Arrivals at Invest Financial Corporation

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
Albert L Rich	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Oct 15, 2015	Oct 13, 2015
Ahmed Sharif Khan	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Oct 15, 2015	Oct 13, 2015
Kyle Braender	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Oct 15, 2015	Oct 13, 2015
Mikaela Guzman	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Oct 15, 2015	Oct 13, 2015
Aaron Christopher Moberg	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Oct 6, 2015	Sep 30, 2015
Brooke Lea Martin	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Oct 6, 2015	Sep 30, 2015
Cody Ray Flatt	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Oct 1, 2015	Sep 30, 2015
Joseph Alfred Langella	Strategic Advisers LLC national BD	Invest Financial Corporation other	Other	Sep 28, 2015	Dec 4, 2015 (67 d)
Sean Thomas Roberts	Edward Jones national BD	Invest Financial Corporation other	Other	Sep 15, 2015	Sep 11, 2015
Norman Wayne Jordan	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Sep 9, 2015	Aug 26, 2015
Theodore Michael Terzian	Cg Advisory Services other	Invest Financial Corporation other	Other	Aug 31, 2015	Feb 17, 2012
Beau Allen Williams	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Aug 26, 2015	Sep 23, 2015
Tammi Adele Dauby	U.S. Bancorp Investments, Inc. other	Invest Financial Corporation other	Other	Aug 11, 2015	Feb 19, 2016 (192 d)
Ryan Patrick Grote	Whitehall Financial Services, Inc. unclassified	Invest Financial Corporation other	Other	Jul 23, 2015	Jul 29, 2015
Beth Arlene Maus	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Jun 26, 2015	Aug 31, 2015 (66 d)
Renee Danielle Pepia	Vanderbilt Advisory Services other	Invest Financial Corporation other	Other	Jun 22, 2015	May 25, 2017 (703 d)
Ashish Vijay Phansopkar	LPL Financial LLC other	Invest Financial Corporation other	Other	Jun 22, 2015	Oct 8, 2015 (108 d)
Renu Kallianpur	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Jun 1, 2015	May 29, 2015
Daniel Douglas Etheridge	Capital Analysts other	Invest Financial Corporation other	Other	Jun 1, 2015	Jun 18, 2015
Rodolfo Valdes	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	May 28, 2015	Jul 22, 2015 (55 d)
James Ray Zick	Bb&T Investment Services, Inc. no RAUM	Invest Financial Corporation other	Other	Apr 17, 2015	Apr 21, 2015
Scott Rossiter Perrone	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Mar 20, 2015	Mar 4, 2015
Kyle Eric Merk	Strategic Advisers LLC national BD	Invest Financial Corporation other	Other	Mar 12, 2015	Mar 12, 2015
Kristie L Passavant	LPL Financial LLC other	Invest Financial Corporation other	Other	Mar 2, 2015	Feb 26, 2015
Arthur Wright Davis	Copper Financial other	Invest Financial Corporation other	Other	Feb 19, 2015	Feb 20, 2015
Richard Robert Rush	Captrust Financial Advisors other	Invest Financial Corporation other	Other	Feb 10, 2015	Jun 4, 2015 (114 d)
Cynthia Susan Pelosi	Msi Financial Services, Inc. other	Invest Financial Corporation other	Other	Jan 30, 2015	Jun 2, 2016 (489 d)
Trevor Scott Davenport	Edward Jones national BD	Invest Financial Corporation other	Other	Jan 30, 2015	Apr 24, 2015 (84 d)
Kyle Phillip Stuckey	Concourse Financial Group Advisors other	Invest Financial Corporation other	Other	Jan 26, 2015	Jan 9, 2015
Peter Dizdar	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Jan 12, 2015	Oct 13, 2015 (274 d)
Daniel Rodriguez Ortiz	Raymond James Financial Services Advisors, Inc other	Invest Financial Corporation other	Other	Dec 26, 2014	Jan 7, 2015
