Advisor moves

Arrivals at Msi Financial Services, Inc.

1,166 moves
AdvisorFromToTypeLeftRegistered
Laurie Ellen MadenfortNorthwestern Mutual Investment Services,LLC otherMsi Financial Services, Inc. otherOtherMar 21, 2011Apr 12, 2016 (1849 d)
Felicia Curry JacksonEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherMar 21, 2011May 5, 2011 (45 d)
William Robert CrossanEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherMar 18, 2011Apr 4, 2011
Donnas Edmond LandryChase Investment Services Corp. otherMsi Financial Services, Inc. otherOtherMar 17, 2011Apr 20, 2011 (34 d)
Anne Maleva ChamberlainPnc Wealth Management otherMsi Financial Services, Inc. otherOtherMar 16, 2011Mar 29, 2011
Monh WehmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherMar 14, 2011Apr 4, 2011
Duncan Chi-Kin HongWaddell & Reed otherMsi Financial Services, Inc. otherOtherMar 11, 2011Jan 9, 2012 (304 d)
Michael Edward KlemsMorgan Stanley wirehouseMsi Financial Services, Inc. otherOtherMar 10, 2011Apr 14, 2011 (35 d)
Dario KerkezChase Investment Services Corp. otherMsi Financial Services, Inc. otherOtherMar 8, 2011Jan 9, 2013 (673 d)
John Franklin HarrisAmeriprise Financial Services, LLC national BDMsi Financial Services, Inc. otherOtherMar 3, 2011Mar 4, 2011
Richardson Colt HendeeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherMar 2, 2011Aug 27, 2012 (544 d)
Bradley Patrick KonawalikSecurian Financial Services, Inc. otherMsi Financial Services, Inc. otherOtherFeb 16, 2011Feb 17, 2011
Eric MarkowitzEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherFeb 10, 2011Feb 4, 2011
Brian Patrick WellsEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherFeb 10, 2011Feb 8, 2011
Brian Phillip GibbonsWells Fargo Advisors wirehouseMsi Financial Services, Inc. otherOtherFeb 10, 2011Aug 15, 2011 (186 d)
Jerel Keith RuttenbergEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherFeb 10, 2011Feb 4, 2011
Jeffrey DitaliaEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherFeb 10, 2011Feb 4, 2011
Brian Cooper SmithEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherFeb 10, 2011Feb 8, 2011
Maria Guadalupe SanmartinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherFeb 9, 2011Apr 20, 2012 (436 d)
Lonnie RodriguezChase Investment Services Corp. otherMsi Financial Services, Inc. otherOtherFeb 8, 2011Feb 10, 2011
Dorian Michael GradyEdward Jones national BDMsi Financial Services, Inc. otherOtherFeb 4, 2011Feb 16, 2011
Joshua WinklerAmeriprise Financial Services, LLC national BDMsi Financial Services, Inc. otherOtherFeb 1, 2011Aug 9, 2011 (189 d)
Caitlin Alicia DesoyeTower Square Securities, Inc. otherMsi Financial Services, Inc. otherOtherJan 28, 2011Jan 2, 2015 (1435 d)
Caitlin Alicia DesoyeWalnut Street Securities, Inc. otherMsi Financial Services, Inc. otherOtherJan 28, 2011Jan 2, 2015 (1435 d)
Lisa Shipp FrankovichMorgan Stanley wirehouseMsi Financial Services, Inc. otherOtherJan 27, 2011Aug 29, 2011 (214 d)
Carshon Renee RodgersValic Financial Advisors, Inc. otherMsi Financial Services, Inc. otherOtherJan 25, 2011Mar 10, 2011 (44 d)
Kimberly Viner PlaceOsaic Fs, Inc. otherMsi Financial Services, Inc. otherOtherJan 21, 2011Feb 8, 2011
William Stephen MurrayValic Financial Advisors, Inc. otherMsi Financial Services, Inc. otherOtherJan 6, 2011Dec 13, 2010
Cassandra Ralene CummingsValic Financial Advisors, Inc. otherMsi Financial Services, Inc. otherOtherJan 6, 2011Dec 17, 2010
Christopher George PriceEdward Jones national BDMsi Financial Services, Inc. otherOtherJan 5, 2011May 9, 2011 (124 d)
