DFX Intelligence

RIA Intelligence

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.

Advisor	From	To	Type	Left	Registered
Gregory Brian Nelson	Next Financial Group, Inc. other	Star Capital Inc. independent RIA	Other	Oct 8, 2015	Jul 1, 2014
Adam Lee Rainey	Next Financial Group, Inc. other	Star Capital Inc. independent RIA	Other	Oct 8, 2015	Oct 11, 2016 (369 d)
Denise Marie Mcgee	Next Financial Group, Inc. other	Investment Professionals, Inc. other	Other	Oct 5, 2015	Oct 12, 2015
Robert E. Laine	Next Financial Group, Inc. other	Gwn Securities Inc. other	Other	Oct 1, 2015	Sep 29, 2015
Michael Steven Lomas	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 24, 2015	Sep 25, 2015
Edward Lowell Hildebrand	Next Financial Group, Inc. other	Raymond James & Associates, Inc. national BD	Other	Sep 24, 2015	Oct 14, 2015
Michael William Dunbar	Next Financial Group, Inc. other	Financial Insights Wealth Management other	Other	Sep 23, 2015	Sep 21, 2015
John Joseph Walsh	Next Financial Group, Inc. other	Financial Insights Wealth Management other	Other	Sep 23, 2015	Sep 21, 2015
Christopher James Dacey	Next Financial Group, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Sep 10, 2015	Sep 9, 2015
Henry Snyder	Next Financial Group, Inc. other	On Investment Management Co other	Other	Sep 4, 2015	Apr 21, 2016 (230 d)
Gehad Mohamed Youssef	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Sep 10, 2015
Gregory Lee Petrie	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Sep 16, 2015
Glenn Charles Wiggle	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Sep 3, 2015
Jay Robert Blanchard	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Sep 3, 2015
David P Macino	Next Financial Group, Inc. other	Virtue Capital Management, LLC other	Other	Sep 3, 2015	Aug 27, 2015
Ronald James Reinstein	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Oct 9, 2015 (36 d)
Susannah M Ryan	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 3, 2015	Sep 3, 2015
Scot Brian Ahearn	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 2, 2015	Sep 3, 2015
Mark Douglas Clair	Next Financial Group, Inc. other	The Retirement Guys Formula other	Other	Sep 2, 2015	Apr 19, 2016 (230 d)
Nolan Richard Baker	Next Financial Group, Inc. other	The Retirement Guys Formula other	Other	Sep 2, 2015	Mar 17, 2015
John William Haberstro	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 2, 2015	Sep 3, 2015
Timothy R Merrill	Next Financial Group, Inc. other	Star Capital Inc. independent RIA	Other	Sep 2, 2015	Feb 17, 2022 (2360 d)
Michael Patrick Hoeflich	Next Financial Group, Inc. other	Independent Solutions Wealth Management, LLC other	Other	Sep 2, 2015	Sep 10, 2015
Mario Antonio Rodriguez	Next Financial Group, Inc. other	Net Worth Consulting, LLC unclassified	Other	Sep 1, 2015	Sep 2, 2015
Michael Anthony Pasvantis	Next Financial Group, Inc. other	Cambridge Investment Research Advisors, Inc. other	Other	Aug 31, 2015	Aug 27, 2015
Michelle Siano	Next Financial Group, Inc. other	Ellis Investment Partners, LLC other	Other	Aug 28, 2015	Sep 15, 2015
Brian David Behl	Next Financial Group, Inc. other	Lake Country Wealth Management unclassified	Other	Aug 27, 2015	Apr 17, 2014
Richard Lee Horner	Next Financial Group, Inc. other	Atlantis Wealth Advisors LLC no RAUM	Other	Aug 21, 2015	Aug 31, 2015
Michael Helmut Graef	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 27, 2015
Joseph Verissimo	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 24, 2015
Robert John Netzly	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 27, 2015
Ryan Alexander Deamicis	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jan 13, 2016 (173 d)
