DFX Intelligence

RIA Intelligence

Advisor moves

Departures from First Horizon Advisors, Inc

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
Patrick Sean JohnsonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jun 25, 2009
Shari Lynn LyleFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025May 1, 2009
Steven Dale BolesFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Dec 19, 2011
Christopher Aiken WebbFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Jul 12, 2012
Leslie Anne LoganFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Apr 11, 2012
Richard Dennis ColemanFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 21, 2025Sep 3, 2008
Lisa Michelle HumphresFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 7, 2025Jul 28, 2026 (386 d)
Tyler Howard HeltonFirst Horizon Advisors, Inc mixed wealthAmeriprise Financial Services, LLC national BDRIA to affiliated broker-dealer or bankJul 5, 2025Jun 27, 2025
Brian SmithFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseJun 18, 2025Jun 17, 2025
Nickolas Jeffrey WaltonFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 30, 2025Jun 12, 2025
Nathan Alan GreenFirst Horizon Advisors, Inc mixed wealthCharles Schwab & Co., Inc. national BDRIA to affiliated broker-dealer or bankApr 25, 2025Jun 11, 2025 (47 d)
Anne Marie ReedFirst Horizon Advisors, Inc mixed wealthArvest Wealth Management independent RIARIA to RIAApr 10, 2025Apr 10, 2025
Vance Albert RichardFirst Horizon Advisors, Inc mixed wealthSmith Shellnut Wilson otherOtherMar 31, 2025May 9, 2025 (39 d)
Benjamin John GleneckFirst Horizon Advisors, Inc mixed wealthTvamp, LLC independent RIARIA to RIAMar 31, 2025Oct 29, 2025 (212 d)
Silvano Roberto VizosoFirst Horizon Advisors, Inc mixed wealthHsbc Securities (USA) Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 10, 2025Feb 13, 2025
Matthew Joseph WellsFirst Horizon Advisors, Inc mixed wealthMai Capital Management, LLC independent RIARIA to RIAFeb 4, 2025Jun 1, 2026 (482 d)
David Kenneth BaerFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 9, 2025Apr 24, 2025 (105 d)
John Andrew HawkinsFirst Horizon Advisors, Inc mixed wealthUnited Brokerage Services Inc BD affiliatedRIA to affiliated broker-dealer or bankDec 9, 2024Apr 30, 2026 (507 d)
Christopher D AndersonFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankNov 12, 2024Nov 18, 2024
Justin Peter WinchellFirst Horizon Advisors, Inc mixed wealthKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2024Nov 14, 2024
Joseph P BarrecaFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseOct 15, 2024Oct 14, 2024
Gloria Yanet Roque-GutierrezFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseOct 15, 2024Oct 11, 2024
Joshua Edgardo TorresFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseOct 15, 2024Oct 11, 2024
Trista Marie CalvertFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankAug 19, 2024Jul 31, 2026 (711 d)
Kathryn Williams SatterthwaiteFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 6, 2024Apr 10, 2012
Chad Jerome MeyerFirst Horizon Advisors, Inc mixed wealthArvest Wealth Management independent RIARIA to RIAJul 29, 2024Aug 21, 2024
Jonathan FredericksFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJul 23, 2024Aug 2, 2024
Joel Antonio DiazFirst Horizon Advisors, Inc mixed wealthAnchored Wealth state registeredRIA to a state-registered adviserMay 8, 2024Jul 8, 2024 (61 d)
Wesley Glen TerwillegerFirst Horizon Advisors, Inc mixed wealthUBS Financial Services Inc. wirehouseRIA to wirehouseMay 1, 2024May 1, 2024
Derek BlairFirst Horizon Advisors, Inc mixed wealthAlliancebernstein L.P. asset managerOtherMar 19, 2024Mar 28, 2024
Oui Seesawat CoulsonFirst Horizon Advisors, Inc mixed wealthOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 26, 2024Feb 26, 2024
Denise Anne NegronFirst Horizon Advisors, Inc mixed wealthAmerant Investments, Inc. mixed wealthRIA to RIAFeb 21, 2024Sep 24, 2024 (216 d)
Damian John PardoFirst Horizon Advisors, Inc mixed wealthOppenheimer & Co. Inc. BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2024Jul 10, 2024 (159 d)
Scott Andrew FraserFirst Horizon Advisors, Inc mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankJan 19, 2024Jan 18, 2024
Kendall Lane CraigFirst Horizon Advisors, Inc mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseDec 7, 2023Dec 4, 2023
Steven Joseph BowersFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseAug 17, 2023Aug 15, 2023
William Stephen MillerFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 21, 2023Oct 31, 2024 (498 d)
Noah AritaFirst Horizon Advisors, Inc mixed wealthFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJun 13, 2023Jul 11, 2023
Kendra Bradford CainFirst Horizon Advisors, Inc mixed wealthArvest Wealth Management independent RIARIA to RIAMar 26, 2023Mar 23, 2023
Michael Tod WilliamsFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherFeb 26, 2023Sep 3, 2008
Callie Elizabeth ThompsonFirst Horizon Advisors, Inc mixed wealthMorgan Stanley wirehouseRIA to wirehouseFeb 22, 2023Mar 24, 2023
Michael William HardinFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherFeb 3, 2023Sep 3, 2008
James Robert ColeFirst Horizon Advisors, Inc mixed wealthMariner BD affiliatedRIA to affiliated broker-dealer or bankFeb 2, 2023Feb 14, 2023
Deanna Marie GonzalezFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherDec 5, 2022Apr 20, 2012
David FoadFirst Horizon Advisors, Inc mixed wealthPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 24, 2022Nov 16, 2022
James Heath RaperFirst Horizon Advisors, Inc mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2022Sep 23, 2022
Lindsay Thomas PelkeyFirst Horizon Advisors, Inc mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2022Sep 23, 2022
Mary Patterson CannonFirst Horizon Advisors, Inc mixed wealthNewedge Advisors BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2022Sep 23, 2022
Robert Thomas MathesonFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankSep 26, 2022Nov 9, 2022 (44 d)
Eric Coleman FountainFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 12, 2022Jan 6, 2011
Todd Daniel RustonFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 12, 2022
Jennifer Marie BrownFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 12, 2022
Benjamin D NicolFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 12, 2022Dec 10, 2010
Zachary Allen WiggsFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 12, 2022
Wendy Fuller VancleveFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 23, 2022
Kaleb A SimingtonFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 12, 2022
Hailey Lynn ThomasFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 12, 2022Aug 12, 2022
Christopher George FrankFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 11, 2022Jan 6, 2010
David Wayne BuntinFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2022Aug 11, 2022
Kelsey Whitmire RidgeFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2022Aug 11, 2022
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289 moves match.