Advisor moves

Arrivals at Invest Financial Corporation

800 moves
AdvisorFromToTypeLeftRegistered
Mark Rorke RemundTd Ameritrade, Inc. no RAUMInvest Financial Corporation otherOtherFeb 1, 2006Mar 8, 2006 (35 d)
Scott WiesePnc Wealth Management otherInvest Financial Corporation otherOtherJan 12, 2006Jan 9, 2006
Martin Edwin JamesCharter Advisory Corporation independent RIAInvest Financial Corporation otherOtherJan 5, 2006Nov 16, 2005
Greg Alan StorenCharter Advisory Corporation independent RIAInvest Financial Corporation otherOtherJan 5, 2006Dec 2, 2005
Harry Randall ArrowoodThe Financial Planning Center, Inc. unclassifiedInvest Financial Corporation otherOtherDec 31, 2005Jan 25, 2005
Paul Grady MossThe Financial Planning Center, Inc. unclassifiedInvest Financial Corporation otherOtherDec 31, 2005Jan 24, 2005
Richard Thomas FoxFirstmerit Advisors, Inc. unclassifiedInvest Financial Corporation otherOtherDec 20, 2005Jul 7, 2005
Alan Blaine ShouseCetera Advisors LLC otherInvest Financial Corporation otherOtherDec 15, 2005Nov 17, 2005
James Alexander MitchellBlue Hill Capital Partners LLC unclassifiedInvest Financial Corporation otherOtherDec 13, 2005Aug 12, 2005
Terrence Lyman DonoghueNational Equities Management Co unclassifiedInvest Financial Corporation otherOtherDec 9, 2005Jan 11, 2006 (33 d)
Joseph William JonesOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Robert Wesley DavidsonOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Joseph Byron CollinsOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
James Richard GossettOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Jan 5, 2006 (35 d)
Gary David SheltonOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
William Norman DoanOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Emily Christin MillsapOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Sonya Joo Stocks PhillipsOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Jan 4, 2006 (34 d)
John T MorrowOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Tracy Lynn HelmerOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherDec 1, 2005Nov 30, 2005
Joel Cameron Magruder1717 Capital Management Company unclassifiedInvest Financial Corporation otherOtherNov 29, 2005Nov 10, 2005
Kurt Robert Maher1717 Capital Management Company unclassifiedInvest Financial Corporation otherOtherNov 29, 2005Nov 10, 2005
Jason Matthew Kirke1717 Capital Management Company unclassifiedInvest Financial Corporation otherOtherNov 29, 2005Nov 11, 2005
Charles Carl ScrattishValic Financial Advisors, Inc. otherInvest Financial Corporation otherOtherNov 23, 2005Dec 5, 2005
Jennifer Ann DenapoliUBS Financial Services Inc. wirehouseInvest Financial Corporation otherOtherNov 17, 2005Jan 9, 2006 (53 d)
Walter Armand EifeTd Wealth Management Services Inc. unclassifiedInvest Financial Corporation otherOtherNov 11, 2005Dec 2, 2005
Clark A MayOsaic Fa, Inc. otherInvest Financial Corporation otherOtherNov 9, 2005Jun 1, 2011 (2030 d)
William Andrew GriffinVoya Financial Advisors, Inc. otherInvest Financial Corporation otherOtherNov 3, 2005Nov 2, 2005
Robert Andrew DesalvoEssex National Securities, Inc. otherInvest Financial Corporation otherOtherNov 2, 2005Nov 17, 2005
Joseph MecciaMorgan Stanley Dw Inc. unclassifiedInvest Financial Corporation otherOtherNov 2, 2005Jan 22, 2015 (3368 d)
Kenneth Patrick EvangelistaWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherOct 20, 2005Jan 13, 2011 (1911 d)
