Advisor moves

Departures from Td Ameritrade Investment Management, LLC

1,404 moves
AdvisorFromToTypeLeftRegistered
Spencer O SouthwellTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankSep 28, 2018Oct 4, 2022 (1467 d)
Todd Allen GriffithsTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankSep 26, 2018Jan 2, 2020 (463 d)
Boriss BikosviliTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherSep 20, 2018Jan 13, 2017
Michele Elaina WintersteenTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherSep 7, 2018Feb 27, 2009
Jacqueline Suzanne BruceTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankSep 7, 2018Sep 11, 2018
Carol Ann CaseboltTd Ameritrade Investment Management, LLC independent RIAAvantax Advisory Services BD affiliatedRIA to affiliated broker-dealer or bankSep 7, 2018Aug 30, 2018
Jonathon LambTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherSep 7, 2018May 29, 2012
Juan Antonio JimenezTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 7, 2018Sep 10, 2018
Stephan Marcus HouseTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherSep 7, 2018Jun 6, 2017
Jeffrey BeckTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIASep 7, 2018Oct 22, 2018 (45 d)
John BlueTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 7, 2018Nov 29, 2018 (83 d)
Benjamin Joshua DethlefsTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseSep 7, 2018Nov 20, 2018 (74 d)
Elizabeth ShurtzTd Ameritrade Investment Management, LLC independent RIAKeener Financial Planning independent RIARIA to RIAAug 31, 2018Jun 23, 2022 (1392 d)
Rare Immoire WilliamsTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseAug 31, 2018Jun 20, 2019 (293 d)
Thomas B DamascoTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherAug 24, 2018Apr 14, 2015
Laura Anne ZouchaTd Ameritrade Investment Management, LLC independent RIAAdvice And Planning Services BD affiliatedRIA to affiliated broker-dealer or bankAug 24, 2018Sep 17, 2018
Ziad DalloTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherAug 17, 2018Feb 2, 2011
Jonathan Kyle WhitfieldTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherAug 17, 2018Sep 29, 2014
Michael MerkTd Ameritrade Investment Management, LLC independent RIAFidelity Personal And Workplace Advisors BD affiliatedRIA to affiliated broker-dealer or bankAug 17, 2018Jan 27, 2020 (528 d)
Todd Douglas ReinhartTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherAug 10, 2018Mar 8, 2017
Charles J SailorTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 10, 2018Jul 25, 2018
Brandon M CableTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAAug 7, 2018Oct 22, 2018 (76 d)
Justin David DockterTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseAug 7, 2018Aug 1, 2018
Kurt S CostaTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAAug 3, 2018May 8, 2024 (2105 d)
Jennifer Roniet StabenTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJul 31, 2018Apr 11, 2018
Lindsey Alysha FairchildTd Ameritrade Investment Management, LLC independent RIAValeo Financial Advisors, LLC independent RIARIA to RIAJul 20, 2018Aug 27, 2020 (769 d)
Wendy Beth AdlerTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherJul 13, 2018Oct 15, 2010
Benjamin Jack YerkeTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAJul 13, 2018Jul 24, 2018
Sherry AnselmoTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankJul 6, 2018Sep 12, 2018 (68 d)
Chrissa Wyntjes MooreTd Ameritrade Investment Management, LLC independent RIAAllstate Financial Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2018Feb 14, 2023 (1684 d)
Dorian Michael GradyTd Ameritrade Investment Management, LLC independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 22, 2018Jun 15, 2018
Kaytie Anne Cunningham SalzmanTd Ameritrade Investment Management, LLC independent RIAM Holdings Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 22, 2018Jun 20, 2018
Javier Francisco ReyesTd Ameritrade Investment Management, LLC independent RIATriad Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 22, 2018Jun 26, 2018
