DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Td Ameritrade, 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
Ryan DomenicoTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Jan 21, 2021
Gary Neal ParrisTd Ameritrade, Inc. no RAUMFirst Horizon Advisors, Inc mixed wealthOtherJan 11, 2021Jan 6, 2021
Michael E CarterTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Feb 25, 2021 (45 d)
Michael S GrossTd Ameritrade, Inc. no RAUMPnc Wealth Management BD affiliatedOtherJan 11, 2021Feb 24, 2021 (44 d)
Steven PageTd Ameritrade, Inc. no RAUMT. Rowe Price Advisory Services, Inc. independent RIAOtherJan 11, 2021Apr 27, 2021 (106 d)
David AlimiTd Ameritrade, Inc. no RAUMLPL Financial LLC BD affiliatedOtherJan 11, 2021Jan 25, 2021
Derek Alton RiddleTd Ameritrade, Inc. no RAUMDonaldson Capital Management LLC independent RIAOtherJan 11, 2021Oct 18, 2021 (280 d)
Thomas Reilly RingTd Ameritrade, Inc. no RAUMCitizens Securities, Inc. BD affiliatedOtherJan 11, 2021Jun 15, 2021 (155 d)
Daniel P MitchellTd Ameritrade, Inc. no RAUMBmo Harris Financial Advisors, Inc BD affiliatedOtherJan 11, 2021Feb 23, 2021 (43 d)
Mark BassettTd Ameritrade, Inc. no RAUMEdward Jones national BDOtherJan 11, 2021Jan 15, 2021
Todd Andrew KowalskiTd Ameritrade, Inc. no RAUMLPL Financial LLC BD affiliatedOtherJan 11, 2021Jan 15, 2021
Thaddeus M BienkoTd Ameritrade, Inc. no RAUME*Trade Capital Management, LLC independent RIAOtherJan 11, 2021Mar 30, 2021 (78 d)
Christopher L AlbonettiTd Ameritrade, Inc. no RAUMValic Financial Advisors, Inc. BD affiliatedOtherJan 11, 2021Jun 3, 2021 (143 d)
Zachary Adam BushTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Mar 19, 2021 (67 d)
Adrian SchwartzTd Ameritrade, Inc. no RAUMMorgan Stanley wirehouseOtherJan 11, 2021Jun 22, 2021 (162 d)
Heather BronsonTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Feb 1, 2021
Tsolmontuya SaranTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021May 6, 2022 (480 d)
Timothy Robert JonesTd Ameritrade, Inc. no RAUMBcr Wealth Strategies independent RIAOtherJan 11, 2021Apr 9, 2021 (88 d)
Eric W SchleppenbachTd Ameritrade, Inc. no RAUMEdward Jones national BDOtherJan 11, 2021Nov 20, 2020
Christopher John BerkleyTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021May 13, 2026 (1948 d)
John Michael MerrittTd Ameritrade, Inc. no RAUMAdvice And Planning Services BD affiliatedOtherJan 11, 2021May 28, 2021 (137 d)
Jennifer Megan SchererTd Ameritrade, Inc. no RAUMOptivise Advisory Services LLC independent RIAOtherJan 11, 2021Jan 20, 2021
Kwang YiTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Sep 10, 2021 (242 d)
Claudia R. Morales-HerreraTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021May 17, 2021 (126 d)
Timothy Brian HaggardTd Ameritrade, Inc. no RAUMLarson Financial Group, LLC independent RIAOtherJan 11, 2021Jan 14, 2021
Jarrod Greg ChurchTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Jan 13, 2021
Jared ReedTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Jun 30, 2021 (170 d)
Thomas Richard KukukTd Ameritrade, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 11, 2021Feb 15, 2021 (35 d)
Nicholas Jason ExiasTd Ameritrade, Inc. no RAUMSantander Securities BD affiliatedOtherJan 11, 2021Jul 1, 2021 (171 d)
Brady JacksonTd Ameritrade, Inc. no RAUMPnc Wealth Management BD affiliatedOtherJan 11, 2021Jan 26, 2021
