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
Bradley Jerome HurstonFirst Horizon Advisors, Inc mixed wealthKrusen Capital Management, LLC mixed wealthRIA to RIAAug 11, 2022Feb 14, 2024 (552 d)
Thomas Lee ButlerFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankAug 11, 2022Aug 11, 2022
Daniel SeghiFirst Horizon Advisors, Inc mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseAug 1, 2022Aug 22, 2022
Richard Kenneth WiethornFirst Horizon Advisors, Inc mixed wealthOsaic Institutions, Inc. BD affiliatedRIA to affiliated broker-dealer or bankJul 14, 2022Jul 6, 2022
Jeffrey Paul FarrellFirst Horizon Advisors, Inc mixed wealthState Farm Investment Management Corp. asset managerOtherJun 28, 2022Sep 6, 2022 (70 d)
Bradley Allen GallimoreFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC independent RIARIA to RIAMay 4, 2022Jun 17, 2022 (44 d)
Phillip Aaron VidrineFirst Horizon Advisors, Inc mixed wealthHancock Whitney Investment Services Inc. BD affiliatedRIA to affiliated broker-dealer or bankMar 4, 2022Mar 9, 2022
John Lawrence KalousekFirst Horizon Advisors, Inc mixed wealthBridgeworth Wealth Management independent RIARIA to RIAFeb 22, 2022Mar 10, 2022
Christina A Coleman ErwinFirst Horizon Advisors, Inc mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 7, 2021Mar 3, 2022 (86 d)
Richard D DoveFirst Horizon Advisors, Inc mixed wealthFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 7, 2021Dec 14, 2021
Meralyn Patricia RatnasekeraFirst Horizon Advisors, Inc mixed wealthFirst Citizens Investor Services, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 1, 2021Jan 20, 2022 (80 d)
Edward VigliettaFirst Horizon Advisors, Inc mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseSep 28, 2021Oct 5, 2021
Michael William ReillyFirst Horizon Advisors, Inc mixed wealthMorgan Stanley wirehouseRIA to wirehouseSep 27, 2021Sep 27, 2021
William Delma CovingtonFirst Horizon Advisors, Inc mixed wealthStephens BD affiliatedRIA to affiliated broker-dealer or bankSep 20, 2021Sep 21, 2021
Scott Mason LinnFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherSep 13, 2021Apr 20, 2012
Hunter Bailey McclendonFirst Horizon Advisors, Inc mixed wealthStone Wealth Partners LLC independent RIARIA to RIAAug 31, 2021Aug 31, 2021
Richard MaurismaFirst Horizon Advisors, Inc mixed wealthValic Financial Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 9, 2021Sep 8, 2021
William Patrick RoperFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 26, 2021Jul 16, 2021
Michael Dean ShahanFirst Horizon Advisors, Inc mixed wealthSagespring Wealth Partners independent RIARIA to RIAJul 26, 2021Sep 2, 2021 (38 d)
Martha Smith ReynoldsFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJul 6, 2021Jun 14, 2021
Rose JoyceFirst Horizon Advisors, Inc mixed wealthMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRIA to wirehouseJun 14, 2021Jun 29, 2021
Robert Michael HebertFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankMay 28, 2021Mar 30, 2026 (1767 d)
Everett Cole FranksFirst Horizon Advisors, Inc mixed wealthHancock Whitney Investment Services Inc. BD affiliatedRIA to affiliated broker-dealer or bankMay 28, 2021Jun 7, 2021
Stephen Clark VaughnFirst Horizon Advisors, Inc mixed wealthCetera Investment Advisers LLC BD affiliatedRIA to affiliated broker-dealer or bankMay 26, 2021Jun 7, 2021
Justin Sean PerriFirst Horizon Advisors, Inc mixed wealthWells Fargo Advisors wirehouseRIA to wirehouseFeb 25, 2021Jun 24, 2021 (119 d)
Jessica C BrooksFirst Horizon Advisors, Inc mixed wealthB Riley Wealth Management BD affiliatedRIA to affiliated broker-dealer or bankOct 6, 2020Oct 13, 2020
Brett Tyler HuntFirst Horizon Advisors, Inc mixed wealthIndependent Financial Partners BD affiliatedRIA to affiliated broker-dealer or bankAug 10, 2020Aug 10, 2020
Michael Douglas HibschFirst Horizon Advisors, Inc mixed wealthAdvisory Services Network independent RIARIA to RIAJul 15, 2020Jul 14, 2020
Thomas Christopher KempFirst Horizon Advisors, Inc mixed wealthCommonwealth Financial Network national BDRIA to affiliated broker-dealer or bankJul 10, 2020Aug 7, 2020
