DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Janney Montgomery Scott LLC

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
Jordan Fleming SiblerIic no RAUMJanney Montgomery Scott LLC BD affiliatedOtherMay 17, 2018May 17, 2018
Danielle Rose O'BrienAvondale Partners, LLC institutionalJanney Montgomery Scott LLC BD affiliatedOtherMay 15, 2018May 17, 2018
James Ervin StephensWells Fargo Advisors wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 10, 2018May 23, 2018
Matthew Neal LoitzWells Fargo Advisors wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2018May 1, 2018
Steven Joseph NicklasAmeriprise Financial Services, LLC national BDJanney Montgomery Scott LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2018Apr 20, 2018
Edward Mark PaskinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 10, 2018Apr 9, 2018
Fitzgerald MillerOppenheimer & Co. Inc. BD affiliatedJanney Montgomery Scott LLC BD affiliatedAffiliated broker-dealer or bank to anotherMar 23, 2018Oct 15, 2018 (206 d)
Jay Lynn GuyerM&T Securities, Inc. unclassifiedJanney Montgomery Scott LLC BD affiliatedOtherMar 16, 2018Oct 23, 2018 (221 d)
Laura Ann MedigovichM&T Securities, Inc. unclassifiedJanney Montgomery Scott LLC BD affiliatedOtherMar 16, 2018Apr 25, 2019 (405 d)
Matthew John BuikemaRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherMar 13, 2018Mar 2, 2018
Renee Jean GilesRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherMar 13, 2018Mar 2, 2018
Mauricio A ViaudHefren-Tillotson, Inc. independent RIAJanney Montgomery Scott LLC otherOtherMar 12, 2018Mar 21, 2018
James Bradley GarnerEdelman Financial Engines otherJanney Montgomery Scott LLC BD affiliatedOtherMar 9, 2018Sep 18, 2018 (193 d)
Michael David OurslerRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherMar 6, 2018Mar 2, 2018
Travis Glenn MorseRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherMar 6, 2018Mar 2, 2018
Kimberly NelsonWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherMar 5, 2018Mar 1, 2018
Jeramy Douglas MayWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherMar 5, 2018Mar 1, 2018
Kenneth Peter SteinmetzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 23, 2018Feb 22, 2018
James C JacksonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 23, 2018Feb 22, 2018
Andrew Fredrick AubreyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 15, 2018Feb 14, 2018
Kasseim EverettMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 15, 2018Feb 16, 2018
Paul ArisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 1, 2018Jan 29, 2018
Scott Jason HorowitzRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherJan 30, 2018Jan 18, 2018
Alexandros S VlahosMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherJan 29, 2018Feb 1, 2018
Steven T BarberMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherJan 22, 2018Jan 19, 2018
Shelly Elizabeth DelucasRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherJan 19, 2018Jan 18, 2018
Kenneth Warren GlickMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherJan 12, 2018Feb 27, 2018 (46 d)
Brian Paul CutticOppenheimer & Co. Inc. otherJanney Montgomery Scott LLC otherOtherJan 12, 2018Mar 12, 2018 (59 d)
Tyrone K McclainMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherJan 2, 2018Jan 4, 2018
Kimberly Ann WrightMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherJan 2, 2018Jan 2, 2018
Alexandra Marie NiederhelmanWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherDec 21, 2017Dec 20, 2017
Reginald Wayman WilkesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherDec 19, 2017Nov 22, 2017
Thomas Kayvon HagighWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherDec 14, 2017Dec 8, 2017
R Gene GaillardWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherDec 13, 2017Dec 7, 2017
Stephen Jay ZalesWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherDec 13, 2017Dec 7, 2017
Amanda Beth GlanzUBS Financial Services Inc. wirehouseJanney Montgomery Scott LLC otherOtherDec 11, 2017Nov 30, 2017
Matthew Agricola GriebRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherDec 7, 2017Nov 20, 2017
Melissa Jean MarrWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherNov 29, 2017Nov 27, 2017
Virginia Simkins AllenWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherNov 28, 2017Nov 20, 2017
John Ravenel ChaseWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherNov 28, 2017Nov 20, 2017
David Hunter RobbWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherNov 21, 2017Nov 16, 2017
Alia S. Mendez-TaylorLPL Financial LLC independent RIAJanney Montgomery Scott LLC otherOtherNov 9, 2017Nov 3, 2017
Victoria Miller RickerMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 2, 2017
Matthew Joseph CramerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 2, 2017
Nancy Jane CarmeanMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 6, 2017
Thomas PazRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 1, 2017
Bryan Barry PickellProvidence Investment Management, LP otherJanney Montgomery Scott LLC otherOtherNov 3, 2017Feb 8, 2018 (97 d)
Jeffrey David TidwellMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 2, 2017
Nicholas Edward ShevlandMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherNov 3, 2017Nov 2, 2017
Jenny D DalyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherOct 18, 2017Oct 20, 2017
Dina LirosiRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherOct 17, 2017Oct 10, 2017
Gary Timothy LukachinskiMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherOct 13, 2017Oct 11, 2017
Andrew S VitekWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherOct 13, 2017Oct 13, 2017
Michael H. OliverMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherOct 12, 2017Oct 13, 2017
Henry James FaragalliRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherOct 10, 2017Sep 28, 2017
Timothy R BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherOct 3, 2017Oct 2, 2017
Fady Clement MaghakRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherSep 27, 2017Sep 22, 2017
Victor Manuel FernandezRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherSep 27, 2017Sep 25, 2017
Patricia StrathearnMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankSep 20, 2017Jan 11, 2019 (478 d)
Robert Joseph BowmanSnowden Capital Advisors LLC otherJanney Montgomery Scott LLC BD affiliatedOtherSep 11, 2017Jun 10, 2020 (1003 d)
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1,090 moves match.