DFX Intelligence
Advisor moves
Arrivals at Independent Financial Partners
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 |
|---|---|---|---|---|---|
| Matthew G Buckman | Raymond James & Associates, Inc. national BD | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 22, 2021 | Jan 18, 2022 |
| Jacob Franklin Ryder | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2021 | Jan 24, 2022 (61 d) |
| Christopher Michael Bozas | Raymond James & Associates, Inc. national BD | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Oct 27, 2021 | Oct 18, 2021 |
| Eric John Zebrauskas | Tcfg Investment Advisors, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 20, 2021 | Nov 2, 2021 |
| Jennifer Sue Cornett | Cambridge Investment Research Advisors, Inc. BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 2, 2021 | Sep 2, 2021 |
| William Lee Mehserle | Homrich Berg independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 31, 2021 | Aug 22, 2022 (356 d) |
| Stacie E Lambert-Snooks | Waddell & Reed BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 24, 2021 | Sep 30, 2021 (37 d) |
| Christopher Marcellus Brooks | Waddell & Reed BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 23, 2021 | Jun 3, 2022 (284 d) |
| Richard E Yorke | LPL Financial LLC BD affiliated | Independent Financial Partners other | Other | Jul 26, 2021 | Sep 11, 2013 |
| Richard Michael Berry | Fidelity Personal And Workplace Advisors BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2021 | Mar 29, 2023 (628 d) |
| Robert Harold Brown | Fidelity Personal And Workplace Advisors BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 9, 2021 | Nov 1, 2021 (115 d) |
| Andrew Scott Ross | Diamond Wealth Management, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jun 23, 2021 | Jan 1, 2025 (1288 d) |
| Jason Aaron Pinney | MML Investors Services, LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Jun 17, 2021 | Jan 1, 2025 (1294 d) |
| Robert Darryl Olenchalk | Raymond James Financial Services Advisors, Inc BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 28, 2021 | Aug 23, 2022 (482 d) |
| David S Findlow | Charles Schwab & Co., Inc. national BD | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 15, 2021 | Mar 8, 2021 |
| Jean Lynette Prawel | Key Investment Services LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Apr 6, 2021 | Jun 9, 2021 (64 d) |
| Aaron Michael Mcandrew | Shepherd Financial Investment Advisory LLC institutional | Independent Financial Partners BD affiliated | Other | Apr 6, 2021 | Mar 2, 2021 |
| David Todd Griffin | LPL Financial LLC BD affiliated | Independent Financial Partners other | Other | Mar 8, 2021 | Aug 24, 2012 |
| Jeffrey Michael Blomgren | Fidelity Personal And Workplace Advisors BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Feb 2, 2021 | Sep 11, 2024 (1317 d) |
| Calla G Gorman | Sheridan Road Advisors, LLC, A Hub International Company institutional | Independent Financial Partners BD affiliated | Other | Jan 5, 2021 | Jan 5, 2021 |
| Kevin Peter Dolphin | Avantax Advisory Services BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 17, 2020 | Dec 1, 2020 |
| Brandon E Roberts | Raymond James & Associates, Inc. national BD | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Oct 19, 2020 | Oct 6, 2020 |
| Anush Haddadian | Verus Capital Partners, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Oct 16, 2020 | Mar 21, 2022 (521 d) |
| Andrew Martin | Raymond James & Associates, Inc. national BD | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Oct 9, 2020 | Oct 28, 2020 |
| Stephen Michael Angelis | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Oct 6, 2020 | Jul 2, 2021 (269 d) |
| Jessica J Barba | LPL Financial LLC BD affiliated | Independent Financial Partners other | Other | Oct 6, 2020 | Feb 24, 2012 |
| Craig Joseph Koproski | First Trust Advisors LP asset manager | Independent Financial Partners BD affiliated | Other | Aug 20, 2020 | Oct 26, 2021 (432 d) |
| Jeffrey Scott Beasley | Key Investment Services LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 10, 2020 | Aug 11, 2020 |
| Brett Tyler Hunt | First Horizon Advisors, Inc mixed wealth | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 10, 2020 | Aug 10, 2020 |
