Advisor moves

Arrivals at Independent Financial Group, 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
Joseph John LeblancFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherApr 8, 2010Dec 7, 2005
Ari Ben CrandallFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherApr 8, 2010Oct 21, 2005
Alexander ZingerJ P Turner & Company Capital Management, LLC otherIndependent Financial Group, LLC otherOtherApr 6, 2010Apr 10, 2017 (2561 d)
Jane Marie BraunChase Investment Services Corp. otherIndependent Financial Group, LLC otherOtherApr 5, 2010Apr 1, 2010
Jack ThomasAfa Advisor Services LLC unclassifiedIndependent Financial Group, LLC otherOtherMar 5, 2010Mar 1, 2010
Jonathan Michael GoodWfp Securities unclassifiedIndependent Financial Group, LLC otherOtherFeb 24, 2010Mar 2, 2010
Edwin Lewis UnlandSecurities America Advisors, Inc. otherIndependent Financial Group, LLC BD affiliatedOtherFeb 9, 2010Jan 1, 2025 (5440 d)
Alan Lee ShorrAfa Advisor Services LLC unclassifiedIndependent Financial Group, LLC otherOtherJan 25, 2010Jan 26, 2010
Mackenzie Brittain MartinCri Securities, LLC otherIndependent Financial Group, LLC otherOtherJan 7, 2010Jan 5, 2010
Michael Patrick DolanAfa Advisor Services LLC unclassifiedIndependent Financial Group, LLC otherOtherJan 5, 2010Feb 2, 2010
Charles Raymond WeldonGirard Securities, Inc. otherIndependent Financial Group, LLC BD affiliatedOtherDec 31, 2009Apr 6, 2022 (4479 d)
Peter Douglas PrescottCetera Advisor Networks LLC otherIndependent Financial Group, LLC otherOtherDec 31, 2009Jan 5, 2010
Michael Raymond FragerSeahorse Capital, Inc. unclassifiedIndependent Financial Group, LLC otherOtherDec 22, 2009Dec 18, 2007
Eric Marlon JohnsonSeahorse Capital, Inc. unclassifiedIndependent Financial Group, LLC otherOtherDec 22, 2009Dec 14, 2007
Raymond Ralph RussoInvestment Advisors International, Inc. unclassifiedIndependent Financial Group, LLC otherOtherDec 11, 2009Dec 4, 2009
Brandi Leigh RuffaloLPL Financial LLC otherIndependent Financial Group, LLC otherOtherNov 17, 2009Nov 6, 2009
Michael David RuffaloLPL Financial LLC otherIndependent Financial Group, LLC otherOtherNov 11, 2009Nov 5, 2009
Conrad Michael AarsethFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherOct 23, 2009Feb 28, 2011 (493 d)
Tin Wai LiAmeritas Advisory Services otherIndependent Financial Group, LLC otherOtherSep 24, 2009Sep 30, 2014 (1832 d)
Michael A EbenhochLPL Financial LLC otherIndependent Financial Group, LLC otherOtherSep 22, 2009Apr 28, 2010 (218 d)
Broc WavraEquitable Advisors, LLC national BDIndependent Financial Group, LLC otherOtherSep 16, 2009Sep 29, 2009
Reynaldo CruzWaterstone Financial Group, Inc. unclassifiedIndependent Financial Group, LLC otherOtherSep 8, 2009Sep 8, 2009
Michelle N VizziMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Group, LLC otherOtherAug 26, 2009Sep 1, 2009
Christopher John DivitoWaterstone Financial Group, Inc. unclassifiedIndependent Financial Group, LLC otherOtherAug 21, 2009Aug 24, 2009
John Patrick RiceFinancial Advisers Of America, LLC otherIndependent Financial Group, LLC otherOtherAug 17, 2009Jan 21, 2014 (1618 d)
Wade Emanuel GribaldoCetera Advisor Networks LLC otherIndependent Financial Group, LLC otherOtherAug 6, 2009Jul 31, 2009
Lawrence Edward LonskiCetera Advisor Networks LLC otherIndependent Financial Group, LLC otherOtherJul 30, 2009Jul 21, 2009
Karen Lynn BrelsfordKlima & Associates, Inc. unclassifiedIndependent Financial Group, LLC BD affiliatedOtherJul 8, 2009Oct 3, 2025 (5931 d)
