DFX Intelligence
Advisor moves
Departures from Commonwealth Financial Network
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 |
|---|---|---|---|---|---|
| Jaron Heber Poulson | Commonwealth Financial Network national BD | Jhp Planning, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 13, 2025 | Aug 13, 2025 |
| Taylor Lloyd | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 13, 2025 | Jan 1, 2026 (141 d) |
| Gary Lee Bragg | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Daniel Lee Espenscheid | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 13, 2025 |
| William Peter Breault | Commonwealth Financial Network national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 19, 2025 |
| Michael Christopher Nerney | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Colby Dionne | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2025 | Aug 11, 2025 |
| Lucas Paul Ragusa | Commonwealth Financial Network national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 12, 2025 | Aug 29, 2025 |
| Keith Matthew Black | Commonwealth Financial Network national BD | Robert W. Baird & Co. Incorporated mixed wealth | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Justin Robert Mishacoff | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Dana Nicole Hausler Pollard | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Brian Deen Lahue | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 15, 2025 |
| Joyce Mary Murphy | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 11, 2025 | Aug 12, 2025 |
| Sean Buckley | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 15, 2025 |
| Michael Adam Cleary | Commonwealth Financial Network national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 12, 2025 |
| Tera Christine Myers | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 15, 2025 |
| Michael Wessel | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 15, 2025 |
| Christopher Adam Steiner | Commonwealth Financial Network national BD | Cambridge Investment Research Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Aug 11, 2025 | Aug 12, 2025 |
| Mark Douglas Erwin | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Aug 8, 2025 |
| Michael David Lambrix | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 8, 2025 | Aug 8, 2025 |
| Stuart Wayne Benjamin | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 4, 2025 |
| Trace Cowley Udall | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 7, 2025 |
| Joelle D Spear | Commonwealth Financial Network national BD | Canby Financial Advisors unclassified | Other | Aug 7, 2025 | Jul 28, 2014 |
| James Joseph Galante | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 7, 2025 |
| Adam R Horde | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 7, 2025 |
| Megan Elizabeth Johnson | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 8, 2025 |
| Elizabeth Vickers Absher | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 4, 2025 |
| Zackery Evan Benjamin | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 4, 2025 |
| Samuel David Udall | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 7, 2025 |
| Mihir Shital Saudagar | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 6, 2025 | Aug 3, 2025 |
| Alexander Joseph Jankowski | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 6, 2025 | Aug 3, 2025 |
| Tamara Kaye Colvin | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Kevin Dolan | Commonwealth Financial Network national BD | Bryn Mawr Trust Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Jul 30, 2025 |
| Stewart Lee Flaherty | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Christopher William Pascale | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 6, 2025 |
| Jeremy Mark Lobo | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 6, 2025 |
| Joseph Trent Byerly | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 12, 2025 |
| Andrea Morgan Stackland-Winterer | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 8, 2025 |
| Ashley Nicole Woods | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Sep 17, 2025 (43 d) |
| Lia Koal Casino | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 4, 2025 |
| Michael Anthony Mendillo | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Jordan Robert True | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 5, 2025 | Aug 5, 2025 |
| Coleman A Zwanzig | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 5, 2025 | Aug 8, 2025 |
| Danielle Shirleyann Holmes | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 7, 2025 |
| Charlene Katherine Dolan | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 7, 2025 |
| Jeffrey Roland Migneault | Commonwealth Financial Network national BD | Migneault Wealth Management, LLC unclassified | Other | Aug 4, 2025 | Jul 11, 2018 |
| Jeff W Lanscek | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 4, 2025 | Aug 4, 2025 |
| John Roland Macdonald | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Kevin James Braddock | Commonwealth Financial Network national BD | &Partners independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 5, 2025 |
| Justin Russell Miller | Commonwealth Financial Network national BD | Milestone Financial Associates, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Aug 4, 2025 | Aug 3, 2025 |
| Christopher Paul Bienvenu | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Melanie L Migneault | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 4, 2025 | Aug 4, 2025 |
| Robert Franklin Hart | Commonwealth Financial Network national BD | Farther independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 4, 2025 | Aug 7, 2025 |
| Mark Stephenson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Bart William Little | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Christopher Allen Richey | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2025 | Aug 1, 2025 |
| Eileen Marian Monahan | Commonwealth Financial Network national BD | Nvest Financial, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Dec 2, 2024 |
| Robert Bernhard Luedtke | Commonwealth Financial Network national BD | Luedtke & Associates LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 31, 2025 | Feb 8, 2026 (192 d) |
| Eric Scott Colella | Commonwealth Financial Network national BD | Kestra Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Aug 1, 2025 |
| Gregory Jay Hinkson | Commonwealth Financial Network national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2025 | Jul 31, 2025 |
2,263 moves match.