Advisor moves

Arrivals at Private Client Services, 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
Mitchell DespinichNationwide Securities, LLC no RAUMPrivate Client Services, LLC otherOtherJul 19, 2010Jul 16, 2010
Robert Scott SutherlandNationwide Securities, LLC no RAUMPrivate Client Services, LLC otherOtherJul 19, 2010Jul 16, 2010
Thomas C DavyNationwide Securities, LLC no RAUMPrivate Client Services, LLC otherOtherJul 19, 2010Jul 20, 2010
Ronald Frank VanhornWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 13, 2010May 12, 2010
Roy NealWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 11, 2010May 31, 2005
Thomas Andrew BryantWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 11, 2010Mar 20, 2009
Jason Garrick LangleyWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 10, 2010Mar 24, 2005
Timothy Allen WissingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 10, 2010Jan 9, 2008
Michael George DuganWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Richard Joseph RobinsonWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010Nov 19, 2008
Alex P LindleWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010Mar 28, 2008
Cindy Elizabeth LindleWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Gretchen Kay MahaffeyWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Michael Robert DuganWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherMay 6, 2010May 3, 2010
Valerie M. DownsWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherApr 22, 2010Apr 11, 2007
John R HackWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherFeb 8, 2010Feb 4, 2010
Charles Frederick NealWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 4, 2010
Lauchlin Vernon HinesWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Nov 6, 2008
Victor M MeyerowitzWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 5, 2010
Steven Lee KingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherDec 31, 2009Jan 5, 2010
Thomas Joseph PiconeHornor, Townsend & Kent, LLC otherPrivate Client Services, LLC otherOtherApr 15, 2008Jul 28, 2010 (834 d)
Randall Gray DanielWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherApr 15, 2008Apr 2, 2007
Jeffrey Scott FortsonWoodbury Financial Services, Inc. otherPrivate Client Services, LLC otherOtherFeb 21, 2006Jul 3, 2003
Daniel Louis Hardt1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherJul 5, 2005Nov 6, 2001
Peter ToppingWoodbury Financial Services, Inc. otherPrivate Client Services, LLC independent RIAOtherOct 29, 2004Feb 1, 2021 (5939 d)
Marian F GeoheganHornor, Townsend & Kent, LLC otherPrivate Client Services, LLC otherOtherMay 17, 2004May 26, 2004
Ernest Aubrey Sampson1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherSep 3, 2003Nov 6, 2001
Daniel Lee Shuck1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherAug 15, 2003Nov 30, 2001
Eric David Bunnell1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherAug 15, 2003Dec 20, 2001
Tracy Renee Hardin1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherAug 15, 2003Jan 28, 2002
Alfredo Miguel Mesa1717 Capital Management Company unclassifiedPrivate Client Services, LLC otherOtherJul 16, 2003Jul 15, 2003
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91 moves match.