David Arthur OwensEdward Jones national BDMsi Financial Services, Inc. otherOtherJan 4, 2011Jan 10, 2011
Eric MarkowitzFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherDec 31, 2010Feb 4, 2011 (35 d)
Brian Patrick WellsFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherDec 31, 2010Feb 8, 2011 (39 d)
Brian Cooper SmithFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherDec 31, 2010Feb 8, 2011 (39 d)
William GordonJohn Hancock Investment Management LLC otherMsi Financial Services, Inc. otherOtherDec 31, 2010Feb 25, 2011 (56 d)
Melvin Harvey LawrenceInvestors Capital Advisory otherMsi Financial Services, Inc. otherOtherDec 21, 2010Jan 19, 2011
Shawn Adam SteffensMorgan Stanley wirehouseMsi Financial Services, Inc. otherOtherDec 21, 2010Dec 7, 2010
Mark Allen ByarsWaddell & Reed otherMsi Financial Services, Inc. otherOtherDec 20, 2010Jul 20, 2011 (212 d)
Shain Andru SteffensMorgan Stanley wirehouseMsi Financial Services, Inc. otherOtherDec 17, 2010Dec 7, 2010
Jennifer Anne StuckaNext Financial Group, Inc. otherMsi Financial Services, Inc. otherOtherDec 17, 2010Dec 15, 2010
Bryn Michael DoyleEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherDec 1, 2010Dec 15, 2010
Brett Andrew BauchWoodbury Financial Services, Inc. otherMsi Financial Services, Inc. otherOtherNov 30, 2010Dec 3, 2010
Gale Ann BrodieLPL Financial LLC otherMsi Financial Services, Inc. otherOtherNov 18, 2010Dec 7, 2010
Paul William HoljesMorgan Stanley wirehouseMsi Financial Services, Inc. otherOtherNov 18, 2010Nov 17, 2010
Michael Claude MarshallWells Fargo Advisors wirehouseMsi Financial Services, Inc. otherOtherNov 17, 2010Jul 8, 2011 (233 d)
Lawrence WeilMorgan Keegan & Company, LLC otherMsi Financial Services, Inc. otherOtherNov 11, 2010Nov 23, 2010
Bryan Gregory FialaWells Fargo Investments, LLC unclassifiedMsi Financial Services, Inc. otherOtherNov 3, 2010Jan 25, 2011 (83 d)
Kyle John WoodwardEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherNov 2, 2010Jan 26, 2011 (85 d)
Kristopher Lee SchnellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherNov 2, 2010Nov 11, 2010
Anna Marie BloomIndependent Financial Group, LLC otherMsi Financial Services, Inc. otherOtherOct 28, 2010Nov 9, 2010
Scott Andrew ValentineAmeriprise Financial Services, LLC national BDMsi Financial Services, Inc. otherOtherOct 27, 2010Nov 17, 2010
Ji Michael Y ChungMML Investors Services, LLC otherMsi Financial Services, Inc. otherOtherOct 27, 2010Jun 10, 2011 (226 d)
Ivan David JohnsonAmeriprise Financial Services, LLC national BDMsi Financial Services, Inc. otherOtherOct 27, 2010Dec 20, 2010 (54 d)
Kevin Patrick WallLPL Financial LLC otherMsi Financial Services, Inc. otherOtherOct 25, 2010Oct 15, 2010
Michael Neil BrownAdvice And Planning Services otherMsi Financial Services, Inc. otherOtherOct 22, 2010Dec 21, 2010 (60 d)
Joseph William MissmanEdward Jones national BDMsi Financial Services, Inc. otherOtherOct 19, 2010Oct 22, 2010
Sameer SrivastavaPruco Securities, LLC otherMsi Financial Services, Inc. otherOtherOct 18, 2010Nov 18, 2010 (31 d)
Richard Michael CarusoSecurities America Advisors, Inc. otherMsi Financial Services, Inc. otherOtherOct 14, 2010Mar 22, 2012 (525 d)
Andrew Maxwell SorgerWells Fargo Advisors wirehouseMsi Financial Services, Inc. otherOtherOct 8, 2010Jun 23, 2014 (1354 d)
William E ThomasWells Fargo Advisors wirehouseMsi Financial Services, Inc. otherOtherOct 7, 2010Jan 6, 2011 (91 d)
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