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
Joshua Christopher MitchellInvest Financial Corporation otherMiller Howard Investments Inc otherOtherApr 8, 2014Aug 17, 2015 (496 d)
Lisa C Esteves-DixonInvest Financial Corporation otherRaymond James & Associates, Inc. national BDOtherApr 1, 2014Apr 4, 2014
Jonathan David CoxInvest Financial Corporation otherFirst Allied Advisory Services, Inc. otherOtherMar 18, 2014Apr 30, 2014 (43 d)
Troy David FoxInvest Financial Corporation otherFirst Allied Advisory Services, Inc. otherOtherMar 14, 2014Apr 1, 2014
James M. SbarraInvest Financial Corporation otherLPL Financial LLC otherOtherMar 7, 2014Mar 5, 2014
James Gerard WilliamsInvest Financial Corporation otherIc Advisory Services, Inc. otherOtherFeb 27, 2014Feb 24, 2014
Jimmy MaldonadoInvest Financial Corporation otherInvestors Capital Advisory otherOtherFeb 27, 2014Feb 26, 2014
Markus Gracen ByrdInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 24, 2014Feb 21, 2014
Jeffrey Michael HusakInvest Financial Corporation otherNext Financial Group, Inc. otherOtherFeb 19, 2014Feb 20, 2014
Charles Bruce StrumInvest Financial Corporation otherStrategic Advisers LLC national BDOtherFeb 6, 2014Aug 19, 2015 (559 d)
Justin Michael ArnesonInvest Financial Corporation otherEdward Jones national BDOtherFeb 5, 2014Feb 14, 2014
Jerome Patrick OwensInvest Financial Corporation otherFirst Allied Advisory Services, Inc. otherOtherJan 23, 2014Oct 8, 2014 (258 d)
Robert Leroy ChessInvest Financial Corporation otherInvestacorp Advisory Services Inc otherOtherJan 22, 2014Jan 21, 2014
Daniel R CallahanInvest Financial Corporation otherPrincipal Securities, Inc. otherOtherJan 15, 2014Sep 25, 2014 (253 d)
Jacob Kelly SandersInvest Financial Corporation otherFinancial Network Associates, Inc. unclassifiedOtherJan 15, 2014May 22, 2009
Louis Anthony CapezzaInvest Financial Corporation otherLanark Financial, Inc. otherOtherJan 3, 2014Jan 9, 2014
Stephen Andrew WicklederInvest Financial Corporation otherStarbord LLC state registeredOtherDec 31, 2013Jan 29, 2015 (394 d)
George EliasInvest Financial Corporation otherHarvest Financial Group, LLC otherOtherDec 31, 2013Feb 13, 2014 (44 d)
Anthony C WilloughbyInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherDec 23, 2013Feb 4, 2014 (43 d)
Rebecca E. ChiccoInvest Financial Corporation otherRaymond James & Associates, Inc. national BDOtherDec 20, 2013Dec 12, 2019 (2183 d)
Pamela Ann BlodgettInvest Financial Corporation otherLPL Financial LLC otherOtherDec 19, 2013Jan 2, 2014
Kelly J FranceInvest Financial Corporation otherLPL Financial LLC otherOtherDec 19, 2013Dec 18, 2013
Nathan Michael FarrellInvest Financial Corporation otherLPL Financial LLC otherOtherDec 19, 2013Dec 23, 2013
Edward Felix DublisInvest Financial Corporation otherLPL Financial LLC otherOtherDec 17, 2013Dec 16, 2013
John MarinelliInvest Financial Corporation otherAmerican Portfolios Advisors, Inc otherOtherDec 16, 2013Jan 28, 2014 (43 d)
John D CosciaInvest Financial Corporation otherAmerican Portfolios Advisors, Inc otherOtherDec 12, 2013Dec 23, 2013
Michael Douglas WeldyInvest Financial Corporation otherCetera Advisors LLC otherOtherDec 6, 2013Dec 5, 2013
Joshua Richard AllenInvest Financial Corporation otherOppenheimer & Co. Inc. otherOtherDec 5, 2013Dec 5, 2013
Alan Barry KrichmanInvest Financial Corporation otherSantander Securities otherOtherDec 2, 2013Dec 6, 2013
Brett Michael PendletonInvest Financial Corporation otherRetirement Plan Advisors, LLC otherOtherNov 13, 2013Nov 26, 2013
