DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Nfp Advisor Services, 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.

Advisor	From	To	Type	Left	Registered
Bradley Austin Turlington	Prospera Financial Services, Inc. other	Nfp Advisor Services, LLC other	Other	Jul 27, 2015	Jul 10, 2015
Joshua Michael Cohen	Zt Wealth Advisory unclassified	Nfp Advisor Services, LLC other	Other	Jun 29, 2015	Jun 18, 2015
Jennifer Elizabeth Kast	Brookstone Capital Management LLC other	Nfp Advisor Services, LLC other	Other	Jun 22, 2015	Aug 3, 2015 (42 d)
Cisco J. Guzman	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Nfp Advisor Services, LLC other	Other	Jun 10, 2015	Sep 15, 2015 (97 d)
Robert Franklin	Lion Street Advisors, LLC other	Nfp Advisor Services, LLC other	Other	Jun 8, 2015	Jun 16, 2015
Donald James Phillips	LPL Financial LLC other	Nfp Advisor Services, LLC other	Other	Jun 4, 2015	May 29, 2015
James William Ronn	LPL Financial LLC other	Nfp Advisor Services, LLC other	Other	Jun 4, 2015	May 29, 2015
Judd David Berube	Principal Securities, Inc. other	Nfp Advisor Services, LLC other	Other	Jun 4, 2015	Jun 11, 2015
Robert James Phillips	LPL Financial LLC other	Nfp Advisor Services, LLC other	Other	Jun 4, 2015	May 29, 2015
Michael Mark Mcgregor	Wilbanks Securities Advisory other	Nfp Advisor Services, LLC other	Other	May 29, 2015	May 1, 2015
Greg Re	Altium Wealth Management LLC other	Nfp Advisor Services, LLC other	Other	May 20, 2015	Jun 27, 2016 (404 d)
Karen Elizabeth Van Voorhis	Lexington Wealth Management, Inc. other	Nfp Advisor Services, LLC other	Other	May 18, 2015	Jun 24, 2015 (37 d)
Charles Richard Branch	Ameriprise Financial Services, LLC national BD	Nfp Advisor Services, LLC other	Other	May 14, 2015	Apr 15, 2016 (337 d)
Al F Devji	MML Investors Services, LLC other	Nfp Advisor Services, LLC other	Other	May 7, 2015	May 1, 2015
Samuel Abraham Epstein	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Nfp Advisor Services, LLC other	Other	May 5, 2015	May 21, 2015
Patrick Francis Clark	Private Advisor Group, LLC other	Nfp Advisor Services, LLC other	Other	May 5, 2015	Apr 1, 2015
Paul Thomas Murray	Private Advisor Group, LLC other	Nfp Advisor Services, LLC other	Other	May 5, 2015	Apr 1, 2015
Mark Joseph Byelich	Private Advisor Group, LLC other	Nfp Advisor Services, LLC other	Other	May 5, 2015	Apr 2, 2015
Jill Kay Penman	Principal Securities, Inc. other	Nfp Advisor Services, LLC other	Other	Apr 24, 2015	Oct 15, 2015 (174 d)
Anthony Mark Lucidonio	Msi Financial Services, Inc. other	Nfp Advisor Services, LLC other	Other	Apr 1, 2015	Mar 23, 2015
Stephen Joseph Ciepiela	Charles Stephen And Company, Inc. other	Nfp Advisor Services, LLC other	Other	Mar 27, 2015	Mar 22, 2006
Gregory Gavran	Woodbury Financial Services, Inc. other	Nfp Advisor Services, LLC other	Other	Mar 11, 2015	Mar 4, 2015
Arax Malvina Ryvkin	Independent Financial Partners other	Nfp Advisor Services, LLC other	Other	Mar 9, 2015	Mar 10, 2015
Andrew Robert Torelli	Osaic Wealth, Inc. other	Nfp Advisor Services, LLC other	Other	Feb 24, 2015	Feb 19, 2015
William Michael Girone	Invest Financial Corporation other	Nfp Advisor Services, LLC other	Other	Feb 13, 2015	Mar 23, 2015 (38 d)
Nathan Lee Hooker	Invest Financial Corporation other	Nfp Advisor Services, LLC other	Other	Feb 10, 2015	Feb 2, 2015
Jonathon Christopher Schultheiss	Invest Financial Corporation other	Nfp Advisor Services, LLC other	Other	Feb 3, 2015	Feb 2, 2015
James A Halsch	Invest Financial Corporation other	Nfp Advisor Services, LLC other	Other	Feb 3, 2015	Feb 2, 2015
