Advisor moves

Arrivals at Msi Financial Services, 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
Drew Fisher CataneseWaddell & Reed otherMsi Financial Services, Inc. otherOtherJan 30, 2017Jan 27, 2017
Daniel Joseph HeidelbergerThrivent Investment Management Inc. otherMsi Financial Services, Inc. otherOtherJan 4, 2017Jan 3, 2017
Ledell JohnsonSt. Bernard Financial Services, Inc. otherMsi Financial Services, Inc. otherOtherDec 31, 2016Jan 26, 2017
Michael Paul DarraghEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherDec 16, 2016Dec 2, 2016
Stephen Terry WagstaffEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherDec 16, 2016Dec 14, 2016
Patrick TantocoIndependent Financial Group, LLC otherMsi Financial Services, Inc. otherOtherDec 13, 2016Dec 12, 2016
Michael James DimaggioMariner otherMsi Financial Services, Inc. otherOtherDec 8, 2016Jan 2, 2015
Sameer SrivastavaPruco Securities, LLC otherMsi Financial Services, Inc. otherOtherNov 15, 2016Jan 23, 2017 (69 d)
Roger Dale MalcolmMutual Of Omaha Investor Services, Inc. no RAUMMsi Financial Services, Inc. otherOtherNov 4, 2016Jan 6, 2017 (63 d)
Jennifer Rhine DilleeKestra Advisory Services, LLC otherMsi Financial Services, Inc. otherOtherOct 31, 2016Nov 28, 2016
Brett KahnertWaddell & Reed otherMsi Financial Services, Inc. otherOtherOct 12, 2016Oct 12, 2016
Cameron Guy CubberleyNorthwestern Mutual Investment Services,LLC no RAUMMsi Financial Services, Inc. otherOtherOct 5, 2016Nov 2, 2016
David Nelson DrysdaleHantz Financial Services, Inc. no RAUMMsi Financial Services, Inc. otherOtherOct 4, 2016Oct 18, 2016
Michael Elias HoussanTrustee Empowerment & Protection, Inc. otherMsi Financial Services, Inc. otherOtherSep 30, 2016Sep 9, 2016
David Richard OjerholmTrustee Empowerment & Protection, Inc. otherMsi Financial Services, Inc. otherOtherSep 30, 2016Sep 9, 2016
Gregg Carol BuxtonLPL Financial LLC otherMsi Financial Services, Inc. otherOtherSep 26, 2016Sep 26, 2016
Troy Lynn OlsonFbl Investment Management Services, Inc. otherMsi Financial Services, Inc. otherOtherSep 23, 2016Oct 3, 2016
Michelle ChavezNational Planning Corporation ("Npc Of America" In Fl & Ny) otherMsi Financial Services, Inc. otherOtherSep 22, 2016Dec 7, 2016 (76 d)
Matthew CroweEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherSep 12, 2016Mar 1, 2017 (170 d)
Robert Thomas WeilMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherSep 2, 2016Sep 8, 2016
Laura Jean HaynesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMsi Financial Services, Inc. otherOtherSep 2, 2016Sep 2, 2016
Glennel Warren JordanLPL Financial LLC otherMsi Financial Services, Inc. otherOtherAug 31, 2016Aug 18, 2016
Gary C MarkhamNorthwestern Mutual Investment Services,LLC no RAUMMsi Financial Services, Inc. otherOtherAug 29, 2016Aug 26, 2016
Blair Hunt RogersKestra Advisory Services, LLC otherMsi Financial Services, Inc. otherOtherAug 26, 2016Aug 31, 2016
Neal James HebertConcourse Financial Group Advisors otherMsi Financial Services, Inc. otherOtherAug 24, 2016Dec 16, 2016 (114 d)
John Edward WilliamsEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherAug 23, 2016Aug 15, 2016
Douglas PaddenEagle Strategies LLC otherMsi Financial Services, Inc. otherOtherAug 15, 2016Aug 10, 2016
Stephen Kenneth GoldbergFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherAug 8, 2016Feb 4, 2011
Adam Todd ShermanFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherAug 2, 2016Feb 7, 2011
