DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Money Concepts Advisory Service

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
Nicole C Burczyk	Country Club Financial Services, Inc. other	Money Concepts Advisory Service BD affiliated	Other	Dec 7, 2017	Jul 24, 2019 (594 d)
Kevin Jerold Clifford	Country Club Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Dec 1, 2017	Nov 8, 2017
Brian Christopher Thompson	Country Club Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Dec 1, 2017	Dec 2, 2017
Kevin Paul Hennessy	Country Club Financial Services, Inc. other	Money Concepts Advisory Service BD affiliated	Other	Dec 1, 2017	Feb 6, 2026 (2989 d)
Dail Brown Blake	Country Club Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Dec 1, 2017	Nov 8, 2017
Dennis Jerome Clifford	Country Club Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Dec 1, 2017	Nov 8, 2017
Craig J Reid	Country Club Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Dec 1, 2017	Dec 2, 2017
Diane Dalton Evans	Invest Financial Corporation other	Money Concepts Advisory Service other	Other	Nov 10, 2017	Nov 9, 2017
Robert Dean Lane	Cuso Financial Services, L.P. other	Money Concepts Advisory Service other	Other	Oct 11, 2017	Oct 17, 2017
Stefanie Cecile Boykin	Osaic Institutions, Inc. other	Money Concepts Advisory Service other	Other	Oct 6, 2017	Oct 5, 2017
Thomas John Nelson	Ameriprise Financial Services, LLC national BD	Money Concepts Advisory Service other	Other	Sep 1, 2017	Sep 28, 2017
Gong Hyon Yun	Park Avenue Securities LLC other	Money Concepts Advisory Service other	Other	Aug 18, 2017	Aug 14, 2017
Gertrude Margaret Quinto	Chesapeake Wealth Management other	Money Concepts Advisory Service other	Other	Jul 31, 2017	Jul 21, 2017
Vern Clarence Hayden	Geneos Wealth Management, Inc. other	Money Concepts Advisory Service other	Other	Jul 26, 2017	Oct 12, 2017 (78 d)
Travis Denkenberger	Buckingham Capital Management, Inc. other	Money Concepts Advisory Service other	Other	May 4, 2017	Jul 13, 2017 (70 d)
Ryan Charles Mcdaniel	USA Financial Securities LLC other	Money Concepts Advisory Service other	Other	Apr 4, 2017	Apr 10, 2017
Stephen Randall Gibson	J.J.B. Hilliard, W.L. Lyons, LLC other	Money Concepts Advisory Service other	Other	Mar 28, 2017	Mar 24, 2017
Atonn G Smeltzer	MML Investors Services, LLC other	Money Concepts Advisory Service other	Other	Feb 10, 2017	Mar 22, 2017 (40 d)
Andrew Lee Arehart	LPL Financial LLC other	Money Concepts Advisory Service other	Other	Jan 10, 2017	Jan 5, 2017
Kevin Von Goins	MML Investors Services, LLC other	Money Concepts Advisory Service other	Other	Dec 31, 2016	Jan 20, 2017
William Vernon Peterman	Cwm, LLC other	Money Concepts Advisory Service other	Other	Dec 19, 2016	Dec 19, 2016
Nathaniel J Boyle	Cwm, LLC other	Money Concepts Advisory Service other	Other	Dec 19, 2016	Dec 16, 2016
Jennifer A Merida	Bmo Harris Financial Advisors, Inc other	Money Concepts Advisory Service BD affiliated	Other	Dec 15, 2016	Nov 29, 2018 (714 d)
Dennis George Dine	Edward Jones national BD	Money Concepts Advisory Service other	Other	Oct 25, 2016	Oct 27, 2016
Walter Scott Brown	Primerica Advisors national BD	Money Concepts Advisory Service other	Other	Oct 11, 2016	Oct 7, 2016
Anthony Frederick Hobson	Investors Capital Advisory other	Money Concepts Advisory Service other	Other	Sep 6, 2016	Oct 24, 2016 (48 d)
Alexander Eric Metzner	Mcadam LLC other	Money Concepts Advisory Service other	Other	Jul 25, 2016	Jul 25, 2016
J. Standish Fortin	Fortin Advisory unclassified	Money Concepts Advisory Service other	Other	Jul 1, 2016	Jun 6, 2016
Thomas Herbert Harris	Fifth Third Securities, Inc. other	Money Concepts Advisory Service other	Other	Jun 21, 2016	Oct 11, 2016 (112 d)
Wendy Struble Kickhofel	Pnc Managed Account Solutions, Inc. other	Money Concepts Advisory Service other	Other	Jun 3, 2016	Jul 11, 2016 (38 d)
Brian Edward Adams	Redhawk Wealth Advisors, Inc. other	Money Concepts Advisory Service BD affiliated	Other	May 4, 2016	Oct 15, 2019 (1259 d)
