Advisor moves

Departures from First Command Advisory Services

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
Thomas J LongFirst Command Advisory Services BD affiliatedKeel & Long Financial Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMar 8, 2018Mar 23, 2018
Brian Carl NelsonFirst Command Advisory Services BD affiliatedFrost Investment Services otherOtherMar 1, 2018Mar 9, 2018
Ronnie Tyson BackusFirst Command Advisory Services BD affiliatedArvest Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherMar 1, 2018Aug 2, 2018 (154 d)
Jennifer Elizabeth HiltsFirst Command Advisory Services BD affiliatedOsaic Fs, Inc. otherOtherFeb 16, 2018Feb 6, 2018
James R. GillFirst Command Advisory Services BD affiliatedTd Ameritrade, Inc. no RAUMOtherJan 18, 2018Jun 20, 2018 (153 d)
Kelly PrimusFirst Command Advisory Services BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 18, 2018Jul 24, 2019 (552 d)
Michelle R DowlingFirst Command Advisory Services otherRaymond James & Associates, Inc. national BDOtherDec 19, 2017Mar 8, 2019 (444 d)
Kelly Nicole BuchfinkFirst Command Advisory Services otherSwmg, LLC independent RIAOtherDec 6, 2017Jul 14, 2018 (220 d)
Christien N HughesFirst Command Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 6, 2017Jan 9, 2018 (34 d)
Edward Owen MillerFirst Command Advisory Services otherOsaic Fs, Inc. otherOtherNov 17, 2017Nov 3, 2017
Theresa Michele MayesFirst Command Advisory Services otherEdward Jones national BDOtherOct 27, 2017Nov 30, 2017 (34 d)
Sheeza RashidFirst Command Advisory Services otherAmeriprise Financial Services, LLC national BDOtherOct 18, 2017Oct 18, 2017
Joshua Paul WalsheFirst Command Advisory Services otherWilliam Blair & Company L.L.C. BD affiliatedOtherOct 12, 2017Apr 17, 2018 (187 d)
Ryan Andrew DignumFirst Command Advisory Services otherCommonwealth Financial Network national BDOtherOct 12, 2017Oct 16, 2017
John David MendenhallFirst Command Advisory Services otherWells Fargo Advisors wirehouseOtherOct 12, 2017Jun 6, 2018 (237 d)
Nathaniel Edman SiensFirst Command Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherOct 10, 2017Mar 5, 2024 (2338 d)
Violet S ComptonFirst Command Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 21, 2017Mar 12, 2018 (172 d)
Jared McferronFirst Command Advisory Services otherFrost Investment Advisors, LLC otherOtherAug 18, 2017Aug 29, 2017
Corey Daniel SackenFirst Command Advisory Services otherMorgan Stanley wirehouseOtherAug 17, 2017Jul 24, 2019 (706 d)
Timothy Garvey EllisFirst Command Advisory Services otherJ.P. Morgan Securities LLC wirehouseOtherAug 3, 2017Feb 13, 2024 (2385 d)
John JenningsFirst Command Advisory Services otherCharles Schwab & Co., Inc. national BDOtherJul 10, 2017Oct 20, 2017 (102 d)
Melissa Leah Weeks-BillegFirst Command Advisory Services otherCapital One Advisors, LLC otherOtherJun 19, 2017Jun 19, 2017
Robert Paul AmundsonFirst Command Advisory Services otherEdward Jones national BDOtherJun 19, 2017Jul 24, 2017 (35 d)
Julia Hanh NgoFirst Command Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 8, 2017Jun 2, 2017
Logan Ray JacksonFirst Command Advisory Services otherWells Fargo Advisors wirehouseOtherJun 8, 2017Oct 2, 2017 (116 d)
John Joseph ScarpinoFirst Command Advisory Services otherKey Investment Services LLC BD affiliatedOtherMay 18, 2017Mar 26, 2021 (1408 d)
Joshua David BlackFirst Command Advisory Services otherPrivate Advisor Group, LLC otherOtherMay 18, 2017May 15, 2017
Jonathan Michael RollinsFirst Command Advisory Services otherDaybright Advisory Services, Inc. institutionalOtherMay 18, 2017Feb 20, 2019 (643 d)
John. W ExnerFirst Command Advisory Services otherDavinci Financial Designs otherOtherMay 5, 2017May 1, 2017