Teressa Lea Rambo	Datapath Investment Advisors, Inc. state registered	Nfp Advisor Services, LLC other	Other	Jan 20, 2015	Jan 21, 2015
Tyler L Sturgill	MML Investors Services, LLC other	Nfp Advisor Services, LLC other	Other	Jan 15, 2015	Aug 21, 2015 (218 d)
Brannon Thomas Lambert	Td Ameritrade Investment Management, LLC other	Nfp Advisor Services, LLC other	Other	Jan 8, 2015	Jan 5, 2015
Barton Joseph Kershner	Global Retirement Partners LLC other	Nfp Advisor Services, LLC other	Other	Jan 8, 2015	Mar 27, 2015 (78 d)
Mark Edward Kilbride	Klear Financial, Inc. unclassified	Nfp Advisor Services, LLC other	Other	Dec 31, 2014	Aug 22, 2014
Christopher Frank Palamara	Td Ameritrade Investment Management, LLC other	Nfp Advisor Services, LLC other	Other	Dec 22, 2014	Dec 10, 2014
Marie Schulz Marks	Klear Financial, Inc. unclassified	Nfp Advisor Services, LLC other	Other	Dec 9, 2014	Aug 27, 2014
Stephen Lee Enoch	Divergent Asset Advisors, LLC unclassified	Nfp Advisor Services, LLC other	Other	Dec 9, 2014	Feb 12, 2015 (65 d)
Mark Todd Vandiver	&Partners other	Nfp Advisor Services, LLC other	Other	Dec 5, 2014	Feb 18, 2005
Carl William Zeidler	Wall Street Financial Group, Inc. unclassified	Nfp Advisor Services, LLC other	Other	Nov 10, 2014	Dec 19, 2013
Kristy Grauer	Kestra Private Wealth Services, LLC other	Nfp Advisor Services, LLC other	Other	Nov 10, 2014	Oct 24, 2014
Allan James Chappelle	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Nov 4, 2014	Dec 15, 2014 (41 d)
William Roger Rassman	Deutsche Bank Securities Inc. other	Nfp Advisor Services, LLC other	Other	Oct 28, 2014	Nov 4, 2014
Jose E Almanza	Principal Securities, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 24, 2014	Sep 1, 2015 (312 d)
Walter Lamond Russell	LPL Financial LLC other	Nfp Advisor Services, LLC other	Other	Oct 20, 2014	Oct 13, 2014
Karlynn Kari Schramm	Manulife Investment Management (US) LLC other	Nfp Advisor Services, LLC other	Other	Oct 7, 2014	Mar 6, 2015 (150 d)
Evan P Drury	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Nfp Advisor Services, LLC other	Other	Oct 6, 2014	Oct 27, 2014
Daniel William Stephens	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
David William Gotwals	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
Ronald Jack Joyce	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 3, 2014
Eric Vaughn Landes	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Oct 3, 2014	Oct 27, 2014
Michael Edward Rich	Wealthspire Retirement Advisory other	Nfp Advisor Services, LLC other	Other	Sep 17, 2014	Jan 28, 2015 (133 d)
Clyde Warren Ford	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 11, 2014	Sep 15, 2014
Darshan Prakash Makim	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 10, 2014	Sep 10, 2014
Richard Peter Cordova	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Sep 2, 2014	Sep 24, 2014
George Richard Brickley	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 29, 2014	Aug 27, 2014
John Frederick Pieracci	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 27, 2014	Aug 26, 2014
Duncan Michael Purvis	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 21, 2014	Aug 22, 2014
Terry S. Sawchuk	Sii Investments, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 20, 2014	Aug 18, 2014
Chad Aaron Wilkinson	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 20, 2014	Aug 14, 2014
Eszter Klara Koch	Financial Telesis, Inc. other	Nfp Advisor Services, LLC other	Other	Aug 20, 2014	Sep 5, 2014
Thomas J Harrington	Raymond James & Associates, Inc. national BD	Nfp Advisor Services, LLC other	Other	Aug 20, 2014	Jul 30, 2014

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556 moves match.