Mark Thomas EalyWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherJun 4, 2009Jun 3, 2009
Jeff Scott BoydAdvanced Wealth Planning unclassifiedIndependent Financial Group, LLC otherOtherMay 12, 2009Jul 25, 2014 (1900 d)
Javier Enrique Cordero CondeFinancial Telesis, Inc. otherIndependent Financial Group, LLC otherOtherMay 8, 2009Dec 23, 2014 (2055 d)
Michael Joseph CarlucciOsaic Fa, Inc. otherIndependent Financial Group, LLC otherOtherApr 29, 2009Apr 27, 2009
Brian Forrest StokesLPL Financial LLC otherIndependent Financial Group, LLC otherOtherApr 7, 2009Feb 10, 2009
Duane Keith KnopkeLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 16, 2009Mar 11, 2009
Bryan Jay WertzerPension Planners Securities, Inc. unclassifiedIndependent Financial Group, LLC otherOtherFeb 20, 2009Apr 21, 2014 (1886 d)
Steven Roy SutleyPension Planners Securities, Inc. unclassifiedIndependent Financial Group, LLC otherOtherFeb 20, 2009Feb 13, 2009
Catherine Leigh BrownWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherFeb 18, 2009Feb 23, 2009
John Eluwene MckeonPacific West Financial Consultants Inc otherIndependent Financial Group, LLC otherOtherFeb 10, 2009Feb 9, 2009
Kevin Michael TolsmaEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 26, 2008Dec 12, 2008
Damian Jude DeringEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 22, 2008Jan 7, 2009
Robert Louis HagmaierEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 18, 2008Sep 7, 2012 (1359 d)
Richard George DriskoEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC BD affiliatedOtherDec 17, 2008Sep 9, 2022 (5014 d)
Keith Douglas SchlottmanWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherDec 16, 2008Dec 18, 2008
Roger William BowlinEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 15, 2008Dec 12, 2008
Thomas Joseph MonahanEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 12, 2008Dec 23, 2008
Iaian L FilippiniEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 12, 2008Dec 12, 2008
Brett Cyril LittleEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 12, 2008Dec 15, 2008
Alexandro Louis FilippiniEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 12, 2008Dec 12, 2008
Stephen Cutler ArnoldEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 11, 2008Jan 6, 2009
Carlton Case EllisEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 11, 2008Dec 12, 2008
Stephen Edward JacksonEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherDec 11, 2008Dec 12, 2008
David A SimpsonEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherNov 26, 2008Nov 25, 2008
Julie Annette BroadyFinancial West Group otherIndependent Financial Group, LLC otherOtherNov 13, 2008Nov 21, 2008
Peter Joseph McneilFinancial West Group otherIndependent Financial Group, LLC otherOtherNov 13, 2008Nov 13, 2008
Lewis Howard PerkinsFinancial West Group otherIndependent Financial Group, LLC otherOtherNov 13, 2008Nov 13, 2008
Jan Birk GleisnerEplanning Advisors Inc unclassifiedIndependent Financial Group, LLC otherOtherOct 28, 2008Oct 28, 2008
Raymond Paul RadikasVoya Financial Partners, LLC otherIndependent Financial Group, LLC otherOtherOct 27, 2008Jul 12, 2017 (3180 d)
Jung Hun LeePruco Securities, LLC otherIndependent Financial Group, LLC otherOtherOct 27, 2008Oct 27, 2008
Yong Seok ChangPruco Securities, LLC otherIndependent Financial Group, LLC otherOtherOct 27, 2008Oct 27, 2008
Dirk Claas JacobsConcord Equity Group Advisors, LLC no RAUMIndependent Financial Group, LLC BD affiliatedOtherSep 19, 2008Jan 16, 2024 (5597 d)
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720 moves match.