Advisor moves

Arrivals at First Horizon 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
Lea Taylor TownesWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc mixed wealthWirehouse to independent RIADec 8, 2020Dec 7, 2020
Joel Antonio DiazEngrave Wealth Partners, LLC independent RIAFirst Horizon Advisors, Inc mixed wealthRIA to RIANov 24, 2020Aug 30, 2022 (644 d)
Harriet Johnson BrackeyIberia Asset Management, Inc. unclassifiedFirst Horizon Advisors, Inc mixed wealthOtherOct 23, 2020Jul 29, 2020
Cara Solimine RhodesWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc mixed wealthWirehouse to independent RIASep 8, 2020Sep 2, 2020
Elizabeth Hackney WhitselTruist Advisory Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAAug 10, 2020Sep 10, 2020 (31 d)
Steven Joseph BowersTruist Advisory Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJul 30, 2020Jul 20, 2020
Michael James Junior BryantTruist Advisory Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJul 29, 2020Jul 20, 2020
Richard D DoveTruist Advisory Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJul 29, 2020Jul 27, 2020
Heath Elliott PierceFirst Citizens Investor Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJul 28, 2020Aug 12, 2020
Richard Kenneth WiethornWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc mixed wealthWirehouse to independent RIAApr 16, 2020Apr 13, 2020
Anna Cook EmbryMML Investors Services, LLC BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIADec 23, 2019Apr 29, 2020 (128 d)
John William WeedenCsenge Advisory Group, LLC independent RIAFirst Horizon Advisors, Inc mixed wealthRIA to RIAOct 22, 2019Oct 15, 2019
James Robert BuntingPark Avenue Securities LLC BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIASep 24, 2019Aug 28, 2019
Mary Kathryn FarrisMML Investors Services, LLC BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIASep 24, 2019Sep 8, 2020 (350 d)
Richard MaurismaEquitable Advisors, LLC national BDFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIASep 10, 2019Sep 16, 2019
Stuart Lawrence GossNew York Life Investment Management LLC asset managerFirst Horizon Advisors, Inc mixed wealthOtherJul 1, 2019Jul 5, 2019
Michael Douglas HibschInvesco Advisers, Inc. asset managerFirst Horizon Advisors, Inc mixed wealthOtherMay 31, 2019Aug 1, 2019 (62 d)
Jared Vincent LabueHancock Whitney Investment Services Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAMay 28, 2019Nov 5, 2020 (527 d)
John Christian ScalaCitigroup Global Markets Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAMay 14, 2019Jul 25, 2019 (72 d)
Debra M HooperSynovus Securities, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAApr 2, 2019Apr 24, 2019
Bradley Allen GallimoreWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc mixed wealthWirehouse to independent RIAOct 10, 2018Oct 30, 2018
Edward VigliettaOsaic Institutions, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAAug 27, 2018Jul 9, 2020 (682 d)
Troy Fredrick SterbaOsaic Institutions, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJul 17, 2018Jul 24, 2020 (738 d)
Leandro Garcia Christiano SilvaCetera Investment Advisers LLC BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAJun 4, 2018Jun 11, 2018
Kimberlie Celeste JarrardTruist Advisory Services, Inc. BD affiliatedFirst Horizon Advisors, Inc mixed wealthAffiliated broker-dealer or bank to independent RIAMay 8, 2018Jun 11, 2018 (34 d)
Travis Deshune MaverickScottrade Investment Management BD affiliatedFirst Horizon Advisors, Inc otherOtherMar 9, 2018Mar 29, 2018
Andrew Spence HolmesWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherFeb 8, 2018Feb 20, 2018
Robert Fuller ReeseOsaic Institutions, Inc. otherFirst Horizon Advisors, Inc otherOtherDec 5, 2017Nov 30, 2017
