Advisor moves

Arrivals at Zions Capital Advisors, 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.

AdvisorFromToTypeLeftRegistered
Edward Lowell PlotkinMidfirst Bank unclassifiedZions Capital Advisors, Inc. otherOtherDec 20, 2006Nov 23, 2010 (1434 d)
Kevin Michael DonovanZions Direct, Inc. unclassifiedZions Capital Advisors, Inc. otherOtherOct 3, 2006Oct 4, 2006
Jesse Logan DietzAmsouth Investment Management Company LLC unclassifiedZions Capital Advisors, Inc. otherOtherMar 1, 2006Mar 11, 2008 (741 d)
Matthew Robert JohnsonGuardian Capital Management, LLC unclassifiedZions Capital Advisors, Inc. otherOtherDec 31, 2005Jun 9, 2005
Keley Renee PetersenWipfli Financial Advisors, LLC otherZions Capital Advisors, Inc. otherOtherSep 7, 2005Oct 21, 2005 (44 d)
Daniel David SuditGoldman Sachs Wealth Services, L.P. otherZions Capital Advisors, Inc. otherOtherAug 15, 2005Aug 18, 2005
Jennifer Kyle HashEquitable Advisors, LLC national BDZions Capital Advisors, Inc. otherOtherJul 11, 2005Jan 8, 2007 (546 d)
Ryan Paul HallidayGoldman Sachs Wealth Services, L.P. otherZions Capital Advisors, Inc. otherOtherJun 10, 2005Jun 8, 2005
Frank Lynn BaldwinWells Fargo Investments, LLC unclassifiedZions Capital Advisors, Inc. otherOtherMay 3, 2005Jul 15, 2015 (3725 d)
Maureen A FlanaganFirst American Trust unclassifiedZions Capital Advisors, Inc. otherOtherOct 28, 2004Apr 18, 2005 (172 d)
Russell Warren PriceM&I Investment Management Corp. otherZions Capital Advisors, Inc. otherOtherDec 31, 2003Jul 30, 2004 (212 d)
Kevin S MikanUBS Financial Services Inc. wirehouseZions Capital Advisors, Inc. otherOtherAug 28, 2003Jul 28, 2004 (335 d)
Sharlee Lorene CretorsRowland Carmichael Advisors Inc otherZions Capital Advisors, Inc. otherOtherAug 5, 2003Jul 30, 2004 (360 d)
Richard Eric LongRobertson Stephens, Inc. unclassifiedZions Capital Advisors, Inc. otherOtherAug 14, 2002Dec 6, 2005 (1210 d)
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74 moves match.