Paul Allen MarkowichFirstrust Financial Advisors state registeredMsi Financial Services, Inc. otherOtherAug 2, 2016Feb 4, 2011
John Adam TrouyRussell Investments otherMsi Financial Services, Inc. otherOtherAug 2, 2016Sep 30, 2016 (59 d)
Herbert Karl DaroffMariner otherMsi Financial Services, Inc. otherOtherJul 28, 2016Jan 2, 2015
Paul Richard BuckleyMariner otherMsi Financial Services, Inc. otherOtherJul 28, 2016Jan 2, 2015
William RyanMariner otherMsi Financial Services, Inc. otherOtherJul 28, 2016Jan 2, 2015
John HoogenboomMariner otherMsi Financial Services, Inc. otherOtherJul 28, 2016Jan 2, 2015
Michael Everett GenettiMariner otherMsi Financial Services, Inc. otherOtherJul 28, 2016Jan 2, 2015
John Esrom AndersonFirst Command Advisory Services otherMsi Financial Services, Inc. otherOtherJul 15, 2016Oct 21, 2016 (98 d)
Stephen BelsantiMariner otherMsi Financial Services, Inc. otherOtherJul 13, 2016Jan 2, 2015
Patrick NeeAlpha Pension Group, Inc. no RAUMMsi Financial Services, Inc. otherOtherJul 11, 2016Aug 9, 2016
Michael Thomas MeehanMariner otherMsi Financial Services, Inc. otherOtherJun 15, 2016Jan 2, 2015
Craig Barry WeissComprehensive Capital Management, Inc. otherMsi Financial Services, Inc. otherOtherJun 14, 2016Jul 1, 2016
Matt SchommerWaddell & Reed otherMsi Financial Services, Inc. otherOtherMay 25, 2016Sep 23, 2016 (121 d)
John Michael SheltonAmeritas Advisory Services otherMsi Financial Services, Inc. otherOtherMay 20, 2016Apr 22, 2016
Todd Richard GrahamOsaic Wealth, Inc. otherMsi Financial Services, Inc. otherOtherApr 26, 2016Apr 25, 2016
Bradley R JonesHantz Financial Services, Inc. no RAUMMsi Financial Services, Inc. otherOtherApr 22, 2016Apr 26, 2016
Leor Baruch GetzelEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherApr 20, 2016Apr 12, 2016
Erica Lihong PuHsbc Securities (USA) Inc. otherMsi Financial Services, Inc. otherOtherApr 15, 2016Apr 28, 2016
Anthony Leonardo MaiuoloB. Riley Wealth Advisors, Inc. otherMsi Financial Services, Inc. otherOtherApr 8, 2016Apr 21, 2016
Christopher John RickettsValic Financial Advisors, Inc. otherMsi Financial Services, Inc. otherOtherApr 8, 2016Mar 31, 2016
Tillman Ralph MeetzeLPL Financial LLC otherMsi Financial Services, Inc. otherOtherApr 1, 2016Mar 18, 2016
Gerad Martin ThorellNewsquare Capital, LLC otherMsi Financial Services, Inc. otherOtherMar 23, 2016Jan 2, 2015
Judith Darlene TuckerMwa Financial Services, Inc. otherMsi Financial Services, Inc. otherOtherMar 15, 2016Mar 14, 2016
Alexander Quinton GrahamNfsg Corporation otherMsi Financial Services, Inc. otherOtherMar 8, 2016Mar 8, 2016
Chester Ryan WestfallTransamerica Financial Advisors, LLC otherMsi Financial Services, Inc. otherOtherMar 5, 2016Feb 19, 2016
Rachel MetalloEquitable Advisors, LLC national BDMsi Financial Services, Inc. otherOtherMar 2, 2016Feb 22, 2016
David BowenM&T Securities, Inc. unclassifiedMsi Financial Services, Inc. otherOtherMar 1, 2016Aug 30, 2016 (182 d)
Michael Vincent MililloWoodstock Financial Group, Inc. otherMsi Financial Services, Inc. otherOtherFeb 19, 2016Feb 12, 2016
Anne Marie ClaytonTransamerica Financial Advisors, LLC otherMsi Financial Services, Inc. otherOtherFeb 11, 2016Feb 2, 2016
Robin Lou DepiesNova Financial Services otherMsi Financial Services, Inc. otherOtherFeb 11, 2016Sep 26, 2016 (228 d)
Victor Christopher GarraAmeriprise Financial Services, LLC national BDMsi Financial Services, Inc. otherOtherFeb 4, 2016Feb 5, 2016
Page 2 of 21PreviousNext
1,207 moves match.