apr 17, 2020 (55 d)
Omid SajjadiTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 22, 2020Mar 19, 2020
Wooldy PierreTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 19, 2020Apr 14, 2020 (55 d)
Jennifer PeifferTd Ameritrade Investment Management, LLC independent RIAStifel, Nicolaus & Company, Incorporated national BDRIA to affiliated broker-dealer or bankFeb 19, 2020Feb 21, 2020
John P ZinnTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseFeb 14, 2020Apr 22, 2020 (68 d)
Samantha Denise NewsomTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 11, 2020Oct 28, 2013
Ian StarkelTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 8, 2020Mar 6, 2017
Ana MasonTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2020Feb 21, 2020
Douglas James AmbroseTd Ameritrade Investment Management, LLC independent RIAOsaic Fa, Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 5, 2020Feb 3, 2020
Micah Robert CumminsTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherFeb 5, 2020May 14, 2009
Isaac Ray WhitmoreTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2020Feb 10, 2020
Justin A. ParisiTd Ameritrade Investment Management, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAJan 31, 2020Jan 29, 2020
Dhaval Hiren ShahTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 31, 2020Feb 12, 2020
Danny NguyenTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 31, 2020Feb 6, 2019
Andrew Joseph VerdeyenTd Ameritrade Investment Management, LLC independent RIACerity Partners Ocio LLC independent RIARIA to RIAJan 31, 2020Jan 14, 2020
Mark WaldronTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 17, 2020Jun 5, 2017
John P ScolloTd Ameritrade Investment Management, LLC independent RIAFacet independent RIARIA to RIAJan 15, 2020Jan 21, 2020
Benjamin Lee HemerTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 14, 2020Jan 9, 2020
Joseph James JansenTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 14, 2020Feb 21, 2020 (38 d)
Eric Andrew FinchTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 10, 2020Sep 4, 2019
Marc Henry MichaelTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 8, 2020Feb 24, 2015
Ronny BendavidTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAJan 8, 2020Feb 4, 2020
Cameron Jon ChristesonTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJan 8, 2020Jan 30, 2020
Darlington OkeruluTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJan 8, 2020Jun 16, 2020 (160 d)
Jasmin Mercedes MartinezTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 8, 2020Feb 22, 2016
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