Aaron Douglas Moon	Next Financial Group, Inc. other	Creative Financial Designs, Inc. other	Other	Jul 24, 2015	Jul 24, 2015
Nathan D Cruz	Next Financial Group, Inc. other	Creative Financial Designs, Inc. BD affiliated	Other	Jul 24, 2015	Nov 19, 2024 (3406 d)
Christopher Thomas Doyle	Next Financial Group, Inc. other	Securities America Advisors, Inc. other	Other	Jun 30, 2015	Jul 2, 2015
Philip Eugene Russell	Next Financial Group, Inc. other	Cambridge Investment Research Advisors, Inc. BD affiliated	Other	Jun 5, 2015	May 7, 2021 (2163 d)
Kimberly A Douglas	Next Financial Group, Inc. other	Global Financial Private Capital, Inc. other	Other	May 22, 2015	Jul 2, 2015 (41 d)
Walter James Snider	Next Financial Group, Inc. other	Raymond James & Associates, Inc. national BD	Other	May 12, 2015	Nov 4, 2015 (176 d)
Jay Morris Frank	Next Financial Group, Inc. other	Lake Country Wealth Management unclassified	Other	May 6, 2015	Apr 17, 2014
Brion Scott Collins	Next Financial Group, Inc. other	Lake Country Wealth Management unclassified	Other	May 6, 2015	Apr 17, 2014
Juliette Cherie Williams	Next Financial Group, Inc. other	Wealthspire Advisors other	Other	May 5, 2015	May 7, 2015
Kristopher T Sharpe	Next Financial Group, Inc. other	Wealthspire Advisors other	Other	May 5, 2015	May 7, 2015
Raziel Nochemia Hecht	Next Financial Group, Inc. other	Wealthspire Advisors other	Other	May 5, 2015	May 7, 2015
Darren Thaddaeus Munn	Next Financial Group, Inc. other	Camelot Portfolios, LLC other	Other	Apr 20, 2015	Mar 19, 2008
Nathan M Robnett	Next Financial Group, Inc. other	Woodbury Financial Services, Inc. other	Other	Apr 17, 2015	Apr 16, 2015
Robert Norman Roy	Next Financial Group, Inc. other	Somnio Financial Group, LLC independent RIA	Other	Apr 14, 2015	Apr 24, 2015
Nicholas Raymond Roy	Next Financial Group, Inc. other	Somnio Financial Group, LLC independent RIA	Other	Apr 14, 2015	Apr 24, 2015
James William Frye	Next Financial Group, Inc. other	Questar Asset Management, Inc. other	Other	Apr 9, 2015	Apr 3, 2015
Michael Howard Greenspun	Next Financial Group, Inc. other	LPL Financial LLC other	Other	Apr 8, 2015	Apr 23, 2015
Bruce Frederick Griggs	Next Financial Group, Inc. other	Osaic Institutions, Inc. other	Other	Feb 12, 2015	Feb 10, 2015
Allen Kent Broyles	Next Financial Group, Inc. other	LPL Financial LLC other	Other	Feb 2, 2015	Feb 2, 2015
Neil Arthur Cain	Next Financial Group, Inc. other	LPL Financial LLC other	Other	Jan 30, 2015	Jan 30, 2015
Charles Patrick Donnell	Next Financial Group, Inc. other	Pnc Managed Account Solutions, Inc. other	Other	Jan 28, 2015	Feb 27, 2015
Tomasz John Cymer	Next Financial Group, Inc. other	Opulen Financial Group, LLC independent RIA	Other	Jan 13, 2015	Jan 15, 2015
Sophie M Lancaster	Next Financial Group, Inc. other	Cetera Investment Advisers LLC BD affiliated	Other	Jan 6, 2015	Mar 21, 2024 (3362 d)
Michael Raymond Knuffke	Next Financial Group, Inc. other	The Von Dohlen Knuffke Financial Group, LLC state registered	Other	Dec 31, 2014	Jan 21, 2015
Patrick Richard Vondohlen	Next Financial Group, Inc. other	The Von Dohlen Knuffke Financial Group, LLC state registered	Other	Dec 31, 2014	Jan 20, 2015
Matthew Raymond Hisey	Next Financial Group, Inc. other	Virtue Capital Management, LLC other	Other	Dec 31, 2014	Jan 5, 2015
Todd Thomas Rohrer	Next Financial Group, Inc. other	Pruco Securities, LLC other	Other	Dec 18, 2014	Mar 24, 2015 (96 d)
James Arthur Hayett	Next Financial Group, Inc. other	Raymond James Financial Services Advisors, Inc other	Other	Dec 10, 2014	Dec 11, 2014

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773 moves match.