Advisor moves

Departures from Next Financial Group, 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
Justin Michael HoltzNext Financial Group, Inc. otherLPL Financial LLC otherOtherMay 19, 2008Apr 30, 2008
Robin Gardner LeeNext Financial Group, Inc. otherCreative Financial Designs, Inc. otherOtherApr 15, 2008Apr 2, 2008
Alan Joel SchmidtNext Financial Group, Inc. otherU.S. Bancorp Investments, Inc. otherOtherMar 17, 2008May 27, 2011 (1166 d)
John Andrew ShumskiNext Financial Group, Inc. otherOn Investment Management Co otherOtherJan 17, 2008Jan 6, 2009 (355 d)
Michael Louis SchwartzNext Financial Group, Inc. otherFirst Allied Securities, Inc. otherOtherDec 31, 2007Dec 17, 2007
Richard Joseph RussilloNext Financial Group, Inc. otherEquitable Advisors, LLC national BDOtherNov 16, 2007Nov 1, 2007
Cynthia Danielle JeffriesNext Financial Group, Inc. otherCommonwealth Financial Network national BDOtherNov 16, 2007Mar 14, 2011 (1214 d)
Leslie Howard KernNext Financial Group, Inc. otherPlanmember Securities Corporation otherOtherNov 8, 2007Nov 29, 2007
Cohen ReaganNext Financial Group, Inc. otherTd Ameritrade Investment Management, LLC otherOtherNov 8, 2007Jan 11, 2008 (64 d)
Matthew Alan TaylorNext Financial Group, Inc. otherBrookstone Capital Management LLC otherOtherSep 27, 2007Oct 2, 2007
Clemont Lee BevillNext Financial Group, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherJun 20, 2007Jun 28, 2007
Jennifer Gale JonesNext Financial Group, Inc. otherInvestors Capital Advisory otherOtherJun 4, 2007Jun 4, 2007
Roger Joel CondeNext Financial Group, Inc. otherJ P Turner & Company Capital Management, LLC otherOtherApr 16, 2007Sep 10, 2007 (147 d)
David Glenn SettelmyerNext Financial Group, Inc. otherMedallion Advisory Services, LLC unclassifiedOtherFeb 27, 2007Feb 26, 2007
Dwight W. KimberNext Financial Group, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherFeb 26, 2007Mar 12, 2007
Patsy Ralph MandolaNext Financial Group, Inc. otherH. Beck, Inc. otherOtherFeb 21, 2007Feb 20, 2007
David Milton TuxhornNext Financial Group, Inc. otherEdward Jones national BDOtherJan 4, 2007Jan 3, 2007
Matthew Raymond HiseyNext Financial Group, Inc. otherLPL Financial LLC otherOtherDec 8, 2006Nov 14, 2006
Charles Ian KasnerNext Financial Group, Inc. otherLPL Financial LLC otherOtherSep 6, 2006Aug 30, 2006
Ronald Lee PhilbrickNext Financial Group, Inc. otherAdvice And Planning Services otherOtherAug 25, 2006Nov 8, 2006 (75 d)
Ronnie Myron KiddNext Financial Group, Inc. otherGenerations Investment Advisors, LLC state registeredOtherAug 9, 2006Aug 9, 2006
Stephen Craig TosiNext Financial Group, Inc. otherGenerations Investment Advisors, LLC state registeredOtherAug 9, 2006Aug 9, 2006
Eric Keith AmundsonNext Financial Group, Inc. otherPacific West Financial Consultants Inc otherOtherJul 25, 2006Jul 25, 2006
Russell Lynn BaconNext Financial Group, Inc. otherPacific West Financial Consultants Inc otherOtherJul 25, 2006Jul 28, 2006
Marigene Wilkins TaylorNext Financial Group, Inc. otherAmerican General Securities Incorporated unclassifiedOtherJul 24, 2006Aug 14, 2006
Jerome Bruce LiebsteinNext Financial Group, Inc. otherEdelman Financial Services, LLC otherOtherJul 17, 2006Jul 28, 2006
Sean CaywoodNext Financial Group, Inc. otherLPL Financial LLC otherOtherMay 19, 2006May 8, 2006
