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.

AdvisorFromToTypeLeftRegistered
Jason DodzikNext Financial Group, Inc. otherFinancial Counselors Of Virginia, Inc. unclassifiedOtherSep 3, 2013Sep 3, 2013
Krystle Nicole WilliamsNext Financial Group, Inc. otherInvesco Advisers, Inc. otherOtherAug 27, 2013Sep 17, 2013
Michael Thomas JonesNext Financial Group, Inc. otherCuso Financial Services, L.P. otherOtherAug 26, 2013Oct 31, 2013 (66 d)
Nancy Ann GuillenNext Financial Group, Inc. otherCreative Financial Designs, Inc. otherOtherAug 26, 2013Sep 3, 2013
Marilyn Elaine OsborneNext Financial Group, Inc. otherValic Financial Advisors, Inc. otherOtherAug 20, 2013Jul 10, 2014 (324 d)
Anthony Frederick HobsonNext Financial Group, Inc. otherInvestors Capital Advisory otherOtherAug 5, 2013Aug 5, 2013
Russell WellsNext Financial Group, Inc. otherUsaa Financial Planning Services no RAUMOtherJul 26, 2013Aug 5, 2013
Chanell Tomika CarterNext Financial Group, Inc. otherValic Financial Advisors, Inc. otherOtherMay 31, 2013Aug 7, 2013 (68 d)
Charles Thomas WinnNext Financial Group, Inc. otherMsi Financial Services, Inc. otherOtherMay 29, 2013May 29, 2013
Richard Glenn McdanielNext Financial Group, Inc. otherCreative Financial Designs, Inc. otherOtherMay 29, 2013May 28, 2013
Russell Scott HaleNext Financial Group, Inc. otherUsadvisors Wealth Management, LLC otherOtherMay 23, 2013Oct 27, 2014 (522 d)
Charles Joseph MinahanNext Financial Group, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 13, 2013May 14, 2013
Salvatore Sebastian MottaNext Financial Group, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherMay 13, 2013May 10, 2013
Cash Evan MatthewsNext Financial Group, Inc. otherSolomon Group Financial Services, LLC unclassifiedOtherApr 29, 2013Apr 8, 2013
Paul Conrad StanleyNext Financial Group, Inc. otherFirst Allied Advisory Services, Inc. otherOtherApr 3, 2013Apr 3, 2013
Roy L CastilloNext Financial Group, Inc. otherFrontsight Wealth Advisors, LLC state registeredOtherFeb 27, 2013Apr 14, 2014 (411 d)
Gary Robert ReeseNext Financial Group, Inc. otherCreative Financial Designs, Inc. otherOtherFeb 15, 2013Feb 15, 2013
James Ernest DriskellNext Financial Group, Inc. otherInvestacorp Advisory Services Inc otherOtherFeb 5, 2013Feb 4, 2013
John Henry GrayNext Financial Group, Inc. otherInvestacorp Advisory Services Inc otherOtherFeb 5, 2013Feb 4, 2013
Jeffery M KarasNext Financial Group, Inc. otherCommonwealth Financial Network national BDOtherFeb 5, 2013Jun 29, 2021 (3066 d)
Noam E JacknisNext Financial Group, Inc. otherFirst Allied Advisory Services, Inc. otherOtherFeb 4, 2013Jan 31, 2013
Jennifer Cerra VawterNext Financial Group, Inc. otherAmeriprise Financial Services, LLC national BDOtherJan 30, 2013Mar 15, 2013 (44 d)
Christopher Edward OrdwayNext Financial Group, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherJan 14, 2013Jan 25, 2013
Timothy M GarretsonNext Financial Group, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherJan 14, 2013Jan 31, 2013
Jenna Lucille BiancavillaNext Financial Group, Inc. otherBerthel Fisher & Company Financial Services, Inc. otherOtherJan 14, 2013Jan 31, 2013
George Enone EnoneNext Financial Group, Inc. otherCapital One Financial Advisors LLC unclassifiedOtherJan 2, 2013Jan 16, 2014 (379 d)
Arnold Lee DormanNext Financial Group, Inc. otherStratos Wealth Partners, Ltd otherOtherJan 2, 2013Jan 2, 2013
Andrew Stanford RogersNext Financial Group, Inc. otherOsaic Wealth, Inc. otherOtherDec 4, 2012Dec 4, 2012
Carey M StansburyNext Financial Group, Inc. otherOsaic Wealth, Inc. otherOtherDec 4, 2012Nov 30, 2012
