Advisor moves

Arrivals at Wfg Advisors, LP

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
Anthony Clayton RiceWells Fargo Advisors wirehouseWfg Advisors, LP otherOtherDec 3, 2009Dec 10, 2009
David Hansson TobinMomentum Independent Network Inc. otherWfg Advisors, LP otherOtherDec 2, 2009Nov 25, 2009
William Chadwick BarberValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherNov 5, 2009Oct 29, 2009
Gilbert Ray ZepedaOsaic Wealth, Inc. otherWfg Advisors, LP otherOtherOct 28, 2009Oct 27, 2009
Mark Jackson MyersWorkman Securities Corporation unclassifiedWfg Advisors, LP otherOtherOct 20, 2009Nov 2, 2009
Joshua Aaron RuddEdward Jones national BDWfg Advisors, LP otherOtherOct 6, 2009Oct 2, 2009
William Elliott KingValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherSep 30, 2009Sep 23, 2009
John Huey NeelyCentury Advisors, LLC unclassifiedWfg Advisors, LP otherOtherSep 14, 2009Jul 13, 2009
Sherry Ann HardinAssociated Planners Investment Advisory Inc unclassifiedWfg Advisors, LP otherOtherAug 25, 2009Aug 21, 2009
Joshua Allen CooperAssociated Planners Investment Advisory Inc unclassifiedWfg Advisors, LP otherOtherAug 25, 2009Aug 21, 2009
Karine Renee BeardAssociated Securities Corp. unclassifiedWfg Advisors, LP otherOtherAug 24, 2009Aug 21, 2009
Bert Allen CooperAssociated Planners Investment Advisory Inc unclassifiedWfg Advisors, LP otherOtherAug 24, 2009Aug 21, 2009
Patricia Ann NyborgAssociated Securities Corp. unclassifiedWfg Advisors, LP otherOtherAug 24, 2009Aug 24, 2009
Max K AtenValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherAug 11, 2009Aug 3, 2009
Mark Nelson HollowayCentury Advisors, LLC unclassifiedWfg Advisors, LP otherOtherAug 4, 2009Aug 4, 2009
Terry William MclemoreCentury Advisors, LLC unclassifiedWfg Advisors, LP otherOtherAug 4, 2009Aug 4, 2009
Timmy Lee BakerNfp Advisor Services, LLC otherWfg Advisors, LP otherOtherJul 6, 2009May 29, 2009
Jessica Ann EdmondsUsaa Financial Planning Services no RAUMWfg Advisors, LP otherOtherJul 6, 2009Nov 25, 2009 (142 d)
Ryan Daniel McdermottEdward Jones national BDWfg Advisors, LP otherOtherJun 19, 2009Jun 15, 2009
James Neal TurnerFortitude Advisory Group L.L.C. otherWfg Advisors, LP otherOtherMay 28, 2009Apr 29, 2009
Paul Thomas HughesValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherMay 13, 2009May 1, 2009
Daniel Scott HughesValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherMay 13, 2009May 1, 2009
Neal Thomas LeischAmerican General Financial Advisors, Inc. unclassifiedWfg Advisors, LP otherOtherMay 2, 2009Nov 2, 2009 (184 d)
Michael C PembertonEsi Financial Advisors otherWfg Advisors, LP otherOtherApr 2, 2009Mar 30, 2009
David Charles HandaSuntrust Investment Services, Inc. otherWfg Advisors, LP otherOtherMar 31, 2009Mar 31, 2009
John Bemis CravensStanford Group Company unclassifiedWfg Advisors, LP otherOtherMar 12, 2009Mar 11, 2009
Spencer Farris MurchisonStanford Group Company unclassifiedWfg Advisors, LP otherOtherMar 11, 2009Mar 10, 2009
Bryan M RiggRjg Financial state registeredWfg Advisors, LP otherOtherMar 3, 2009Jan 30, 2009
Carie Marie HecklerEquitable Advisors, LLC national BDWfg Advisors, LP otherOtherFeb 23, 2009Nov 10, 2009 (260 d)
John F DevereauxEplanning Advisors Inc unclassifiedWfg Advisors, LP otherOtherDec 18, 2008Dec 17, 2008