Danielle Michelle Traylor	Berthel Fisher & Company Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Mar 21, 2016	Mar 17, 2016
Benjamin Franklin Hoeft	LPL Financial LLC other	Money Concepts Advisory Service other	Other	Mar 8, 2016	Feb 29, 2016
Megan C Siracusa	LPL Financial LLC other	Money Concepts Advisory Service other	Other	Mar 8, 2016	Mar 1, 2016
Richard Forscutt	Avantax Advisory Services other	Money Concepts Advisory Service other	Other	Feb 16, 2016	Mar 31, 2016 (44 d)
Steve L. Long	Msi Financial Services, Inc. other	Money Concepts Advisory Service other	Other	Feb 3, 2016	Feb 2, 2016
Michael Gibson	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Money Concepts Advisory Service BD affiliated	Wirehouse to affiliated broker-dealer or bank	Nov 17, 2015	Jan 14, 2020 (1519 d)
Crystal Robin Fulton	Securian Financial Services, Inc. other	Money Concepts Advisory Service BD affiliated	Other	Oct 30, 2015	Mar 29, 2022 (2342 d)
Jennifer Nicole Potter-Quillen	Edward Jones national BD	Money Concepts Advisory Service other	Other	Oct 29, 2015	Nov 2, 2015
Dawn Renee Carey	Ridgeway Conger Advisory Services other	Money Concepts Advisory Service other	Other	May 26, 2015	May 22, 2015
George Robert Myers	Integrity Alliance, LLC other	Money Concepts Advisory Service other	Other	May 15, 2015	Jun 18, 2015 (34 d)
Michael Henry	Raymond James Financial Services Advisors, Inc other	Money Concepts Advisory Service other	Other	Apr 24, 2015	Sep 28, 2015 (157 d)
Lemuel Weyher Kornegay	Osaic Fs, Inc. other	Money Concepts Advisory Service other	Other	Mar 16, 2015	Mar 16, 2015
Whitney Prescott Stricklin	MML Investors Services, LLC other	Money Concepts Advisory Service other	Other	Feb 2, 2015	Feb 5, 2015
Brian Scott Mccleskey	Chesapeake Wealth Management other	Money Concepts Advisory Service other	Other	Jan 16, 2015	Apr 14, 2015 (88 d)
Patrick Traverse	Index Strategy Advisors Inc. unclassified	Money Concepts Advisory Service other	Other	Jan 10, 2015	Jan 5, 2015
Paul Cameron Macdonald	Capital Synergy Partners independent RIA	Money Concepts Advisory Service other	Other	Dec 31, 2014	Jan 5, 2015
Thomas Jefferson Faulconer	Family Financial Advisors, LLC unclassified	Money Concepts Advisory Service other	Other	Dec 8, 2014	Jul 28, 2017 (963 d)
Darlene Van Beek	Equitable Advisors, LLC national BD	Money Concepts Advisory Service other	Other	Dec 8, 2014	Dec 19, 2014
Gregory Wade Guemmer	Resource Horizons Investment Advisory, Inc. other	Money Concepts Advisory Service other	Other	Nov 6, 2014	Oct 21, 2014
Kevin Donald Kennedy	Edward Jones national BD	Money Concepts Advisory Service other	Other	Nov 6, 2014	Apr 9, 2015 (154 d)
Kevin Fullerton	Global Investment Advisors, LLC unclassified	Money Concepts Advisory Service other	Other	Oct 22, 2014	Oct 15, 2014
Edward E-Vaughn Bradley	Questar Asset Management, Inc. other	Money Concepts Advisory Service other	Other	Sep 4, 2014	Sep 3, 2014
David Laurence Fields	Tlg Advisors, Inc. other	Money Concepts Advisory Service other	Other	Jul 8, 2014	Jul 14, 2014
Matthew Golizio	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Money Concepts Advisory Service other	Other	Jun 3, 2014	Jun 5, 2014
James Russell Hardesty	Centaurus Financial, Inc. other	Money Concepts Advisory Service other	Other	May 2, 2014	May 5, 2014
Clare Ann Daily	Valic Financial Advisors, Inc. other	Money Concepts Advisory Service BD affiliated	Other	Mar 27, 2014	Aug 31, 2021 (2714 d)
Stephen John Grothjan	Voya Financial Advisors, Inc. other	Money Concepts Advisory Service other	Other	Feb 18, 2014	Feb 14, 2014
Michael Joseph Momeno	Ameriprise Financial Services, LLC national BD	Money Concepts Advisory Service other	Other	Jan 10, 2014	Apr 9, 2014 (89 d)
Lisa Dionne Ford	Great Nation Investment Corporation unclassified	Money Concepts Advisory Service other	Other	Dec 31, 2013	Jan 15, 2014

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296 moves match.