Sherri Lynn StansburyNext Financial Group, Inc. otherOsaic Wealth, Inc. otherOtherDec 4, 2012Dec 4, 2012
Bradley David RobertsNext Financial Group, Inc. otherOsaic Wealth, Inc. otherOtherDec 4, 2012Dec 4, 2012
Christ MavrakosNext Financial Group, Inc. otherIndependent Financial Partners otherOtherDec 3, 2012Dec 6, 2012
Daniel Charles CaffreyNext Financial Group, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 7, 2012Nov 6, 2012
Ying ZhaoNext Financial Group, Inc. otherSterne Agee Asset Management, Inc. otherOtherOct 17, 2012Oct 29, 2012
Edwin Orwin YoungNext Financial Group, Inc. otherVoya Financial Advisors, Inc. otherOtherSep 18, 2012Oct 16, 2012
Michael David KolaczNext Financial Group, Inc. otherCetera Advisors LLC otherOtherSep 18, 2012Nov 18, 2013 (426 d)
Bradley Merritt EpsteinNext Financial Group, Inc. otherCetera Advisors LLC otherOtherSep 18, 2012Nov 7, 2013 (415 d)
David Eldon MunnNext Financial Group, Inc. otherCamelot Portfolios, LLC otherOtherSep 18, 2012Oct 24, 2012 (36 d)
Scarlett CherryNext Financial Group, Inc. otherLPL Financial LLC otherOtherSep 17, 2012Dec 27, 2016 (1562 d)
Cassandra C. LaymonNext Financial Group, Inc. otherBeacon Wealth Consultants, Inc. otherOtherSep 5, 2012May 31, 2012
Anthony Kent TeeNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 28, 2012Aug 29, 2012
Roger Raye PearsonNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 28, 2012Aug 29, 2012
Daniel Edward SigmanNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 28, 2012Aug 30, 2012
Joshua M KopecNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 28, 2012Aug 24, 2012
Robert James MckeeNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 27, 2012Aug 28, 2012
Wendy Lou MitchellNext Financial Group, Inc. otherSagepoint Financial, Inc. otherOtherAug 27, 2012Aug 30, 2012
Robert Neil BarberNext Financial Group, Inc. otherLegacy Wealth Counselors unclassifiedOtherJul 24, 2012Jul 31, 2012
Linda BruciaNext Financial Group, Inc. otherOppenheimer & Co. Inc. otherOtherJul 16, 2012Jul 23, 2012
Nathaniel Adam MorrisNext Financial Group, Inc. otherLegacy Wealth Counselors unclassifiedOtherJul 9, 2012Jul 23, 2012
Shawn Ross PetersNext Financial Group, Inc. otherChristian Financial Advisors independent RIAOtherJul 9, 2012May 30, 2020 (2882 d)
Todd Michael FischerNext Financial Group, Inc. otherMML Investors Services, LLC otherOtherJun 21, 2012Aug 24, 2012 (64 d)
Gary Jesse DeardorffNext Financial Group, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 4, 2012Jun 1, 2012
Shelley Jessica O'BrienNext Financial Group, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 4, 2012Jun 5, 2012
Jacqueline Larose VillaNext Financial Group, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 4, 2012Jun 1, 2012
Stephane Win HpayNext Financial Group, Inc. otherVoya Financial Advisors, Inc. otherOtherMay 30, 2012Jun 4, 2012
Hermes William Del-SetteNext Financial Group, Inc. otherDel-Sette Capital Management, LLC otherOtherMay 24, 2012Feb 2, 2012
Shannon TaylorNext Financial Group, Inc. otherChase Investment Services Corp. otherOtherMay 21, 2012May 21, 2012
Thomas Albert LampertNext Financial Group, Inc. otherFounders Financial Securities, LLC otherOtherMay 3, 2012May 3, 2012
Jonathan A MillerNext Financial Group, Inc. otherTransamerica Financial Advisors, LLC otherOtherMay 3, 2012May 2, 2012
Michael Anthony DaranyNext Financial Group, Inc. otherWoodbury Financial Services, Inc. otherOtherApr 12, 2012Apr 10, 2012
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774 moves match.