Advisor moves

Departures from J. W. Cole Advisors, Inc.

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
Brian A KarahaliosJ. W. Cole Advisors, Inc. otherPnc Managed Account Solutions, Inc. otherOtherJan 26, 2011May 31, 2011 (125 d)
Kimson Huu CaoJ. W. Cole Advisors, Inc. otherEdward Jones national BDOtherDec 1, 2010Nov 1, 2010
Matt BranstetterJ. W. Cole Advisors, Inc. otherConcorde Asset Management, LLC otherOtherNov 29, 2010Nov 27, 2013 (1094 d)
Joshua Charles PetersJ. W. Cole Advisors, Inc. otherBraevest unclassifiedOtherNov 29, 2010Apr 6, 2009
Kenneth Raymond SavageJ. W. Cole Advisors, Inc. otherTriumph Wealth Advisors, Inc. otherOtherNov 12, 2010Mar 22, 2011 (130 d)
Travis Blue SmithJ. W. Cole Advisors, Inc. otherBrookstone Capital Management LLC otherOtherNov 12, 2010May 31, 2016 (2027 d)
Daniel Mark SaccalJ. W. Cole Advisors, Inc. otherSicor Securities Inc unclassifiedOtherSep 10, 2010Jun 14, 2011 (277 d)
Tara Elizabeth NolanJ. W. Cole Advisors, Inc. otherTara Nolan Advisory Services, Ltd state registeredOtherSep 10, 2010Dec 23, 2010 (104 d)
Marc Lawrence DeliaJ. W. Cole Advisors, Inc. otherPark Avenue Securities LLC otherOtherAug 18, 2010Sep 15, 2010
Andrew Gerard StarostaJ. W. Cole Advisors, Inc. otherCetera Investment Services LLC otherOtherMay 11, 2010Nov 23, 2010 (196 d)
Lori Eshbach ComanichJ. W. Cole Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherMar 31, 2010Apr 12, 2010
Anthony ParkJ. W. Cole Advisors, Inc. otherNewport Coast Asset Management otherOtherMar 30, 2010Jun 15, 2010 (77 d)
William Steven ParschJ. W. Cole Advisors, Inc. otherWellspring Capital Group, Ltd. state registeredOtherJan 20, 2010Jan 11, 2010
Stewart Alan MacdonaldJ. W. Cole Advisors, Inc. otherIndependent Financial Partners otherOtherDec 21, 2009Jul 19, 2010 (210 d)
Lawrence A TantillaJ. W. Cole Advisors, Inc. otherPlexus Financial Services, LLC otherOtherNov 23, 2009Dec 3, 2010 (375 d)
David Gregory WursterJ. W. Cole Advisors, Inc. otherCape Investment Advisory, Inc. otherOtherSep 25, 2009May 5, 2010 (222 d)
Donald Dean MccormickJ. W. Cole Advisors, Inc. otherInsight Wealth Strategies, LP otherOtherAug 7, 2009Oct 26, 2009 (80 d)
Sufia SetjoadiJ. W. Cole Advisors, Inc. otherGreat American Advisors, Inc. otherOtherJul 15, 2009Sep 10, 2009 (57 d)
Robert David BrayJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Jan 3, 2008
Michael Scott JonesJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Apr 25, 2007
Louis Meyers TilchinJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Jun 15, 2007
Donald Michael RhombergJ. W. Cole Advisors, Inc. otherJaffe Tilchin Investment Partners, LLC otherOtherDec 31, 2008Oct 10, 2008
Dano W. LoprestiJ. W. Cole Advisors, Inc. otherTriad Advisors, LLC otherOtherDec 31, 2008Jan 9, 2009
Michael Todd JankowskiJ. W. Cole Advisors, Inc. otherLasalle St. Investment Advisors, L.L.C. otherOtherAug 15, 2008Sep 15, 2008 (31 d)
Harry Redmond GreeneJ. W. Cole Advisors, Inc. otherPackerland Brokerage Services, Inc. otherOtherJul 24, 2008Aug 4, 2008
Peter Andrew BlattJ. W. Cole Advisors, Inc. otherCenter For Asset Management, LLC independent RIAOtherJun 26, 2008Oct 3, 2008 (99 d)
David P AntiohoJ. W. Cole Advisors, Inc. otherHorter Investment Management, LLC otherOtherApr 10, 2008Sep 7, 2007
Mark Augustine KollarJ. W. Cole Advisors, Inc. otherAllegiant Financial Advisors, LLC state registeredOtherJan 2, 2008Jan 4, 2008
Armando G. RomanJ. W. Cole Advisors, Inc. otherIndependent Financial Group, LLC otherOtherJul 27, 2006Aug 23, 2006
John Hardy StanfordJ. W. Cole Advisors, Inc. otherUvest Financial Services Group, Inc. unclassifiedOtherMay 8, 2006May 4, 2006
Elizabeth Ann BelisleJ. W. Cole Advisors, Inc. otherCetera Advisors LLC otherOtherJun 18, 2004Jun 17, 2004
Raymond Paul VirgilioJ. W. Cole Advisors, Inc. otherVoya Financial Advisors, Inc. otherOtherOct 24, 2002Oct 14, 2005 (1086 d)
Page 5 of 5Previous
272 moves match.