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
Michael Lendell FolandRobert W. Baird & Co. Incorporated otherWells Fargo Investments, LLC unclassifiedOtherAug 22, 2007Aug 22, 2007
David Alan CroutchRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherAug 20, 2007Aug 20, 2007
Steven Wayne WarnerRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherAug 9, 2007Jul 31, 2007
Carol Ann AlbanoRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherAug 7, 2007Jul 31, 2007
Philip Patrick ThomasRobert W. Baird & Co. Incorporated otherHarmony Investment Management, Inc. otherOtherJul 19, 2007Jul 19, 2007
Kevin Thomas KeeleyRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 19, 2007Jun 15, 2007
Michael Edward KalasRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 19, 2007Jun 15, 2007
Daniel Richard JuddRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 19, 2007Oct 22, 2009 (856 d)
Todd A MetcalfRobert W. Baird & Co. Incorporated otherB. C. Ziegler And Company otherOtherJun 19, 2007Jun 18, 2007
Jeramy Douglas MayRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherMay 7, 2007Apr 24, 2007
Thomas Phillip LaporteRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherApr 24, 2007May 9, 2007
Ginger Rogers SnyderRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherMar 5, 2007Feb 27, 2007
John Donald GalliganRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherFeb 12, 2007Jan 29, 2007
Greg H GhodsiRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherJan 23, 2007Feb 2, 2007
James David BeaudoinRobert W. Baird & Co. Incorporated otherLPL Financial LLC otherOtherOct 27, 2006Oct 24, 2006
Jack Steven RichardsonRobert W. Baird & Co. Incorporated otherTriad Advisors, LLC otherOtherSep 27, 2006Oct 3, 2006
Alecia Dawn WellenRobert W. Baird & Co. Incorporated otherStanford Group Company unclassifiedOtherSep 18, 2006Sep 19, 2006
Patrick Terrence McmahonRobert W. Baird & Co. Incorporated otherM&I Financial Advisors, Inc. no RAUMOtherAug 31, 2006Aug 29, 2006
Morris Lee BrillRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherAug 25, 2006Sep 11, 2006
Laura A. MillerRobert W. Baird & Co. Incorporated otherBanc One Securities Corporation unclassifiedOtherAug 4, 2006Sep 1, 2006
Margaret Marie MooreRobert W. Baird & Co. Incorporated otherA. G. Edwards & Sons, Inc. unclassifiedOtherJul 11, 2006Jun 28, 2006
Laurie Kay SimonsRobert W. Baird & Co. Incorporated otherUsaa Financial Planning Services no RAUMOtherJun 8, 2006Apr 26, 2011 (1783 d)
Marlia Sue BrownRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherJun 1, 2006Jul 27, 2006 (56 d)
Richard Aaron BurlingRobert W. Baird & Co. Incorporated otherRed Granite Advisors LLC otherOtherMay 9, 2006Jun 5, 2006
Joel Dennis VrabelRobert W. Baird & Co. Incorporated otherRed Granite Advisors LLC otherOtherMay 9, 2006May 3, 2006
David James DrzadinskiRobert W. Baird & Co. Incorporated otherRed Granite Advisors LLC otherOtherMay 9, 2006Jun 5, 2006
Eric Fred BachinskyRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherMar 24, 2006Apr 10, 2006
Charlene M Strauss-WilsonRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherDec 31, 2005Mar 31, 2006 (90 d)
Christopher Scott LeeperRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherSep 20, 2005Sep 28, 2005
Adam Jerrold MeinrodRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherSep 20, 2005Sep 28, 2005
Susan E. Whitlock-MercadoRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherSep 20, 2005Sep 28, 2005
Todd Richard PotterRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherAug 24, 2005Aug 19, 2005
Victor Francis RussoRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherAug 15, 2005Aug 9, 2005
Mary Evelyn LevarRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherAug 12, 2005Sep 1, 2005
Jason Alan ColdicottRobert W. Baird & Co. Incorporated otherSpc otherOtherJul 25, 2005Oct 28, 2005 (95 d)
William Lawrence ChambersRobert W. Baird & Co. Incorporated otherHuntleigh Advisors, Inc. independent RIAOtherJul 7, 2005Oct 15, 2024 (7040 d)
Katherine GoughRobert W. Baird & Co. Incorporated otherRaymond James & Associates, Inc. national BDOtherJul 7, 2005Sep 15, 2008 (1166 d)
Brian Craig MoranRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 7, 2005May 28, 2009 (1421 d)
Gregory John WozniakRobert W. Baird & Co. Incorporated otherMML Investors Services, LLC otherOtherJul 7, 2005Apr 6, 2006 (273 d)
John Patrick AbelsRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherJul 6, 2005Jun 24, 2005
Patrick Allen SnellRobert W. Baird & Co. Incorporated otherM Capital Advisors otherOtherJul 6, 2005Apr 16, 2013 (2841 d)
Jason Stephen EdmondsRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherApr 26, 2005Apr 22, 2005
Kenneth FonteynRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherApr 15, 2005Apr 4, 2005
Rory Daniel LindquistRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 15, 2004Sep 3, 2004
Matthew Michel MontalbanoRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherAug 19, 2004Jul 30, 2004
Sherrie M PaskoRobert W. Baird & Co. Incorporated otherNorthwestern Mutual Investment Services,LLC otherOtherJul 28, 2004May 1, 2006 (642 d)
Wayne McmullenRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 17, 2004Jul 14, 2004
Gregory John CarlsonRobert W. Baird & Co. Incorporated otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 10, 2004Jun 7, 2004
Farrahlyn S VoRobert W. Baird & Co. Incorporated otherMesirow Financial, Inc. unclassifiedOtherJun 3, 2004Aug 8, 2005 (431 d)
Lynn Anne FriendRobert W. Baird & Co. Incorporated otherStifel, Nicolaus & Company, Incorporated national BDOtherApr 29, 2004Apr 28, 2004
Christopher G PieperRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherApr 13, 2004Apr 2, 2004
Robert Scott LowkeRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherMar 10, 2004Mar 22, 2004
Diane Mary GaalRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherFeb 20, 2004May 18, 2004 (88 d)
Pamela Marie VanoneRobert W. Baird & Co. Incorporated otherA. G. Edwards & Sons, Inc. unclassifiedOtherJan 20, 2004Jun 21, 2005 (518 d)
Michael Owen SmithRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherDec 10, 2003Nov 28, 2003
Michael Aspery DempseyRobert W. Baird & Co. Incorporated otherMorgan Stanley Dw Inc. unclassifiedOtherDec 8, 2003Nov 28, 2003
Debra Ann SteflRobert W. Baird & Co. Incorporated otherWells Fargo Advisors wirehouseOtherNov 26, 2003Nov 3, 2003
Eric Stephen SchlipfRobert W. Baird & Co. Incorporated otherMorgan Stanley & Co. LLC unclassifiedOtherSep 9, 2003May 4, 2007 (1333 d)
Michael Martin CohenRobert W. Baird & Co. Incorporated otherA. G. Edwards & Sons, Inc. unclassifiedOtherSep 4, 2003Aug 27, 2003
Alan B. LeitsonRobert W. Baird & Co. Incorporated otherKeybanc Capital Markets Inc. unclassifiedOtherAug 7, 2003Oct 2, 2003 (56 d)
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799 moves match.