Advisor moves

Arrivals at E*Trade Capital Management, LLC

866 moves
AdvisorFromToTypeLeftRegistered
Benjamin Ross EzrineValic Financial Advisors, Inc. otherE*Trade Capital Management, LLC otherOtherDec 6, 2012Nov 27, 2012
Heather Page PospisilStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherDec 4, 2012Dec 11, 2013 (372 d)
Andrew Michael MachataUBS Financial Services Inc. wirehouseE*Trade Capital Management, LLC otherOtherNov 26, 2012Dec 13, 2012
Tristan LudwigCuso Financial Services, L.P. otherE*Trade Capital Management, LLC otherOtherNov 20, 2012Oct 23, 2012
Bryan Hutchings BishopChurchill Management Group otherE*Trade Capital Management, LLC otherOtherNov 2, 2012Mar 28, 2013 (146 d)
Kristin AndersonMorgan Stanley wirehouseE*Trade Capital Management, LLC independent RIAWirehouse to independent RIANov 1, 2012Feb 25, 2022 (3403 d)
Dennis Lee BellLPL Financial LLC otherE*Trade Capital Management, LLC otherOtherOct 16, 2012Oct 1, 2012
Charles James ReganWells Fargo Advisors wirehouseE*Trade Capital Management, LLC otherOtherOct 10, 2012Oct 11, 2012
William Jeffrey LoertscherEdward Jones national BDE*Trade Capital Management, LLC otherOtherOct 8, 2012Feb 1, 2016 (1211 d)
Todd Elliott SmithSuntrust Investment Services, Inc. otherE*Trade Capital Management, LLC otherOtherSep 13, 2012Sep 21, 2012
Peter Robert ThomsonCitigroup Global Markets Inc. otherE*Trade Capital Management, LLC otherOtherSep 10, 2012Mar 27, 2013 (198 d)
Christopher Thomas RuggieroTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherAug 21, 2012Aug 27, 2012
Steven Peter GananSuntrust Investment Services, Inc. otherE*Trade Capital Management, LLC otherOtherAug 20, 2012Aug 21, 2012
Graham Miles KeetonChase Investment Services Corp. otherE*Trade Capital Management, LLC otherOtherAug 16, 2012Jun 25, 2013 (313 d)
Steven Brent SantyFirst Command Financial Planning, Inc. otherE*Trade Capital Management, LLC otherOtherAug 14, 2012Sep 12, 2012
Garrett LucchesiNew England Securities Corporation otherE*Trade Capital Management, LLC otherOtherAug 3, 2012Jul 30, 2013 (361 d)
Michael Andrew HollenStrategic Advisers LLC national BDE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 31, 2012Aug 24, 2020 (2946 d)
Laurence Edward MartinCambridge Investment Research Advisors, Inc. otherE*Trade Capital Management, LLC otherOtherJul 26, 2012Jul 31, 2012
Jeremy Patrick OreillyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 23, 2012Jul 24, 2012
Derek NewmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 19, 2012Aug 13, 2012
Victor Anthony De MedeirosLPL Financial LLC otherE*Trade Capital Management, LLC otherOtherJul 18, 2012Mar 18, 2013 (243 d)
Leah Jane JonesLPL Financial LLC otherE*Trade Capital Management, LLC otherOtherJul 16, 2012Oct 1, 2012 (77 d)
Daniel Glenn NewmanMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherJul 13, 2012Jun 19, 2012
Benardo RichardsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 3, 2012Jul 31, 2012
Aaron Michael DaughertyAdvanced Equities, Inc. otherE*Trade Capital Management, LLC otherOtherJul 3, 2012Dec 19, 2012 (169 d)
Oleg A. ZaytsevMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherJun 28, 2012Jun 27, 2012
Blake Michael HammerMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherJun 14, 2012Jun 15, 2012
Stephen Albert LabateGlobal Portfolio Strategies, Inc. otherE*Trade Capital Management, LLC otherOtherMay 25, 2012May 24, 2013 (364 d)
Sara R BrownTd Ameritrade, Inc. no RAUME*Trade Capital Management, LLC otherOtherMay 1, 2012Apr 3, 2012
