Advisor moves

Departures from Stifel, Nicolaus & Company, Incorporated

1,281 moves
AdvisorFromToTypeLeftRegistered
Jamison Dean EdlundStifel, Nicolaus & Company, Incorporated national BDLPL Financial LLC otherOtherNov 2, 2017Nov 2, 2017
David Michael PhippsStifel, Nicolaus & Company, Incorporated national BDCornerstone Wealth Management, LLC otherOtherOct 12, 2017Oct 4, 2017
James Conor AndrewStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseOct 12, 2017Nov 15, 2017 (34 d)
Erin Elizabeth KasikStifel, Nicolaus & Company, Incorporated national BDJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseOct 12, 2017Oct 23, 2017
Dean Robert NovinStifel, Nicolaus & Company, Incorporated national BDCetera Investment Advisers LLC otherOtherOct 3, 2017Oct 3, 2017
John Keld MadsenStifel, Nicolaus & Company, Incorporated national BDRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherSep 14, 2017Sep 7, 2017
Ronald Huston KeeblerStifel, Nicolaus & Company, Incorporated national BDSummit Financial Group Inc otherOtherSep 14, 2017Nov 6, 2017 (53 d)
Lance Joseph RosinaStifel, Nicolaus & Company, Incorporated national BDWellfull no RAUMAffiliated broker-dealer or bank to a newly registered adviserSep 14, 2017Sep 8, 2017
Kurt Jason GunterStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 25, 2017Aug 18, 2017
Joseph David CopelandStifel, Nicolaus & Company, Incorporated national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 25, 2017Aug 17, 2017
Heather Dawn JohnsonStifel, Nicolaus & Company, Incorporated national BDRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherAug 25, 2017Aug 28, 2017
Benjamin Ronald DonathenStifel, Nicolaus & Company, Incorporated national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseAug 25, 2017Aug 17, 2017
Robert SorensenStifel, Nicolaus & Company, Incorporated national BDAllstate Financial Advisors, LLC no RAUMOtherAug 25, 2017Mar 27, 2018 (214 d)
Robert Anthony SchaferStifel, Nicolaus & Company, Incorporated national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseAug 25, 2017Sep 19, 2017
Darrell R BeahonStifel, Nicolaus & Company, Incorporated national BDConcourse Financial Group Advisors otherOtherAug 18, 2017Aug 10, 2017
Sharon JonesStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseAug 18, 2017Sep 20, 2017 (33 d)
Matthew James WunderStifel, Nicolaus & Company, Incorporated national BDRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherAug 3, 2017Jul 31, 2017
Kevin Scott MonacoStifel, Nicolaus & Company, Incorporated national BDJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2017Jul 21, 2017
David Scott GarfinStifel, Nicolaus & Company, Incorporated national BDJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2017Jul 21, 2017
Jamie KrigbaumStifel, Nicolaus & Company, Incorporated national BDJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJul 28, 2017Jul 20, 2017
Daniel Benjamin BufkinStifel, Nicolaus & Company, Incorporated national BDMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJul 20, 2017Jul 5, 2017
Bertina LeeStifel, Nicolaus & Company, Incorporated national BDJ.P. Morgan Securities LLC wirehouseAffiliated broker-dealer or bank to wirehouseJul 20, 2017Jul 25, 2017
George William CrimStifel, Nicolaus & Company, Incorporated national BDConcourse Financial Group Advisors otherOtherJul 17, 2017Aug 10, 2017
Tammi WoodStifel, Nicolaus & Company, Incorporated national BDAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJul 13, 2017Jul 13, 2017
Christopher P GenatossioStifel, Nicolaus & Company, Incorporated national BDLPL Financial LLC otherOtherJul 13, 2017Jul 10, 2017
Robert DinardoStifel, Nicolaus & Company, Incorporated national BDPnc Wealth Management otherOtherJul 13, 2017Jul 14, 2017
Daniel Patrick SchumannStifel, Nicolaus & Company, Incorporated national BDU.S. Bancorp Investments, Inc. otherOtherJul 13, 2017Dec 8, 2017 (148 d)
Patricia Hagan MayStifel, Nicolaus & Company, Incorporated national BDRaymond James Financial Services Advisors, Inc otherOtherJul 6, 2017Aug 3, 2017
Jeffrey Joseph BorgertStifel, Nicolaus & Company, Incorporated national BDGoelzer Investment Management otherOtherJul 6, 2017Jul 14, 2017
Marc J CabrajaStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 27, 2017Jul 7, 2017
Kimberly MorseStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseJun 8, 2017Jun 8, 2017
