DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Scottrade Investment Management

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
Ken ZhangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherMay 23, 2016Jan 27, 2017 (249 d)
Daniel L. MolineauxForta Financial Group, Inc. otherScottrade Investment Management otherOtherMay 17, 2016Feb 2, 2017 (261 d)
Michael E CarterStrategic Advisers LLC national BDScottrade Investment Management otherOtherMay 4, 2016Jan 31, 2017 (272 d)
Ryan UchniatMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherApr 29, 2016Jan 25, 2017 (271 d)
Paul Urquidez DominguezTd Ameritrade, Inc. no RAUMScottrade Investment Management otherOtherApr 19, 2016Jan 25, 2017 (281 d)
Travis Deshune MaverickWaddell & Reed otherScottrade Investment Management otherOtherApr 19, 2016Jan 30, 2017 (286 d)
Timothy Brian HaggardWells Fargo Advisors wirehouseScottrade Investment Management otherOtherApr 18, 2016Apr 27, 2017 (374 d)
Thomas Delbert WhitedDynamic Wealth Solutions LLC state registeredScottrade Investment Management otherOtherApr 7, 2016Jan 25, 2017 (293 d)
Benjamin R CasonWells Fargo Advisors wirehouseScottrade Investment Management otherOtherMar 29, 2016Jan 25, 2017 (302 d)
Brad Jensen MeadorWells Fargo Advisors wirehouseScottrade Investment Management otherOtherMar 21, 2016Jan 25, 2017 (310 d)
Mark C GregoryE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherMar 16, 2016Jan 25, 2017 (315 d)
Jacob G ReinhardtNorthwestern Mutual Investment Services,LLC otherScottrade Investment Management otherOtherMar 15, 2016Jan 25, 2017 (316 d)
James Richard HarkinsTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherMar 10, 2016May 1, 2017 (417 d)
Rickey D BellewEdward Jones national BDScottrade Investment Management otherOtherMar 8, 2016Mar 17, 2016
Christopher James ConnorE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherMar 2, 2016Jul 25, 2016 (145 d)
Robert Matthew WatersVirtus Capital Advisers, LLC otherScottrade Investment Management otherOtherFeb 29, 2016Jan 30, 2017 (336 d)
Ignatius J D'AnnaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherFeb 17, 2016Jan 25, 2017 (343 d)
James Joseph Dubina IIIMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherFeb 16, 2016Jan 25, 2017 (344 d)
Leland R WhiteTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherFeb 12, 2016Jan 25, 2017 (348 d)
Christopher Wade EversEdward Jones national BDScottrade Investment Management otherOtherFeb 9, 2016Jan 25, 2017 (351 d)
Stacey Lynn EastEdward Jones national BDScottrade Investment Management otherOtherFeb 5, 2016Feb 8, 2016
Michael D WhylieE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherFeb 2, 2016Jul 27, 2017 (541 d)
Dorian Scott HolmesPnc Wealth Management otherScottrade Investment Management otherOtherFeb 1, 2016Feb 3, 2017 (368 d)
Rhonda Kay CrosbyStrategic Advisers LLC national BDScottrade Investment Management otherOtherJan 28, 2016Jan 25, 2017 (363 d)
Michael Louis SantosTd Ameritrade, Inc. no RAUMScottrade Investment Management otherOtherJan 27, 2016Jan 30, 2017 (369 d)
Michael AlexandreInvest Financial Corporation otherScottrade Investment Management otherOtherJan 6, 2016Mar 28, 2017 (447 d)
Brandon Scott KatzWells Fargo Advisors wirehouseScottrade Investment Management otherOtherDec 24, 2015Feb 3, 2017 (407 d)
Erik OhanessianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherDec 21, 2015Jan 24, 2017 (400 d)
Jack Capewell LindMorgan Stanley wirehouseScottrade Investment Management otherOtherDec 19, 2015Jan 26, 2017 (404 d)
Gregory TalcottFinancial Advocates Investment Management otherScottrade Investment Management otherOtherDec 16, 2015Jan 24, 2017 (405 d)
