DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Robert W. Baird & Co. Incorporated

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
Robert Allen Di DonatoRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherOct 30, 2012Oct 19, 2012
David Lee VerveldeRobert W. Baird & Co. Incorporated otherVsr Advisory Services otherOtherSep 27, 2012Sep 24, 2012
John Keld MadsenRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherSep 27, 2012Oct 2, 2012
William Ryan GrayRobert W. Baird & Co. Incorporated otherRichmond Investment Services LLC independent RIAOtherSep 12, 2012Jun 18, 2024 (4297 d)
Thomas Owen AnselRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 4, 2012Aug 27, 2012
Matthew Alan MoyzisRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherAug 23, 2012Dec 21, 2012 (120 d)
Laura Jean BarnardRobert W. Baird & Co. Incorporated otherBmo Harris Financial Advisors, Inc otherOtherAug 16, 2012Aug 7, 2012
Philip Paul TetleyRobert W. Baird & Co. Incorporated otherTetley Investments, LLC independent RIAOtherJul 30, 2012Jul 20, 2012
Andrew Corey FassRobert W. Baird & Co. Incorporated otherBeverly Hills Wealth Management, LLC otherOtherJul 20, 2012Aug 13, 2012
Thomas James GergerRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 19, 2012May 31, 2012
Lawrence Michael CounenRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 14, 2012May 23, 2012
Veronica L. SchulzRobert W. Baird & Co. Incorporated otherSecurities America Advisors, Inc. otherOtherJun 11, 2012Jun 13, 2012
Timothy Llewellyn PearceRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherMay 29, 2012Jul 3, 2019 (2591 d)
Michele Ann RandallRobert W. Baird & Co. Incorporated otherPrivate Advisor Group, LLC otherOtherMay 24, 2012May 29, 2012
Stephanie Mavis D'IppolitoRobert W. Baird & Co. Incorporated otherBaker Tilly Investment Advisors otherOtherApr 18, 2012Apr 12, 2012
Jason G LeupoldRobert W. Baird & Co. Incorporated otherFintrust Investment Advisory Services, LLC otherOtherMar 15, 2012Jan 2, 2014 (658 d)
Tyson Ronald SmithRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherMar 14, 2012Mar 12, 2012
Steven William StahlbergRobert W. Baird & Co. Incorporated otherBeverly Hills Wealth Management, LLC otherOtherJan 12, 2012Jun 7, 2012 (147 d)
Kevin P PachuckiRobert W. Baird & Co. Incorporated otherCuna Brokerage Services, Inc. otherOtherJan 9, 2012May 3, 2014 (845 d)
Patricia Elaine MillerRobert W. Baird & Co. Incorporated otherUBS Financial Services Inc. wirehouseOtherJan 4, 2012Jan 3, 2012
Christina Jean OettingerRobert W. Baird & Co. Incorporated otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 4, 2012Oct 11, 2021 (3568 d)
James Allyn FrankeRobert W. Baird & Co. Incorporated otherRothschild Investment otherOtherDec 23, 2011Dec 15, 2011
Mark Scott HeffelRobert W. Baird & Co. Incorporated otherCetera Investment Services LLC otherOtherNov 10, 2011Nov 1, 2011
John Marshall DraperRobert W. Baird & Co. Incorporated otherRBC Capital Markets, LLC national BDOtherNov 9, 2011Nov 1, 2011
Joshua Robert CurranRobert W. Baird & Co. Incorporated otherMorgan Keegan & Company, LLC otherOtherOct 27, 2011Nov 15, 2011
Lay Carl RosenheimerRobert W. Baird & Co. Incorporated otherB. C. Ziegler And Company otherOtherOct 5, 2011Sep 27, 2013 (723 d)
Jennifer Gamet FitzgeraldRobert W. Baird & Co. Incorporated otherUBS Financial Services Inc. wirehouseOtherAug 29, 2011Dec 10, 2013 (834 d)
Brian Thomas GaertnerRobert W. Baird & Co. Incorporated otherRiverfront Investment Group, LLC otherOtherAug 25, 2011May 3, 2012 (252 d)
