Advisor moves

Arrivals at Independent Financial Partners

736 moves
AdvisorFromToTypeLeftRegistered
Jeremy David GottliebLucia Capital Group otherIndependent Financial Partners otherOtherDec 13, 2011Jan 9, 2012
Sarah Patrica PuckettWells Fargo Advisors wirehouseIndependent Financial Partners otherOtherDec 12, 2011Oct 29, 2014 (1052 d)
David Wayne EllisSuntrust Investment Services, Inc. otherIndependent Financial Partners otherOtherDec 9, 2011Dec 12, 2011
Benjamin Chadwick SummersSuntrust Investment Services, Inc. otherIndependent Financial Partners otherOtherDec 9, 2011Nov 4, 2013 (696 d)
Bryan LavermanConcourse Financial Group Advisors otherIndependent Financial Partners otherOtherDec 2, 2011Dec 2, 2011
Brian Lane SmithConcourse Financial Group Advisors otherIndependent Financial Partners otherOtherDec 2, 2011Dec 8, 2011
Brian Louis WadeVicus Capital, Inc. otherIndependent Financial Partners otherOtherDec 2, 2011Dec 20, 2011
Scott Andrew MccaskillLPL Financial LLC otherIndependent Financial Partners otherOtherDec 1, 2011Sep 9, 2011
Peggy F FryeWalsh & Associates, LLC otherIndependent Financial Partners otherOtherNov 30, 2011Apr 15, 2011
Toby John PetersLPL Financial LLC otherIndependent Financial Partners otherOtherNov 28, 2011Nov 30, 2011
Frank Daniel TothAsset & Financial Planning, Ltd otherIndependent Financial Partners otherOtherNov 28, 2011Dec 8, 2011
Mary Lois KimbroughEdward Jones national BDIndependent Financial Partners otherOtherNov 22, 2011Nov 29, 2011
Richard Russell GeigerLPL Financial LLC otherIndependent Financial Partners otherOtherNov 21, 2011Sep 21, 2011
David Albert CamperCaptrust Financial Advisors otherIndependent Financial Partners otherOtherNov 21, 2011Nov 21, 2011
Scott Thomas JonesLPL Financial LLC otherIndependent Financial Partners otherOtherNov 21, 2011Sep 21, 2011
Michael Jeffrey FreedmanMerrimac Corporate Securities, Inc. unclassifiedIndependent Financial Partners otherOtherNov 14, 2011Jan 18, 2012 (65 d)
John Thomas MullinsMullins Financial unclassifiedIndependent Financial Partners otherOtherNov 2, 2011Aug 17, 2011
Dean Roger St. MarieEdward Jones national BDIndependent Financial Partners otherOtherOct 18, 2011Oct 26, 2011
Gary Bruce RomeEdward Jones national BDIndependent Financial Partners otherOtherOct 13, 2011Oct 31, 2011
Julia Sky KingGodfrey Financial, Inc. unclassifiedIndependent Financial Partners otherOtherOct 6, 2011Aug 2, 2011
Jon Christopher GoodmanInvestment Centers Of America, Inc. otherIndependent Financial Partners otherOtherOct 3, 2011Oct 10, 2011
Stephen Andrew YarmeschMid Atlantic Financial Management, Inc. otherIndependent Financial Partners otherOtherSep 26, 2011Sep 28, 2011
Mousumi MukherjeeWorld Equity Group, Inc. otherIndependent Financial Partners otherOtherSep 21, 2011Aug 24, 2012 (338 d)
Frederic William AmbergMorgan Stanley wirehouseIndependent Financial Partners otherOtherSep 7, 2011Nov 26, 2012 (446 d)
Carl Lee ThompsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherAug 26, 2011Apr 2, 2012 (220 d)
Julius Edwin LordEdward Jones national BDIndependent Financial Partners otherOtherAug 25, 2011Aug 26, 2011
Kent Bradston TedrickWealthbridge Advisors unclassifiedIndependent Financial Partners otherOtherAug 22, 2011Aug 2, 2011
Daniel Thomas DuboisLPL Financial LLC otherIndependent Financial Partners otherOtherAug 16, 2011Sep 2, 2011
Harvey Gerald SteinAsset & Financial Planning, Ltd otherIndependent Financial Partners otherOtherAug 9, 2011Sep 13, 2011 (35 d)
Jason Keith NortonWaddell & Reed otherIndependent Financial Partners otherOtherAug 1, 2011Jul 22, 2011
