Advisor moves

Departures from Independent Financial Partners

605 moves
AdvisorFromToTypeLeftRegistered
Jonathan Mandel WinnIndependent Financial Partners otherLPL Financial LLC BD affiliatedOtherAug 29, 2014Feb 7, 2025 (3815 d)
John Joseph MastersonIndependent Financial Partners otherLPL Financial LLC otherOtherJul 7, 2014Apr 4, 2013
Andrew Lawrence FrittsIndependent Financial Partners otherAdvice And Planning Services otherOtherJun 13, 2014Jun 25, 2014
Michael Scott BossIndependent Financial Partners otherLPL Financial LLC otherOtherMay 19, 2014May 22, 2014
Frank Andrew DeptolaIndependent Financial Partners otherStrategic Wealth Advisors Group otherOtherApr 14, 2014Apr 14, 2014
John Francis BuckleyIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Aug 6, 2014 (127 d)
Kendall Benjamin StorchIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Apr 8, 2014
Adam John MiloroIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Apr 5, 2016 (735 d)
Joseph Lane SmithIndependent Financial Partners otherStillblue Financial Partners, LLC state registeredOtherApr 1, 2014Oct 16, 2013
Melissa L ManleyIndependent Financial Partners otherStillblue Financial Partners, LLC state registeredOtherApr 1, 2014Oct 2, 2013
Shawn Francis AulenbachIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Mar 23, 2016 (722 d)
Karen Marie ZichtIndependent Financial Partners otherTransamerica Financial Advisors, LLC otherOtherMar 31, 2014Apr 9, 2014
John Brandon BellIndependent Financial Partners otherCantella & Co., Inc. otherOtherMar 14, 2014Mar 14, 2014
Bryan Jared HaysIndependent Financial Partners otherNvision Wealth Group, LLC otherOtherFeb 3, 2014Nov 12, 2014 (282 d)
Casey Ames HerronIndependent Financial Partners otherAdvice And Planning Services otherOtherJan 31, 2014Feb 20, 2018 (1481 d)
Rochelle M. DavisIndependent Financial Partners otherSecurities America Advisors, Inc. otherOtherJan 23, 2014Aug 28, 2015 (582 d)
Michael Louis StoneIndependent Financial Partners otherIfg Advisory, LLC otherOtherJan 21, 2014Jan 7, 2014
Juan Pablo BejaranoIndependent Financial Partners otherLPL Financial LLC otherOtherJan 7, 2014Jan 9, 2014
Mousumi MukherjeeIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherJan 3, 2014Apr 26, 2013
Scott Alan StocktonIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013Apr 30, 2013
Jeffrey Robert WolfIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013Apr 8, 2013
Erik Lloyd WyseIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013May 13, 2013
David Todd GriffinIndependent Financial Partners otherIfg Advisory, LLC otherOtherDec 31, 2013Apr 4, 2016 (825 d)
Edmund Ouano CorderoIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013Dec 10, 2013
Jason Alan DallmannIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013May 13, 2013
Howard The ChenIndependent Financial Partners otherWealthstar Advisors, LLC otherOtherDec 31, 2013Nov 18, 2013
Michael Douglas MillerIndependent Financial Partners otherTruist Advisory Services, Inc. BD affiliatedOtherNov 25, 2013Mar 5, 2020 (2292 d)
Dean Roger St. MarieIndependent Financial Partners otherSt. Marie Financial Advisors, LLC unclassifiedOtherNov 4, 2013Nov 7, 2013
Robert Bruce EberstIndependent Financial Partners otherIndependent Advisor Alliance, LLC otherOtherOct 21, 2013Oct 13, 2014 (357 d)
Eric Armando LassoIndependent Financial Partners otherStrategic Advisers LLC national BDOtherSep 24, 2013Nov 4, 2013 (41 d)
James Thomas NelsonIndependent Financial Partners otherGlobal Financial Private Capital, Inc. otherOtherSep 23, 2013Sep 11, 2013