Michael Alvin StrahmStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherApr 27, 2012Jul 17, 2012 (81 d)
Kwabena Jamila LeekChase Investment Services Corp. otherE*Trade Capital Management, LLC otherOtherApr 23, 2012May 29, 2012 (36 d)
Christopher BaudhuinEdward Jones national BDE*Trade Capital Management, LLC otherOtherApr 19, 2012Sep 15, 2015 (1244 d)
David Richard BurgessMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherApr 9, 2012Apr 10, 2012
Terrence Clayne JonesWaddell & Reed otherE*Trade Capital Management, LLC otherOtherApr 5, 2012Apr 4, 2012
Deanna NorrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherApr 3, 2012Mar 22, 2013 (353 d)
David William BroderickTd Ameritrade, Inc. no RAUME*Trade Capital Management, LLC otherOtherMar 20, 2012May 29, 2012 (70 d)
Andreas Olov LindstromTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherMar 9, 2012Mar 13, 2012
Tricia EliasonMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherMar 8, 2012Mar 9, 2012
Darius Alexander MikrutTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherMar 8, 2012Jul 26, 2012 (140 d)
Kevin Patrick KennyFisher Investments otherE*Trade Capital Management, LLC otherOtherFeb 21, 2012Jan 14, 2015 (1058 d)
Joseph SolteroChase Investment Services Corp. otherE*Trade Capital Management, LLC otherOtherFeb 8, 2012Nov 7, 2017 (2099 d)
Jose Antonio MartinezMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherFeb 7, 2012Apr 25, 2013 (443 d)
Zachary Cuyler GreenEdward Jones national BDE*Trade Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 23, 2012Nov 14, 2019 (2852 d)
Gary Paul HettlerMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherJan 13, 2012Jan 4, 2012
Anthony ChiuU.S. Bancorp Advisors, LLC otherE*Trade Capital Management, LLC otherOtherJan 9, 2012Jan 4, 2012
Joshua Hayes FoyEdward Jones national BDE*Trade Capital Management, LLC otherOtherDec 31, 2011Nov 14, 2013 (684 d)
Brian Allen DoweryCitigroup Global Markets Inc. otherE*Trade Capital Management, LLC otherOtherDec 21, 2011Feb 21, 2012 (62 d)
Marcos Hugo LiraCitigroup Global Markets Inc. otherE*Trade Capital Management, LLC otherOtherDec 21, 2011Nov 29, 2011
Travis Owens GrayStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherDec 15, 2011Dec 16, 2011
Samantha H MayfieldTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherDec 12, 2011Jan 10, 2012
Craig Bennett RothKovack Advisors, Inc. otherE*Trade Capital Management, LLC otherOtherDec 6, 2011Dec 2, 2011
Jonathon MerickelChase Investment Services Corp. otherE*Trade Capital Management, LLC otherOtherDec 5, 2011Nov 30, 2011
Charles A MasseyChase Investment Services Corp. otherE*Trade Capital Management, LLC otherOtherNov 30, 2011Dec 13, 2011
Patrick Fulton LarkinCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherNov 22, 2011Dec 2, 2011
Aaron Michael CoppleWells Fargo Advisors wirehouseE*Trade Capital Management, LLC otherOtherNov 22, 2011Jun 25, 2012 (216 d)
Adam James HolthouseHornor, Townsend & Kent, LLC otherE*Trade Capital Management, LLC otherOtherNov 11, 2011Nov 14, 2011
James Howard DockensBerthel Fisher & Company Financial Services, Inc. otherE*Trade Capital Management, LLC otherOtherOct 21, 2011Oct 27, 2011
Yumi HirataLPL Financial LLC otherE*Trade Capital Management, LLC otherOtherOct 17, 2011Nov 30, 2011 (44 d)
Michael PanzecaCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherOct 11, 2011Nov 30, 2011 (50 d)
Michael William HollMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherOct 11, 2011Oct 12, 2011
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