John Alexander Scott, IIINext Financial Group, Inc. otherEquitable Advisors, LLC national BDOtherApr 21, 2006Mar 19, 2020 (5081 d)
Keith Wayne ParkerNext Financial Group, Inc. otherCargile Investment Management otherOtherApr 7, 2006Apr 28, 2006
Jason DodzikNext Financial Group, Inc. otherBrecek & Young Advisors, Inc. otherOtherApr 4, 2006Nov 3, 2006 (213 d)
Brian S StaplesNext Financial Group, Inc. otherStaples Financial Management, Inc. unclassifiedOtherJan 20, 2006Jun 6, 2006 (137 d)
Linda Sueing JacksonNext Financial Group, Inc. otherSueing Investments, LLC state registeredOtherDec 31, 2005Feb 28, 2006 (59 d)
Brandon L. GlasscockNext Financial Group, Inc. otherWells Fargo Investments, LLC unclassifiedOtherDec 31, 2005Aug 7, 2007 (584 d)
Stephen Douglas MemeryNext Financial Group, Inc. otherBay Capital Advisors, LLC independent RIAOtherDec 2, 2005Jul 12, 2007 (587 d)
Steven Robert WilkersonNext Financial Group, Inc. otherLPL Financial LLC otherOtherSep 16, 2005Sep 20, 2005
Clay Stephen CooperNext Financial Group, Inc. otherCooper, Clay Stephen state registeredOtherSep 6, 2005Jan 20, 2012 (2327 d)
Jeffrey Pippin BensonNext Financial Group, Inc. otherFrontier Financial Partners, LLC state registeredOtherAug 31, 2005May 20, 2008 (993 d)
William Scott ThomasNext Financial Group, Inc. otherFrontier Financial Partners, LLC state registeredOtherAug 31, 2005Aug 12, 2005
Douglas Ronald MoeNext Financial Group, Inc. otherQuestar Asset Management, Inc. otherOtherAug 31, 2005May 15, 2009 (1353 d)
Noel Adrian EddlemanNext Financial Group, Inc. otherEddleman & Eddleman Inc state registeredOtherAug 31, 2005Jul 5, 2007 (673 d)
Frank Leroy BellNext Financial Group, Inc. otherCompass Financial Strategies, Inc. unclassifiedOtherJul 13, 2005Jun 17, 2005
Deborah Hughes BellNext Financial Group, Inc. otherCompass Financial Strategies, Inc. unclassifiedOtherJul 13, 2005Jun 20, 2005
John Troy GilmoreNext Financial Group, Inc. otherTlg Advisors, Inc. BD affiliatedOtherMay 17, 2005Nov 6, 2020 (5652 d)
Linda Rose JensenNext Financial Group, Inc. otherLPL Financial LLC otherOtherApr 25, 2005Apr 25, 2005
Edward Lawrence KomitoNext Financial Group, Inc. otherInvestors Capital Advisory otherOtherApr 8, 2005Jun 24, 2005 (77 d)
Philip Marcus CrowNext Financial Group, Inc. otherAmerican General Securities Incorporated unclassifiedOtherDec 31, 2004Mar 17, 2006 (441 d)
Christopher Scott JenningsNext Financial Group, Inc. otherBi Investments, LLC unclassifiedOtherDec 31, 2004Jan 4, 2005
Bobby Hilton ChristianNext Financial Group, Inc. otherMsi Financial Services, Inc. otherOtherSep 22, 2004Oct 7, 2004
Mark Philip CussenNext Financial Group, Inc. otherBedrock Investment Advisors independent RIAOtherMay 10, 2004Apr 7, 2020 (5811 d)
Stephen Wayne MattocksNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherMar 11, 2004Jul 11, 2011 (2678 d)
Roger Roosevelt BellNext Financial Group, Inc. otherInvestors Security Company, Inc. otherOtherDec 31, 2003Jan 2, 2004
Anthony James ManganaroNext Financial Group, Inc. otherMain Street Advisors, LLC otherOtherAug 14, 2003Mar 5, 2004 (204 d)
Thomas Shawn AnthonyNext Financial Group, Inc. otherBlue Vase Securities, LLC unclassifiedOtherJun 24, 2003Jul 8, 2003
Robert Anthony GentryNext Financial Group, Inc. otherOsaic Fs, Inc. otherOtherAug 12, 2002Jan 13, 2004 (519 d)
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774 moves match.