Devin Conrad BourqueIndependent Financial Partners otherHt Partners LLC otherOtherJul 30, 2013Aug 12, 2013
Roxanna Lyn EverettIndependent Financial Partners otherJ.P. Morgan Securities LLC wirehouseOtherJul 19, 2013Aug 21, 2013 (33 d)
Robert Morris GlasgowIndependent Financial Partners otherRfg Advisory, LLC otherOtherJul 1, 2013Jan 21, 2014 (204 d)
John Thomas MahoneyIndependent Financial Partners otherMorgan Stanley wirehouseOtherJun 17, 2013Jul 2, 2013
Michael Anthony D'AndreaIndependent Financial Partners otherCambridge Investment Research Advisors, Inc. otherOtherMay 15, 2013Oct 21, 2013 (159 d)
Michael Anthony D'AndreaIndependent Financial Partners otherApplied Financial Wisdom otherOtherMay 9, 2013May 7, 2013
Kathryn C McneelyIndependent Financial Partners otherChannel Islands Group independent RIAOtherApr 22, 2013Aug 14, 2019 (2305 d)
Alan Richard CicoraIndependent Financial Partners otherLPL Financial LLC otherOtherMar 20, 2013Mar 19, 2013
Christopher R WaltonIndependent Financial Partners otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 22, 2013Jun 20, 2013 (118 d)
Patrick AbrunzoIndependent Financial Partners otherGaines Financial Group otherOtherFeb 22, 2013Mar 28, 2012
Barry P TooleIndependent Financial Partners otherJ. W. Cole Advisors, Inc. otherOtherDec 11, 2012Jan 7, 2014 (392 d)
Jennifer A TanckIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherDec 11, 2012Nov 30, 2017 (1815 d)
Steven Craig NeustaedterIndependent Financial Partners otherPlanmember Securities Corporation otherOtherNov 28, 2012Dec 14, 2012
John Edward MathenyIndependent Financial Partners otherWells Fargo Advisors wirehouseOtherNov 5, 2012Dec 17, 2012 (42 d)
Robert Ronald LiggeroIndependent Financial Partners otherFinancial Prescriptions, LLC state registeredOtherNov 5, 2012Jan 2, 2015 (788 d)
Christopher Ramesh LakumbIndependent Financial Partners otherEverbank Wealth Management otherOtherNov 5, 2012Oct 5, 2012
Julia Sky KingIndependent Financial Partners otherLifepro Asset Management independent RIAOtherSep 13, 2012Aug 29, 2019 (2541 d)
Stephen Andrew YarmeschIndependent Financial Partners otherRiverview Research, LLC otherOtherMay 14, 2012May 15, 2012
Paul ShoquistIndependent Financial Partners otherAmeritas Advisory Services otherOtherDec 12, 2011Oct 19, 2011
Peter Jesus SagorskiIndependent Financial Partners otherLPL Financial LLC otherOtherDec 7, 2011Sep 30, 2009
Scott Andrew MccaskillIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherDec 7, 2011May 22, 2012 (167 d)
Scott Thomas JonesIndependent Financial Partners otherRaymond James & Associates, Inc. national BDOtherNov 25, 2011Nov 7, 2012 (348 d)
Isaac WakszolIndependent Financial Partners otherActivest Wealth Management, LLC independent RIAOtherNov 25, 2011Mar 11, 2011
Robert Merrill SeamanIndependent Financial Partners otherUsaa Financial Planning Services no RAUMOtherOct 3, 2011Oct 12, 2011
Brian John GrohIndependent Financial Partners otherJ. W. Cole Advisors, Inc. otherOtherAug 5, 2011Aug 24, 2011
Mark Gregory StasikIndependent Financial Partners otherAusdal Financial Partners, Inc. otherOtherAug 1, 2011Nov 19, 2010
Danielle Kathleen LaraIndependent Financial Partners otherEquitable Advisors, LLC national BDOtherMay 11, 2011Mar 27, 2013 (686 d)
Pasquale (Nmn) AntonettiIndependent Financial Partners otherAntonetti Capital Management, LLC otherOtherMay 3, 2011Mar 7, 2011
Daniel Matthew LundquistIndependent Financial Partners otherAusdal Financial Partners, Inc. otherOtherApr 19, 2011Apr 1, 2011
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