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
Michael AlexandreInvest Financial Corporation otherScottrade Investment Management otherOtherJan 6, 2016Mar 28, 2017 (447 d)
Renee Anne BenoitInvest Financial Corporation otherThe Strategic Financial Alliance otherOtherJan 4, 2016Jan 15, 2016
Thomas KimInvest Financial Corporation otherSantander Securities otherOtherDec 28, 2015Jan 21, 2016
Lara Karmel DesotelInvest Financial Corporation otherFinancial Plans & Strategies, Inc. otherOtherDec 18, 2015Oct 6, 2017 (658 d)
Patrick Myers SullivanInvest Financial Corporation otherFinancial Plans & Strategies, Inc. otherOtherDec 18, 2015Aug 16, 2016 (242 d)
Michael Timothy TarrantInvest Financial Corporation otherIfg Advisory, LLC otherOtherDec 15, 2015Dec 15, 2015
Ralph John FetrowInvest Financial Corporation otherCastleview Partners, LLC otherOtherDec 11, 2015Jan 13, 2016 (33 d)
Melinda PerezInvest Financial Corporation otherRaymond James & Associates, Inc. national BDOtherDec 7, 2015Dec 21, 2015
Gloria Patterson DuboseInvest Financial Corporation otherLPL Financial LLC otherOtherDec 2, 2015Dec 14, 2015
Michael CarbajalInvest Financial Corporation otherRaymond James Financial Services Advisors, Inc otherOtherNov 24, 2015Oct 11, 2016 (322 d)
Joanna Bryant SmithInvest Financial Corporation otherRather & Kittrell, Inc. otherOtherNov 23, 2015Apr 8, 2016 (137 d)
Brian Joseph MulkeenInvest Financial Corporation otherWorld Investment Advisors, LLC otherOtherNov 16, 2015Oct 7, 2025 (3613 d)
Ashish Vijay PhansopkarInvest Financial Corporation otherAmeriprise Financial Services, LLC national BDOtherNov 12, 2015Jan 11, 2016 (60 d)
Aurelio Tiangco CallopeInvest Financial Corporation otherLPL Financial LLC otherOtherNov 6, 2015Nov 18, 2015
April Lynn BreheimInvest Financial Corporation otherGreat Valley Advisor Group, LLC independent RIAOtherOct 30, 2015Jul 2, 2021 (2072 d)
Granville Joseph KnowlesInvest Financial Corporation otherAmerican Portfolios Advisors, Inc otherOtherOct 30, 2015Nov 6, 2015
Silas Levi PetersInvest Financial Corporation otherBlue Marlin Advisors, LLC state registeredOtherOct 28, 2015Apr 29, 2022 (2375 d)
Catherine Adele KiplingInvest Financial Corporation otherKipling & Co. state registeredOtherOct 16, 2015Nov 19, 2015 (34 d)
Manuel CalderonInvest Financial Corporation otherLPL Financial LLC otherOtherOct 13, 2015Nov 12, 2015
Sara L LawsonInvest Financial Corporation otherBell Rock Capital, LLC otherOtherOct 9, 2015Oct 16, 2015
Donald A McleodInvest Financial Corporation otherCg Advisory Services otherOtherOct 6, 2015Dec 23, 2015 (78 d)
John Christopher WoodromeInvest Financial Corporation otherMsi Financial Services, Inc. otherOtherSep 29, 2015Nov 4, 2015 (36 d)
John Michael GenovaInvest Financial Corporation otherFsc Securities Corporation otherOtherSep 18, 2015Sep 17, 2015
Richard Allen GriderInvest Financial Corporation otherLindner Capital Advisors, Inc. otherOtherSep 11, 2015Jul 7, 2016 (300 d)
Michael Gerard MccabeInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 10, 2015Sep 8, 2015
David Martin TauberInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 10, 2015Sep 8, 2015
Jeffrey D SnyderInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 10, 2015Sep 29, 2015
Scott Michael NanneyInvest Financial Corporation otherInvestment Professionals, Inc. otherOtherSep 4, 2015Sep 18, 2015
Michael NobileInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 3, 2015Sep 1, 2015
Philip Kerry LudwigInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 3, 2015Nov 6, 2015 (64 d)