John Donald GosztylaFirst Command Advisory Services otherLPL Financial LLC otherOtherMay 5, 2017Apr 28, 2017
Tabitha Ann GarreffaFirst Command Advisory Services otherFluent Financial, LLC otherOtherApr 26, 2017May 24, 2017
Jacob Bradley TelleriaFirst Command Advisory Services otherDavinci Financial Designs otherOtherApr 25, 2017May 12, 2017
Brendan Daniel O'RourkeFirst Command Advisory Services otherMorgan Stanley wirehouseOtherMar 24, 2017May 18, 2017 (55 d)
Michael John PowersFirst Command Advisory Services otherMML Investors Services, LLC otherOtherMar 24, 2017Oct 24, 2017 (214 d)
Andrew James HuberFirst Command Advisory Services otherIntrua Financial otherOtherMar 3, 2017Mar 2, 2017
Marlon Eduardo "Eddie" ZavalaFirst Command Advisory Services otherIntrua Financial otherOtherMar 3, 2017Mar 2, 2017
James A DegaetanoFirst Command Advisory Services otherDiamond Wealth Advisors no RAUMOtherMar 2, 2017Mar 6, 2017
Myra Lynn SlaybaughFirst Command Advisory Services otherOsaic Fs, Inc. otherOtherFeb 7, 2017Feb 3, 2017
Bryan Dominic PotaccoFirst Command Advisory Services otherRaymond James Financial Services Advisors, Inc otherOtherJan 23, 2017Apr 12, 2017 (79 d)
Matthew BlackFirst Command Advisory Services otherAlphastar Capital Management otherOtherJan 23, 2017Feb 23, 2017 (31 d)
Branden Charles MannFirst Command Advisory Services otherInvestment Centers Of America, Inc. otherOtherDec 31, 2016Jan 31, 2017 (31 d)
John Carleton BensonFirst Command Advisory Services otherTd Ameritrade Investment Management, LLC independent RIAOtherDec 21, 2016Oct 15, 2019 (1028 d)
Sean Christopher McqueenFirst Command Advisory Services otherSecurian Financial Services, Inc. otherOtherDec 7, 2016Dec 9, 2016
Cherisse ReumontFirst Command Advisory Services otherSecurian Financial Services, Inc. otherOtherDec 7, 2016Feb 9, 2017 (64 d)
Jeffrey Michael IsomFirst Command Advisory Services otherSchwab Wealth Advisory, Inc. no RAUMOtherOct 31, 2016Sep 21, 2021 (1786 d)
Monique Edwards WestFirst Command Advisory Services otherNationwide Investment Advisors, LLC BD affiliatedOtherOct 13, 2016Sep 27, 2018 (714 d)
James G BrownFirst Command Advisory Services otherWells Fargo Advisors wirehouseOtherOct 13, 2016Dec 1, 2016 (49 d)
Michael A EppsFirst Command Advisory Services otherMML Investors Services, LLC BD affiliatedOtherAug 17, 2016Mar 24, 2020 (1315 d)
Meghann Rae NewmanFirst Command Advisory Services otherCharles Schwab & Co., Inc. national BDOtherAug 8, 2016Aug 30, 2016
Alvin M LowryFirst Command Advisory Services otherMML Investors Services, LLC otherOtherAug 8, 2016Nov 11, 2016 (95 d)
Amanda Noel AlmoradoFirst Command Advisory Services otherPrincipal Securities, Inc. otherOtherJul 29, 2016Aug 19, 2016
John Esrom AndersonFirst Command Advisory Services otherMsi Financial Services, Inc. otherOtherJul 15, 2016Oct 21, 2016 (98 d)
Michelle Renee SnyderFirst Command Advisory Services otherOsaic Fs, Inc. otherOtherJul 1, 2016Jul 12, 2016
Eric Kyle WillisFirst Command Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 11, 2016Jun 8, 2016
Christopher Edward KitchenFirst Command Advisory Services otherSecurian Financial Services, Inc. otherOtherMay 11, 2016May 26, 2016
Lauren Anne VillarrealFirst Command Advisory Services otherPnc Wealth Management otherOtherMay 11, 2016Jun 22, 2016 (42 d)
John VelezFirst Command Advisory Services otherIndependent Financial Group, LLC otherOtherMay 11, 2016May 16, 2016
Cherisse Juliana Ferrier-YardeFirst Command Advisory Services otherGibbs Wealth Management, LLC independent RIAOtherMay 9, 2016Jul 2, 2025 (3341 d)
Brandon A BowenFirst Command Advisory Services otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 19, 2016May 3, 2016
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539 moves match.