Advisor moves

Arrivals at First Advisors National, 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.

99 moves
AdvisorFromToTypeLeftRegistered
Bradley Dean EwerthOn Investment Management Co otherFirst Advisors National, LLC otherOtherDec 9, 2015Jan 5, 2017 (393 d)
Jeremy David ShippCorecap Advisors otherFirst Advisors National, LLC otherOtherNov 20, 2015Nov 20, 2015
Ward Clinton WenholzNepsis Advisor Services, Inc. otherFirst Advisors National, LLC otherOtherNov 3, 2015Nov 5, 2015
James Stephen BaudreauRegal Investment Advisors LLC otherFirst Advisors National, LLC otherOtherOct 30, 2015Jun 29, 2016 (243 d)
Jeremy David ShippRedhawk Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherAug 26, 2015Jan 27, 2014
Woodrow D BowlingHorter Investment Management, LLC otherFirst Advisors National, LLC otherOtherJul 17, 2015Jan 8, 2016 (175 d)
John Joseph SheaPlanmember Securities Corporation otherFirst Advisors National, LLC otherOtherDec 31, 2014Jan 7, 2015
Jesse Marichalar GalindoGradient Advisors, LLC otherFirst Advisors National, LLC otherOtherDec 31, 2014Jan 2, 2015
John Robert FawcettHbw Advisory Services LLC otherFirst Advisors National, LLC otherOtherDec 31, 2014Mar 24, 2015 (83 d)
Robert Gilbert GomezAmfirst Financial, LLC no RAUMFirst Advisors National, LLC otherOtherOct 31, 2014Feb 2, 2015 (94 d)
Robert L ArnoldLindner Capital Advisors, Inc. otherFirst Advisors National, LLC otherOtherMay 15, 2014Mar 10, 2014
Stephen Joseph LockeAlphastar Capital Management otherFirst Advisors National, LLC otherOtherApr 1, 2014Apr 2, 2014
George Thomas NickelsEdward Jones national BDFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 20, 2014Feb 9, 2023 (3248 d)
Diane BrewerIntegrity Alliance, LLC otherFirst Advisors National, LLC otherOtherDec 31, 2013May 19, 2014 (139 d)
James Dayton BrownTransamerica Financial Advisors, LLC otherFirst Advisors National, LLC otherOtherDec 31, 2013Oct 1, 2014 (274 d)
Jeremy Ronald GossEdward Jones national BDFirst Advisors National, LLC otherOtherDec 10, 2013Jul 16, 2014 (218 d)
Kyle F O'DellQuestar Asset Management, Inc. otherFirst Advisors National, LLC no RAUMOtherSep 11, 2013Nov 18, 2013 (68 d)
David Lewis ErmlickInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherJan 7, 2013Jan 8, 2013
Patricia Ivette GomezInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherJan 2, 2013Jan 24, 2013
David Wayne WyrickInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Feb 6, 2013 (37 d)
Woodrow D BowlingInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Feb 7, 2013 (38 d)
Mark Robert GordonInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 22, 2013
Paul Steven PattersonInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 25, 2013
Richard Thomas HernInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Feb 11, 2013 (42 d)
Warren S BraswellInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 25, 2013
Charles Frederick McdonaldInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 4, 2013
Timothy Blaine StoneInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 10, 2013
William Jonathan ScottInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 4, 2013
Robert Davis Van SantInstitute For Wealth Advisors, Inc. otherFirst Advisors National, LLC no RAUMOtherDec 31, 2012Jan 2, 2013
Peter Louis CatalanoPcwm, LLC unclassifiedFirst Advisors National, LLC otherOtherDec 31, 2011Nov 9, 2016 (1775 d)
Glenn Ray PriceCentaurus Financial, Inc. otherFirst Advisors National, LLC no RAUMOtherMay 12, 2011Jan 4, 2013 (603 d)
Katharine Elizabeth CoppolaUBS Financial Services Inc. wirehouseFirst Advisors National, LLC otherOtherMar 19, 2010Jan 15, 2016 (2128 d)
Ronald A DeramonSecurities America Advisors, Inc. otherFirst Advisors National, LLC independent RIAOtherOct 2, 2009Nov 13, 2021 (4425 d)
Raymond Joseph KozickiFirst Trust Advisors LP otherFirst Advisors National, LLC otherOtherFeb 24, 2009Sep 9, 2014 (2023 d)
Bernard Paul AtkinsEquitable Advisors, LLC national BDFirst Advisors National, LLC otherOtherFeb 11, 2009Feb 28, 2018 (3304 d)
Timothy Jay BeemanScf Securities, Inc. unclassifiedFirst Advisors National, LLC otherOtherOct 30, 2008Sep 11, 2017 (3238 d)
Marcus Lee DavisCitigroup Global Markets Inc. otherFirst Advisors National, LLC independent RIAOtherDec 2, 2005May 30, 2023 (6388 d)
Neal Guthrie ParrishMML Investors Services, LLC otherFirst Advisors National, LLC independent RIAOtherJul 13, 2004Jan 5, 2026 (7846 d)
Nicholas Ralph CampAvantax Advisory Services otherFirst Advisors National, LLC otherOtherNov 7, 2002Apr 7, 2014 (4169 d)
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