Tabrez PapaTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Jan 25, 2021
Nathan Paul RogersTd Ameritrade, Inc. no RAUMPolaris Wealth Advisory Group independent RIAOtherJan 11, 2021Jan 15, 2021
Edward Charles MarsiTd Ameritrade, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 11, 2021Jan 7, 2021
Deshon Patrick RobinsonTd Ameritrade, Inc. no RAUMEmpower Advisory Group, LLC BD affiliatedOtherJan 11, 2021Apr 4, 2022 (448 d)
Christopher M JohnsonTd Ameritrade, Inc. no RAUMEdward Jones national BDOtherJan 11, 2021Jan 4, 2021
Isaiah NeeperTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Mar 24, 2021 (72 d)
Paul BracyTd Ameritrade, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 11, 2021Nov 10, 2022 (668 d)
Christopher M GroweTd Ameritrade, Inc. no RAUMPruco Securities, LLC BD affiliatedOtherJan 11, 2021Feb 8, 2021
Griffith Eugene GrahamTd Ameritrade, Inc. no RAUMWells Fargo Advisors wirehouseOtherJan 11, 2021Mar 9, 2021 (57 d)
Anthony GrisantiTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherJan 11, 2021Feb 10, 2021
Michael C CowlesTd Ameritrade, Inc. no RAUMSfmg Wealth Advisors independent RIAOtherJan 11, 2021Feb 10, 2021
Levi H AndersonTd Ameritrade, Inc. no RAUMEp Wealth Advisors independent RIAOtherJan 11, 2021Jun 16, 2021 (156 d)
Michael C LindsayTd Ameritrade, Inc. no RAUMCitigroup Global Markets Inc. BD affiliatedOtherJan 11, 2021Jun 2, 2021 (142 d)
Robert D WilsonTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Mar 24, 2021 (72 d)
Patia Naomi WalkerTd Ameritrade, Inc. no RAUMWells Fargo Advisors wirehouseOtherJan 11, 2021Sep 1, 2021 (233 d)
Jeffery Lee GardnerTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Jan 14, 2021
Michael Richard CostelloTd Ameritrade, Inc. no RAUMLPL Financial LLC independent RIAOtherJan 11, 2021Oct 28, 2022 (655 d)
Dustin DaviesTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Feb 23, 2021 (43 d)
Nathaniel HallTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Jan 28, 2021
Michael-Duy Thanh NguyenTd Ameritrade, Inc. no RAUMRaymond James & Associates, Inc. national BDOtherJan 11, 2021Feb 18, 2021 (38 d)
Dustin BroadwaterTd Ameritrade, Inc. no RAUMJ.P. Morgan Securities LLC wirehouseOtherJan 11, 2021Jun 22, 2021 (162 d)
Logan K SimeringTd Ameritrade, Inc. no RAUMMML Investors Services, LLC BD affiliatedOtherJan 11, 2021Sep 30, 2021 (262 d)
Veronica L. BoxleyTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Sep 27, 2021 (259 d)
Chad Joseph BuchignaniTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Mar 11, 2021 (59 d)
Austin Jackson BurnsTd Ameritrade, Inc. no RAUMEmpower Advisory Group, LLC BD affiliatedOtherJan 11, 2021Dec 18, 2024 (1437 d)
Kofi SakyiTd Ameritrade, Inc. no RAUMOne Wealth Map, LLC independent RIAOtherJan 11, 2021Jun 9, 2021 (149 d)
Robert TrippTd Ameritrade, Inc. no RAUMHuntington Financial Advisors BD affiliatedOtherJan 11, 2021May 28, 2021 (137 d)
Timothy S YazawaTd Ameritrade, Inc. no RAUMFidelity Personal And Workplace Advisors BD affiliatedOtherJan 11, 2021Feb 12, 2021 (32 d)
Josh WilsonTd Ameritrade, Inc. no RAUMMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 11, 2021Jan 19, 2021
Luca Baris ErozerTd Ameritrade, Inc. no RAUMFisher Investments independent RIAOtherJan 11, 2021Apr 11, 2022 (455 d)
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1,422 moves match.