DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Arvest Wealth Management

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
Kelley B HuntEdward Jones national BDArvest Wealth Management otherOtherFeb 21, 2017Feb 21, 2017
Darin Andrew DrennanCuso Financial Services, L.P. otherArvest Wealth Management otherOtherFeb 3, 2017Feb 22, 2017
Keith Kavell CarterCetera Investment Advisers LLC otherArvest Wealth Management otherOtherJan 6, 2017Jan 11, 2017
Johnny PooleLPL Financial LLC otherArvest Wealth Management otherOtherDec 21, 2016Dec 16, 2016
James Kirk BairdCetera Investment Advisers LLC otherArvest Wealth Management otherOtherNov 30, 2016Dec 2, 2016
Anthony A. LyonsU.S. Bancorp Investments, Inc. otherArvest Wealth Management otherOtherOct 25, 2016Nov 14, 2016
Timothy Don MillsJ.P. Morgan Securities LLC wirehouseArvest Wealth Management otherOtherJun 27, 2016Jun 10, 2016
Rhonda Lee SorensenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherJun 7, 2016Jun 15, 2016
Allen Brent WagnerCetera Investment Advisers LLC otherArvest Wealth Management otherOtherMay 2, 2016May 5, 2016
Sarah Lynn Russell-FrossardUmb Financial Services, Inc. otherArvest Wealth Management otherOtherApr 29, 2016May 23, 2016
Tracy Lea BarnasUmb Financial Services, Inc. otherArvest Wealth Management otherOtherApr 19, 2016May 9, 2016
Larry Dale EllisBancwest Investment Services, Inc. (Bwis) otherArvest Wealth Management otherOtherJul 20, 2015Jul 13, 2015
Paul Anthony KrusFifth Third Securities, Inc. otherArvest Wealth Management otherOtherJun 15, 2015Jun 5, 2015
Larry Brad GriffinBok Financial Advisors otherArvest Wealth Management otherOtherSep 19, 2014Sep 22, 2014
Don Joseph KirnEdward Jones national BDArvest Wealth Management otherOtherJan 8, 2014Jun 8, 2015 (516 d)
Emil Imad SuqiNest Investment Group, Llp unclassifiedArvest Wealth Management independent RIAOtherDec 31, 2013Jan 13, 2022 (2935 d)
Jeffrey Scott HellerstedtCambridge Investment Research Advisors, Inc. otherArvest Wealth Management otherOtherDec 20, 2013Jan 2, 2014
Michelle Renee SmithInvest Financial Corporation otherArvest Wealth Management otherOtherAug 20, 2013Sep 9, 2013
Kendra Jean Van HornAmeriprise Financial Services, LLC national BDArvest Wealth Management otherOtherAug 2, 2013Nov 7, 2013 (97 d)
Timothy Beau DollarWells Fargo Advisors wirehouseArvest Wealth Management otherOtherMay 31, 2013Jun 4, 2013
Kevin Scott LacewellRaymond James Financial Services Advisors, Inc otherArvest Wealth Management otherOtherApr 22, 2013Apr 24, 2013
James Eric SeckerFirst Financial Wealth Management, LLC unclassifiedArvest Wealth Management BD affiliatedOtherDec 31, 2012Apr 12, 2018 (1928 d)
Garrett N. TaylorFirst Financial Wealth Management, LLC unclassifiedArvest Wealth Management otherOtherDec 31, 2012Dec 19, 2012
Matthew John McnabbPark Avenue Securities LLC otherArvest Wealth Management otherOtherDec 21, 2012Feb 21, 2014 (427 d)
Carissa Froome HealyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherNov 1, 2012Jan 30, 2013 (90 d)
Michael Earl PeeblesFinancial Management, Inc. otherArvest Wealth Management otherOtherOct 3, 2012Sep 18, 2012
Kenneth Cash CovingtonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherSep 12, 2012Jan 11, 2013 (121 d)
Dale Edward ColclasureU.S. Bancorp Investments, Inc. otherArvest Wealth Management otherOtherSep 4, 2012Sep 4, 2012
David Lee BiliterLPL Financial LLC otherArvest Wealth Management otherOtherAug 23, 2012Oct 4, 2012 (42 d)
Bradley John BlankenshipRaymond James & Associates, Inc. national BDArvest Wealth Management otherOtherJul 16, 2012May 1, 2013 (289 d)
