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
Jocelyn Thomas NedumcherilMcadam LLC otherJanney Montgomery Scott LLC BD affiliatedOtherSep 8, 2017Jan 8, 2019 (487 d)
Susan Finnegan BeardMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 7, 2017Sep 6, 2017
Brendan Patrick FlahertyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 7, 2017Sep 6, 2017
Sandra CummingsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 7, 2017Sep 6, 2017
Tracey SchustermanRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherSep 5, 2017Sep 29, 2017
John Thomas HardimanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 5, 2017Sep 11, 2017
William Edward LeppingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 5, 2017Sep 11, 2017
Tara G ShulmanUBS Financial Services Inc. wirehouseJanney Montgomery Scott LLC otherOtherSep 5, 2017Aug 29, 2017
Michael George RossleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 5, 2017Aug 31, 2017
James PolinerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 1, 2017Aug 31, 2017
Christopher Ryan MacphersonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 1, 2017Aug 31, 2017
Evan Thomas GilchrestMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 1, 2017Aug 31, 2017
Rebecca DotsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherSep 1, 2017Aug 31, 2017
Tamara Lawson HackettWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherAug 31, 2017Aug 29, 2017
L J KnollEdward Jones national BDJanney Montgomery Scott LLC otherOtherAug 26, 2017Aug 28, 2017
Christopher Charles WalkleyMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherAug 23, 2017Aug 22, 2017
Stephen Michael ElderJ.J.B. Hilliard, W.L. Lyons, LLC otherJanney Montgomery Scott LLC otherOtherAug 22, 2017Aug 18, 2017
Bennett Christopher WalkerWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherAug 17, 2017Aug 18, 2017
James Morris SmithWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherAug 17, 2017Aug 18, 2017
Sheala H SmithWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherAug 17, 2017Aug 18, 2017
Kim Alan RichardsonWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherAug 17, 2017Aug 18, 2017
Thomas Aloysius GallagherOppenheimer & Co. Inc. otherJanney Montgomery Scott LLC BD affiliatedOtherAug 15, 2017Jan 23, 2019 (526 d)
Athena Katsis DotyRaymond James Financial Services Advisors, Inc otherJanney Montgomery Scott LLC otherOtherAug 3, 2017Aug 1, 2017
Meagan Jackson BourgeoisRaymond James Financial Services Advisors, Inc otherJanney Montgomery Scott LLC otherOtherAug 3, 2017Aug 1, 2017
Kevin Thomas AdamsOppenheimer & Co. Inc. otherJanney Montgomery Scott LLC otherOtherJul 28, 2017Jul 25, 2017
Timothy Joseph SullivanWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherJul 24, 2017Jul 25, 2017
Christopher Michael PetersWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherJul 24, 2017Jul 20, 2017
Carlton Edwin AndersonMML Investors Services, LLC otherJanney Montgomery Scott LLC otherOtherJul 10, 2017Jul 6, 2017
Ming CheungMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 30, 2017May 7, 2018 (311 d)
Jesse Gordon ParksStonex Advisors Inc. otherJanney Montgomery Scott LLC otherOtherJun 15, 2017Jun 13, 2017
Shane Francis O'BrienMorgan Stanley wirehouseJanney Montgomery Scott LLC otherOtherMay 17, 2017May 16, 2017
Steven Coleman VictorRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherMay 9, 2017May 1, 2017
Lisa W. FourakerRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherMay 9, 2017May 1, 2017
Elizabeth Ann FreemanPnc Wealth Management otherJanney Montgomery Scott LLC otherOtherMay 9, 2017May 4, 2017
David Bruce MossWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherMay 3, 2017May 4, 2017
Lindsay M PeregudaWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherMay 3, 2017Apr 24, 2017
Jessica Danielle SilverStratos Wealth Partners, Ltd otherJanney Montgomery Scott LLC BD affiliatedOtherApr 24, 2017Dec 4, 2018 (589 d)
Joseph Raymond SheehanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherApr 21, 2017Apr 20, 2017
Michael Aloysius OflahertyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherApr 13, 2017Apr 7, 2017
Francisco Javier AmigoRaymond James & Associates, Inc. national BDJanney Montgomery Scott LLC otherOtherApr 11, 2017Sep 5, 2017 (147 d)
David Ellery JenningsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherApr 5, 2017Mar 23, 2017
Kirk Stephen KolligianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherMar 29, 2017Feb 27, 2017
Harry Joseph KennedyHefren-Tillotson, Inc. otherJanney Montgomery Scott LLC otherOtherMar 28, 2017Apr 10, 2017
Marsha Ann MatthewsDavenport & Company LLC otherJanney Montgomery Scott LLC BD affiliatedOtherMar 14, 2017Aug 26, 2020 (1261 d)
Noah A DoyleMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherMar 7, 2017Mar 6, 2017
Charles PrinciottoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherMar 7, 2017Mar 6, 2017
Shurdonna S JosephVanguard Advisers, Inc. otherJanney Montgomery Scott LLC otherOtherMar 1, 2017Feb 28, 2017
Lynne RosenfeldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 28, 2017Mar 9, 2017
Marvin Vernon SnyderWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherFeb 21, 2017Feb 17, 2017
Burton DanielWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherFeb 21, 2017Feb 21, 2017
Michael Eugene TonerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 17, 2017Mar 16, 2017
Joseph Melville BroughtonBb&T Securities, LLC otherJanney Montgomery Scott LLC otherOtherFeb 16, 2017Feb 2, 2017
Matthew E LagoyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJanney Montgomery Scott LLC otherOtherFeb 13, 2017Feb 10, 2017
Ann Winifred HayesAmeriprise Financial Services, LLC national BDJanney Montgomery Scott LLC otherOtherFeb 9, 2017Jan 18, 2018 (343 d)
Raymond Clark Hoiles BryanWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherJan 18, 2017Jan 17, 2017
Jeffrey James PollardWells Fargo Advisors wirehouseJanney Montgomery Scott LLC otherOtherJan 17, 2017Jan 13, 2017
John Eric WightmanRobert W. Baird & Co. Incorporated otherJanney Montgomery Scott LLC otherOtherJan 14, 2017Feb 21, 2017 (38 d)
Bruce Harding SearsRBC Capital Markets, LLC national BDJanney Montgomery Scott LLC otherOtherJan 13, 2017Dec 20, 2016
Charles Francis Xavier PoggiUBS Financial Services Inc. wirehouseJanney Montgomery Scott LLC otherOtherJan 10, 2017Jun 19, 2017 (160 d)
Omar KhalifaBlackrock Investment Management, LLC otherJanney Montgomery Scott LLC otherOtherJan 5, 2017Mar 20, 2017 (74 d)
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1,090 moves match.