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
Susan Kaye DvoracekInvest Financial Corporation otherU.S. Bancorp Investments, Inc. otherOtherApr 28, 2015May 18, 2015
Hiram Nmn HutchisonInvest Financial Corporation otherIndependent Advisor Alliance, LLC otherOtherApr 22, 2015Apr 21, 2015
Joseph Parker BennettInvest Financial Corporation otherIndependent Advisor Alliance, LLC otherOtherApr 22, 2015Apr 21, 2015
Megan Nicole HenryInvest Financial Corporation otherNorthwestern Mutual Investment Services,LLC otherOtherApr 22, 2015Jun 16, 2015 (55 d)
Jonathan DemayoInvest Financial Corporation otherRaymond James Financial Services Advisors, Inc otherOtherApr 10, 2015Jun 23, 2015 (74 d)
Craig David RumlerInvest Financial Corporation otherRg Capital independent RIAOtherApr 8, 2015Jul 29, 2015 (112 d)
Eric T FritzInvest Financial Corporation otherCg Advisory Services otherOtherMar 25, 2015Oct 4, 2016 (559 d)
Gregory Kessler JrInvest Financial Corporation otherMML Investors Services, LLC BD affiliatedOtherMar 16, 2015Dec 20, 2018 (1375 d)
Nichol Lee HoffInvest Financial Corporation otherCetera Investment Advisers LLC otherOtherMar 10, 2015Mar 12, 2015
Matthew Shannon WilsonInvest Financial Corporation otherPruco Securities, LLC otherOtherMar 4, 2015Apr 23, 2015 (50 d)
George Marshall SmithInvest Financial Corporation otherPartnervest Advisory Services LLC otherOtherFeb 18, 2015Mar 4, 2015
Rene Louis BruerInvest Financial Corporation otherPartnervest Advisory Services LLC otherOtherFeb 18, 2015Feb 26, 2015
Steven Michael HiragaInvest Financial Corporation otherPartnervest Advisory Services LLC otherOtherFeb 18, 2015Feb 26, 2015
William Michael GironeInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 13, 2015Mar 23, 2015 (38 d)
Joseph Robert VartanianInvest Financial Corporation otherKestra Advisory Services, LLC otherOtherFeb 13, 2015Jun 14, 2016 (487 d)
Frank J SmithInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 10, 2015Jan 30, 2015
Jeannette Michelle WilliamsInvest Financial Corporation otherLPL Financial LLC otherOtherFeb 10, 2015Feb 9, 2015
Nathan Lee HookerInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 10, 2015Feb 2, 2015
Kelsey Rae SummersInvest Financial Corporation otherAdvice And Planning Services otherOtherFeb 10, 2015Mar 30, 2015 (48 d)
Roy Sherwood GreerInvest Financial Corporation otherKestra Advisory Services, LLC otherOtherFeb 3, 2015Apr 29, 2016 (451 d)
Jonathon Christopher SchultheissInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 3, 2015Feb 2, 2015
James A HalschInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 3, 2015Feb 2, 2015
Marc Anthony CanovaliInvest Financial Corporation otherLPL Financial LLC otherOtherJan 30, 2015Jan 30, 2015
Jeremy Michael RemilyInvest Financial Corporation otherBancwest Investment Services, Inc. (Bwis) otherOtherJan 28, 2015Feb 2, 2015
Raymond W MarkInvest Financial Corporation otherCambridge Investment Research Advisors, Inc. otherOtherJan 22, 2015Jan 22, 2015
Trevor Michael ConlonInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
William Richard GallagherInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Nicholas Robert FrakeInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Michael Jeffrey ConnorInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Theodore QuillenInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Steven Zachary DunnInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Aileen F DefrodaInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Kevin B HarrisInvest Financial Corporation otherCommonwealth Financial Network national BDOtherJan 6, 2015Jan 5, 2015
