Advisor moves

Arrivals at Envestnet Pmc

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
Kenneth Andrew ShawPrima Capital Management, Inc. unclassifiedEnvestnet Pmc otherOtherMay 11, 2012Oct 15, 2012 (157 d)
Nathan Lloyd JohnsonTransamerica Financial Advisors, LLC otherEnvestnet Pmc independent RIAOtherApr 25, 2012Nov 9, 2022 (3850 d)
Carol D BlunkVestor Capital Partners, LLC otherEnvestnet Pmc otherOtherJan 13, 2012Sep 4, 2013 (600 d)
Megan L. MeadNuveen Fund Advisors, LLC otherEnvestnet Pmc BD affiliatedOtherJul 12, 2011May 2, 2019 (2851 d)
Luke John VinnolaCurian Capital, LLC otherEnvestnet Pmc otherOtherJul 8, 2011Jul 6, 2011
Jennifer Marie TarnoffBrokersxpress LLC otherEnvestnet Pmc otherOtherJul 1, 2011Jul 6, 2011
Debra Jane DevoeFdx Advisors, Inc. otherEnvestnet Pmc otherOtherOct 13, 2009Jul 8, 2014 (1729 d)
Gagan Deep SinghSingh Asset Management, LLC unclassifiedEnvestnet Pmc otherOtherMay 23, 2008Jul 30, 2009 (433 d)
Mario Fernando ContrerasJ.P. Morgan Securities Inc. unclassifiedEnvestnet Pmc otherOtherOct 16, 2006Jul 30, 2007 (287 d)
Brett Charles LeachCetera Advisor Networks LLC otherEnvestnet Pmc otherOtherMar 23, 2006May 10, 2007 (413 d)
Matthew Aubrey EricksonLasalle Financial Services, Inc. unclassifiedEnvestnet Pmc otherOtherSep 7, 2005May 2, 2007 (602 d)
Arthur LopesCharles Schwab & Co., Inc. national BDEnvestnet Pmc otherOtherJan 28, 2005Nov 9, 2005 (285 d)
Robert Loren DowningCharles Schwab & Co., Inc. national BDEnvestnet Pmc otherOtherNov 30, 2004Jun 15, 2006 (562 d)
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73 moves match.