DFX Intelligence
Advisor moves
Arrivals at Independent Financial PartnersWhat a move isA 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.
736 moves
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ronald Allen Guiler | Mutual Service Corporation unclassified | Independent Financial Partners other | Other | Jan 3, 2007 | Dec 20, 2006 |
| Charles Anthony Triaga | Key Investment Services LLC other | Independent Financial Partners BD affiliated | Other | Dec 31, 2006 | Jun 6, 2021 (5271 d) |
| Michael Freeman Sheridan | Key Investment Services LLC other | Independent Financial Partners BD affiliated | Other | Dec 31, 2006 | May 14, 2021 (5248 d) |
| Steve Jerome Cotton | A. G. Edwards & Sons, Inc. unclassified | Independent Financial Partners other | Other | Apr 24, 2006 | Apr 1, 2014 (2899 d) |
| Daniel James O'Sullivan | Raymond James Financial Services, Inc. unclassified | Independent Financial Partners other | Other | Feb 2, 2006 | Jan 3, 2012 (2161 d) |
| Janet Leann Barr | Ameriprise Financial Services, LLC national BD | Independent Financial Partners other | Other | Jan 10, 2006 | Aug 6, 2012 (2400 d) |
| Patrick Owen Mcginn | Keybanc Capital Markets Inc. unclassified | Independent Financial Partners BD affiliated | Other | Dec 31, 2005 | May 30, 2021 (5629 d) |
| Brian C Forseth | Msi Financial Services, Inc. other | Independent Financial Partners other | Other | Dec 31, 2005 | Dec 9, 2013 (2900 d) |
| Molly Grimm | Cinfin Capital Management unclassified | Independent Financial Partners other | Other | Nov 18, 2005 | Apr 22, 2016 (3808 d) |
| Steven Lee Davis | Morgan Stanley Dw Inc. unclassified | Independent Financial Partners other | Other | Aug 29, 2005 | Aug 2, 2011 (2164 d) |
| James Christopher Cochran | A. G. Edwards & Sons, Inc. unclassified | Independent Financial Partners other | Other | Aug 18, 2005 | Nov 21, 2013 (3017 d) |
| Thomas Andrew Curtin | Asset & Financial Planning, Ltd other | Independent Financial Partners other | Other | Jan 3, 2005 | Oct 30, 2014 (3587 d) |
| Taria Dawn Agbelusi | Strategic Advisers LLC national BD | Independent Financial Partners other | Other | Dec 8, 2004 | Oct 28, 2014 (3611 d) |
| James Vondrak | Mutual Service Corporation unclassified | Independent Financial Partners other | Other | Oct 21, 2004 | Aug 3, 2004 |
| Jay William Cohen | M Holdings Securities, Inc. other | Independent Financial Partners other | Other | Mar 19, 2004 | Jul 27, 2004 (130 d) |
| Jeffery Wilson Masters | Ws Griffith Securities, Inc. unclassified | Independent Financial Partners other | Other | Jun 16, 2003 | Aug 23, 2011 (2990 d) |
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