| Katie D Wolfe | Cetera Investment Advisers LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 3, 2020 | Aug 3, 2020 |
| Dustin Kyle Schick | Fidelity Personal And Workplace Advisors BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Jul 6, 2020 | Jul 2, 2020 |
| Brett Rogers Henderson | Onedigital institutional | Independent Financial Partners BD affiliated | Other | Apr 1, 2020 | Apr 2, 2020 |
| Reginald Johnson | Cambridge Investment Research Advisors, Inc. BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Mar 9, 2020 | Sep 16, 2020 (191 d) |
| Paul William Sponseller | Wealthsource? independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Jan 2, 2020 | Jan 27, 2025 (1852 d) |
| Darlene Kay Shaw | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jul 6, 2021 (553 d) |
| Michael Victor Carballo | MML Investors Services, LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2019 | Jan 6, 2020 |
| Jonathan Michael Russo | Global Retirement Partners LLC institutional | Independent Financial Partners BD affiliated | Other | Dec 6, 2019 | Dec 6, 2019 |
| Kevin Jason Nashbar | Raymond James Financial Services Advisors, Inc BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Dec 5, 2019 | Apr 26, 2021 (508 d) |
| Steven Maurice Weinstein | Securities America Advisors, Inc. BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 14, 2019 | Nov 14, 2019 |
| Scott Anthony Sells | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2019 | Oct 25, 2019 |
| Adam O'Dell Coop | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2019 | Jan 1, 2025 (1882 d) |
| Evan A Thurmond | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2019 | Oct 25, 2019 |
| Jeremy Monroe Sickles | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2019 | Oct 25, 2019 |
| Marci Anne Coots | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 7, 2019 | Oct 25, 2019 |
| Thomas George Holliger | Fidelity Personal And Workplace Advisors BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Nov 5, 2019 | Nov 21, 2019 |
| Mary Lynne Patch | Williams Group, LLC institutional | Independent Financial Partners BD affiliated | Other | Nov 1, 2019 | Aug 16, 2019 |
| David Ta-Wai Yu | Kovack Advisors, Inc. BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Oct 25, 2019 | Nov 1, 2019 |
| Reno J. Reser | Cetera Advisors LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 23, 2019 | Sep 13, 2019 |
| Aaron L. Cruz | Cetera Advisors LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 17, 2019 | Sep 16, 2019 |
| Amber Bletscher | Heartland Wealth Strategies LLC state registered | Independent Financial Partners BD affiliated | Other | Sep 16, 2019 | Sep 24, 2019 |
| Brian David Testino | LPL Financial LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Sep 11, 2019 | Aug 23, 2019 |
| Roseann Marie Monteleone | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Independent Financial Partners BD affiliated | Wirehouse to affiliated broker-dealer or bank | Sep 9, 2019 | Aug 23, 2019 |
| Donna Jean Gordon | Signature Financial Services, Ltd independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 6, 2019 | Sep 11, 2019 |
| German Mauricio Ramirez | Blueprint Wealth Alliance, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Sep 3, 2019 | Jul 12, 2019 |
| Steven Christopher Testino | Private Portfolio Partners, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2019 | Aug 20, 2019 |
| Mark Anthony Giordano | Private Portfolio Partners, LLC independent RIA | Independent Financial Partners BD affiliated | RIA to affiliated broker-dealer or bank | Aug 27, 2019 | Aug 20, 2019 |
| Michael Glen Nielson | Cetera Advisors LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2019 | Aug 15, 2019 |
| Bryan Nielson | Cetera Advisors LLC BD affiliated | Independent Financial Partners BD affiliated | Affiliated broker-dealer or bank to another | Aug 26, 2019 | Aug 15, 2019 |
| Scott Anthony Preston | Global Retirement Partners LLC institutional | Independent Financial Partners BD affiliated | Other | Aug 5, 2019 | Aug 5, 2019 |
| Steven Howard Bowes | Global Retirement Partners LLC institutional | Independent Financial Partners BD affiliated | Other | Aug 5, 2019 | Aug 5, 2019 |
719 moves match.