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.

AdvisorFromToTypeLeftRegistered
Ryan Andrew DignumCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 3, 2025
James Randall MartinusCommonwealth Financial Network national BDKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 3, 2025
David Rohdin PeerboomCommonwealth Financial Network national BDKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 3, 2025
Clinton James SeefeldtCommonwealth Financial Network national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIANov 3, 2025Nov 3, 2025
John Robert SkomskiCommonwealth Financial Network national BDThe Ameriflex Group BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2025Nov 3, 2025
Rondi Kim AlbrechtCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2025Oct 31, 2025
Joseph CappuccinoCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 31, 2025Oct 31, 2025
Steven Edward ZellerCommonwealth Financial Network national BDZeller Kern Business Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 29, 2025Feb 19, 2008
Kirk Dalton HuismannCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 29, 2025Oct 28, 2025
Cynthia Ann KennedyCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 28, 2025Oct 28, 2025
Cara HeddenCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 28, 2025Nov 7, 2025
Curtis Lee MatlinCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2025Oct 27, 2025
Christopher Noel EllerCommonwealth Financial Network national BDCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2025Oct 24, 2025
Eric Scott ArkinsCommonwealth Financial Network national BDCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2025Oct 23, 2025
Elizabeth Kate WatersCommonwealth Financial Network national BDFarther independent RIAAffiliated broker-dealer or bank to independent RIAOct 27, 2025Oct 30, 2025
Sarah E CossCommonwealth Financial Network national BDCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2025Oct 23, 2025
Andrew Richard SchumacherCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2025Oct 27, 2025
Dennis Mitchell TaylorCommonwealth Financial Network national BDCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 24, 2025Oct 24, 2025
Richard Andrew SalmeronCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2025Oct 21, 2025
Michelle Woods CoxCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2025Oct 22, 2025
John Thomas EvansCommonwealth Financial Network national BDOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2025Oct 27, 2025
Janet Lawing ByasCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 23, 2025Oct 22, 2025
Kelly Mullin RoarkCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2025Oct 22, 2025
David William HartCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 22, 2025Oct 23, 2025
Trevor Kenneth KernCommonwealth Financial Network national BDZeller Kern Business Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserOct 21, 2025Feb 19, 2008
Mark Richard GallagherCommonwealth Financial Network national BDOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 20, 2025Oct 17, 2025
Alex J Vanden BoogaardCommonwealth Financial Network national BDOsaic Wealth, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 20, 2025Oct 17, 2025
Brett Jason HoffmanCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 17, 2025Oct 16, 2025
Karen Call McarthurCommonwealth Financial Network national BDGlobal Retirement Partners LLC institutionalOtherOct 17, 2025Oct 16, 2025
Teresa Kaye MansellCommonwealth Financial Network national BDMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 16, 2025Oct 14, 2025
Susan Lee KendallCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2025Oct 15, 2025
Diana Carolina ColmenaresCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2025Oct 15, 2025
Michael Jeffrey SalernoCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 14, 2025Oct 15, 2025
Janet Thomas WilsonCommonwealth Financial Network national BDCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 14, 2025Oct 13, 2025
Stephanie Riesner GummCommonwealth Financial Network national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2025Oct 14, 2025
Angelique Nicole AyalaCommonwealth Financial Network national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 14, 2025Oct 16, 2025
Paul Sigmund BonapartCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2025Oct 13, 2025
Brian William PattonCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 13, 2025Oct 13, 2025
Berkely R ArrantsCommonwealth Financial Network national BDSavvy independent RIAAffiliated broker-dealer or bank to independent RIAOct 13, 2025Oct 14, 2025
Brian Elliott KeisterCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 6, 2025
Josef D ChiapelliCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 6, 2025
Sara Elizabeth HinthorneCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 6, 2025
Joshua Charles KeisterCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 6, 2025
Gloria Faye MakinoCommonwealth Financial Network national BDIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 3, 2025
John LavasseurCommonwealth Financial Network national BDFive Corners Financial Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 9, 2025Oct 8, 2025
Seth A ShepardCommonwealth Financial Network national BDKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 9, 2025Oct 22, 2025
Frances Lev MakinoCommonwealth Financial Network national BDIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2025Oct 3, 2025
William John SempolinskiCommonwealth Financial Network national BDFive Corners Financial Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 8, 2025Oct 7, 2025
Deidre Lynn BowmanCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2025Oct 8, 2025
James Edward DurandCommonwealth Financial Network national BDKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2025Oct 3, 2025
Robert George AbelCommonwealth Financial Network national BDKestra Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2025Oct 3, 2025
Karen Lynn BrelsfordCommonwealth Financial Network national BDKlima & Associates, Inc. unclassifiedOtherOct 8, 2025May 18, 2004
Jonathan Treat LewisCommonwealth Financial Network national BDVestgen Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2025Oct 9, 2025
Steven Todd SchlegelCommonwealth Financial Network national BDSchlegel Dunn LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 7, 2025Oct 2, 2025
Brandy Clements-CorderCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 7, 2025Oct 6, 2025
Clifford Lewis FaintychCommonwealth Financial Network national BDUnited Planners' Financial Services Of America A Limited Partner independent RIAAffiliated broker-dealer or bank to independent RIAOct 7, 2025Oct 13, 2025
Scott Jeffrey SchlegelCommonwealth Financial Network national BDSchlegel Dunn LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 7, 2025Oct 2, 2025
Bernard C MakinoCommonwealth Financial Network national BDIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 7, 2025Oct 3, 2025
Samuel LevinCommonwealth Financial Network national BDNewedge Advisors BD affiliatedAffiliated broker-dealer or bank to anotherOct 7, 2025Oct 27, 2025
Michael Alan ManningCommonwealth Financial Network national BDRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 6, 2025Oct 6, 2025
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2,253 moves match.