Eben David EubanksTd Ameritrade Investment Management, LLC independent RIAEdward Jones national BDRIA to affiliated broker-dealer or bankJun 15, 2018Oct 19, 2018 (126 d)
Michael Sylvester RodriguezTd Ameritrade Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 8, 2018Jun 11, 2018
David Robert HarrisTd Ameritrade Investment Management, LLC independent RIAUsaa Investment Services Company BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2018Aug 30, 2018 (83 d)
Maureen Patricia BurgessTd Ameritrade Investment Management, LLC independent RIAAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJun 1, 2018May 18, 2018
James Anderson EgerstromTd Ameritrade Investment Management, LLC independent RIATarbox Family Office, Inc. independent RIARIA to RIAJun 1, 2018Aug 29, 2018 (89 d)
Melissa Ann TraskTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 31, 2018Aug 26, 2017
Kelly AlexanderTd Ameritrade Investment Management, LLC independent RIAE*Trade Capital Management, LLC independent RIARIA to RIAMay 22, 2018May 25, 2018
Monte D MitchellTd Ameritrade Investment Management, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseMay 22, 2018May 1, 2024 (2171 d)
Ryan Matthew LauxTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherMay 22, 2018May 11, 2018
Bogdan DincaTd Ameritrade Investment Management, LLC independent RIAStrategic Advisers LLC national BDRIA to affiliated broker-dealer or bankMay 4, 2018May 31, 2018
Mary Ann BennettTd Ameritrade Investment Management, LLC independent RIAPrimerica Advisors national BDRIA to affiliated broker-dealer or bankMay 2, 2018Nov 3, 2018 (185 d)
Jason Steven KohutTd Ameritrade Investment Management, LLC independent RIASignet Financial Management, LLC independent RIARIA to RIAApr 19, 2018May 22, 2018 (33 d)
Shawn HaywardTd Ameritrade Investment Management, LLC independent RIAMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseApr 19, 2018Dec 4, 2018 (229 d)
Cynthia Edythe GatlinTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 19, 2018Aug 28, 2017
Joshua Robert William TarrTd Ameritrade Investment Management, LLC independent RIAMutual Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankApr 19, 2018Apr 13, 2018
Jeffrey Lee SchlotterbeckTd Ameritrade Investment Management, LLC independent RIAWater Street Wealth Management, LLC unclassifiedOtherApr 17, 2018May 30, 2018 (43 d)
Robert C CundariTd Ameritrade Investment Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseApr 17, 2018Apr 16, 2018
Joseph Christopher DigregorioTd Ameritrade Investment Management, LLC independent RIASignator Investors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankApr 12, 2018May 31, 2018 (49 d)
Philip Christopher LeeTd Ameritrade Investment Management, LLC independent RIACharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankApr 12, 2018Jan 19, 2022 (1378 d)
Angel Juan EstradaTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 12, 2018Sep 21, 2016
Michael Robert OldenburgTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines independent RIARIA to RIAApr 6, 2018Mar 12, 2020 (706 d)
Nishchay AroraTd Ameritrade Investment Management, LLC independent RIARaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 6, 2018Apr 17, 2018
Austin Dean WilliamsTd Ameritrade Investment Management, LLC independent RIATd Ameritrade, Inc. no RAUMOtherApr 6, 2018Apr 27, 2015
Shelby Lee MeyerTd Ameritrade Investment Management, LLC independent RIAEdelman Financial Engines mixed wealthRIA to RIAApr 4, 2018May 26, 2022 (1513 d)
Yevgeniy ShvetsTd Ameritrade Investment Management, LLC independent RIASagevest Wealth Management independent RIARIA to RIAApr 4, 2018Apr 25, 2018
Jayson Thomas HanaganTd Ameritrade Investment Management, LLC independent RIACommerce Brokerage Services, Inc independent RIARIA to RIAApr 2, 2018Mar 5, 2019 (337 d)
Claude Daniel GianettoTd Ameritrade Investment Management, LLC independent RIAWells Fargo Advisors wirehouseRIA to wirehouseApr 2, 2018Aug 22, 2018 (142 d)
Page 9 of 24PreviousNext