Michael Francis Moss	American Portfolios Advisors, Inc other	Invest Financial Corporation other	Other	Dec 19, 2014	Dec 2, 2014
James Thomas Rotter	U.S. Bancorp Investments, Inc. other	Invest Financial Corporation other	Other	Dec 17, 2014	Jan 2, 2015
Silas Levi Peters	Clearpoint Capital Management LLC unclassified	Invest Financial Corporation other	Other	Dec 17, 2014	Feb 2, 2015 (47 d)
Christopher Basque	Composition Wealth, LLC other	Invest Financial Corporation other	Other	Dec 1, 2014	Mar 12, 2015 (101 d)
Timothy Mcnamara	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Nov 3, 2014	Nov 3, 2014
Judy Karen Armstrong	Principal Securities, Inc. other	Invest Financial Corporation other	Other	Oct 21, 2014	Oct 15, 2014
Louis Anthony Capezza	Lanark Financial, Inc. other	Invest Financial Corporation other	Other	Oct 20, 2014	Oct 17, 2014
Jeff Berry Iunker	Edward Jones national BD	Invest Financial Corporation other	Other	Oct 17, 2014	Feb 11, 2015 (117 d)
Craig Stephen Maytubby	U.S. Bancorp Advisors, LLC other	Invest Financial Corporation other	Other	Oct 14, 2014	Oct 17, 2014
Mitchell Mark Perara	J.P. Morgan Securities LLC wirehouse	Invest Financial Corporation other	Other	Oct 9, 2014	Nov 18, 2014 (40 d)
Brian Wesley Urban	Park Avenue Securities LLC other	Invest Financial Corporation other	Other	Oct 9, 2014	Oct 21, 2014
Jennifer Melissa Desanto	Raymond James & Associates, Inc. national BD	Invest Financial Corporation other	Other	Oct 8, 2014	Feb 11, 2015 (126 d)
Melinda Perez	Raymond James Financial Services Advisors, Inc other	Invest Financial Corporation other	Other	Oct 6, 2014	Oct 14, 2014
Gregory Kessler Jr	Halen Capital unclassified	Invest Financial Corporation other	Other	Sep 11, 2014	Feb 26, 2015 (168 d)
Aaron Locke Hobart	J.P. Morgan Securities LLC wirehouse	Invest Financial Corporation other	Other	Aug 21, 2014	Aug 19, 2014
Rebecca Ann Leary	New England Securities Corporation other	Invest Financial Corporation other	Other	Aug 13, 2014	Feb 5, 2016 (541 d)
Martyn Joseph Ballestero	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Aug 1, 2014	Aug 1, 2014
Kimberly Kerns Wines	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Jul 24, 2014	Nov 13, 2014 (112 d)
Brandon Lee Morris	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Jul 24, 2014	Jul 25, 2014
Chad David Schafer	Securian Financial Services, Inc. other	Invest Financial Corporation other	Other	Jul 22, 2014	Jul 22, 2014
Chester Anthony Winn	U.S. Bancorp Investments, Inc. other	Invest Financial Corporation other	Other	Jul 21, 2014	Jul 25, 2014
Gretchen Ann Meyer-Thornton	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Jul 8, 2014	Aug 1, 2014
Christopher David Forcier	Associated Investment Services, Inc. other	Invest Financial Corporation other	Other	Jun 27, 2014	Jul 15, 2014
Scott Daniel Schloegel	Cetera Advisors LLC other	Invest Financial Corporation other	Other	Jun 2, 2014	Aug 11, 2014 (70 d)
Thomas Curry Burdick	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Apr 30, 2014	Apr 25, 2014
Gilbert Todd Chase	Voya Financial Advisors, Inc. other	Invest Financial Corporation other	Other	Apr 11, 2014	Apr 14, 2014
Alexander Love Hinson	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Apr 1, 2014	Jul 29, 2014 (119 d)
Keista Lea Ransom	Voya Financial Advisors, Inc. other	Invest Financial Corporation other	Other	Mar 26, 2014	Apr 7, 2014
Ferdinand Louis Fiastro	1st Global Advisors Inc other	Invest Financial Corporation other	Other	Mar 4, 2014	Mar 14, 2014

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800 moves match.