Advisor moves

Departures from Td Ameritrade Investment Management, LLC

1,404 moves
AdvisorFromToTypeLeftRegistered
Bryce RoyTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJan 8, 2020Feb 12, 2020 (35 d)
Shahriar FarajiTd Ameritrade Investment Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 20, 2019Sep 3, 2024 (1719 d)
Kurt AbitzTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankDec 13, 2019Jan 8, 2020
Robert Ty WebsterTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherDec 6, 2019Apr 9, 2019
Michael Thomas McdaidTd Ameritrade Investment Management, LLC independent RIAClg LLC independent RIARIA to RIADec 5, 2019Dec 18, 2019
Kyle Benjamin SmithTd Ameritrade Investment Management, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 3, 2019Mar 19, 2021 (472 d)
Susanne T GiboTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherDec 2, 2019Sep 27, 2019
Christopher KnoxTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIANov 30, 2019Nov 19, 2019
Jennifer L. BowersTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherNov 19, 2019Feb 9, 2018
Austin FrostTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseNov 15, 2019Oct 27, 2021 (712 d)
Joseph TrottoTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseNov 10, 2019Nov 12, 2019
Calvin J CelentanoTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankNov 7, 2019Nov 18, 2019
James R. GillTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseNov 6, 2019Nov 5, 2019
Christopher David GarciaTd Ameritrade Investment Management, LLC independent RIACuso Financial Services, L.P. BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2019Nov 14, 2019
Alyssa Rene AbbateTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 31, 2019Nov 20, 2019
Brendon WinklerTd Ameritrade Investment Management, LLC independent RIALarson Financial Group, LLC independent RIARIA to RIAOct 30, 2019Mar 25, 2020 (147 d)
Jeffrey Francis CarneTd Ameritrade Investment Management, LLC independent RIAAmeritas Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankOct 30, 2019Jan 14, 2020 (76 d)
James Ryan AshbridgeTd Ameritrade Investment Management, LLC independent RIAAviance Capital Partners LLC independent RIARIA to RIAOct 26, 2019Nov 21, 2019
Nathan Robert AndersonTd Ameritrade Investment Management, LLC independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankOct 23, 2019Nov 27, 2019 (35 d)
Cassidy Lynn GouldTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 23, 2019Jan 18, 2018
Joshua Richard CarstensTd Ameritrade Investment Management, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAOct 17, 2019Jan 2, 2020 (77 d)
Mitchell Patrik ZaelitTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 17, 2019Nov 21, 2019 (35 d)
Jordan Samuel EngenTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankOct 17, 2019Aug 2, 2022 (1020 d)
James Gregory SweetTd Ameritrade Investment Management, LLC independent RIACourt Place Advisors LLC independent RIARIA to RIAOct 16, 2019Oct 25, 2019
Bradley Dale SchramekTd Ameritrade Investment Management, LLC independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2019Apr 13, 2020 (181 d)
Peter Neil SieglingTd Ameritrade Investment Management, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 15, 2019Oct 14, 2019
Kyle LaroccaTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherOct 12, 2019Mar 4, 2020 (144 d)
Chet Steven EisenmayerTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 12, 2019Oct 23, 2018
Jonathan RandolphTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 12, 2019Oct 23, 2018
Garrett Landon WestTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 12, 2019Nov 20, 2018
Corey Leon LapradeTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 11, 2019Jan 20, 2017
Rafael A CruzTd Ameritrade Investment Management, LLC independent RIAAmerant Investments, Inc. independent RIARIA to RIAOct 8, 2019Nov 7, 2019
Christian David MonteroTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseOct 8, 2019Oct 7, 2019
Brett Evans BinghamTd Ameritrade Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankOct 4, 2019Oct 16, 2019
Kemon Decorey NealTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherOct 3, 2019Feb 19, 2019
Keaton Dale HickmanTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 27, 2019Jan 7, 2020 (102 d)
Paul PetersonTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 24, 2019Oct 1, 2019
Lawrence R KiginTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 17, 2019Sep 17, 2019
Thomas Francis GintyTd Ameritrade Investment Management, LLC independent RIAFacet independent RIARIA to RIASep 11, 2019Sep 17, 2019
Jamie CremeansTd Ameritrade Investment Management, LLC independent RIAEmpower Advisory Group, LLC institutionalOtherSep 10, 2019Sep 17, 2019
Christine Lynnette ShippeyTd Ameritrade Investment Management, LLC independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Apr 13, 2020 (216 d)
Richard Troy WalshTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Nov 15, 2019 (66 d)
Katrina HelleTd Ameritrade Investment Management, LLC independent RIACambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Nov 21, 2019 (72 d)
Marissa C VandenbergTd Ameritrade Investment Management, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Oct 7, 2020 (393 d)
Utsav Yogesh ThakkarTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIASep 10, 2019Sep 18, 2019
Natalie Jewells Gamarra LozaTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseSep 10, 2019Sep 25, 2020 (381 d)
Carlos Joshua ArteagaTd Ameritrade Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Oct 21, 2019 (41 d)
Riley R. AndrenTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIASep 10, 2019Sep 5, 2019
Thomas Vincent KellyTd Ameritrade Investment Management, LLC independent RIACuri Capital independent RIARIA to RIASep 10, 2019Nov 1, 2021 (783 d)
Hayden G LeonardTd Ameritrade Investment Management, LLC independent RIAFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 10, 2019Dec 18, 2019 (99 d)
Karishma LakhaniTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAAug 29, 2019Sep 18, 2019
Anthony Michael NaughtonTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankAug 29, 2019Jun 4, 2021 (645 d)
Gregory F HeningerTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAAug 29, 2019Sep 9, 2019
Brian Christopher HughesTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 16, 2019Oct 21, 2020 (432 d)
Michael Vincent PaolucciTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 16, 2019Sep 11, 2019
Alex Manuel NegronTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 15, 2019Aug 29, 2019
Matthew Edward ClearyTd Ameritrade Investment Management, LLC independent RIAFinivi Inc. independent RIARIA to RIAAug 14, 2019Aug 15, 2019
Veronika O LysyanskaTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 14, 2019Oct 30, 2019 (77 d)
Joshua Nathanial PauliTd Ameritrade Investment Management, LLC independent RIAU.S. Bancorp Investments, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 14, 2019Aug 12, 2019
Brent A YoungTd Ameritrade Investment Management, LLC independent RIAFrost Investment Services BD affiliatedRIA to affiliated broker-dealer or bankJul 25, 2019Jul 31, 2019
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