DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Vsr Advisory Services

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
Kathryn Ann MessickCitigroup Global Markets Inc. otherVsr Advisory Services otherOtherDec 31, 2008Aug 31, 2009 (243 d)
Curtis Tibbs LaddConcourse Financial Group Advisors otherVsr Advisory Services otherOtherDec 10, 2008Dec 9, 2008
Michael Alan ArmourInvestacorp Advisory Services Inc otherVsr Advisory Services otherOtherDec 10, 2008Nov 7, 2008
Daniel Simon VanwinkleCambridge Investment Research Advisors, Inc. otherVsr Advisory Services otherOtherDec 4, 2008Dec 1, 2008
James Robert HaasOsaic Wealth, Inc. otherVsr Advisory Services otherOtherOct 28, 2008Oct 29, 2008
Brigid MulroyFsc Securities Corporation otherVsr Advisory Services otherOtherOct 10, 2008Sep 30, 2008
Ronald Alan DukesOsaic Wealth, Inc. otherVsr Advisory Services otherOtherOct 3, 2008Oct 14, 2008
John Terrell LadyNorthwestern Mutual Investment Services,LLC otherVsr Advisory Services otherOtherSep 19, 2008Sep 23, 2008
Cole Stephen ReichleMorgan Stanley & Co. LLC unclassifiedVsr Advisory Services otherOtherSep 16, 2008Sep 16, 2008
Gerrit William VriezeSuccessful Resource Management, Ltd. state registeredVsr Advisory Services otherOtherAug 11, 2008Jul 21, 2008
James Anthony TomikJ. B. Hanauer & Co. unclassifiedVsr Advisory Services otherOtherJul 3, 2008Jul 7, 2008
Mark Andrew GelbmanAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherJul 3, 2008Jul 21, 2008
Peter Charles LynchQuestar Asset Management, Inc. otherVsr Advisory Services otherOtherJun 9, 2008Jun 5, 2008
Christian GinolfiEastern Point Advisors Inc. unclassifiedVsr Advisory Services otherOtherMay 5, 2008Jun 20, 2016 (2968 d)
Peter Paul SciortinoPruco Securities, LLC otherVsr Advisory Services otherOtherApr 28, 2008Apr 28, 2008
Rebecca Ann HavensAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherJan 28, 2008Jan 28, 2008
Bruce Anthony CramerCitigroup Global Markets Inc. otherVsr Advisory Services otherOtherDec 18, 2007Nov 29, 2007
Gregory Scott DecampMML Investors Services, LLC otherVsr Advisory Services otherOtherNov 21, 2007Oct 31, 2007
Edward Thomas KrattySymphonic Financial Advisors LLC otherVsr Advisory Services otherOtherOct 19, 2007Sep 21, 2007
Joshua Bryan WrightSymphonic Financial Advisors LLC otherVsr Advisory Services otherOtherOct 19, 2007Sep 21, 2007
James Hubbard DifflyUBS Financial Services Inc. wirehouseVsr Advisory Services otherOtherSep 25, 2007Oct 16, 2007
Kathryn Lynn MorenoEquitable Advisors, LLC national BDVsr Advisory Services otherOtherSep 5, 2007Sep 4, 2007
Terry Burton PrillamanSecurities America Advisors, Inc. otherVsr Advisory Services otherOtherJul 25, 2007Jul 24, 2007
Dean T AntonopoulosRaymond James Financial Services, Inc. unclassifiedVsr Advisory Services otherOtherMay 29, 2007May 25, 2007
Kris Alan PersingerNorthwestern Mutual Wealth Management Company unclassifiedVsr Advisory Services otherOtherApr 30, 2007Jul 25, 2008 (452 d)
Robert Erick BjorsethCitigroup Global Markets Inc. otherVsr Advisory Services otherOtherApr 23, 2007Apr 10, 2007
Susan Denise VargasonCuna Brokerage Services, Inc. otherVsr Advisory Services otherOtherMar 13, 2007Mar 12, 2007
Jon David PellecchiaBanc Of America Investment Services, Inc. unclassifiedVsr Advisory Services otherOtherFeb 8, 2007May 2, 2007 (83 d)
John Walter MartinSecurian Financial Services, Inc. otherVsr Advisory Services otherOtherFeb 8, 2007Feb 2, 2007