Wendy Joan RichardsonInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 2, 2015Sep 25, 2015
Kim Elizabeth WawrzynowiczInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 2, 2015Sep 28, 2015
Scott Timothy HincheyInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherSep 1, 2015Sep 1, 2015
Stephen J LandaInvest Financial Corporation otherMighty Oak Management LLC state registeredOtherAug 28, 2015Oct 1, 2009
James Alexander MitchellInvest Financial Corporation otherMighty Oak Management LLC state registeredOtherAug 24, 2015Nov 4, 2015 (72 d)
Joseph John MandujanoInvest Financial Corporation otherInvestors Capital Advisory otherOtherAug 11, 2015Aug 19, 2015
Eric Roger WilliamsInvest Financial Corporation otherBb&T Investment Services, Inc. no RAUMOtherAug 10, 2015Aug 4, 2015
Scott Rossiter PerroneInvest Financial Corporation otherLPL Financial LLC otherOtherAug 10, 2015Aug 3, 2015
Jarrett Andrew KrienesInvest Financial Corporation otherFifth Third Securities, Inc. otherOtherJul 24, 2015Jul 30, 2015
Todd L PhillipsInvest Financial Corporation otherNavy Federal Asset Management, LLC otherOtherJul 24, 2015Aug 19, 2015
Paul Edgar EricksonInvest Financial Corporation otherCg Advisory Services otherOtherJul 21, 2015Jun 1, 2011
James Brendahl WestwoodInvest Financial Corporation otherCg Advisory Services otherOtherJul 20, 2015Jun 1, 2011
Eric R SteinInvest Financial Corporation otherSignator Investors, Inc. otherOtherJul 17, 2015Mar 15, 2017 (607 d)
Aquilino Alfredo MayoInvest Financial Corporation otherSagepoint Financial, Inc. otherOtherJul 17, 2015Jul 17, 2015
Robert Charles MulcahyInvest Financial Corporation otherRoyal Oak Financial Advisors, LLC independent RIAOtherJul 2, 2015Dec 5, 2017 (887 d)
Steven Paul BoatnerInvest Financial Corporation otherCetera Investment Advisers LLC otherOtherJun 29, 2015Jul 13, 2015
David Dennis PetersInvest Financial Corporation otherCg Advisory Services otherOtherJun 23, 2015Sep 12, 2012
Gary Michael CasciolaInvest Financial Corporation otherPrivate Advisor Group, LLC otherOtherJun 8, 2015Jun 8, 2015
Mark Andrew CasciolaInvest Financial Corporation otherPrivate Advisor Group, LLC otherOtherJun 8, 2015Jun 8, 2015
Dana Christopher GoInvest Financial Corporation otherLPL Financial LLC otherOtherJun 8, 2015Jun 9, 2015
John Joseph Van ErmenInvest Financial Corporation otherCetera Investment Advisers LLC otherOtherJun 1, 2015Feb 1, 2018 (976 d)
Frederick Gary WotrubaInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 29, 2015May 26, 2015
Mark William VromanInvest Financial Corporation otherBarr Financial Services, LLC otherOtherMay 22, 2015Jun 2, 2015
Michelle L TitusInvest Financial Corporation otherForvis Mazars Wealth Advisors, LLC otherOtherMay 20, 2015Jun 12, 2015
Vincent Charles MontantiInvest Financial Corporation otherFsc Securities Corporation otherOtherMay 19, 2015May 15, 2015
Jonathan Lee CohenInvest Financial Corporation otherCg Advisory Services otherOtherMay 18, 2015Sep 24, 2010
Kenneth Patrick EvangelistaInvest Financial Corporation otherCg Advisory Services otherOtherMay 18, 2015Jan 13, 2011
Scott Christopher BradyInvest Financial Corporation otherCg Advisory Services otherOtherMay 18, 2015Sep 24, 2010
John H ReidInvest Financial Corporation otherPark Avenue Securities LLC otherOtherMay 12, 2015May 1, 2015
Daniel Rodriguez OrtizInvest Financial Corporation otherRaymond James & Associates, Inc. national BDOtherMay 4, 2015May 14, 2015
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961 moves match.