Monica Anneliese TimmonsStifel, Nicolaus & Company, Incorporated national BDMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 24, 2017Jun 22, 2017
Scott Allen YiStifel, Nicolaus & Company, Incorporated national BDPerigon Wealth Management, LLC otherOtherMay 24, 2017Jun 19, 2017
Charles Dominic FarrarStifel, Nicolaus & Company, Incorporated national BDFarrar Wealth Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 15, 2017May 12, 2025 (2919 d)
Rajesh M. BhanshaliStifel, Nicolaus & Company, Incorporated national BDCitizens Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 15, 2017May 2, 2019 (717 d)
Michele Suzette ArbogastStifel, Nicolaus & Company, Incorporated national BDRBC Capital Markets, LLC national BDAffiliated broker-dealer or bank to anotherApr 27, 2017Apr 28, 2017
Matthew BattipagliaStifel, Nicolaus & Company, Incorporated national BDWashington Crossing Advisors LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 24, 2017Apr 19, 2017
John William RoskowskeStifel, Nicolaus & Company, Incorporated national BDEdward Jones national BDAffiliated broker-dealer or bank to anotherApr 20, 2017Apr 20, 2017
Ronald Ray AdkisonStifel, Nicolaus & Company, Incorporated national BDCreative Planning otherOtherApr 20, 2017Apr 17, 2017
Mackenzie C RickmanStifel, Nicolaus & Company, Incorporated national BDCapital Wealth Planning, LLC otherOtherApr 7, 2017Jun 8, 2017 (62 d)
Sarah R RubyStifel, Nicolaus & Company, Incorporated national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 7, 2017Jul 25, 2017 (109 d)
Rochelle Lee ForrestStifel, Nicolaus & Company, Incorporated national BDAvantax Advisory Services otherOtherApr 4, 2017Apr 4, 2017
Kyle GoekeStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseApr 4, 2017Apr 6, 2017
Gianna Maria PhillipsStifel, Nicolaus & Company, Incorporated national BDEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 30, 2017Apr 7, 2017
Darrick William DuenwaldStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMar 24, 2017Mar 27, 2017
Paul Benjamin ClarkStifel, Nicolaus & Company, Incorporated national BDZiegler Capital Management, LLC otherOtherMar 24, 2017Dec 10, 2015
Richard Keith MarroneStifel, Nicolaus & Company, Incorporated national BDZiegler Capital Management, LLC otherOtherMar 24, 2017Dec 10, 2015
Elizabeth Anne WatkinsStifel, Nicolaus & Company, Incorporated national BDCrescent Grove Advisors independent RIAAffiliated broker-dealer or bank to independent RIAMar 23, 2017Jan 16, 2020 (1029 d)
Richard Alexander LawsonStifel, Nicolaus & Company, Incorporated national BDBenjamin F. Edwards & Company, Incorporated otherOtherMar 20, 2017Mar 13, 2017
Natalie Ann KasievichStifel, Nicolaus & Company, Incorporated national BDBill Few Associates, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMar 15, 2017Jun 10, 2025 (3009 d)
Brianne C EdgingtonStifel, Nicolaus & Company, Incorporated national BDEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 9, 2017Mar 9, 2017
Tracy N MillerStifel, Nicolaus & Company, Incorporated national BDWintrust Investments otherOtherFeb 21, 2017Mar 1, 2017
John Anthony FranzStifel, Nicolaus & Company, Incorporated national BDSanctuary Advisors, LLC otherOtherFeb 14, 2017Mar 9, 2017
Steven Anthony MuecklStifel, Nicolaus & Company, Incorporated national BDMoloney Securities Asset Management LLC otherOtherJan 25, 2017Jan 24, 2017
Therese Chi Nguyen TukalskiStifel, Nicolaus & Company, Incorporated national BDRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherDec 31, 2016Jan 5, 2017
Alex W MorrisStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseDec 23, 2016Jan 12, 2017
Richard JereldsStifel, Nicolaus & Company, Incorporated national BDCitigroup Global Markets Inc. BD affiliatedAffiliated broker-dealer or bank to anotherDec 23, 2016Apr 18, 2022 (1942 d)
John Douglas JamesStifel, Nicolaus & Company, Incorporated national BDEdward Jones national BDAffiliated broker-dealer or bank to anotherDec 2, 2016Dec 2, 2016
Brian Christopher KlosStifel, Nicolaus & Company, Incorporated national BDConway Investment Solutions otherOtherNov 29, 2016Mar 29, 2017 (120 d)
Charles David MinnickStifel, Nicolaus & Company, Incorporated national BDWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseNov 29, 2016Dec 6, 2016
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