DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Investacorp Advisory Services Inc

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.

Advisor	From	To	Type	Left	Registered
Patrick Martin Glynn	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Jan 6, 2016
Henry Rudolph Peeler	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Jan 6, 2016
William D Cooney	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Feb 3, 2016 (34 d)
John Constantine Rousos	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Feb 19, 2016 (50 d)
William John Kosic	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Jan 27, 2016
Stephen Lee Enoch	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Dec 31, 2015	Jan 27, 2016
Kevin Leon Koski	Stifel, Nicolaus & Company, Incorporated national BD	Investacorp Advisory Services Inc other	Other	Nov 17, 2015	Jan 6, 2017 (416 d)
David Koifman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Investacorp Advisory Services Inc other	Other	Oct 16, 2015	Mar 16, 2016 (152 d)
Michael Gerard Mccabe	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 10, 2015	Sep 8, 2015
David Martin Tauber	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 10, 2015	Sep 8, 2015
Jeffrey D Snyder	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 10, 2015	Sep 29, 2015
Michael Nobile	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 3, 2015	Sep 1, 2015
Philip Kerry Ludwig	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 3, 2015	Nov 6, 2015 (64 d)
Wendy Joan Richardson	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 2, 2015	Sep 25, 2015
Kim Elizabeth Wawrzynowicz	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 2, 2015	Sep 28, 2015
Scott Timothy Hinchey	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Sep 1, 2015	Sep 1, 2015
Michael John Fornasier	Cl Wealth Management LLC other	Investacorp Advisory Services Inc other	Other	Aug 7, 2015	Oct 12, 2015 (66 d)
Zachary L Daniels	LPL Financial LLC other	Investacorp Advisory Services Inc other	Other	Jul 31, 2015	Aug 6, 2015
Ceferino Rodriguez	Independent Financial Partners other	Investacorp Advisory Services Inc other	Other	Jul 10, 2015	Dec 4, 2015 (147 d)
Michael Wayne Thigpen	Esi Financial Advisors other	Investacorp Advisory Services Inc other	Other	Jun 25, 2015	Jul 7, 2015
Amy Therese Sharp	Pruco Securities, LLC other	Investacorp Advisory Services Inc other	Other	Jun 15, 2015	Aug 6, 2015 (52 d)
Gwen B Garrison	Resource Horizons Investment Advisory, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 31, 2014	Dec 4, 2014
Steven Paul Leach	Investment Professionals, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 24, 2014	Jan 28, 2015 (35 d)
Walter Paul Priebe	Priebe Investment Plans, Inc. unclassified	Investacorp Advisory Services Inc other	Other	Dec 23, 2014	Nov 18, 2004
Marcello Salvatore Cutrupi	Sterne Agee Investment Advisor Services, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 8, 2014	Nov 17, 2014
Barbara Ann Comer	Comer & Greak Financial Consultants unclassified	Investacorp Advisory Services Inc other	Other	Nov 20, 2014	Aug 8, 2007
Elizabeth Louise Greak	Comer & Greak Financial Consultants unclassified	Investacorp Advisory Services Inc other	Other	Nov 20, 2014	Aug 8, 2007
Solomon Edward Reeves	Kms Financial Services, Inc other	Investacorp Advisory Services Inc other	Other	Oct 27, 2014	Nov 14, 2014
David Lynn Putman	Blakeman, Brister & Putman Financial Group, P.A. unclassified	Investacorp Advisory Services Inc other	Other	Sep 10, 2014	Jul 9, 2014
Keith Wallace Duncan	Spc other	Investacorp Advisory Services Inc other	Other	Aug 19, 2014	Aug 19, 2014
Ian E James	Summit Financial Group Inc other	Investacorp Advisory Services Inc other	Other	Jul 22, 2014	Aug 18, 2014
