DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Invest Financial Corporation

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
Hannah C ProvostInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherNov 30, 2016Dec 13, 2016
Michael John BufaliniInvest Financial Corporation otherCambridge Investment Research Advisors, Inc. BD affiliatedOtherNov 21, 2016Aug 31, 2021 (1744 d)
Bradley Thomas DavisInvest Financial Corporation otherFocus Financial otherOtherNov 17, 2016Nov 17, 2016
Loren EdbergInvest Financial Corporation otherFocus Financial otherOtherNov 17, 2016Nov 17, 2016
Phillip Michael KrauseInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherNov 15, 2016Nov 16, 2016
Kyle LeikamInvest Financial Corporation otherLPL Financial LLC otherOtherNov 8, 2016Nov 1, 2016
Nathan Jeffrey WhitsonInvest Financial Corporation otherMichigan Money Management Advisers, LLC unclassifiedOtherNov 3, 2016Aug 7, 2018 (642 d)
Andrew James LomantoInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherOct 31, 2016Nov 28, 2016
Ronald Allen FreemanInvest Financial Corporation otherCfg Wealth Management, LLC state registeredOtherOct 28, 2016Dec 21, 2016 (54 d)
Michael P. PalmerInvest Financial Corporation otherJ. W. Cole Advisors, Inc. otherOtherOct 27, 2016Nov 9, 2016
Ahmed Sharif KhanInvest Financial Corporation otherCitigroup Global Markets Inc. otherOtherOct 18, 2016Oct 18, 2016
Milissa Marie HengelInvest Financial Corporation otherCuso Financial Services, L.P. otherOtherOct 7, 2016Nov 1, 2016
Terrence Lyman DonoghueInvest Financial Corporation otherFounders Financial Alliance, LLC otherOtherOct 6, 2016Oct 5, 2016
Andrey LetushkoInvest Financial Corporation otherSorrento Pacific Financial, LLC otherOtherSep 29, 2016Oct 7, 2016
Rodney Taylor WrightInvest Financial Corporation otherRaymond James Financial Services Advisors, Inc otherOtherSep 14, 2016Oct 3, 2016
Kevin Lee WhittingtonInvest Financial Corporation otherMorgan Stanley wirehouseOtherSep 2, 2016Oct 5, 2016 (33 d)
Johnathon Leland CopeInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 16, 2016
Martin Edward GradyInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 16, 2016
Zachary James CatheyInvest Financial Corporation otherBb&T Securities, LLC otherOtherSep 2, 2016Sep 9, 2016
Christopher CarrollInvest Financial Corporation otherConcourse Financial Group Advisors otherOtherAug 30, 2016Aug 29, 2016
William Albert WaggonerInvest Financial Corporation otherExecutive Wealth Management, LLC otherOtherAug 24, 2016Oct 30, 2010
Peter A MitroffInvest Financial Corporation otherExecutive Wealth Management, LLC otherOtherAug 24, 2016Jan 13, 2011
Scott Daniel SchloegelInvest Financial Corporation otherCreative Planning otherOtherAug 19, 2016Sep 26, 2016 (38 d)
Adam Steven JorgensenInvest Financial Corporation otherCapital Markets Iq, LLC otherOtherAug 9, 2016Aug 31, 2016
Jennifer Michelle LopezInvest Financial Corporation otherE*Trade Capital Management, LLC otherOtherAug 2, 2016Aug 18, 2016
Carmen M AustinInvest Financial Corporation otherCambridge Investment Research Advisors, Inc. otherOtherAug 1, 2016Nov 17, 2017 (473 d)
Aaron Locke HobartInvest Financial Corporation otherCetera Investment Advisers LLC otherOtherJul 28, 2016Aug 2, 2016
William Dean ByrdInvest Financial Corporation otherCapital Financial Services, Inc. otherOtherJul 21, 2016Nov 18, 2016 (120 d)
Brent Thomas PetersInvest Financial Corporation otherLPL Financial LLC otherOtherJul 18, 2016Jul 13, 2016
Ricardo GracianoInvest Financial Corporation otherClaraphi Advisory Network, LLC otherOtherJul 6, 2016Aug 3, 2016
