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
Jody Marie ChalhoubRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 30, 2010Nov 8, 2010 (101 d)
Wayne A MillerRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherJul 23, 2010Jul 15, 2010
Laura CollinsRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherJul 7, 2010Jun 25, 2010
Jennifer Ford DeloachRobert W. Baird & Co. Incorporated otherCertus Investment Advisors, LLC otherOtherJun 25, 2010Jun 21, 2012 (727 d)
Nassif DowRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 25, 2010Jun 30, 2010
David William DistefanoRobert W. Baird & Co. Incorporated otherHarbour Investments, Inc. otherOtherJun 22, 2010Apr 26, 2012 (674 d)
David Ray HesterRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherJun 14, 2010Jun 4, 2010
Matthew D ColeRobert W. Baird & Co. Incorporated otherFifth Third Securities, Inc. otherOtherJun 11, 2010Jan 20, 2011 (223 d)
Gregory John BaumgardtRobert W. Baird & Co. Incorporated otherEdward Jones national BDOtherJun 10, 2010May 25, 2010
Edward Vernon ScobyRobert W. Baird & Co. Incorporated otherSequoia Wealth Management, LLC otherOtherMay 26, 2010Mar 20, 2015 (1759 d)
Michael August KroenkeRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherMay 13, 2010May 1, 2010
David Robert ZoellnerRobert W. Baird & Co. Incorporated otherJ P Turner & Company Capital Management, LLC otherOtherMay 12, 2010Aug 11, 2010 (91 d)
Teresa FloresRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherMay 4, 2010Oct 8, 2012 (888 d)
Scott R LeuteneggerRobert W. Baird & Co. Incorporated otherCharles Schwab & Co., Inc. national BDOtherApr 6, 2010Apr 12, 2010
Gregory Charles BurgettRobert W. Baird & Co. Incorporated otherPrincipal Securities, Inc. otherOtherFeb 10, 2010Feb 17, 2010
Kristine Marie Rossiter-SlamkaRobert W. Baird & Co. Incorporated otherEdward Jones national BDOtherJan 21, 2010Mar 22, 2010 (60 d)
Michael John SlaggieRobert W. Baird & Co. Incorporated otherRaymond James Financial Services Advisors, Inc otherOtherJan 21, 2010Nov 22, 2013 (1401 d)
Guy William RichardsonRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 19, 2009Nov 16, 2009
Melinda Jo HansenRobert W. Baird & Co. Incorporated otherAmeriprise Financial Services, LLC national BDOtherOct 15, 2009Jun 1, 2011 (594 d)
Kelly Michael KuennenRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherOct 5, 2009Sep 28, 2009
Timothy Banks ClepperRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherOct 5, 2009Sep 28, 2009
Joshua S DautovicRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherOct 5, 2009Oct 19, 2009
David John JakubowskiRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherOct 2, 2009Oct 19, 2009
Charles O B SnyderRobert W. Baird & Co. Incorporated otherMorgan Stanley wirehouseOtherSep 29, 2009Sep 28, 2009
Sean Patrick ConnollyRobert W. Baird & Co. Incorporated otherAvocet Capital Management LLC independent RIAOtherAug 14, 2009Jun 4, 2024 (5408 d)
Roger Albert BaughmanRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 24, 2009Jul 13, 2009
Kevin Lee FronekRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 15, 2009Aug 7, 2009
Charles Havnor CoakleyRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 15, 2009Jul 14, 2009
Brian Mark DanielRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherMay 14, 2009May 11, 2009
Dawn Elizabeth MorrisRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherApr 23, 2009Apr 23, 2009
Alice Lugene PichlerRobert W. Baird & Co. Incorporated otherLPL Financial LLC otherOtherApr 8, 2009Jun 25, 2009 (78 d)
Joseph Paul GoebelRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherJan 23, 2009Jan 16, 2009
Jennifer Ann LemassenaRobert W. Baird & Co. Incorporated otherCetera Investment Advisers LLC BD affiliatedOtherJan 23, 2009Mar 21, 2024 (5536 d)
Carol Jean KeedyRobert W. Baird & Co. Incorporated otherWaterstone Financial Group, Inc. unclassifiedOtherDec 5, 2008Dec 4, 2008
Robert Smith GesdorfRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 19, 2008Nov 25, 2008
Bradford Kelly MarshallRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 18, 2008Nov 19, 2008
Lily Yee PoyRobert W. Baird & Co. Incorporated otherEquitable Advisors, LLC national BDOtherNov 6, 2008Dec 12, 2008 (36 d)
Amy Lane BurtonRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 10, 2008Sep 30, 2008
Emily Linn BushRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 10, 2008Sep 30, 2008
William Terrell NicklesRobert W. Baird & Co. Incorporated otherYellow Dog Financial, Inc. state registeredOtherOct 7, 2008Oct 9, 2008
Christopher Alan VosmeierRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 1, 2008Sep 30, 2008
Thomas Gary PetersonRobert W. Baird & Co. Incorporated otherAmeriprise Advisor Services, Inc. unclassifiedOtherSep 18, 2008Sep 24, 2008
Debora Jeanne DuisRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherJul 10, 2008Aug 22, 2008 (43 d)
Jason Wendell RaspRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 23, 2008Jun 13, 2008
David Smith RankinRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 23, 2008Jun 13, 2008
Mark Laverne WoodRobert W. Baird & Co. Incorporated otherMorgan Stanley & Co. LLC unclassifiedOtherJun 2, 2008May 23, 2008
Brian Ray DunstonRobert W. Baird & Co. Incorporated otherSuntrust Investment Services, Inc. otherOtherMar 20, 2008Apr 23, 2008 (34 d)
Erin WaltersRobert W. Baird & Co. Incorporated otherMorgan Stanley & Co. LLC unclassifiedOtherMar 18, 2008Mar 28, 2008
Catherine T SmallRobert W. Baird & Co. Incorporated otherAmeriprise Advisor Services, Inc. unclassifiedOtherMar 6, 2008Mar 28, 2008
Denis CyrRobert W. Baird & Co. Incorporated otherLPL Financial LLC otherOtherMar 3, 2008Feb 29, 2008
Geoffrey A. SimonRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherFeb 20, 2008Feb 19, 2008
Doreen Marie ConnollyRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherFeb 20, 2008Feb 19, 2008
Laurel Beth HeiligstedtRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherJan 17, 2008Jan 15, 2008
Kevin Paul MckinleyRobert W. Baird & Co. Incorporated otherMckinley Money, LLC independent RIAOtherJan 14, 2008Jan 9, 2008
Jeanette Honey SchoenbergRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherNov 27, 2007Nov 5, 2007
Jason Michael DornRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherOct 10, 2007Oct 25, 2007
Roger Frederick GrefeRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 1, 2007Oct 9, 2007
Jennifer FunkRobert W. Baird & Co. Incorporated otherRenaissance Investment Management otherOtherOct 1, 2007Oct 24, 2007
Brian David GrefeRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherOct 1, 2007Oct 9, 2007
Amy R BenderRobert W. Baird & Co. Incorporated otherUBS Financial Services Inc. wirehouseOtherSep 26, 2007Oct 30, 2007 (34 d)
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799 moves match.