Andy S Rampersaud	Cambridge Investment Research Advisors, Inc. other	Investacorp Advisory Services Inc other	Other	Jul 14, 2014	Dec 16, 2014 (155 d)
Gregory Barber	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	May 30, 2014	Jul 18, 2017 (1145 d)
William Joel Small	Summit Financial Group Inc other	Investacorp Advisory Services Inc other	Other	Apr 16, 2014	Apr 22, 2014
Gregory Nicholas Frankos	Hornor, Townsend & Kent, LLC other	Investacorp Advisory Services Inc other	Other	Mar 19, 2014	Mar 20, 2014
Robert Leroy Chess	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Jan 22, 2014	Jan 21, 2014
Jose Ivan Acosta Jordan	Popular Securities, LLC other	Investacorp Advisory Services Inc other	Other	Jan 8, 2014	Sep 19, 2014 (254 d)
Thomas Joseph Scanlan	Eagle Strategies LLC other	Investacorp Advisory Services Inc other	Other	Jan 3, 2014	Mar 25, 2014 (81 d)
Garth Anthony Ivey	Osaic Fs, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 5, 2013	Dec 6, 2013
David Jay Vogel	Nestwise LLC other	Investacorp Advisory Services Inc other	Other	Sep 27, 2013	Jun 12, 2014 (258 d)
Michelle Boyce	Hornor, Townsend & Kent, LLC other	Investacorp Advisory Services Inc other	Other	Jul 3, 2013	Aug 19, 2013 (47 d)
James Ernest Driskell	Next Financial Group, Inc. other	Investacorp Advisory Services Inc other	Other	Feb 5, 2013	Feb 4, 2013
John Henry Gray	Next Financial Group, Inc. other	Investacorp Advisory Services Inc other	Other	Feb 5, 2013	Feb 4, 2013
James Brent Ostrander	Invest Financial Corporation other	Investacorp Advisory Services Inc other	Other	Jan 4, 2013	Jan 14, 2013
Charles Franklin Walker	Cornerstone Investment Services, Inc. unclassified	Investacorp Advisory Services Inc other	Other	Nov 12, 2012	Oct 18, 2000
Charlene Denise Monts	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Investacorp Advisory Services Inc other	Other	Oct 22, 2012	Mar 20, 2013 (149 d)
Danielle Doreen Martinez	Raymond James & Associates, Inc. national BD	Investacorp Advisory Services Inc other	Other	Sep 28, 2012	Mar 6, 2014 (524 d)
Gary Robert Sax	Nfp Advisor Services, LLC other	Investacorp Advisory Services Inc other	Other	Sep 5, 2012	Sep 6, 2012
Francis Vincent Vitellaro	Wells Fargo Advisors wirehouse	Investacorp Advisory Services Inc other	Other	Aug 30, 2012	Sep 10, 2012
Brenda Patricia Catugno	Chase Investment Services Corp. other	Investacorp Advisory Services Inc other	Other	Aug 7, 2012	Aug 3, 2012
Richard Adam Ebaugh	Strategic Advisers LLC national BD	Investacorp Advisory Services Inc other	Other	Jul 27, 2012	Apr 23, 2013 (270 d)
Van Constantine Pappas	Resource Horizons Investment Advisory, Inc. other	Investacorp Advisory Services Inc other	Other	Jul 11, 2012	Jul 17, 2012
Stephen Andrew Kilpatrick	Brokersxpress LLC other	Investacorp Advisory Services Inc other	Other	Jun 1, 2012	Jun 4, 2012
Marcus Anthony Arneaud	Summit Financial Group Inc other	Investacorp Advisory Services Inc other	Other	May 14, 2012	May 14, 2012
Richard Louis Friend	Msi Financial Services, Inc. other	Investacorp Advisory Services Inc other	Other	Apr 27, 2012	May 4, 2012
Samuel Lee Collins	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Investacorp Advisory Services Inc other	Other	Apr 24, 2012	Apr 20, 2012
William J. Thompson	Ameriprise Financial Services, LLC national BD	Investacorp Advisory Services Inc other	Other	Jan 25, 2012	Jan 19, 2012
Keith Wayne Patterson	Geneos Wealth Management, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 31, 2011	Jan 5, 2012
William Franklin Richardson	Geneos Wealth Management, Inc. other	Investacorp Advisory Services Inc other	Other	Dec 31, 2011	Jan 5, 2012
Mohammed Moustafa Eid	Citigroup Global Markets Inc. other	Investacorp Advisory Services Inc other	Other	Dec 21, 2011	Feb 14, 2012 (55 d)

Page 2 of 4Previous Next

190 moves match.