Advisor moves

Arrivals at Global Financial Private Capital, 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
William Joseph RevoirCorecap Advisors otherGlobal Financial Private Capital, Inc. otherOtherJun 8, 2015Jun 9, 2015
Kimberly A DouglasNext Financial Group, Inc. otherGlobal Financial Private Capital, Inc. otherOtherMay 22, 2015Jul 2, 2015 (41 d)
Joe LeeJ.P. Morgan Securities LLC wirehouseGlobal Financial Private Capital, Inc. otherOtherMay 12, 2015Nov 20, 2015 (192 d)
Daniel James MarkeseAccurate Wealth Management, LLC unclassifiedGlobal Financial Private Capital, Inc. otherOtherMay 11, 2015Sep 14, 2015 (126 d)
Christopher David DrewAccurate Wealth Management, LLC unclassifiedGlobal Financial Private Capital, Inc. otherOtherMay 11, 2015Sep 2, 2015 (114 d)
Jeffrey Allen BarnardBrookstone Capital Management LLC otherGlobal Financial Private Capital, Inc. otherOtherMay 5, 2015May 5, 2015
Leslie Ann CorleyMercer Global Advisors Inc. otherGlobal Financial Private Capital, Inc. otherOtherApr 20, 2015May 25, 2016 (401 d)
Landon Mcrae RandallRedhawk Wealth Advisors, Inc. otherGlobal Financial Private Capital, Inc. otherOtherApr 15, 2015Apr 17, 2015
Ryan Douglas NaugleAdvice And Planning Services otherGlobal Financial Private Capital, Inc. otherOtherApr 6, 2015Apr 15, 2015
David Ray ShucavageRedhawk Wealth Advisors, Inc. otherGlobal Financial Private Capital, Inc. otherOtherMar 9, 2015Mar 11, 2015
Douglas Leonard WrightGradient Advisors, LLC otherGlobal Financial Private Capital, Inc. otherOtherMar 4, 2015Mar 9, 2015
Sheila SnowdonMowery Capital Management, LLC otherGlobal Financial Private Capital, Inc. otherOtherFeb 27, 2015Apr 29, 2016 (427 d)
Sharon Beth EvansHorter Investment Management, LLC otherGlobal Financial Private Capital, Inc. otherOtherFeb 27, 2015Feb 25, 2015
Craig Bennett RothMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Financial Private Capital, Inc. otherOtherFeb 24, 2015Jul 6, 2015 (132 d)
Christopher Logan BurnsMorgan Stanley wirehouseGlobal Financial Private Capital, Inc. otherOtherFeb 13, 2015Feb 26, 2015
Charles RagonesePsp Financial Services LLC unclassifiedGlobal Financial Private Capital, Inc. otherOtherFeb 4, 2015Jan 30, 2015
Walter Edward BakLaw Office Of Walter E Bak unclassifiedGlobal Financial Private Capital, Inc. otherOtherDec 31, 2014Jul 29, 2011
Stuart Eric RaiderNfp Advisor Services, LLC otherGlobal Financial Private Capital, Inc. otherOtherNov 7, 2014Nov 10, 2014
Peter Martin MendlerNfp Advisor Services, LLC otherGlobal Financial Private Capital, Inc. otherOtherNov 7, 2014Nov 10, 2014
John Joseph NavinTrustmont Advisory Group, Inc. otherGlobal Financial Private Capital, Inc. otherOtherOct 23, 2014Oct 21, 2014
Tod Leighton LenhoffCapital Synergy Partners independent RIAGlobal Financial Private Capital, Inc. otherOtherOct 17, 2014Oct 17, 2014
Corey Scott SunstromMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Financial Private Capital, Inc. otherOtherSep 30, 2014Oct 15, 2014
Christopher Andrew BarberiniWaddell & Reed otherGlobal Financial Private Capital, Inc. otherOtherSep 29, 2014Sep 30, 2014
John Francis MoranMML Investors Services, LLC otherGlobal Financial Private Capital, Inc. otherOtherSep 24, 2014Dec 5, 2014 (72 d)
Karen Meyer HollandKalos Management otherGlobal Financial Private Capital, Inc. otherOtherSep 15, 2014Sep 16, 2014
Christopher Marte HoffmanConcourse Financial Group Advisors otherGlobal Financial Private Capital, Inc. otherOtherAug 12, 2014Jul 14, 2014
John HelmsSarasota Capital Strategies,Inc. otherGlobal Financial Private Capital, Inc. BD affiliatedOtherAug 7, 2014Jul 20, 2018 (1443 d)
John Stanley ThomasRaymond James Financial Services Advisors, Inc otherGlobal Financial Private Capital, Inc. otherOtherAug 1, 2014Aug 1, 2014
Joseph Roe WilsonAmeriprise Financial Services, LLC national BDGlobal Financial Private Capital, Inc. otherOtherJul 29, 2014Jul 18, 2014
