DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Mid Atlantic Financial Management, 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
John Michael Krajnik	Stratos Wealth Partners, Ltd other	Mid Atlantic Financial Management, Inc. other	Other	Dec 19, 2012	Dec 19, 2012
Ingrid Herrold Streich	Kestra Private Wealth Services, LLC other	Mid Atlantic Financial Management, Inc. other	Other	Oct 3, 2012	Sep 28, 2012
Greg Leslie Mcmullen	Brokersxpress LLC other	Mid Atlantic Financial Management, Inc. other	Other	Aug 28, 2012	Aug 28, 2012
Geraldine Ann Schuhmann	Invest Financial Corporation other	Mid Atlantic Financial Management, Inc. other	Other	Jul 19, 2012	May 4, 2004
Dale M Dominick	Cetera Advisor Networks LLC other	Mid Atlantic Financial Management, Inc. other	Other	Apr 4, 2012	Apr 2, 2012
Jennifer Frances Kahl	Chase Investment Services Corp. other	Mid Atlantic Financial Management, Inc. other	Other	Mar 26, 2012	Apr 25, 2013 (395 d)
Deirdre Marie Kochanski	Pathways Financial Partners,Inc. other	Mid Atlantic Financial Management, Inc. other	Other	Oct 20, 2011	May 4, 2004
Timothy John Hoag	Wall Street Financial Group, Inc other	Mid Atlantic Financial Management, Inc. other	Other	Sep 16, 2011	Sep 19, 2011
Stephen Andrew Yarmesch	Nrp Advisors, Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Nov 30, 2010	Dec 2, 2010
Stephanie Christin Groschup	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Oct 18, 2010	Oct 15, 2010
Christopher Robert Stagg	Waddell & Reed other	Mid Atlantic Financial Management, Inc. other	Other	Sep 17, 2010	Oct 11, 2010
Alan Matthew Stricker	UBS Financial Services Inc. wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Sep 9, 2010	Sep 3, 2010
Timothy John Halchuck	First Allied Advisory Services, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	Jul 22, 2010	Jun 28, 2010
Lindsay Marie Battershell	UBS Financial Services Inc. wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jul 19, 2010	Jul 15, 2010
Neven Zelich	UBS Financial Services Inc. wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jul 16, 2010	Jul 14, 2010
John Eugene Elgin	UBS Financial Services Inc. wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jul 16, 2010	Jul 14, 2010
Robert E. Montavon	UBS Financial Services Inc. wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Dec 10, 2009	Nov 25, 2009
Nicholas Edward Cortazzo	Ameriprise Financial Services, LLC national BD	Mid Atlantic Financial Management, Inc. other	Other	Dec 2, 2009	Nov 30, 2009
Bradley John Hilbert	Ameriprise Financial Services, LLC national BD	Mid Atlantic Financial Management, Inc. other	Other	Nov 9, 2009	Nov 13, 2009
James Dorrance Wells	Ameriprise Financial Services, LLC national BD	Mid Atlantic Financial Management, Inc. other	Other	Nov 5, 2009	Nov 2, 2009
Joshua Patrick Maher	Ameriprise Financial Services, LLC national BD	Mid Atlantic Financial Management, Inc. other	Other	Nov 5, 2009	Nov 4, 2009
Brian John Clouse	Ameriprise Financial Services, LLC national BD	Mid Atlantic Financial Management, Inc. other	Other	Nov 5, 2009	Nov 2, 2009
Brian Patrick Murphy	Morgan Stanley wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Oct 27, 2009	Oct 26, 2009
David Edward Lacinski	Synergy Investment Group, LLC other	Mid Atlantic Financial Management, Inc. other	Other	Jun 30, 2009	Jul 1, 2009
Melissa Jean Stein	H Financial Management other	Mid Atlantic Financial Management, Inc. other	Other	Mar 11, 2009	Nov 13, 2015 (2438 d)
Arch Laurence Peregoff	Itb Advisors unclassified	Mid Atlantic Financial Management, Inc. other	Other	Dec 31, 2008	May 4, 2004
Eric Paul Rader	Solenture Advisors LLC other	Mid Atlantic Financial Management, Inc. other	Other	Dec 1, 2008	Jul 17, 2008
William Henry Jenkins	Pnc Wealth Management other	Mid Atlantic Financial Management, Inc. other	Other	May 30, 2008	Jun 2, 2008
Alyssa Erin Ritchie	Wells Fargo Investments, LLC unclassified	Mid Atlantic Financial Management, Inc. other	Other	Oct 17, 2007	Nov 17, 2010 (1127 d)
James Kostival	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jan 16, 2007	Jan 16, 2007
Matthew Jerry Melendy	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jan 16, 2007	Jan 12, 2007
Kenneth John Leach	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jan 16, 2007	Jan 12, 2007
Amie Lynn Snyder	Biondo Investment Advisors LLC other	Mid Atlantic Financial Management, Inc. other	Other	Nov 15, 2006	Nov 16, 2006
Kevin Dewey Hoyle	Hoylecohen,Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Sep 13, 2006	May 4, 2004
Colleen Rosamond Gepp	Hoylecohen,Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Sep 13, 2006	May 4, 2004
David Allen Jackson	Hoylecohen,Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Sep 13, 2006	May 4, 2004
John Vincent Stilley	The Newport Group Of North Carolina, Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Aug 16, 2006	Mar 23, 2010 (1315 d)
Frank Edward Montes	Hoylecohen,Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Apr 25, 2006	May 4, 2004
Christopher D. Burton	Natcity Investments, Inc. unclassified	Mid Atlantic Financial Management, Inc. other	Other	Apr 10, 2006	Apr 11, 2006
Brian Matthew Kahl	Invesmart Advisors Inc unclassified	Mid Atlantic Financial Management, Inc. other	Other	Dec 14, 2005	Dec 5, 2007 (721 d)
Alexander Michael Adams	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Jan 13, 2005	Jan 13, 2005
Steven John Mrozek	Gateway Financial Wealth Management LP unclassified	Mid Atlantic Financial Management, Inc. other	Other	Dec 31, 2004	Jan 12, 2004
Jeffrey Seth Fishman	Alj Capital Management, LLC other	Mid Atlantic Financial Management, Inc. other	Other	Dec 16, 2004	Dec 3, 2010 (2178 d)
Mitchell Howard Hirsch	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Aug 26, 2004	Aug 18, 2004
Kenneth Phillip Arnold	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Aug 25, 2004	Aug 18, 2004
Megan Hawes Lockhart	Wells Fargo Advisors wirehouse	Mid Atlantic Financial Management, Inc. other	Other	Aug 12, 2004	Mar 21, 2005 (221 d)
Gary Stewart Bedford	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
David Codd Boydell	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
William David Altavilla	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
William Clyde Mcmorran	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Jim Harrison Bootsma	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Howard Michael Wolfson	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Debra Lyn Hightower	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
William James Donnelly	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Sarah F Fong	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
John Vincent Kucserka	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Jeffrey Joseph Presogna	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Paul James Krsek	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Thomas Joseph Birch	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004
Gary Lee Barton	Fdx Advisors, Inc. other	Mid Atlantic Financial Management, Inc. other	Other	May 4, 2004	May 4, 2004

Page 2 of 3Previous Next

124 moves match.