DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Robert W. Baird & Co. Incorporated

1,142 moves
AdvisorFromToTypeLeftRegistered
David A SavidesBmo Asset Management Corp. otherRobert W. Baird & Co. Incorporated otherOtherDec 4, 2015Oct 20, 2014
Lisa Marie VliekWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherDec 2, 2015May 8, 2017 (523 d)
Luke N EideFirstpoint Financial, LLC no RAUMRobert W. Baird & Co. Incorporated otherOtherNov 16, 2015Nov 11, 2015
Theresa Lee GuzmanBenjamin F. Edwards & Company, Incorporated otherRobert W. Baird & Co. Incorporated otherOtherNov 11, 2015Nov 6, 2015
Todd Thomas NetheryBenjamin F. Edwards & Company, Incorporated otherRobert W. Baird & Co. Incorporated otherOtherNov 11, 2015Nov 6, 2015
Joshua Richard CarstensBenjamin F. Edwards & Company, Incorporated otherRobert W. Baird & Co. Incorporated otherOtherNov 11, 2015Nov 6, 2015
Kimberly Ann GiannoneWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherNov 9, 2015Nov 6, 2015
Scott Lane SchwartzMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 28, 2015Nov 18, 2015
Sarah C CuddyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 28, 2015Oct 22, 2015
Kathryn NusbaumVanguard Advisers, Inc. otherRobert W. Baird & Co. Incorporated otherOtherOct 26, 2015Sep 22, 2015
Brian Joseph NetheryStifel, Nicolaus & Company, Incorporated national BDRobert W. Baird & Co. Incorporated otherOtherOct 20, 2015Oct 16, 2015
Jacob David MahoneyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 19, 2015Oct 14, 2015
Maria Celia Acriche RectoLPL Financial LLC otherRobert W. Baird & Co. Incorporated otherOtherOct 12, 2015Oct 9, 2015
Jeremy Alan EllisUnited Capital Financial Advisors otherRobert W. Baird & Co. Incorporated otherOtherOct 12, 2015Oct 27, 2015
Joseph Daniel KruegerStifel, Nicolaus & Company, Incorporated national BDRobert W. Baird & Co. Incorporated otherOtherOct 6, 2015Oct 19, 2015
Salinda Kay NowellJ.P. Morgan Securities LLC wirehouseRobert W. Baird & Co. Incorporated otherOtherOct 2, 2015Sep 28, 2015
Andrew T SchaeferWoodbury Financial Services, Inc. otherRobert W. Baird & Co. Incorporated otherOtherSep 25, 2015Sep 30, 2015
George Allen GalewskiUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherSep 17, 2015Sep 4, 2015
Michael Jaffee PattersonCuri Capital, LLC otherRobert W. Baird & Co. Incorporated otherOtherSep 16, 2015Jul 7, 2015
Jason Paul StubbingsWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherSep 8, 2015Sep 4, 2015
Heather Marie Snow WinslowWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherAug 25, 2015Aug 17, 2015
Matthew Jacob ShapiroBmo Harris Financial Advisors, Inc otherRobert W. Baird & Co. Incorporated otherOtherAug 20, 2015Aug 17, 2015
Kristin Elizabeth HillsleyJanney Montgomery Scott LLC otherRobert W. Baird & Co. Incorporated otherOtherAug 10, 2015Aug 7, 2015
Michael J CharboneauUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherJul 22, 2015Jul 10, 2015
Bryan David MoscinskiSavant Wealth Management otherRobert W. Baird & Co. Incorporated otherOtherJul 8, 2015Jul 28, 2015
Phillip Daniel GarrisonWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 30, 2015Jun 11, 2015
Andrew Wayne BallardHeartland Advisors, Inc. otherRobert W. Baird & Co. Incorporated otherOtherJun 30, 2015Feb 1, 2016 (216 d)
Brooklyn Dea YoungWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 15, 2015Jun 11, 2015
Charity Renee Davis-LoweWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 15, 2015Jun 11, 2015
Donald Lee BarryWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 12, 2015Jun 17, 2015
Janice A BonineWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 12, 2015Jun 11, 2015
Jill S DockingWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 12, 2015Jun 11, 2015
Kevin Ray McwhorterWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 12, 2015Jun 11, 2015
Brian T. DockingWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 12, 2015Jun 11, 2015
Eric Rejean PronovostUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherJun 3, 2015May 15, 2015
Garrett Knox OakleyMcgill Advisors, Inc. otherRobert W. Baird & Co. Incorporated otherOtherMay 27, 2015Jun 8, 2015
James Alexander SmithRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated otherOtherMay 15, 2015Apr 20, 2015
Karley Marie RouseEdward Jones national BDRobert W. Baird & Co. Incorporated otherOtherMay 15, 2015Sep 28, 2015 (136 d)
David Christopher KerberMeristem Family Wealth otherRobert W. Baird & Co. Incorporated otherOtherMay 6, 2015Oct 15, 2015 (162 d)
Colin Lynn BrooksWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherApr 2, 2015Mar 31, 2015
Michael Joseph MchughCharles Schwab & Co., Inc. national BDRobert W. Baird & Co. Incorporated otherOtherMar 31, 2015Apr 2, 2015
Barbara Ann WoolhandlerMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 23, 2015Mar 6, 2015
Edward West MullenMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 23, 2015Mar 6, 2015
Sara Ashly CassidyMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 18, 2015Mar 9, 2015
Sheri Lynette BurnsUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2015Feb 27, 2015
Jeffrey Wayne CarrollUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2015Feb 27, 2015
Rene Gilmore EwingMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2015Mar 6, 2015
Rebecca L GadusUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2015Feb 27, 2015
David Tyson EubanksUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherMar 10, 2015Feb 27, 2015
Julie Marie TapkeCetera Investment Advisers LLC otherRobert W. Baird & Co. Incorporated otherOtherMar 6, 2015Mar 5, 2015
Jennifer Erin DroppelmanD.A. Davidson & Co. otherRobert W. Baird & Co. Incorporated otherOtherFeb 26, 2015Feb 20, 2015
Magdalena E ZborowskiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 26, 2015May 20, 2024 (3371 d)
Nathan Travis CookUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherFeb 11, 2015Feb 2, 2015
David Scott HimebaughWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherFeb 3, 2015Jan 30, 2015
Paul S HeitzkeyNew England Securities Corporation otherRobert W. Baird & Co. Incorporated otherOtherJan 23, 2015Jan 12, 2015
Nicole Marie EirichNational Investment Services, Inc otherRobert W. Baird & Co. Incorporated otherOtherJan 22, 2015Nov 4, 2014
Janice Michelle DunnPartnervest Advisory Services LLC otherRobert W. Baird & Co. Incorporated otherOtherJan 16, 2015Jan 15, 2015
Matthew Philip RickawayWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated otherOtherJan 9, 2015Jan 7, 2015
Eric Olaf FroistadUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated otherOtherDec 31, 2014Dec 26, 2014
Colin Patrick KavanaughAllspring Funds Management, LLC otherRobert W. Baird & Co. Incorporated otherOtherDec 31, 2014Jul 17, 2015 (198 d)
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