Advisor moves

Arrivals at Nationwide Investment Advisors, LLC

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
Justin Timothy BaileyCuso Financial Services, L.P. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 29, 2020Oct 9, 2020 (72 d)
Jason Ryan SalmonEdward Jones national BDNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 14, 2020Sep 17, 2020 (126 d)
Kristopher Lee DavisGreat American Advisors, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherMar 5, 2020Mar 17, 2020
Tracy Arlene ChildersMissionsquare Retirement asset managerNationwide Investment Advisors, LLC BD affiliatedOtherFeb 19, 2020Feb 28, 2020
Christopher William AdamsPruco Securities, LLC BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 15, 2020Oct 19, 2023 (1373 d)
Steven Mark HortonNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherDec 31, 2019Dec 12, 2019
Christina Marie ThorntonNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherDec 31, 2019Dec 12, 2019
Kyle Wilson PeaceNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherDec 19, 2019Dec 12, 2019
Maybell DyfisterNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherDec 13, 2019Dec 10, 2019
Matthew F RizzoPnc Capital Advisors LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherNov 18, 2019Jan 27, 2020 (70 d)
Dustin Glynn KostalekWesbanco Securities, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 8, 2019Aug 1, 2025 (2093 d)
Kimberly Dawn SparksVoya Financial Advisors, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2019Nov 20, 2019
Christopher C WatersEmpower Advisory Group, LLC institutionalNationwide Investment Advisors, LLC BD affiliatedOtherOct 24, 2019Nov 12, 2019
Thomas Buckley TysonInvesco Advisers, Inc. asset managerNationwide Investment Advisors, LLC BD affiliatedOtherOct 11, 2019Mar 10, 2020 (151 d)
Jeffrey Scott WaldeckCharles Schwab & Co., Inc. national BDNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 26, 2019Oct 16, 2019
Keith BeasleyMissionsquare Retirement asset managerNationwide Investment Advisors, LLC BD affiliatedOtherSep 24, 2019Aug 18, 2020 (329 d)
Andrew Mark DalkaAmeritas Advisory Services BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 9, 2019Sep 23, 2019
Algie R HortonAdvice And Planning Services BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 12, 2019Sep 26, 2019 (45 d)
Deanna Elizabeth SiskEdward Jones national BDNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 2, 2019Oct 4, 2019 (63 d)
Michael P RichardsonEmpower Advisory Group, LLC institutionalNationwide Investment Advisors, LLC BD affiliatedOtherJun 14, 2019Jun 26, 2019
Timothy Harmon IrwinMeeder Public Funds, Inc. institutionalNationwide Investment Advisors, LLC BD affiliatedOtherMay 20, 2019Mar 21, 2019
Richard Kevin ZacharyConcourse Financial Group Advisors BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 29, 2019Apr 18, 2019
Robert John BackNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherMar 16, 2019Mar 4, 2019
Roy Christopher BentzenThornburg Investment Management Inc asset managerNationwide Investment Advisors, LLC BD affiliatedOtherFeb 6, 2019Mar 12, 2021 (765 d)
John Charles BrennanDavenport & Company LLC BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2019Feb 8, 2019
Jennifer Lee PageUsaa Investment Services Company BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 9, 2019Jan 28, 2019
Kevin W TaylorAmeriprise Financial Services, LLC national BDNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 23, 2018Jun 14, 2019 (203 d)
Erwin Lynn StaplesVoya Financial Advisors, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 30, 2018Sep 19, 2023 (1785 d)
Lewis Jackson GraceStadion Money Management, LLC asset managerNationwide Investment Advisors, LLC BD affiliatedOtherOct 30, 2018Nov 15, 2018
Lynne CeliaCitigroup Global Markets Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2018Nov 20, 2020 (788 d)
Elisha Marie Roberts-CoferHuntington Financial Advisors BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 29, 2018Sep 5, 2018
Anna Ruth FransenJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankAug 22, 2018Oct 15, 2018 (54 d)
Jon Robert HighamStadion Money Management, LLC asset managerNationwide Investment Advisors, LLC BD affiliatedOtherAug 16, 2018Jun 28, 2019 (316 d)
Caritas Hurtel PalmisanoCapital One Advisors, LLC BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2018Sep 12, 2018
Allen Warren SpainValic Financial Advisors, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 19, 2018Apr 27, 2023 (1743 d)
Lemium JohnsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 6, 2018Jul 17, 2019 (376 d)
Stephen A. ShepherdQuestar Asset Management, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 29, 2018Jun 17, 2018
Dorian Michael GradyTd Ameritrade Investment Management, LLC independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 22, 2018Jun 15, 2018
Joseph Nicholas AnianoUBS Financial Services Inc. wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 15, 2018Jun 27, 2018
Elizabeth Ann FollandJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJun 12, 2018Jun 14, 2018
Roberto Antonio RodriguezT. Rowe Price Advisory Services, Inc. independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 8, 2018Aug 29, 2018 (82 d)
Elliott CobbNew York Life Investment Management LLC asset managerNationwide Investment Advisors, LLC BD affiliatedOtherMay 29, 2018Dec 2, 2023 (2013 d)
Jeffery R HoweyMorgan Stanley wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMay 7, 2018May 24, 2018
Andrew Dennis PierceVoya Financial Advisors, Inc. BD affiliatedNationwide Investment Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 23, 2018Apr 23, 2018
Anthony SteelJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 18, 2018Apr 25, 2018
Timothy DixonJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankApr 10, 2018Apr 12, 2018
Jacob RichterMoneylife Partners, Inc. unclassifiedNationwide Investment Advisors, LLC BD affiliatedOtherMar 27, 2018Jan 24, 2019 (303 d)
Matthew Edward RobersonNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC otherOtherMar 13, 2018Mar 9, 2018
Bryant MayesT. Rowe Price Advisory Services, Inc. independent RIANationwide Investment Advisors, LLC BD affiliatedRIA to affiliated broker-dealer or bankMar 2, 2018May 31, 2018 (90 d)
Anthony Michael FlowersEquitable Advisors, LLC national BDNationwide Investment Advisors, LLC otherOtherFeb 20, 2018Feb 15, 2018
Brian Andrew BurgesonWaddell & Reed otherNationwide Investment Advisors, LLC otherOtherFeb 14, 2018Mar 1, 2018
Justin Luke BryantConcourse Financial Group Advisors otherNationwide Investment Advisors, LLC BD affiliatedOtherFeb 13, 2018Jul 9, 2019 (511 d)
John Robert HaldemanNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherFeb 12, 2018Apr 10, 2018 (57 d)
Jesse Mark KnudsonNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherFeb 6, 2018Oct 8, 2019 (609 d)
Anthony Dana CefaluNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC otherOtherFeb 5, 2018Jan 11, 2018
Andrew L. CroopValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherJan 4, 2018Jan 19, 2018
Jasmine AliceaU.S. Bancorp Advisors, LLC BD affiliatedNationwide Investment Advisors, LLC otherOtherJan 3, 2018Jan 18, 2018
Kerryl Van JohnsonWells Fargo Advisors wirehouseNationwide Investment Advisors, LLC otherOtherDec 14, 2017Jan 8, 2018
Savannah Katherine BellamyUBS Financial Services Inc. wirehouseNationwide Investment Advisors, LLC otherOtherDec 12, 2017Feb 14, 2018 (64 d)
Patrick Joseph SwanAllspring Funds Management, LLC otherNationwide Investment Advisors, LLC otherOtherOct 12, 2017Nov 9, 2017
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301 moves match.