Advisor moves

Arrivals at Financial Engines Advisor Center, 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
Shawn Edward MccutchanThe Mutual Fund Store - Charlotte otherFinancial Engines Advisor Center, LLC otherOtherJan 14, 2015Jan 13, 2015
Kevin LoganStone Harbor Capital Managment, LLC unclassifiedFinancial Engines Advisor Center, LLC otherOtherDec 31, 2014Apr 2, 2015 (92 d)
Matthew Charles UlrickTd Ameritrade Investment Management, LLC otherFinancial Engines Advisor Center, LLC otherOtherNov 10, 2014Nov 18, 2014
Justin David KattauPnc Wealth Management otherFinancial Engines Advisor Center, LLC otherOtherSep 8, 2014Sep 5, 2014
Shawn David KellerThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2014Jul 1, 2014
Thomas Andrew NemecThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2014Jul 1, 2014
Enid Maria SantiagoThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2014Jul 1, 2014
Thomas Scott WolfordThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherFeb 20, 2014Feb 20, 2014
Norman Steven ThomsonThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherFeb 18, 2014Jan 23, 2014
Don Richard NorrisThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherFeb 18, 2014Jan 23, 2014
David J FennellThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherFeb 18, 2014Jan 23, 2014
John Pershing SayersMsi Financial Services, Inc. otherFinancial Engines Advisor Center, LLC otherOtherFeb 6, 2014Feb 3, 2014
Tim James DowdenThe Mutual Fund Store unclassifiedFinancial Engines Advisor Center, LLC otherOtherJan 16, 2014Jan 2, 2014
Kevin JaegersSmart401k, LLC otherFinancial Engines Advisor Center, LLC otherOtherSep 24, 2013Sep 24, 2013
Phillip Back WeinsteinThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
John Emerson CareyThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Eric Maxwell ShoenfeldThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Daniel Scott HendersonThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Sean Thomas O'BannonTmfs-San Francisco-Oakland, LLC otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Matthew Thomas HickesThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Kenneth Delano GrierThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 2, 2013Jul 1, 2013
Andrew Scott HedrickThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 1, 2013Jul 1, 2013
Jimmie Marlin CollicottThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 1, 2013Jul 1, 2013
Dale Jay HansenThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 1, 2013Jul 1, 2013
Craig Michael MottlThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 1, 2013Jul 1, 2013
Spencer Douglas CrowThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherJul 1, 2013Jul 1, 2013
Eric Jesse WassonHefty Wealth Partners otherFinancial Engines Advisor Center, LLC otherOtherMay 28, 2013Jul 1, 2013 (34 d)
Eric Ross SusiThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherSep 28, 2012Sep 28, 2012
Matthew Joseph LuxThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherSep 28, 2012Sep 28, 2012
Riley Deforest LarimoreThe Mutual Fund Store otherFinancial Engines Advisor Center, LLC otherOtherSep 28, 2012Sep 28, 2012
Donald Gerard BertrandWealthtrust Arizona otherFinancial Engines Advisor Center, LLC otherOtherSep 24, 2012Nov 10, 2016 (1508 d)
Jeffrey Garth CramCetera Advisors LLC otherFinancial Engines Advisor Center, LLC otherOtherNov 3, 2011Oct 31, 2011
Patrick John VolkMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Engines Advisor Center, LLC otherOtherSep 20, 2010Jan 2, 2014 (1200 d)
Chad Ashton KasperE*Trade Capital Management, LLC otherFinancial Engines Advisor Center, LLC otherOtherJan 29, 2010Oct 10, 2016 (2446 d)
Eric Martin PetersonThe Mutual Fund Store unclassifiedFinancial Engines Advisor Center, LLC otherOtherDec 9, 2008Aug 19, 2015 (2444 d)
Jason Matthew LankNorthwestern Mutual Investment Services,LLC otherFinancial Engines Advisor Center, LLC otherOtherFeb 12, 2008Feb 8, 2008
Chang ShinAmerican Century Advisory Services, Inc. no RAUMFinancial Engines Advisor Center, LLC otherOtherJun 6, 2007Jun 28, 2007
Joshua John BrittonWaddell & Reed otherFinancial Engines Advisor Center, LLC otherOtherApr 18, 2005Jun 11, 2007 (784 d)
Clint Matthew HaynesMorgan Stanley Dw Inc. unclassifiedFinancial Engines Advisor Center, LLC otherOtherDec 5, 2002Jan 3, 2007 (1490 d)
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99 moves match.