Jennifer Marie SkilesFirst Horizon Advisors, Inc mixed wealthEdward Jones national BDRIA to affiliated broker-dealer or bankJul 1, 2020Nov 19, 2021 (506 d)
Leandro Garcia Christiano SilvaFirst Horizon Advisors, Inc mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankJun 25, 2020Jun 17, 2020
Jon Aaron CullenFirst Horizon Advisors, Inc mixed wealthB. Riley Wealth Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankDec 9, 2019Feb 28, 2022 (812 d)
Derrick Kyle ByrdFirst Horizon Advisors, Inc mixed wealthCreative Planning Institutional Advisors, LLC otherOtherSep 27, 2019Apr 20, 2020 (206 d)
Berrie Beth CobleFirst Horizon Advisors, Inc mixed wealthCambridge Investment Research Advisors, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 17, 2019Sep 16, 2019
John Christopher ZoccolaFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherAug 14, 2019Apr 11, 2012
Robert Fuller ReeseFirst Horizon Advisors, Inc mixed wealthOsaic Institutions, Inc. BD affiliatedRIA to affiliated broker-dealer or bankAug 5, 2019Aug 12, 2019
James Thomas PowellFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC independent RIARIA to RIAMar 29, 2019Apr 1, 2019
Jon NeeFirst Horizon Advisors, Inc mixed wealthEastover Capital Management independent RIARIA to RIAMar 22, 2019May 16, 2019 (55 d)
Benjamin S BarnettFirst Horizon Advisors, Inc mixed wealthWmg Financial Advisors, LLC independent RIARIA to RIAMar 4, 2019Mar 4, 2019
Darin Lee PattersonFirst Horizon Advisors, Inc mixed wealthFirst Tennessee Advisory Services, Inc. otherOtherFeb 22, 2019Dec 11, 2008
James Rhett LankfordFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC independent RIARIA to RIAFeb 22, 2019Feb 21, 2019
James Matthew DannelFirst Horizon Advisors, Inc mixed wealthLPL Financial LLC independent RIARIA to RIAFeb 22, 2019Feb 21, 2019
Nathan Andrew PeraFirst Horizon Advisors, Inc mixed wealthMML Investors Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJan 4, 2019Aug 14, 2020 (588 d)
Jeffrey BurgessFirst Horizon Advisors, Inc mixed wealthBcs Wealth Management, LLC independent RIARIA to RIANov 2, 2018Jan 14, 2019 (73 d)
David Barry DeansFirst Horizon Advisors, Inc mixed wealthRaymond James & Associates, Inc. national BDRIA to affiliated broker-dealer or bankAug 10, 2018Aug 24, 2018
Micah Jarett CharynFirst Horizon Advisors, Inc otherBb&T Securities, LLC BD affiliatedOtherMar 6, 2018Mar 30, 2018
Jeffrey L FlowersFirst Horizon Advisors, Inc otherEmpower Advisory Group, LLC otherOtherDec 1, 2017Dec 14, 2017
Hunter Harrison CoordsFirst Horizon Advisors, Inc otherFirst Tennessee Advisory Services, Inc. otherOtherNov 7, 2017Apr 11, 2012
Lindsey Nicole KohlerFirst Horizon Advisors, Inc otherSummit Financial Resources Inc no RAUMOtherOct 4, 2017Nov 2, 2017
Robert John BerghelFirst Horizon Advisors, Inc otherValic Financial Advisors, Inc. otherOtherSep 15, 2017Sep 28, 2017
Kathleen Anne HeverleyFirst Horizon Advisors, Inc otherFirst Tennessee Advisory Services, Inc. otherOtherSep 5, 2017Jul 16, 2008
Steven Allen HoldsworthFirst Horizon Advisors, Inc otherRamsey & Associates Inc independent RIAOtherAug 1, 2017Oct 28, 2020 (1184 d)
Taylor Dawn HollisFirst Horizon Advisors, Inc otherRitholtz Wealth Management independent RIAOtherJul 13, 2017Mar 15, 2022 (1706 d)
Preston Lewis JordanFirst Horizon Advisors, Inc otherEdward Jones national BDOtherJun 8, 2017Jun 21, 2017
Brian William BairdFirst Horizon Advisors, Inc otherFifth Third Securities, Inc. otherOtherMay 26, 2017Jul 6, 2017 (41 d)
David A LookadooFirst Horizon Advisors, Inc otherFirst Tennessee Advisory Services, Inc. otherOtherApr 18, 2017Jun 25, 2009
David K TomitaFirst Horizon Advisors, Inc otherFirst Tennessee Advisory Services, Inc. otherOtherFeb 27, 2017Sep 20, 2010
Paul Henry BarlowFirst Horizon Advisors, Inc otherPark Avenue Securities LLC otherOtherJan 4, 2017Feb 7, 2017 (34 d)
James Eustis CorriganFirst Horizon Advisors, Inc otherUBS Financial Services Inc. wirehouseOtherJan 3, 2017Jan 10, 2017
Robert Allen EddinsFirst Horizon Advisors, Inc otherFirst Tennessee Advisory Services, Inc. otherOtherDec 13, 2016Dec 12, 2008
Page 3 of 5PreviousNext
289 moves match.