DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Independent Financial Partners

736 moves
AdvisorFromToTypeLeftRegistered
Christina Marie Pinto RogersLPL Financial LLC otherIndependent Financial Partners otherOtherApr 26, 2011Oct 13, 2009
Michael Scott BossSecurities America Advisors, Inc. otherIndependent Financial Partners otherOtherApr 25, 2011May 17, 2011
Sharon L HermanEdward Jones national BDIndependent Financial Partners otherOtherApr 7, 2011Apr 18, 2011
James Henry JaramilloLPL Financial LLC otherIndependent Financial Partners otherOtherMar 30, 2011Apr 13, 2011
Michael Douglas MillerStrategic Advisers LLC national BDIndependent Financial Partners otherOtherMar 29, 2011Jun 13, 2011 (76 d)
Keith Allan SvendbyRaymond James Financial Services Advisors, Inc otherIndependent Financial Partners otherOtherMar 7, 2011May 6, 2011 (60 d)
Glen L DiehmMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherMar 4, 2011Mar 7, 2011
Christine Marie SosciaNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherFeb 22, 2011Mar 27, 2012 (399 d)
Pasquale (Nmn) AntonettiFort Pitt Capital Group Inc otherIndependent Financial Partners otherOtherFeb 17, 2011Jan 13, 2010
Stephan Copeland BartonQa3 Financial LLC unclassifiedIndependent Financial Partners otherOtherFeb 11, 2011May 24, 2011 (102 d)
David Hawley GleesonQa3 Financial LLC unclassifiedIndependent Financial Partners otherOtherFeb 11, 2011May 2, 2011 (80 d)
Samuel IzaguirreChase Investment Services Corp. otherIndependent Financial Partners otherOtherFeb 8, 2011Dec 23, 2015 (1779 d)
Kimber Elizabeth DeloiaWells Fargo Advisors wirehouseIndependent Financial Partners otherOtherFeb 3, 2011Feb 4, 2011
Travis T SickleAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherJan 11, 2011Feb 4, 2011
Karen Marie ZichtAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherJan 11, 2011Feb 4, 2011
Frederick Antonio TaylorEdward Jones national BDIndependent Financial Partners otherOtherJan 6, 2011May 9, 2011 (123 d)
Peter Marshall HassSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Steven Keith KellarSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Jay Norman WarrenSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 20, 2010
Charles Patrick WilliamsSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
James Trevor OshaughnessySheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Daniel Matthew LundquistSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Christopher Abe KaramSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Mark Gregory StasikSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Jeremy Robert WeithSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Lorence H MerrittSheridan Road Advisors, LLC unclassifiedIndependent Financial Partners otherOtherDec 31, 2010Oct 19, 2010
Martin Phillip HalbergEsi Financial Advisors otherIndependent Financial Partners otherOtherDec 22, 2010Jan 21, 2011
John Brady StampsConcourse Financial Group Advisors otherIndependent Financial Partners otherOtherDec 21, 2010Jan 19, 2011
Scott Anderson HollowellEdward Jones national BDIndependent Financial Partners otherOtherDec 21, 2010Jan 24, 2011 (34 d)
Jorge Israel BlancoAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherDec 20, 2010Feb 18, 2011 (60 d)
Michael MoffaAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherDec 15, 2010Feb 17, 2011 (64 d)
Michele Marie LantzOsaic Fs, Inc. otherIndependent Financial Partners otherOtherDec 14, 2010Dec 13, 2010
Lowell Wayne HesserWells Fargo Advisors wirehouseIndependent Financial Partners otherOtherDec 14, 2010Dec 14, 2010
Barry P TooleLPL Financial LLC otherIndependent Financial Partners otherOtherDec 13, 2010Mar 9, 2011 (86 d)
Edward Joseph BoschSignator Investors, Inc. otherIndependent Financial Partners otherOtherDec 10, 2010Jan 5, 2011
Edward John JaegerHarbour Investments, Inc. otherIndependent Financial Partners otherOtherDec 8, 2010Dec 13, 2010
Brent Allen TeagueFinancial Management Strategies, Inc. otherIndependent Financial Partners otherOtherDec 3, 2010Sep 20, 2011 (291 d)
Richard Edmond WedgeNrp Advisors, Inc. unclassifiedIndependent Financial Partners otherOtherNov 30, 2010Nov 2, 2010
Scott Donald GingrasNrp Advisors, Inc. unclassifiedIndependent Financial Partners otherOtherNov 30, 2010Jan 3, 2012 (399 d)
Richard Lee McadamsDelaney Financial Group unclassifiedIndependent Financial Partners otherOtherNov 23, 2010Nov 24, 2010
Gabriel SilvaEdward Jones national BDIndependent Financial Partners otherOtherNov 23, 2010Jun 14, 2016 (2030 d)
Eric Armando LassoFifth Third Securities, Inc. otherIndependent Financial Partners otherOtherNov 19, 2010Dec 3, 2010
Jonathan Tyler AndersonStancorp Investment Advisers, Inc. otherIndependent Financial Partners BD affiliatedOtherNov 8, 2010Jun 18, 2021 (3875 d)
David John SchwartzEdward Jones national BDIndependent Financial Partners otherOtherNov 2, 2010May 4, 2011 (183 d)
Ignacio E MorrellEdward Jones national BDIndependent Financial Partners otherOtherSep 21, 2010Oct 6, 2010
Edward George KnightKnight Financial Planning Services, Inc. unclassifiedIndependent Financial Partners otherOtherSep 14, 2010Sep 14, 2009
Timothy Ray DillMsi Financial Services, Inc. otherIndependent Financial Partners otherOtherSep 14, 2010Sep 9, 2010
Paul LambInvestment Advisors International, Inc. unclassifiedIndependent Financial Partners otherOtherAug 24, 2010Jan 19, 2011 (148 d)
Christopher Shannon HudgensRaymond James Financial Services Advisors, Inc otherIndependent Financial Partners otherOtherAug 23, 2010Sep 14, 2010
Peter John RantaMorgan Keegan & Company, LLC otherIndependent Financial Partners BD affiliatedOtherAug 19, 2010Oct 16, 2024 (5172 d)
Derek PontlitzWells Fargo Advisors wirehouseIndependent Financial Partners otherOtherAug 16, 2010Sep 16, 2010 (31 d)
John J MurrayEdward Jones national BDIndependent Financial Partners otherOtherJul 19, 2010Aug 9, 2010
Mark Neil LevinMML Investors Services, LLC otherIndependent Financial Partners otherOtherJul 2, 2010Aug 16, 2010 (45 d)
Michael Louis StoneEdward Jones national BDIndependent Financial Partners otherOtherJun 24, 2010Aug 2, 2010 (39 d)
Kenneth Lake PipkinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherJun 22, 2010Aug 2, 2010 (41 d)
Tye Lake PipkinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherJun 22, 2010Aug 2, 2010 (41 d)
James Francis WorfolkMicg Investment Management, LLC unclassifiedIndependent Financial Partners otherOtherMay 12, 2010Jun 3, 2010
David Joel BrowerMicg Investment Management, LLC unclassifiedIndependent Financial Partners otherOtherMay 12, 2010Jun 3, 2010
Joseph Lane SmithMorgan Stanley wirehouseIndependent Financial Partners otherOtherApr 14, 2010Apr 12, 2010
Melissa L ManleyMorgan Stanley wirehouseIndependent Financial Partners otherOtherApr 14, 2010Oct 3, 2011 (537 d)
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