Michael Charles ReinhartLPL Financial LLC otherGlobal Financial Private Capital, Inc. otherOtherJul 15, 2014Jul 10, 2014
James Harrison WaughEagle Strategies LLC otherGlobal Financial Private Capital, Inc. otherOtherJul 1, 2014Dec 16, 2014 (168 d)
Denise Ann JaehnkeLincoln Investment otherGlobal Financial Private Capital, Inc. otherOtherJun 9, 2014Jun 9, 2014
Andrew Scott McnairAlphastar Capital Management otherGlobal Financial Private Capital, Inc. otherOtherApr 21, 2014Apr 28, 2014
Daniel Heaton MannHorter Investment Management, LLC otherGlobal Financial Private Capital, Inc. otherOtherApr 14, 2014Apr 21, 2014
Robert Lynn HallBrookstone Capital Management LLC otherGlobal Financial Private Capital, Inc. otherOtherMar 26, 2014Nov 18, 2013
Michael Vincent MortellaroStrategic Advisers LLC national BDGlobal Financial Private Capital, Inc. otherOtherMar 11, 2014Mar 16, 2016 (736 d)
Raymond Edwin WhitakerBfc Planning, Inc. otherGlobal Financial Private Capital, Inc. otherOtherMar 3, 2014Mar 4, 2014
Andrew Thomas HansenIntegrity Alliance, LLC otherGlobal Financial Private Capital, Inc. otherOtherFeb 13, 2014Feb 11, 2014
Dylan Edward BondKalos Management otherGlobal Financial Private Capital, Inc. otherOtherDec 31, 2013Jan 6, 2014
Elizabeth Marie TorresEagle Strategies LLC otherGlobal Financial Private Capital, Inc. otherOtherDec 20, 2013Dec 11, 2015 (721 d)
Gregory Joseph GarbeffGradient Advisors, LLC otherGlobal Financial Private Capital, Inc. otherOtherNov 20, 2013Nov 19, 2013
John Hanby FoardWaddell & Reed otherGlobal Financial Private Capital, Inc. otherOtherNov 4, 2013Nov 21, 2013
Allison Anne NatheMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseGlobal Financial Private Capital, Inc. otherOtherOct 16, 2013Mar 31, 2015 (531 d)
John Wallace TonissenAmerican Financial Management Group, Ltd. otherGlobal Financial Private Capital, Inc. otherOtherOct 1, 2013Aug 20, 2013
David Scott WeltonIfg Russell Advisors Inc otherGlobal Financial Private Capital, Inc. otherOtherOct 1, 2013Aug 20, 2013
Brent William CapehartEsi Financial Advisors otherGlobal Financial Private Capital, Inc. otherOtherSep 30, 2013Sep 25, 2013
James Thomas NelsonIndependent Financial Partners otherGlobal Financial Private Capital, Inc. otherOtherSep 23, 2013Sep 11, 2013
Suzette Marie PorterPsp Financial Services LLC unclassifiedGlobal Financial Private Capital, Inc. otherOtherSep 20, 2013Sep 19, 2013
Adam Brennen CurranTrustmont Advisory Group, Inc. otherGlobal Financial Private Capital, Inc. otherOtherAug 26, 2013Aug 19, 2013
Marshal Neil JohnsonThe Mutual Fund Store otherGlobal Financial Private Capital, Inc. otherOtherJul 24, 2013Sep 27, 2013 (65 d)
Samuel Gerald CocciaCl Wealth Management LLC otherGlobal Financial Private Capital, Inc. otherOtherJun 21, 2013Jun 25, 2013
Elizabeth C BertelsenRaymond James & Associates, Inc. national BDGlobal Financial Private Capital, Inc. otherOtherJun 18, 2013Jun 14, 2013
Michael Bingham BallardConcourse Financial Group Advisors otherGlobal Financial Private Capital, Inc. otherOtherMay 22, 2013May 22, 2013
Jonathan WardenburgHornor, Townsend & Kent, LLC otherGlobal Financial Private Capital, Inc. otherOtherMay 2, 2013Aug 28, 2017 (1579 d)
James John MorrisonSpc otherGlobal Financial Private Capital, Inc. otherOtherMay 1, 2013May 10, 2013
Jeffrey Marshall WadsworthInvest Financial Corporation otherGlobal Financial Private Capital, Inc. otherOtherApr 23, 2013Apr 22, 2013
Tracy Diane GangoneAmeriprise Financial Services, LLC national BDGlobal Financial Private Capital, Inc. otherOtherApr 16, 2013Jun 25, 2013 (70 d)
Linden Everett GouldMariner otherGlobal Financial Private Capital, Inc. otherOtherMar 13, 2013Jul 23, 2013 (132 d)
Rocky Harold John IstvanSpc otherGlobal Financial Private Capital, Inc. otherOtherMar 1, 2013Apr 3, 2013 (33 d)
Daniel Martin KrugSpc otherGlobal Financial Private Capital, Inc. otherOtherMar 1, 2013Mar 4, 2013
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223 moves match.