DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Arvest Wealth Management

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
Robert Steven WilkinsonArvest Wealth Management BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2018May 31, 2018
Evan C BellArvest Wealth Management BD affiliatedCharles Schwab & Co., Inc. national BDAffiliated broker-dealer or bank to anotherMay 30, 2018Jun 29, 2018
Albert B CollingbourneArvest Wealth Management BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMay 29, 2018May 29, 2018
Timothy Don MillsArvest Wealth Management BD affiliatedFsc Securities Corporation BD affiliatedAffiliated broker-dealer or bank to anotherMay 21, 2018Aug 14, 2018 (85 d)
Cami MccabeArvest Wealth Management BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherMay 18, 2018May 29, 2018
Timothy Beau DollarArvest Wealth Management BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 23, 2018May 15, 2018
Robert Landon FritsArvest Wealth Management otherLPL Financial LLC independent RIAOtherMar 5, 2018Mar 2, 2018
Kenneth Elvin GiagerArvest Wealth Management otherFirst Financial Equity Corporation otherOtherFeb 6, 2018Mar 5, 2018
Jonathan Robert SherrodArvest Wealth Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 28, 2017Dec 19, 2017
Thomas Charles HardyArvest Wealth Management otherMariner Retirement Advisors, LLC otherOtherOct 17, 2017Nov 1, 2017
Larry Brad GriffinArvest Wealth Management otherLPL Financial LLC independent RIAOtherSep 6, 2017Dec 18, 2017 (103 d)
Jennifer Denise HawkinsArvest Wealth Management otherLPL Financial LLC BD affiliatedOtherAug 28, 2017Jan 16, 2024 (2332 d)
Amie Elizabeth FielderArvest Wealth Management otherThrasher & Chambers Wealth Management, LLC independent RIAOtherAug 15, 2017May 23, 2018 (281 d)
Anthony A. LyonsArvest Wealth Management otherCetera Investment Advisers LLC otherOtherJul 18, 2017Aug 9, 2017
Michelle Anne HaugeArvest Wealth Management otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 24, 2017Apr 21, 2017
Shawn Dwayne PeschkeArvest Wealth Management otherLPL Financial LLC otherOtherFeb 24, 2017Feb 7, 2017
Ashley Elizabeth CutshallArvest Wealth Management otherMorgan Stanley wirehouseOtherJan 27, 2017Feb 17, 2017
Andrea Sue KennedyArvest Wealth Management otherRaymond James Financial Services Advisors, Inc otherOtherJan 5, 2017Mar 7, 2017 (61 d)
Michael Travis NeerArvest Wealth Management otherCetera Investment Advisers LLC otherOtherJan 3, 2017Jan 20, 2017
Sherry Jean PraderArvest Wealth Management otherAccess Financial Resources Inc. otherOtherOct 18, 2016Dec 1, 2016 (44 d)
Vickie Jo BollingerArvest Wealth Management otherRaymond James & Associates, Inc. national BDOtherOct 7, 2016May 12, 2017 (217 d)
Marlon J BonillaArvest Wealth Management otherCetera Investment Advisers LLC otherOtherAug 30, 2016Sep 1, 2016
Larry Dale EllisArvest Wealth Management otherLPL Financial LLC otherOtherAug 25, 2016Aug 16, 2016
Scott Christopher PhillipsArvest Wealth Management otherStifel, Nicolaus & Company, Incorporated national BDOtherAug 8, 2016Aug 5, 2016
Kelly Suzanne MajdanArvest Wealth Management otherKestra Advisory Services, LLC otherOtherAug 2, 2016Aug 2, 2016
Michelle Renee SmithArvest Wealth Management otherGlobal Retirement Partners LLC otherOtherMay 6, 2016Dec 16, 2016 (224 d)
Nathan Todd HabermanArvest Wealth Management otherRaymond James Financial Services Advisors, Inc otherOtherMar 22, 2016Apr 5, 2016
Dale Edward ColclasureArvest Wealth Management otherOn Investment Management Co otherOtherJan 25, 2016Jan 22, 2016
