Advisor moves

Departures from Td Ameritrade Investment Management, LLC

1,404 moves
AdvisorFromToTypeLeftRegistered
Joshua William IsherwoodTd Ameritrade Investment Management, LLC independent RIACetera Advisors LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 17, 2019Aug 7, 2019
Jose M RaposoTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAJul 16, 2019Aug 28, 2019 (43 d)
Cory Matthew ShraderTd Ameritrade Investment Management, LLC independent RIAMadden Advisory Services, Inc. independent RIARIA to RIAJul 15, 2019Jul 19, 2019
Adam R. MonicalTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJul 15, 2019Oct 23, 2018
Megan C GramannTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJul 14, 2019Apr 26, 2022 (1017 d)
Pedro Alfredo GonzalezTd Ameritrade Investment Management, LLC independent RIAEagle Strategies LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 11, 2019Jan 23, 2024 (1657 d)
Diego Arturo ContrerasTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankJul 10, 2019Sep 3, 2019 (55 d)
Zhi LuTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJul 8, 2019Jul 27, 2018
Charles MccallTd Ameritrade Investment Management, LLC independent RIAKinetic Investment Management, Inc. independent RIARIA to RIAJul 3, 2019Jul 10, 2019
Stephen R StanleyTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 25, 2019Jul 12, 2019
Justin John DagostinoTd Ameritrade Investment Management, LLC independent RIAHighpoint Advisor Group, LLC independent RIARIA to RIAJun 25, 2019Jul 15, 2019
Dex E. NormanTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 25, 2019Jun 21, 2019
Darren Frederick LangeTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseJun 17, 2019Jul 23, 2019 (36 d)
Sung Hoon PyonTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJun 17, 2019Aug 4, 2016
Adam Wade WeibelTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 14, 2019Jul 12, 2019
Jack CantalinTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJun 14, 2019Jun 14, 2019
Javier Guztavo OrozcoTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseJun 7, 2019Aug 26, 2019 (80 d)
Kyle J KirkhamTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 4, 2019Jul 30, 2019 (56 d)
Micah Stone HillTd Ameritrade Investment Management, LLC independent RIASchwab Wealth Advisory, Inc. no RAUMOtherJun 3, 2019Mar 5, 2021 (641 d)
Jarrod Michael LeeTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJun 2, 2019Oct 4, 2022 (1220 d)
Kevin Michael MullaneyTd Ameritrade Investment Management, LLC independent RIAMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 29, 2019Aug 8, 2022 (1167 d)
Michael Alan JeansTd Ameritrade Investment Management, LLC independent RIAUnited Capital Financial Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 29, 2019Oct 9, 2019 (133 d)
Russell Page MathewsTd Ameritrade Investment Management, LLC independent RIAMathews Capital Management state registeredRIA to a state-registered adviserMay 10, 2019Jan 1, 2026 (2428 d)
William Robert BellowTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2019Jun 28, 2019 (51 d)
Andrew Michael MallardiTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 8, 2019Feb 19, 2009
Nicholas Michael PurdueTd Ameritrade Investment Management, LLC independent RIAEmpower Advisory Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 8, 2019Mar 20, 2026 (2508 d)
Chase Ryan CarmichaelTd Ameritrade Investment Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 2, 2019May 17, 2019
Marco Cesar De FreitasTd Ameritrade Investment Management, LLC independent RIAVanguard Advisers, Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 1, 2019Jun 10, 2019 (40 d)
Douglas Nathaniel MooreTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 1, 2019Oct 23, 2017
Erin Marie FultonTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAApr 23, 2019Apr 29, 2019
Stephen CostaTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAApr 22, 2019May 7, 2019
Jonathan M. CopleyTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseApr 22, 2019Apr 29, 2019
Serge AkopyanTd Ameritrade Investment Management, LLC independent RIACitigroup Global Markets Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 22, 2019May 14, 2019
Elayna Isabel MitrakosTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 22, 2019Oct 14, 2020 (541 d)
Kevin Paul BuenvenidaTd Ameritrade Investment Management, LLC independent RIAJ. W. Cole Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 17, 2019May 3, 2019
Joel Anton Van BelkomTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 17, 2019Dec 16, 2011
Jessica E ShadrickTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankApr 16, 2019Apr 29, 2019
Tyler Lawrence WoodTd Ameritrade Investment Management, LLC independent RIAUBS Financial Services Inc. wirehouseRIA to wirehouseApr 16, 2019May 21, 2019 (35 d)
Bobby HoTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseApr 11, 2019Jun 17, 2019 (67 d)
Tyrone RiversTd Ameritrade Investment Management, LLC independent RIAValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 11, 2019May 2, 2019
Lisa Faith BonnerTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 4, 2019Aug 20, 2018
Erick John RoshelliTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 4, 2019Nov 13, 2008
Mario SavoieTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 2, 2019Jul 18, 2019 (107 d)
Erin Nicole SemelkaTd Ameritrade Investment Management, LLC independent RIAClockwise Capital LLC independent RIARIA to RIAApr 1, 2019Jun 25, 2019 (85 d)
Gerard BessetteTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankApr 1, 2019Apr 15, 2019
William Gaston BaileyTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 25, 2019Dec 14, 2018
Ryan MckainTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseMar 22, 2019Mar 16, 2021 (725 d)
Brian Jeffrey AndersonTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 15, 2019Sep 13, 2016
John Kyle ReuterTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankMar 11, 2019May 20, 2019 (70 d)
Mark Jon WyhlidkoTd Ameritrade Investment Management, LLC independent RIAProtection Point Advisors independent RIARIA to RIAMar 6, 2019Feb 21, 2019
Robert Oliver Dela CruzTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMar 4, 2019Mar 7, 2017
Bilal Jibril ColbertTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAFeb 25, 2019Jul 26, 2019 (151 d)
Kyle SchaferTd Ameritrade Investment Management, LLC independent RIAPnc Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankFeb 20, 2019Feb 26, 2019
Susan Kim BroaddusTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankFeb 14, 2019Feb 21, 2019
Rebecca Joy SwansonTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankFeb 12, 2019Jan 27, 2022 (1080 d)
Ryan Buckley GossTd Ameritrade Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankFeb 6, 2019Feb 20, 2019
Randal Warren BestTd Ameritrade Investment Management, LLC independent RIAWaddell & Reed BD affiliatedRIA to affiliated broker-dealer or bankFeb 1, 2019Feb 15, 2019
Richard John MazzolaTd Ameritrade Investment Management, LLC independent RIAChurchill Management Group independent RIARIA to RIAFeb 1, 2019Jan 28, 2019
Barbara Schulz MathesonTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 17, 2019Aug 8, 2016
James GansnerTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJan 17, 2019Jan 31, 2018
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