Martyn Joseph BallesteroInvest Financial Corporation otherJ. W. Cole Advisors, Inc. otherOtherJan 6, 2015Jan 16, 2015
John Phillip SicilianoInvest Financial Corporation otherCambridge Investment Research Advisors, Inc. otherOtherDec 12, 2014Dec 11, 2014
Donald Ashley ButcherInvest Financial Corporation otherWells Fargo Advisors wirehouseOtherDec 9, 2014Dec 18, 2014
William Burford MagenheimerInvest Financial Corporation otherOneamerica Securities, Inc. otherOtherDec 1, 2014Nov 6, 2015 (340 d)
Lucas Alan BurtonInvest Financial Corporation otherOsaic Fs, Inc. otherOtherDec 1, 2014Feb 5, 2015 (66 d)
Daniel FahringerInvest Financial Corporation otherMsi Financial Services, Inc. otherOtherNov 28, 2014Jan 15, 2015 (48 d)
Erin Kennealy FoxInvest Financial Corporation otherMorgan Stanley wirehouseOtherNov 21, 2014Aug 5, 2015 (257 d)
Jonathan Michael BartholomewInvest Financial Corporation otherLPL Financial LLC otherOtherNov 14, 2014Dec 19, 2014 (35 d)
Anthony Richard SurberInvest Financial Corporation otherHightower Advisors, LLC otherOtherNov 3, 2014May 27, 2015 (205 d)
Chadwick M MangumInvest Financial Corporation otherTransamerica Financial Advisors, LLC otherOtherOct 22, 2014Oct 23, 2014
Matthew Jon FrederickInvest Financial Corporation otherState Farm Investment Management Corp. asset managerOtherOct 16, 2014Nov 28, 2018 (1504 d)
Teresa Dawn ClementsInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 14, 2014Nov 26, 2014 (43 d)
Christopher Paul CantrellInvest Financial Corporation otherRaymond James Financial Services Advisors, Inc otherOtherOct 10, 2014Oct 14, 2014
Brian Edward AdamsInvest Financial Corporation otherMasterplan Retirement Consultants state registeredOtherSep 15, 2014Sep 17, 2014
Jeremy Brandon JoinerInvest Financial Corporation otherStrategic Advisory Services, L.L.C. otherOtherSep 9, 2014Jun 26, 2012
Richard Allen GrbacInvest Financial Corporation otherStrategic Advisory Services, L.L.C. otherOtherSep 3, 2014Jun 20, 2012
Carson Skottowe WannamakerInvest Financial Corporation otherDixon Hughes Goodman Wealth Advisors LLC otherOtherAug 20, 2014Aug 18, 2014
Bryan Edward BrendenInvest Financial Corporation otherEdward Jones national BDOtherAug 14, 2014Aug 18, 2014
David Ross BrinkleyInvest Financial Corporation otherCetera Advisors LLC otherOtherJul 22, 2014Oct 20, 2014 (90 d)
Keista Lea RansomInvest Financial Corporation otherVoya Financial Advisors, Inc. otherOtherJul 21, 2014May 4, 2015 (287 d)
Daniel GainesInvest Financial Corporation otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 10, 2014Jul 23, 2014
Elizabeth Ann WilliamsInvest Financial Corporation otherExecutive Wealth Management, LLC otherOtherJul 7, 2014Sep 12, 2012
Edward Lawrence StraussInvest Financial Corporation otherB. Riley Wealth Advisors, Inc. otherOtherJun 18, 2014Nov 26, 2014 (161 d)
Brian Ashley MullinsInvest Financial Corporation otherPrivate Advisor Group, LLC otherOtherJun 16, 2014Jun 16, 2014
Kimberly Jo CoxInvest Financial Corporation otherLincoln Investment otherOtherMay 29, 2014Oct 24, 2014 (148 d)
Alexander RussoInvest Financial Corporation otherJ.P. Morgan Securities LLC wirehouseOtherMay 15, 2014May 22, 2014
Michael David ErbaioInvest Financial Corporation otherShamrock Asset Management LLC otherOtherMay 7, 2014May 27, 2014
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961 moves match.