Marcus Anthony ArneaudGunnallen Financial, Inc unclassifiedVsr Advisory Services otherOtherJan 10, 2007Jan 9, 2007
Clinton Edward AkerbergAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherJan 3, 2007Dec 16, 2006
Daniel Charles StewartCambridge Investment Research Advisors, Inc. otherVsr Advisory Services otherOtherDec 19, 2006Dec 15, 2006
Daniel John WarnkeThrivent Investment Management Inc. otherVsr Advisory Services otherOtherDec 6, 2006Dec 1, 2006
John Gregory BeckettWells Fargo Advisors wirehouseVsr Advisory Services otherOtherNov 13, 2006Nov 10, 2006
Sharon Anne AlmeidaCents & Sensibility unclassifiedVsr Advisory Services otherOtherNov 10, 2006Dec 23, 2008 (774 d)
Jesse Julian GriffinConcourse Financial Group Advisors otherVsr Advisory Services otherOtherOct 18, 2006Oct 18, 2006
Michael Herman CunninghamSecurities America Advisors, Inc. otherVsr Advisory Services otherOtherOct 4, 2006Sep 29, 2006
Steven Douglas KaestnerSecurities America Advisors, Inc. otherVsr Advisory Services otherOtherOct 4, 2006Sep 29, 2006
Smitha ThomasLee Financial Company, LLC otherVsr Advisory Services otherOtherAug 14, 2006Apr 9, 2007 (238 d)
Brandon David JohnsonWaddell & Reed otherVsr Advisory Services otherOtherJul 28, 2006Jul 21, 2006
Gloria Ann LaneMorgan Stanley Dw Inc. unclassifiedVsr Advisory Services otherOtherJul 3, 2006Jul 18, 2006
Bobby Glenn JamesFirst Financial Equity Corporation otherVsr Advisory Services otherOtherJun 1, 2006May 30, 2006
Thomas Andrew LaneWells Fargo Advisors wirehouseVsr Advisory Services otherOtherMay 23, 2006May 15, 2006
Timothy Jude FeeneyWells Fargo Advisors wirehouseVsr Advisory Services otherOtherMay 23, 2006May 15, 2006
Vaughn Raye SchillWells Fargo Advisors wirehouseVsr Advisory Services otherOtherMay 23, 2006May 15, 2006
Sarah Maire BernerAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherMay 3, 2006May 2, 2006
Megan Leigh RosenstielAmeriprise Financial Services, LLC national BDVsr Advisory Services otherOtherApr 10, 2006Apr 28, 2006
Daniel Richard RoccatoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVsr Advisory Services otherOtherFeb 24, 2006May 15, 2006 (80 d)
Michael Alan ArmourCuna Brokerage Services, Inc. otherVsr Advisory Services otherOtherJan 18, 2006Jan 17, 2006
Leigha Ann ShepardAmeriprise Advisor Services, Inc. unclassifiedVsr Advisory Services otherOtherDec 15, 2005Dec 9, 2005
John G LewisWealth Control Advisors, LLC unclassifiedVsr Advisory Services otherOtherDec 9, 2005May 4, 2005
Mark Joseph DonaldsonDemarche no RAUMVsr Advisory Services otherOtherOct 5, 2005Oct 5, 2005
William Dale HesterSunamerica Securities, Inc. unclassifiedVsr Advisory Services otherOtherSep 30, 2005Sep 27, 2005
Drew Eldred NixonSunamerica Securities, Inc. unclassifiedVsr Advisory Services otherOtherJul 18, 2005Jul 11, 2005
John Lee LackeyUnited Securities Alliance, Inc. unclassifiedVsr Advisory Services otherOtherJul 5, 2005Sep 27, 2006 (449 d)
Dennis Eugene WiltVoya Financial Advisors, Inc. otherVsr Advisory Services otherOtherJun 15, 2005Jun 1, 2005
Christopher Patrick MassmanWaddell & Reed otherVsr Advisory Services otherOtherJun 10, 2005Aug 4, 2009 (1516 d)
Stephen Lawrence ChambersOsaic Fa, Inc. otherVsr Advisory Services otherOtherMay 20, 2005May 13, 2005
Robert Boris HardcastleDelta Investment Advisory, Inc. unclassifiedVsr Advisory Services otherOtherDec 31, 2004Jun 3, 2004
Jody Lee WeisDelta Investment Advisory, Inc. unclassifiedVsr Advisory Services otherOtherDec 31, 2004Jun 7, 2004
Page 3 of 4PreviousNext
201 moves match.