DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at First Heartland Consultants, 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
Brittany Elaine Cross	Signator Financial Services, Inc. other	First Heartland Consultants, Inc. other	Other	Mar 2, 2012	Jul 16, 2013 (501 d)
Daniel Orellano	B Riley Wealth Management other	First Heartland Consultants, Inc. other	Other	Feb 13, 2012	Jun 4, 2012 (112 d)
Solomon Cartier	Sethi Tax And Wealth Advisors unclassified	First Heartland Consultants, Inc. other	Other	Feb 6, 2012	Mar 7, 2012
Ralph Patrick Moore	United Planners' Financial Services Of America A Limited Partner other	First Heartland Consultants, Inc. other	Other	Dec 31, 2011	Jan 3, 2012
Adam Detweiler Savanick	Concourse Financial Group Advisors other	First Heartland Consultants, Inc. other	Other	Sep 29, 2011	Oct 5, 2011
Faiz Ali Khoja	Ameriprise Financial Services, LLC national BD	First Heartland Consultants, Inc. other	Other	Jul 6, 2011	Feb 7, 2012 (216 d)
Monica Monique Gamblin	New England Securities Corporation other	First Heartland Consultants, Inc. other	Other	Feb 25, 2011	Mar 2, 2011
Rakesh Mehta	Qa3 Financial LLC unclassified	First Heartland Consultants, Inc. other	Other	Feb 11, 2011	Jan 4, 2016 (1788 d)
David E Mathias	LPL Financial LLC other	First Heartland Consultants, Inc. other	Other	Oct 18, 2010	Oct 25, 2012 (738 d)
Terrance Joseph Masching	LPL Financial LLC other	First Heartland Consultants, Inc. other	Other	Sep 3, 2010	Jul 8, 2011 (308 d)
Susan Ebbert Hall	Nfp Advisor Services, LLC other	First Heartland Consultants, Inc. other	Other	Jun 15, 2010	Jun 16, 2010
Bennett Egerton Conklin	Principal Securities, Inc. other	First Heartland Consultants, Inc. other	Other	Jun 7, 2010	Oct 6, 2010 (121 d)
Michael Alfonse Baratta	Securian Financial Services, Inc. other	First Heartland Consultants, Inc. other	Other	May 25, 2010	Nov 24, 2010 (183 d)
Cathey Lynn Williamson	Universal Financial Planning Consultants, Inc. other	First Heartland Consultants, Inc. other	Other	Feb 10, 2010	Apr 19, 2011 (433 d)
Paul Dana Johnson	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Dec 31, 2009	Jan 7, 2010
Toni Marie Sams	Valmark Advisers, Inc. other	First Heartland Consultants, Inc. other	Other	Nov 20, 2009	Dec 1, 2009
Augustus William Abel	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Nov 10, 2009	Nov 12, 2009
Adam Keith Harrop	Centaurus Financial, Inc. other	First Heartland Consultants, Inc. BD affiliated	Other	Sep 14, 2009	Aug 19, 2019 (3626 d)
Curtis Neil Porter	Sagepoint Financial, Inc. other	First Heartland Consultants, Inc. other	Other	Sep 8, 2009	Mar 20, 2013 (1289 d)
Brian Robert Franke	UBS Financial Services Inc. wirehouse	First Heartland Consultants, Inc. other	Other	May 13, 2009	Oct 23, 2009 (163 d)
Matthew John Palazzolo	Fifth Third Securities, Inc. other	First Heartland Consultants, Inc. other	Other	Feb 6, 2009	Mar 3, 2009
Eric John Seger	Osaic Fa, Inc. other	First Heartland Consultants, Inc. other	Other	Nov 18, 2008	Nov 19, 2008
Kenneth Daniel Coe	Osaic Fa, Inc. other	First Heartland Consultants, Inc. other	Other	Dec 31, 2007	Mar 8, 2010 (798 d)
John James Turcotte	Osaic Fa, Inc. other	First Heartland Consultants, Inc. other	Other	Aug 7, 2007	Mar 13, 2009 (584 d)
James Herrmann Cross	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	May 7, 2007	May 8, 2007
Troy Allen Christensen	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	May 7, 2007	May 8, 2007
Jared Hendrik Copinga	USA Financial Securities LLC other	First Heartland Consultants, Inc. other	Other	Apr 4, 2007	Apr 25, 2007
Craig Timothy Heien	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Mar 13, 2007	Apr 23, 2007 (41 d)
Ashok Hiralal Sanghavi	Fsc Securities Corporation other	First Heartland Consultants, Inc. other	Other	Mar 12, 2007	Aug 29, 2008 (536 d)
Matthew Anthony Martinez	Legacy Advisory Services, Inc. unclassified	First Heartland Consultants, Inc. other	Other	Feb 9, 2007	Mar 19, 2007 (38 d)
Wayne Scott Brunt	Legacy Advisory Services, Inc. unclassified	First Heartland Consultants, Inc. other	Other	Feb 9, 2007	Mar 19, 2007 (38 d)
Patrick John Negado	Trilogy Capital Strategies, Inc. unclassified	First Heartland Consultants, Inc. BD affiliated	Other	Jan 12, 2007	Dec 17, 2025 (6914 d)
Laura Tierney Scobee	Moneta Group Investment Advisors, LLC other	First Heartland Consultants, Inc. other	Other	Dec 31, 2006	May 14, 2007 (134 d)
Stewart Jay Weissman	Osaic Fs, Inc. other	First Heartland Consultants, Inc. other	Other	Dec 20, 2006	Jun 21, 2007 (183 d)
Matthew Clary Smith	Ameriprise Financial Services, LLC national BD	First Heartland Consultants, Inc. other	Other	Apr 4, 2006	Aug 24, 2011 (1968 d)
Richard Kenneth Keith	Invest Financial Corporation other	First Heartland Consultants, Inc. other	Other	Feb 16, 2006	Feb 14, 2006
Dean Jeffery Callison	Callison & Advisors, Inc unclassified	First Heartland Consultants, Inc. other	Other	Dec 31, 2005	Dec 1, 1995
Dennis Jay Meyer	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Aug 23, 2004	Aug 23, 2004
Katherine Anne Kirkpatrick	United Heritage Financial Services, Inc. unclassified	First Heartland Consultants, Inc. other	Other	May 27, 2004	May 26, 2004
Andrew Mccall Nicholl	1st Global Advisors Inc other	First Heartland Consultants, Inc. other	Other	Nov 17, 2003	Dec 8, 2005 (752 d)
Bruce Roderick Snyder	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Sep 4, 2003	Sep 22, 2003
Troy Lee Thompson	Thrivent Investment Management Inc. other	First Heartland Consultants, Inc. other	Other	Nov 12, 2002	Jan 2, 2003 (51 d)
William Edward Chrabot	Robert W. Baird & Co. Incorporated other	First Heartland Consultants, Inc. other	Other	Oct 11, 2002	Jul 23, 2015 (4668 d)
Dennis James Sikorski	LPL Financial LLC other	First Heartland Consultants, Inc. other	Other	Aug 21, 2002	Aug 2, 2002

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104 moves match.