Daniel Paul MagerasRaymond James & Associates, Inc. national BDIndependent Financial Partners otherOtherJul 21, 2011Jul 25, 2011
Alan Richard CicoraStrategic Advisers LLC national BDIndependent Financial Partners otherOtherJul 19, 2011Sep 7, 2011 (50 d)
Geoffrey Harden SeboldIndependent Financial Group, LLC otherIndependent Financial Partners otherOtherJul 15, 2011Jun 20, 2012 (341 d)
Nicole Marie DawesOppenheimer & Co. Inc. otherIndependent Financial Partners otherOtherJul 15, 2011Jul 19, 2011
Nicholas Joseph ArenaMsi Financial Services, Inc. otherIndependent Financial Partners otherOtherJul 15, 2011Jul 13, 2011
Timothy D HussarLPL Financial LLC otherIndependent Financial Partners otherOtherJul 13, 2011Aug 2, 2017 (2212 d)
Collin Barrett DawesOppenheimer & Co. Inc. otherIndependent Financial Partners otherOtherJul 11, 2011Jul 19, 2011
Aaron Lee GilmanKoss-Olinger Consulting, LLC. otherIndependent Financial Partners otherOtherJul 7, 2011Jul 13, 2011
Canard Emile BarnesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherJul 5, 2011Jul 7, 2011
Brian John GrohEdward Jones national BDIndependent Financial Partners otherOtherJul 1, 2011Jul 21, 2011
Robert Ronald LiggeroBull & Bear Capital Advisors, LLC otherIndependent Financial Partners otherOtherJul 1, 2011Jun 21, 2011
David Scott RaudmanAmerican Portfolios Advisors, Inc otherIndependent Financial Partners otherOtherJun 30, 2011Feb 16, 2018 (2423 d)
Shawna Dawn ChristiansenUBS Financial Services Inc. wirehouseIndependent Financial Partners otherOtherJun 27, 2011Aug 2, 2011 (36 d)
Alona Weissberg AnspachEquitable Advisors, LLC national BDIndependent Financial Partners otherOtherJun 23, 2011Jun 20, 2011
Edward Anthony BurgioEquitable Advisors, LLC national BDIndependent Financial Partners BD affiliatedAffiliated broker-dealer or bank to anotherJun 14, 2011Jun 3, 2021 (3642 d)
Howard The ChenWorld Equity Group, Inc. otherIndependent Financial Partners otherOtherJun 8, 2011Aug 24, 2012 (443 d)
James Charles ScottNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherMay 20, 2011May 18, 2011
Ryan Louis MillerNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherMay 20, 2011May 17, 2011
Daniel Harold LahaieNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherMay 20, 2011May 17, 2011
Brandon M LancasterNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherMay 20, 2011May 17, 2011
Stefanie Frances PontlitzChase Investment Services Corp. otherIndependent Financial Partners otherOtherMay 16, 2011Jul 2, 2013 (778 d)
David Clay HoranLPL Financial LLC otherIndependent Financial Partners otherOtherMay 13, 2011Dec 12, 2011 (213 d)
Doug Michael O'RearLPL Financial LLC otherIndependent Financial Partners otherOtherMay 13, 2011Jul 18, 2011 (66 d)
Mark James DickmanLPL Financial LLC otherIndependent Financial Partners otherOtherMay 11, 2011Mar 1, 2011
Sean Francis OflahertyLPL Financial LLC otherIndependent Financial Partners otherOtherMay 6, 2011Jan 24, 2011
Daniel Harold LahaieLPL Financial LLC otherIndependent Financial Partners otherOtherMay 3, 2011May 17, 2011
Dominick Joseph PanettaPks Advisory Services, LLC otherIndependent Financial Partners BD affiliatedOtherMay 2, 2011Aug 6, 2021 (3749 d)
Susan L Stone SchellPks Advisory Services, LLC otherIndependent Financial Partners BD affiliatedOtherMay 2, 2011Aug 6, 2021 (3749 d)
Perry Wayne NafzigerLPL Financial LLC otherIndependent Financial Partners otherOtherApr 28, 2011Jul 23, 2010
Robert ClarkLPL Financial LLC otherIndependent Financial Partners otherOtherApr 28, 2011Oct 16, 2009
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