Adam Bryant HawksRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherAug 24, 2011Aug 19, 2011
Matthew August GlatzRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherAug 23, 2011Aug 19, 2011
Keith Duane YoderRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherAug 22, 2011Aug 19, 2011
Darin Wayne HargreavesRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherAug 22, 2011Aug 12, 2011
Kevin James SlettenRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherAug 22, 2011Aug 19, 2011
Michael J KrakoRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherAug 22, 2011Sep 23, 2011 (32 d)
David John EttlRobert W. Baird & Co. Incorporated otherDavid Ettl Financial state registeredOtherJul 15, 2011Sep 13, 2011 (60 d)
James Vincent CarideoRobert W. Baird & Co. Incorporated otherUBS Financial Services Inc. wirehouseOtherJun 9, 2011Jun 7, 2011
Chad Edward HenryRobert W. Baird & Co. Incorporated otherSpc otherOtherMay 26, 2011Jun 15, 2011
Brandon A ZureickRobert W. Baird & Co. Incorporated otherJohnson Investment Counsel, Inc. independent RIAOtherMay 19, 2011Mar 12, 2019 (2854 d)
Melissa Ann Palmer-BallRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherMay 17, 2011May 11, 2011
Dawn Christie BoegelRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherApr 11, 2011May 2, 2011
Matthew Todd GlinskyRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 11, 2011Jun 6, 2018 (2613 d)
Peter Timothy FrawleyRobert W. Baird & Co. Incorporated otherLeonard And Company otherOtherMar 3, 2011Jun 3, 2011 (92 d)
Mark S AckelRobert W. Baird & Co. Incorporated otherRBC Capital Markets, LLC national BDOtherMar 1, 2011Mar 1, 2011
James Robert BuntingRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherFeb 23, 2011Mar 10, 2011
Patrick Carroll MasimoreRobert W. Baird & Co. Incorporated otherEmpower Advisory Group, LLC BD affiliatedOtherFeb 18, 2011Feb 3, 2026 (5464 d)
Randall J WeitzerRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherFeb 14, 2011Mar 1, 2011
Jeff MejacRobert W. Baird & Co. Incorporated otherFifth Third Securities, Inc. otherOtherJan 25, 2011Mar 16, 2011 (50 d)
Ryan Robert KetvertisRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 24, 2011Jan 19, 2011
Andrew G ZaleRobert W. Baird & Co. Incorporated otherLPL Financial LLC otherOtherDec 20, 2010Dec 17, 2010
Stacey Ann ZahoranskiRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherDec 20, 2010Dec 20, 2010
Preston Walter ZaleRobert W. Baird & Co. Incorporated otherLPL Financial LLC otherOtherDec 20, 2010Dec 17, 2010
Wallace Key HollemanRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherDec 10, 2010Dec 20, 2010
Ronald Jay FoxRobert W. Baird & Co. Incorporated otherKenilworth Asset Management, LLC otherOtherDec 8, 2010Dec 22, 2010
Paul K Kenneth RamusRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 15, 2010Oct 20, 2010
Susan RuhlandRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherSep 29, 2010Apr 13, 2012 (562 d)
John Joseph MccarthyRobert W. Baird & Co. Incorporated otherScott & Stringfellow, LLC otherOtherSep 23, 2010Oct 12, 2010
Jeffrey Ross PurdonRobert W. Baird & Co. Incorporated otherScott & Stringfellow, LLC otherOtherSep 21, 2010Oct 12, 2010
Allen John HegenerRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherSep 14, 2010Sep 15, 2010
John Robert MooreRobert W. Baird & Co. Incorporated otherCmj Partners, LLC unclassifiedOtherSep 14, 2010Nov 16, 2010 (63 d)
Anthony R. MampieriRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherAug 24, 2010Aug 24, 2010
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799 moves match.