Jeffrey Scott MoellerInvest Financial Corporation otherPnc Wealth Management otherOtherJul 5, 2016Oct 11, 2016 (98 d)
Mark Randolph FederationInvest Financial Corporation otherHarbour Investments, Inc. otherOtherJun 13, 2016Jun 22, 2016
Norman Wayne JordanInvest Financial Corporation otherAvondale Partners, LLC otherOtherMay 27, 2016Jul 7, 2016 (41 d)
Patrick HojanInvest Financial Corporation otherCetera Investment Advisers LLC otherOtherMay 27, 2016Jun 14, 2016
Aaron Christopher MobergInvest Financial Corporation otherAdvice And Planning Services otherOtherMay 25, 2016Aug 30, 2016 (97 d)
John Luke EvangelistaInvest Financial Corporation otherExecutive Wealth Management, LLC otherOtherMay 3, 2016Oct 29, 2010
Aleia Kristy MacdonaldInvest Financial Corporation otherCg Advisory Services otherOtherMay 3, 2016May 3, 2016
Martin William GenelloInvest Financial Corporation otherJanney Montgomery Scott LLC otherOtherMay 3, 2016Jun 30, 2016 (58 d)
William S MorrisInvest Financial Corporation otherCalton & Associates, Inc. otherOtherApr 29, 2016Jun 21, 2016 (53 d)
Joshua Daniel ClokeInvest Financial Corporation otherJ. W. Cole Advisors, Inc. otherOtherApr 29, 2016Apr 19, 2016
Curtis Van ClokeInvest Financial Corporation otherJ. W. Cole Advisors, Inc. otherOtherApr 26, 2016Apr 19, 2016
Sean William EasterlyInvest Financial Corporation otherBcwm otherOtherApr 22, 2016May 25, 2016 (33 d)
Emily Regina HaberkernInvest Financial Corporation otherGirard Securities, Inc. otherOtherApr 21, 2016Apr 27, 2016
Ferdinand Louis FiastroInvest Financial Corporation otherSecurian Financial Services, Inc. otherOtherApr 19, 2016Apr 19, 2016
John King MailanderInvest Financial Corporation otherHorter Investment Management, LLC otherOtherApr 8, 2016Apr 11, 2016
Barry David BielerInvest Financial Corporation otherKovack Advisors, Inc. otherOtherMar 23, 2016Oct 4, 2016 (195 d)
William Charles RichardsInvest Financial Corporation otherTransamerica Financial Advisors, LLC otherOtherMar 16, 2016Mar 22, 2016
Lawrence Willard FordInvest Financial Corporation otherConscious Capital Wealth Management, LLC independent RIAOtherMar 7, 2016Jun 9, 2015
Don Michael RudolphInvest Financial Corporation otherFounders Financial Alliance, LLC otherOtherMar 2, 2016Mar 3, 2016
Matthew Datis-O'Neal KennedyInvest Financial Corporation otherFirst Heartland Consultants, Inc. otherOtherMar 2, 2016Mar 1, 2016
Kerry Carlton GoodmanInvest Financial Corporation otherFounders Financial Alliance, LLC otherOtherMar 1, 2016Mar 1, 2016
Trina Love ColtrainInvest Financial Corporation otherFounders Financial Alliance, LLC otherOtherMar 1, 2016Jul 14, 2016 (135 d)
Christopher BasqueInvest Financial Corporation otherErnst & Young Investment Advisers Llp no RAUMOtherFeb 16, 2016Apr 11, 2016 (55 d)
Luis Carlos Rigo SalmeronInvest Financial Corporation otherM&T Securities, Inc. unclassifiedOtherFeb 11, 2016Feb 12, 2016
Jonathon Caleb AndersonInvest Financial Corporation otherFinancial Network Associates, Inc. unclassifiedOtherFeb 10, 2016Dec 10, 2013
Richard Zakery DearingerInvest Financial Corporation otherIfg Advisory, LLC otherOtherFeb 10, 2016Feb 4, 2016
Allison OdenthalInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 26, 2016Aug 30, 2017 (582 d)
Ryan John FincInvest Financial Corporation otherEssex National Securities, Inc. otherOtherJan 14, 2016Jan 14, 2016
Timothy McnamaraInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 11, 2016Jan 22, 2016
Michael John DunleavyInvest Financial Corporation otherSantander Securities otherOtherJan 6, 2016Jan 21, 2016
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961 moves match.