Christopher Glenn SparksRaymond James Financial Services Advisors, Inc otherArvest Wealth Management BD affiliatedOtherJul 9, 2012May 25, 2019 (2511 d)
Kelly Lopez AtkinsonMML Investors Services, LLC otherArvest Wealth Management otherOtherJun 25, 2012Jun 5, 2013 (345 d)
Randal Eric LyonsWells Fargo Advisors wirehouseArvest Wealth Management otherOtherFeb 24, 2012Mar 1, 2012
Erik John JuilfsEdward Jones national BDArvest Wealth Management otherOtherJan 20, 2012Apr 5, 2012 (76 d)
Daniel Ellory MyersKing Capital Management, LLC unclassifiedArvest Wealth Management independent RIAOtherDec 31, 2011May 6, 2022 (3779 d)
Shawn Dwayne PeschkeChase Investment Services Corp. otherArvest Wealth Management otherOtherMay 11, 2011May 31, 2011
Jason Aaron PinneyRaymond James Financial Services Advisors, Inc otherArvest Wealth Management otherOtherMar 15, 2011Mar 30, 2011
Lee Richmond MusserCush Capital Management, LLC unclassifiedArvest Wealth Management independent RIAOtherDec 16, 2010Nov 9, 2022 (4346 d)
Scott Martin CainRaymond James Financial Services Advisors, Inc otherArvest Wealth Management otherOtherNov 17, 2010Nov 23, 2010
Cody M. PughSterne Agee Asset Management, Inc. otherArvest Wealth Management otherOtherNov 3, 2010Nov 12, 2010
Scott Christopher PhillipsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherSep 29, 2010Sep 30, 2010
Blake Justin KeeleyWaddell & Reed otherArvest Wealth Management otherOtherSep 29, 2010Oct 1, 2010
Michael Wayne HazelwoodU.S. Bancorp Investments, Inc. otherArvest Wealth Management otherOtherAug 6, 2010Aug 9, 2010
Stephen Eugene RodewaldUvest Financial Services Group, Inc. unclassifiedArvest Wealth Management otherOtherJun 4, 2010Jun 8, 2010
Robert Landon FritsChase Investment Services Corp. otherArvest Wealth Management otherOtherFeb 9, 2010Mar 4, 2010
Erik Scott HerronWaddell & Reed otherArvest Wealth Management otherOtherDec 3, 2009Aug 2, 2016 (2434 d)
James Alexander MazzantiNatcity Investments, Inc. unclassifiedArvest Wealth Management otherOtherOct 2, 2009Feb 21, 2017 (2699 d)
Tammy Yolanda BlairMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherJul 20, 2009Jul 27, 2009
Valery Lynn OswaldMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherMay 5, 2009May 1, 2009
Ann Molloy DaggMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherMay 5, 2009May 1, 2009
Britton Lane NowellU.S. Bancorp Investments, Inc. otherArvest Wealth Management otherOtherMar 20, 2009May 5, 2009 (46 d)
Timothy Lynn WyattMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherJan 2, 2009Jan 5, 2009
Robert Allen ArmstrongMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherDec 22, 2008Mar 9, 2009 (77 d)
Kelly Suzanne MajdanWells Fargo Advisors wirehouseArvest Wealth Management otherOtherOct 20, 2008Mar 12, 2009 (143 d)
Michael S. ShirleyWells Fargo Advisors wirehouseArvest Wealth Management otherOtherAug 25, 2008Aug 21, 2008
Conard Brent TerrellUBS Financial Services Inc. wirehouseArvest Wealth Management otherOtherAug 22, 2008Aug 20, 2008
Lisa Maree LatshawAmeriprise Financial Services, LLC national BDArvest Wealth Management BD affiliatedAffiliated broker-dealer or bank to anotherMay 28, 2008Aug 27, 2019 (4108 d)
Marlon J BonillaU.S. Bancorp Investments, Inc. otherArvest Wealth Management otherOtherMay 23, 2008Jun 2, 2008
Janet Marie WedmanChase Investment Services Corp. otherArvest Wealth Management otherOtherJan 14, 2008Jan 31, 2008
Joshua Heath BarnardMarathon Advisors, Inc unclassifiedArvest Wealth Management BD affiliatedOtherDec 31, 2007Apr 10, 2018 (3753 d)
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148 moves match.