Brett Tyler HuntMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFirst Horizon Advisors, Inc otherOtherOct 3, 2017Oct 4, 2017
William Patrick RoperJ.J.B. Hilliard, W.L. Lyons, LLC otherFirst Horizon Advisors, Inc otherOtherAug 22, 2017Aug 28, 2017
James Robert ColeBok Financial Advisors otherFirst Horizon Advisors, Inc otherOtherAug 15, 2017Aug 9, 2017
Robert Michael HebertTruist Advisory Services, Inc. otherFirst Horizon Advisors, Inc mixed wealthOtherAug 3, 2017Nov 19, 2018 (473 d)
Andrew Lee PhillipsEdward Jones national BDFirst Horizon Advisors, Inc otherOtherJun 5, 2017Jun 7, 2017
Derek Charles BrownScottrade Investment Management otherFirst Horizon Advisors, Inc otherOtherMay 8, 2017May 4, 2017
David Sverre HalvorsenUBS Financial Services Inc. wirehouseFirst Horizon Advisors, Inc otherOtherApr 18, 2017Apr 21, 2017
Dustin Andrew KoufmanMML Investors Services, LLC otherFirst Horizon Advisors, Inc otherOtherMar 27, 2017Mar 20, 2017
Jeffrey L FlowersLPL Financial LLC otherFirst Horizon Advisors, Inc otherOtherJan 26, 2017Jan 18, 2017
Chelsey Lauren FairchildsAlluvion Investments, LLC unclassifiedFirst Horizon Advisors, Inc otherOtherDec 31, 2016Mar 12, 2018 (436 d)
Paul Allan LankauPrincipal Securities, Inc. otherFirst Horizon Advisors, Inc otherOtherDec 1, 2016Nov 29, 2016
Jon NeeWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherOct 5, 2016Nov 28, 2016 (54 d)
Bryan Benjamin BoltonSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherSep 1, 2016Sep 16, 2016
Nathan Andrew PeraWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherAug 29, 2016Aug 31, 2016
Jennifer Marie SkilesSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherAug 1, 2016Sep 7, 2016 (37 d)
Thomas Christopher KempLPL Financial LLC otherFirst Horizon Advisors, Inc otherOtherJun 29, 2016Jun 27, 2016
Daniel Scott CraigUsaa Financial Planning Services no RAUMFirst Horizon Advisors, Inc mixed wealthOtherJun 29, 2016Jan 25, 2019 (940 d)
Berrie Beth CobleLanark Financial, Inc. otherFirst Horizon Advisors, Inc otherOtherMay 31, 2016Jun 6, 2016
Andrew Peter KintzSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherMay 13, 2016Sep 14, 2016 (124 d)
Steven Allen HoldsworthAdvice And Planning Services otherFirst Horizon Advisors, Inc otherOtherApr 13, 2016Aug 30, 2016 (139 d)
Brian William BairdMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFirst Horizon Advisors, Inc otherOtherApr 12, 2016Apr 15, 2016
James Rhett LankfordCetera Investment Advisers LLC otherFirst Horizon Advisors, Inc otherOtherMar 31, 2016Apr 4, 2016
Micah Jarett CharynNorthwestern Mutual Investment Services,LLC otherFirst Horizon Advisors, Inc otherOtherMar 21, 2016Mar 14, 2016
Tyler O HicksEdward Jones national BDFirst Horizon Advisors, Inc otherOtherMar 11, 2016Apr 6, 2016
Keaton Reid WilliamsAmeriprise Financial Services, LLC national BDFirst Horizon Advisors, Inc otherOtherFeb 26, 2016Mar 16, 2016
James Thomas PowellMML Investors Services, LLC otherFirst Horizon Advisors, Inc otherOtherDec 24, 2015Jan 8, 2016
John Andrew HawkinsEdward Jones national BDFirst Horizon Advisors, Inc otherOtherNov 9, 2015Sep 7, 2017 (668 d)
Jon Aaron CullenValic Financial Advisors, Inc. otherFirst Horizon Advisors, Inc otherOtherOct 14, 2015Oct 16, 2015
Stephen PiacentiniLPL Financial LLC otherFirst Horizon Advisors, Inc otherOtherAug 19, 2015Aug 19, 2015
Jeffrey BurgessSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherJul 2, 2015Jul 1, 2015
David Barry DeansEaton Vance Management otherFirst Horizon Advisors, Inc otherOtherJan 7, 2015Jul 26, 2016 (566 d)
Robert Byron SuttonMML Investors Services, LLC otherFirst Horizon Advisors, Inc otherOtherJul 25, 2014Aug 5, 2014
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218 moves match.