Laith Amer Al TikritiInvest Financial Corporation otherFifth Third Securities, Inc. otherOtherNov 12, 2013Dec 2, 2013
Orion Kelly WillisInvest Financial Corporation otherCentaurus Financial, Inc. otherOtherNov 12, 2013Dec 4, 2013
Jonathan HillInvest Financial Corporation otherCentaurus Financial, Inc. otherOtherNov 12, 2013Nov 12, 2013
Timothy Dean KliewerInvest Financial Corporation otherCetera Investment Services LLC otherOtherNov 11, 2013Nov 12, 2013
Kenyon Lloyd LedererInvest Financial Corporation otherPinnacle Asset Management, Inc. no RAUMOtherNov 5, 2013Nov 11, 2013
Jesse ZaragozaInvest Financial Corporation otherU.S. Bancorp Investments, Inc. otherOtherNov 4, 2013Oct 31, 2013
Jack Richard ZboralskeInvest Financial Corporation otherPinnacle Asset Management, Inc. no RAUMOtherNov 4, 2013Nov 11, 2013
Eric Scott MaslowskyInvest Financial Corporation otherSantander Securities otherOtherSep 19, 2013Sep 27, 2013
David James MetzgerInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherSep 17, 2013Sep 17, 2013
Dennis Charles JacksonInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherSep 17, 2013Sep 18, 2013
Anthony Lee Van KeurenInvest Financial Corporation otherSecurities America Advisors, Inc. otherOtherSep 17, 2013Sep 17, 2013
Jeffrey Scott PanikInvest Financial Corporation otherAmeriprise Financial Services, LLC national BDOtherSep 6, 2013Sep 12, 2013
Roderick Charles SalterInvest Financial Corporation otherCetera Investment Services LLC otherOtherSep 5, 2013Sep 3, 2013
Jennifer N BroemelingInvest Financial Corporation otherU.S. Bancorp Advisors, LLC otherOtherSep 3, 2013Sep 11, 2013
Michelle Renee SmithInvest Financial Corporation otherArvest Wealth Management otherOtherAug 20, 2013Sep 9, 2013
David Alexander HertlInvest Financial Corporation otherOppenheimer & Co. Inc. otherOtherAug 12, 2013Aug 13, 2013
Phillip Joseph SusiInvest Financial Corporation otherOppenheimer & Co. Inc. otherOtherAug 12, 2013Aug 12, 2013
Michael David MillerInvest Financial Corporation otherCalton & Associates, Inc. otherOtherAug 2, 2013Aug 13, 2013
Kevin Michael ArquetteInvest Financial Corporation otherDarwin Wealth Management otherOtherJul 29, 2013Aug 23, 2013
Saimir Astrit PrapanikuInvest Financial Corporation otherU.S. Bancorp Investments, Inc. otherOtherJun 19, 2013Jun 18, 2013
Kevin Darnell NewmuisInvest Financial Corporation otherCitizens Securities, Inc. otherOtherJun 18, 2013Jun 20, 2013
Stephen Philip FullerInvest Financial Corporation otherLPL Financial LLC otherOtherJun 6, 2013Jun 4, 2013
Jonathan HastingsInvest Financial Corporation otherCetera Investment Advisers LLC BD affiliatedOtherMay 21, 2013Jun 29, 2023 (3691 d)
Brittany S OldhamInvest Financial Corporation otherWells Fargo Advisors wirehouseOtherApr 30, 2013Apr 29, 2013
Jeffrey Marshall WadsworthInvest Financial Corporation otherGlobal Financial Private Capital, Inc. otherOtherApr 23, 2013Apr 22, 2013
Heather S SaundersInvest Financial Corporation otherAmeriprise Financial Services, LLC national BDOtherApr 18, 2013May 24, 2013 (36 d)
Ryan CorbinInvest Financial Corporation otherStrategic Advisers LLC national BDOtherApr 15, 2013Nov 21, 2013 (220 d)
Russell Melville HanscomInvest Financial Corporation otherCuso Financial Services, L.P. otherOtherApr 8, 2013Apr 3, 2013
Angel GalanInvest Financial Corporation otherCuso Financial Services, L.P. otherOtherMar 26, 2013Oct 9, 2013 (197 d)
Mahmud JethaInvest Financial Corporation otherThe Strategic Financial Alliance otherOtherMar 21, 2013Mar 18, 2015 (727 d)
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961 moves match.