Brent Michael SuchyArvest Wealth Management otherMorgan Stanley wirehouseOtherSep 8, 2015Sep 8, 2015
John Atwood HardingArvest Wealth Management otherCetera Advisors LLC otherOtherAug 7, 2015Aug 7, 2015
Kerri Joann MusgroveArvest Wealth Management otherUBS Financial Services Inc. wirehouseOtherJul 1, 2015Jan 5, 2016 (188 d)
Matthew John McnabbArvest Wealth Management otherLPL Financial LLC otherOtherMay 20, 2015Jun 12, 2015
Kelly Lopez AtkinsonArvest Wealth Management otherEdward Jones national BDOtherMay 20, 2015Sep 28, 2022 (2688 d)
Jessica Marie HeathArvest Wealth Management otherTrent Capital Management, Inc. otherOtherApr 27, 2015Sep 8, 2017 (865 d)
Carissa Froome HealyArvest Wealth Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 13, 2015Mar 3, 2026 (3977 d)
Robert Allen ArmstrongArvest Wealth Management otherArbor Point Advisors otherOtherMar 17, 2015Mar 16, 2015
Stephen Eugene RodewaldArvest Wealth Management otherWaddell & Reed otherOtherDec 16, 2014Dec 15, 2014
Kenneth Cash CovingtonArvest Wealth Management otherCharles Schwab & Co., Inc. national BDOtherDec 2, 2014Jun 2, 2015 (182 d)
Joseph Tyler CinottoArvest Wealth Management otherWaddell & Reed otherOtherNov 24, 2014Dec 4, 2014
John Michael PurznerArvest Wealth Management otherAmeriprise Financial Services, LLC national BDOtherAug 11, 2014Nov 17, 2014 (98 d)
Jason Aaron PinneyArvest Wealth Management otherMML Investors Services, LLC otherOtherJul 8, 2014Jul 29, 2014
Valerie Elizabeth EscobarArvest Wealth Management otherFirstpoint Financial, LLC otherOtherJun 16, 2014Jul 23, 2014 (37 d)
Ann Molloy DaggArvest Wealth Management otherCadent Capital Advisors, LLC no RAUMOtherFeb 10, 2014Jan 22, 2014
Jeffrey S KinardArvest Wealth Management otherWfg Advisors, LP otherOtherFeb 5, 2014Sep 30, 2014 (237 d)
Valery Lynn OswaldArvest Wealth Management otherRaymond James & Associates, Inc. national BDOtherJan 22, 2014Jan 10, 2014
Wayne Thomas ChoisnetArvest Wealth Management otherMorgan Stanley wirehouseOtherJul 23, 2013Jul 19, 2013
Amanda Mcshan ClarkArvest Wealth Management otherWells Fargo Advisors wirehouseOtherMay 17, 2013May 23, 2013
Hillman Zell JonesArvest Wealth Management otherStephens otherOtherApr 30, 2013May 6, 2013
Joel Brent AkersArvest Wealth Management otherStephens otherOtherApr 30, 2013May 6, 2013
Kimberley Gayle CarterArvest Wealth Management otherStephens otherOtherApr 30, 2013Apr 4, 2013
Dan R KesslerArvest Wealth Management otherSt. Bernard Financial Services, Inc. BD affiliatedOtherJan 14, 2013Jan 1, 2025 (4370 d)
Rusty Clayton JonesArvest Wealth Management otherBok Financial Advisors otherOtherNov 27, 2012Dec 5, 2012
Clayton L GuthrieArvest Wealth Management otherLPL Financial LLC otherOtherMay 7, 2012Apr 9, 2012
Amanda Jane RolandArvest Wealth Management otherLPL Financial LLC otherOtherMay 7, 2012Apr 10, 2012
Kenneth Leroy KendallArvest Wealth Management otherLPL Financial LLC otherOtherMay 7, 2012Apr 9, 2012
Yancy Dwayne SpiveyArvest Wealth Management otherEdward Jones national BDOtherApr 16, 2012Aug 3, 2012 (109 d)
Robert Craig SpearsArvest Wealth Management otherAdvice And Planning Services otherOtherJan 19, 2012Nov 12, 2013 (663 d)
Joshua Roe TurnerArvest Wealth Management otherSt. Bernard Financial Services, Inc. otherOtherJan 19, 2012Jan 4, 2014 (716 d)
James Bryan PearsonArvest Wealth Management otherBok Financial Advisors otherOtherAug 29, 2011Nov 25, 2013 (819 d)
Jack Melton ParksArvest Wealth Management otherForty Three Eighteen Advisors, LLC independent RIAOtherMar 24, 2011May 10, 2011 (47 d)
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214 moves match.