Michael D. LawBma Advisors, LLC state registeredScottrade Investment Management otherOtherDec 10, 2015Jan 24, 2017 (411 d)
Nicholas L PopovecHsbc Securities (USA) Inc. otherScottrade Investment Management otherOtherDec 8, 2015Jan 31, 2017 (420 d)
Christian Marc GallandTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherDec 7, 2015Jan 24, 2017 (414 d)
Thomas Patrick CasartTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherDec 7, 2015Jan 30, 2017 (420 d)
Tobey D MillerE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherDec 7, 2015Jan 24, 2017 (414 d)
Juan Felipe VegaTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherNov 24, 2015Dec 3, 2015
Andrew John LewisJ.P. Morgan Securities LLC wirehouseScottrade Investment Management otherOtherNov 24, 2015Jan 25, 2017 (428 d)
Jason Scott HildebrantE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherOct 23, 2015Feb 13, 2017 (479 d)
Christopher Nicholas WallackPnc Wealth Management otherScottrade Investment Management otherOtherOct 15, 2015Jan 24, 2017 (467 d)
Aaron Michael DaughertyE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherOct 7, 2015Apr 19, 2017 (560 d)
Joseph Robert PesickaPruco Securities, LLC otherScottrade Investment Management otherOtherOct 2, 2015Apr 25, 2016 (206 d)
Anthony ChiuBancwest Investment Services, Inc. (Bwis) otherScottrade Investment Management otherOtherSep 25, 2015Apr 25, 2016 (213 d)
Kelly Georgette GromollEagle Strategies LLC otherScottrade Investment Management otherOtherSep 22, 2015Apr 14, 2017 (570 d)
Jacob Ross BiltzBb&T Investment Services, Inc. no RAUMScottrade Investment Management otherOtherSep 22, 2015Jan 26, 2017 (492 d)
Rutger Stone ThiemeEdward Jones national BDScottrade Investment Management otherOtherSep 16, 2015Feb 3, 2017 (506 d)
Damon B. HopkinsMorgan Stanley wirehouseScottrade Investment Management otherOtherSep 15, 2015Jan 19, 2017 (492 d)
Mark Lehman BobruffMsi Financial Services, Inc. otherScottrade Investment Management otherOtherSep 1, 2015Jan 24, 2017 (511 d)
Nicholas J StreitEdelman Financial Services, LLC otherScottrade Investment Management otherOtherAug 28, 2015Jan 24, 2017 (515 d)
Paul GerardFifth Third Securities, Inc. otherScottrade Investment Management otherOtherAug 24, 2015Jan 24, 2017 (519 d)
Tyson Joseph AsayStrategic Advisers LLC national BDScottrade Investment Management otherOtherAug 21, 2015Jul 27, 2017 (706 d)
Cynthia Lynn EarlyHornor, Townsend & Kent, LLC otherScottrade Investment Management otherOtherAug 20, 2015Jan 24, 2017 (523 d)
Nickolas Ray RoederEdward Jones national BDScottrade Investment Management otherOtherAug 20, 2015Jan 24, 2017 (523 d)
Cyrus Scott SmithE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherAug 6, 2015Jan 24, 2017 (537 d)
Jeffrey ForgersonWells Fargo Advisors wirehouseScottrade Investment Management otherOtherJul 31, 2015Jun 6, 2017 (676 d)
Matthew WellsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherJul 29, 2015Jan 24, 2017 (545 d)
Taylor Marie JohnsonWaddell & Reed otherScottrade Investment Management otherOtherJul 24, 2015Jun 5, 2017 (682 d)
Michelle Ann RozyckiWells Fargo Advisors wirehouseScottrade Investment Management otherOtherJul 10, 2015Jul 10, 2015
Michael R. FederleStrategic Advisers LLC national BDScottrade Investment Management otherOtherJul 10, 2015Jan 24, 2017 (564 d)
David ZabelaTd Ameritrade, Inc. no RAUMScottrade Investment Management otherOtherJul 2, 2015Jan 25, 2017 (573 d)
Justin H VolkmarPnc Wealth Management otherScottrade Investment Management otherOtherJun 30, 2015Jul 13, 2015
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404 moves match.