Craig Allen LoveBbva Compass Investment Solutions, Inc unclassifiedWfg Advisors, LP otherOtherDec 3, 2008Mar 2, 2009 (89 d)
Lori Ann ClemWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherNov 18, 2008Nov 21, 2008
Norman Frank HallNfp Advisor Services, LLC otherWfg Advisors, LP otherOtherOct 3, 2008Oct 20, 2008
Dee MorganOsaic Fa, Inc. otherWfg Advisors, LP otherOtherSep 10, 2008Sep 8, 2008
Cristina RaftThe Quantitative Group, L.P. unclassifiedWfg Advisors, LP otherOtherAug 27, 2008Mar 5, 2009 (190 d)
James Michael PerryValic Financial Advisors, Inc. otherWfg Advisors, LP otherOtherJul 28, 2008Aug 27, 2009 (395 d)
Charles Beaman JimersonWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherFeb 20, 2008Apr 28, 2003
Marty HarariWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherFeb 20, 2008Apr 30, 2003
Jonathan Moser SpatzCarolina Investment Advisors, LLC unclassifiedWfg Advisors, LP otherOtherDec 31, 2007May 13, 2008 (134 d)
Samuel Ryan EdwardsCarolina Investment Advisors, LLC unclassifiedWfg Advisors, LP otherOtherDec 31, 2007May 13, 2008 (134 d)
Leslie Dyke StewartCarolina Investment Advisors, LLC unclassifiedWfg Advisors, LP otherOtherDec 31, 2007May 13, 2008 (134 d)
Charles David RobinsonNorthwestern Mutual Investment Services,LLC otherWfg Advisors, LP otherOtherDec 19, 2007May 11, 2011 (1239 d)
Dagny YoungWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherOct 16, 2007Apr 29, 2003
James Dan HeardWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherOct 16, 2007Jan 23, 2004
Michael Joe Vestal1st Global Advisors Inc otherWfg Advisors, LP otherOtherAug 30, 2007Sep 10, 2012 (1838 d)
Harry Roger HughesCitigroup Global Markets Inc. otherWfg Advisors, LP otherOtherJun 11, 2007May 25, 2007
Benjamin Herschel DeanMomentum Independent Network Inc. otherWfg Advisors, LP otherOtherJan 4, 2007Jan 17, 2007
Edward Raymond ForakerWfg Investments, Inc. unclassifiedWfg Advisors, LP otherOtherNov 14, 2006May 8, 2003
Brett Nolan SizemoreEdward Jones national BDWfg Advisors, LP otherOtherJul 20, 2006Aug 1, 2006
Michael David MillerMdm Capital Advisors, LLC unclassifiedWfg Advisors, LP otherOtherMar 21, 2006Mar 21, 2006
Mathew Stephan HammerPnc Wealth Management otherWfg Advisors, LP otherOtherFeb 2, 2006Jan 27, 2006
Jim Alan YockeyInvestors Capital Advisory otherWfg Advisors, LP otherOtherDec 31, 2005Nov 10, 2006 (314 d)
James Kevin PheneyPro-Integrity Securities, Inc. unclassifiedWfg Advisors, LP otherOtherDec 31, 2004Jan 3, 2005
William Martin PerryPro-Integrity Securities, Inc. unclassifiedWfg Advisors, LP otherOtherDec 31, 2004Jan 14, 2005
Gregory James PaslerPro-Integrity Securities, Inc. unclassifiedWfg Advisors, LP otherOtherDec 31, 2004Jan 7, 2005
Chris Brian FletcherPro-Integrity Securities, Inc. unclassifiedWfg Advisors, LP otherOtherDec 31, 2004Jan 18, 2005
Katherine Bartlett KennedyPro-Integrity Securities, Inc. unclassifiedWfg Advisors, LP otherOtherDec 31, 2004Jan 18, 2005
William Joseph SammonsCitigroup Global Markets Inc. otherWfg Advisors, LP otherOtherJul 12, 2004Jul 1, 2004
Ronald Alan KernCitigroup Global Markets Inc. otherWfg Advisors, LP otherOtherJul 12, 2004Jul 1, 2004
Rollins Schultz RubsamenCitigroup Global Markets Inc. otherWfg Advisors, LP otherOtherJul 12, 2004Jul 1, 2004
Page 3 of 4PreviousNext
183 moves match.