Advisor moves

Arrivals at Integrated Advisors Network 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.

AdvisorFromToTypeLeftRegistered
Nancy E WakefieldMartin Capital Partners, LLC otherIntegrated Advisors Network LLC independent RIAOtherNov 1, 2017Nov 7, 2017
Patrick Edward WhiteConcert Wealth Management otherIntegrated Advisors Network LLC otherOtherAug 25, 2017Aug 15, 2017
Michael Allen YoungZt Wealth Advisory unclassifiedIntegrated Advisors Network LLC no RAUMOtherMar 28, 2017May 19, 2015
Shawn Joseph SandovalCooper Mcmanus otherIntegrated Advisors Network LLC otherOtherFeb 13, 2017Feb 10, 2017
Phillip Lee BellSii Investments, Inc. otherIntegrated Advisors Network LLC otherOtherDec 31, 2016Jan 5, 2017
Douglas Wellington ShultzSii Investments, Inc. otherIntegrated Advisors Network LLC otherOtherDec 15, 2016Dec 16, 2016
Peter Christian AndersenCongress Wealth Management LLC otherIntegrated Advisors Network LLC independent RIAOtherDec 7, 2016Sep 12, 2018 (644 d)
James Timothy MathisZt Wealth Advisory unclassifiedIntegrated Advisors Network LLC otherOtherNov 2, 2016Jul 28, 2016
Mark Bernard LublinKeystone Capital Corporation otherIntegrated Advisors Network LLC otherOtherOct 31, 2016Nov 17, 2016
Hugh Gibson StoutKeystone Capital Corporation otherIntegrated Advisors Network LLC otherOtherOct 31, 2016Oct 28, 2016
James Ray TindallZt Wealth Advisory unclassifiedIntegrated Advisors Network LLC otherOtherOct 12, 2016Jun 10, 2016
Leslie Hull MillerMorgan Stanley wirehouseIntegrated Advisors Network LLC independent RIAWirehouse to independent RIAAug 15, 2016Jan 10, 2025 (3070 d)
Audra Lynn MallowComposition Wealth, LLC otherIntegrated Advisors Network LLC otherOtherApr 12, 2016Apr 7, 2016
Stephen Scott HallWaddell & Reed otherIntegrated Advisors Network LLC otherOtherJan 6, 2016Jan 5, 2017 (365 d)
Derek Brandt LeveeFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherAug 7, 2015Sep 17, 2015 (41 d)
Christopher John RichardFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherAug 5, 2015Sep 17, 2015 (43 d)
John Edward LeveeFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherJul 16, 2015Sep 18, 2015 (64 d)
Benjamin Thomas NewhouseFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC no RAUMOtherJul 16, 2015Aug 12, 2015
Christopher Kingsley LarochelleFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherJul 16, 2015Sep 17, 2015 (63 d)
John Peter NewhouseFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherJul 8, 2015Sep 17, 2015 (71 d)
Eric Christopher MeushawFirst Allied Advisory Services, Inc. otherIntegrated Advisors Network LLC otherOtherJul 2, 2015Apr 11, 2017 (649 d)
Thomas Randall SamuelsonCetera Investment Management LLC otherIntegrated Advisors Network LLC otherOtherJun 23, 2015Sep 17, 2015 (86 d)
Christopher CalvertB. Riley & Co., LLC unclassifiedIntegrated Advisors Network LLC otherOtherMar 25, 2014Mar 21, 2016 (727 d)
Jennifer Hope NewhouseOsaic Wealth, Inc. otherIntegrated Advisors Network LLC otherOtherMay 26, 2010Jan 6, 2016 (2051 d)
Jeffrey Wayne StephensonPacific Coast Asset Management, Inc. unclassifiedIntegrated Advisors Network LLC independent RIAOtherDec 31, 2006Oct 15, 2019 (4671 d)
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85 moves match.