Advisor moves

Arrivals at Financial Advocates Investment Management

166 moves
AdvisorFromToTypeLeftRegistered
Lance Eric PetersHornor, Townsend & Kent, LLC otherFinancial Advocates Investment Management otherOtherDec 17, 2014Dec 24, 2014
Laura Carrera WarnockBerthel Fisher & Company Financial Services, Inc. otherFinancial Advocates Investment Management otherOtherNov 18, 2014Nov 18, 2014
Brian Carlos MeadowsJ.P. Morgan Securities LLC wirehouseFinancial Advocates Investment Management otherOtherNov 17, 2014Jan 13, 2015 (57 d)
Chad Brandon BushonCharles Schwab & Co., Inc. national BDFinancial Advocates Investment Management otherOtherSep 26, 2014Oct 1, 2014
Andre William DuboisKms Financial Services, Inc otherFinancial Advocates Investment Management otherOtherSep 22, 2014Oct 3, 2014
Jeffery Paul LewisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management otherOtherJun 30, 2014Jun 30, 2014
Gregory TalcottSchwab Wealth Advisory, Inc. otherFinancial Advocates Investment Management otherOtherJun 10, 2014Jun 20, 2014
Scott Douglas MaloyMorgan Stanley wirehouseFinancial Advocates Investment Management otherOtherMay 19, 2014May 2, 2014
Brian Shane JacobusKey Investment Services LLC otherFinancial Advocates Investment Management otherOtherApr 23, 2014Apr 25, 2014
Lee Stanley MartinFinancial Advocates Advisory Services no RAUMFinancial Advocates Investment Management otherOtherDec 23, 2013Sep 10, 2013
William T. HarderMorgan Stanley wirehouseFinancial Advocates Investment Management otherOtherDec 18, 2013Dec 11, 2013
Mark David NortmanLPL Financial LLC otherFinancial Advocates Investment Management otherOtherDec 4, 2013Mar 11, 2013
Susan Mary BeardsleyD.A. Davidson & Co. otherFinancial Advocates Investment Management independent RIAOtherJun 11, 2013Oct 5, 2018 (1942 d)
Anna Danielle RobbinsEdward Jones national BDFinancial Advocates Investment Management otherOtherMay 17, 2013May 17, 2013
Terry Robert ClemanAmeriprise Financial Services, LLC national BDFinancial Advocates Investment Management otherOtherMay 14, 2013Jan 10, 2017 (1337 d)
James Robert ClarkeD.A. Davidson & Co. otherFinancial Advocates Investment Management otherOtherMay 6, 2013May 3, 2013
Erica Gail NortmanLPL Financial LLC otherFinancial Advocates Investment Management otherOtherMay 2, 2013Mar 11, 2013
William Thomas PicklesLPL Financial LLC otherFinancial Advocates Investment Management otherOtherMar 27, 2013Dec 21, 2012
Jocelyn Pierre Andre ServignatLPL Financial LLC otherFinancial Advocates Investment Management otherOtherMar 27, 2013Sep 12, 2011
Jeffrey Michael PisanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management otherOtherNov 19, 2012Jan 17, 2013 (59 d)
Christian Samuel D'UrsoLPL Financial LLC otherFinancial Advocates Investment Management otherOtherNov 2, 2012Jan 17, 2013 (76 d)
Frank Anthony GambardellaRussell Investments otherFinancial Advocates Investment Management otherOtherOct 31, 2012Aug 25, 2017 (1759 d)
Allen Victor SchutzkySouth Valley Wealth Management otherFinancial Advocates Investment Management otherOtherJun 21, 2012Jan 17, 2013 (210 d)
Michael Kellen NakiFinancial Telesis, Inc. otherFinancial Advocates Investment Management otherOtherMar 19, 2012Dec 20, 2012 (276 d)
John Murray DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management otherOtherFeb 16, 2012Dec 20, 2012 (308 d)
Andre Nicholas ListerLPL Financial LLC otherFinancial Advocates Investment Management otherOtherDec 21, 2011May 10, 2011
Terrance Edward OneilMorgan Stanley wirehouseFinancial Advocates Investment Management otherOtherSep 28, 2011Sep 7, 2011
Shawn Patrick WhatleyMML Investors Services, LLC otherFinancial Advocates Investment Management otherOtherAug 3, 2011Jul 27, 2011
Kristina Pauline KeckLPL Financial LLC otherFinancial Advocates Investment Management otherOtherMay 6, 2011Mar 10, 2011
Kirk Norman MattesonLPL Financial LLC otherFinancial Advocates Investment Management otherOtherApr 26, 2011Jul 28, 2010
Gregg Stewart SaundersRaymond James Financial Services Advisors, Inc otherFinancial Advocates Investment Management otherOtherApr 1, 2011Feb 17, 2015 (1418 d)
Brian Kevin KerriganFinancial Advocates Advisory Services no RAUMFinancial Advocates Investment Management otherOtherMar 31, 2011Jul 23, 2010
Christopher John NiemelaFinancial Advocates Advisory Services no RAUMFinancial Advocates Investment Management otherOtherMar 31, 2011Sep 16, 2010
Sharla Rae CameronFinancial Advocates Advisory Services no RAUMFinancial Advocates Investment Management otherOtherMar 31, 2011Nov 6, 2014 (1316 d)
Brian David BabbWells Fargo Advisors wirehouseFinancial Advocates Investment Management otherOtherMar 9, 2011Mar 14, 2011
Paul Edward GrutznerNrp Advisors, Inc. unclassifiedFinancial Advocates Investment Management otherOtherDec 1, 2010Nov 10, 2010
Michael Stephen TuellNrp Advisors, Inc. unclassifiedFinancial Advocates Investment Management otherOtherDec 1, 2010Nov 23, 2011 (357 d)
Michael R BrownNrp Advisors, Inc. unclassifiedFinancial Advocates Investment Management otherOtherDec 1, 2010Nov 10, 2010
John Hoagland EasleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management otherOtherOct 6, 2009May 9, 2011 (580 d)
Angela Elaine VlachCetera Advisor Networks LLC otherFinancial Advocates Investment Management otherOtherApr 7, 2008Nov 22, 2011 (1324 d)
Steve Everett MontgomeryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management independent RIAWirehouse to independent RIAJan 23, 2008Sep 25, 2020 (4629 d)
Kyle Wayne JohnstonNorthwestern Mutual Wealth Management Company unclassifiedFinancial Advocates Investment Management otherOtherApr 30, 2007Dec 15, 2016 (3517 d)
Ross Vincent GoodingWells Fargo Advisors wirehouseFinancial Advocates Investment Management otherOtherSep 11, 2006Feb 10, 2015 (3074 d)
Julie Ann RothmeierWells Fargo Investments, LLC unclassifiedFinancial Advocates Investment Management otherOtherApr 5, 2006May 22, 2017 (4065 d)
Keith Allen CameronMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFinancial Advocates Investment Management otherOtherNov 30, 2004May 14, 2015 (3817 d)
Jose VelizMorgan Stanley Dw Inc. unclassifiedFinancial Advocates Investment Management otherOtherMar 15, 2004Oct 15, 2014 (3866 d)
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