Louis Aldo IngleseFirst Montauk Securities Corp. unclassifiedInvest Financial Corporation otherOtherOct 14, 2005Oct 14, 2005
Melissa Ann MoserWells Fargo Investments, LLC unclassifiedInvest Financial Corporation otherOtherOct 3, 2005Oct 5, 2005
Edward Harry SoderbergOsaic Fa, Inc. otherInvest Financial Corporation otherOtherSep 14, 2005Dec 1, 2006 (443 d)
Yvette Cummings HeatlyAmeriprise Advisor Services, Inc. unclassifiedInvest Financial Corporation otherOtherSep 13, 2005Mar 10, 2006 (178 d)
Wayne Robert OltjenBanc Of America Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherSep 1, 2005Feb 24, 2006 (176 d)
Michelle Renee ElliottChase Investment Services Corp. otherInvest Financial Corporation otherOtherAug 26, 2005Feb 27, 2006 (185 d)
Neal SchulteMutual Service Corporation unclassifiedInvest Financial Corporation otherOtherAug 16, 2005Aug 5, 2005
Darren Keith HeislerMorgan Stanley Dw Inc. unclassifiedInvest Financial Corporation otherOtherJul 19, 2005Oct 16, 2006 (454 d)
Charles Timothy OwensWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherJul 15, 2005Jul 20, 2005
Mildred Babb PerkinsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvest Financial Corporation otherOtherJul 8, 2005Oct 11, 2005 (95 d)
Lon Glenn GulbergUBS Financial Services Inc. wirehouseInvest Financial Corporation otherOtherJul 8, 2005Jul 14, 2005
Randall W SilveyChase Investment Services Corp. otherInvest Financial Corporation otherOtherJul 8, 2005Jul 27, 2005
Andrew Robert GayBb&T Investment Services, Inc. no RAUMInvest Financial Corporation otherOtherJun 24, 2005Jun 23, 2005
James Aaron HargisOsaic Institutions, Inc. otherInvest Financial Corporation otherOtherMay 20, 2005Apr 21, 2005
Michael Gene SimmonsTd Ameritrade, Inc. no RAUMInvest Financial Corporation otherOtherMay 19, 2005Jul 27, 2005 (69 d)
J Scott SavageBanc Of America Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherMay 13, 2005May 27, 2005
Mark Anthony FacconeBanc Of America Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherMay 13, 2005May 27, 2005
Henry Stephen DembowskiOsaic Fa, Inc. otherInvest Financial Corporation otherOtherApr 29, 2005Apr 19, 2005
Gregory Anthony LongoCapital One Financial Advisors LLC unclassifiedInvest Financial Corporation otherOtherApr 12, 2005Apr 18, 2005
Harold Joseph BeshawPnc Wealth Management otherInvest Financial Corporation otherOtherMar 29, 2005Aug 18, 2010 (1968 d)
Matthew T BowerAmeriprise Financial Services, LLC national BDInvest Financial Corporation otherOtherMar 15, 2005Mar 16, 2005
Kevin A. MeekOsaic Fa, Inc. otherInvest Financial Corporation otherOtherMar 7, 2005Aug 23, 2005 (169 d)
Freddy GarciaCetera Advisor Networks LLC otherInvest Financial Corporation otherOtherFeb 11, 2005Feb 9, 2005
Robert William CopelandOnb Investment Services, Inc. unclassifiedInvest Financial Corporation otherOtherJan 28, 2005May 27, 2005 (119 d)
John Leslie StantonLPL Financial LLC otherInvest Financial Corporation otherOtherJan 18, 2005Jan 27, 2005
Gary Joel MendelowPruco Securities, LLC otherInvest Financial Corporation otherOtherJan 14, 2005Jul 7, 2005 (174 d)
William James MarkovichWaddell & Reed otherInvest Financial Corporation otherOtherJan 12, 2005Jan 18, 2005
Stephen J LandaMighty Oak Management LLC state registeredInvest Financial Corporation otherOtherDec 31, 2004Mar 11, 2005 (70 d)
John D CosciaPfa/Pinnacle Financial Advisors unclassifiedInvest Financial Corporation otherOtherDec 31, 2004Nov 7, 2008 (1407 d)
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