Arrivals at Iht Wealth Management 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.

Advisor	From	To	Type	Left	Registered
Thomas Muscarella	LPL Financial LLC independent RIA	Iht Wealth Management LLC other	Other	Feb 27, 2018	Oct 3, 2017
Mike C Spencer	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Feb 6, 2018 (37 d)
David Andrew Wilson	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Stephen Wesley Brimacombe	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
David Todd Wernli	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Thomas A. Cavaliere	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Michael Allen Osborne	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Derick Wayne Walters	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Michael Gene Russell	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Paul Eugene Ward	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Bryan Jared Hays	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Jacob Randall Cohan Cummings	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Nov 9, 2017
James Christopher Sexton	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 31, 2017	Oct 13, 2017
Gregory Dale Eicher	J.P. Morgan Securities LLC wirehouse	Iht Wealth Management LLC other	Other	Dec 21, 2017	Dec 19, 2017
Jeff Kent Ross	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Iht Wealth Management LLC independent RIA	Other	Dec 6, 2017	Jul 6, 2020 (943 d)
Jeannine T. Edmonds	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 6, 2017	Oct 13, 2017
Donald Russell Morse	Nvision Wealth Group, LLC other	Iht Wealth Management LLC other	Other	Dec 6, 2017	Oct 13, 2017
Lance Eric Gorsuch	Waddell & Reed other	Iht Wealth Management LLC other	Other	Nov 14, 2017	Nov 28, 2017
Craig Scott Fisch	Personal Financial Group other	Iht Wealth Management LLC other	Other	Oct 26, 2017	Oct 23, 2017
Jonathon Merickel	Strategic Advisers LLC national BD	Iht Wealth Management LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Oct 19, 2017	Apr 25, 2018 (188 d)
Frank Joseph Diliberto	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC independent RIA	Wirehouse to independent RIA	Jul 20, 2017	May 9, 2019 (658 d)
David Dana Stone	Morgan Stanley wirehouse	Iht Wealth Management LLC other	Other	May 30, 2017	May 26, 2017
William Reid Campbell	Morgan Stanley wirehouse	Iht Wealth Management LLC independent RIA	Wirehouse to independent RIA	Apr 24, 2017	Dec 10, 2019 (960 d)
Emil F Mokhtarian	Wells Fargo Advisors wirehouse	Iht Wealth Management LLC other	Other	Apr 5, 2017	Apr 7, 2017
Randall Benjamin Cohen	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Mar 16, 2017	Mar 16, 2017
James Christopher Cochran	Independent Financial Partners other	Iht Wealth Management LLC other	Other	Feb 6, 2017	Feb 16, 2017
Mitch Dean Carlson	Personal Financial Group other	Iht Wealth Management LLC other	Other	Dec 31, 2016	Oct 23, 2017 (296 d)
Cynthia Allen Mann	LPL Financial LLC other	Iht Wealth Management LLC other	Other	Dec 23, 2016	Aug 9, 2016
Jennifer J Slater	LPL Financial LLC other	Iht Wealth Management LLC other	Other	Dec 23, 2016	May 23, 2016
Dennis Matthew Breier	Fairwater Wealth Management unclassified	Iht Wealth Management LLC other	Other	Oct 12, 2016	May 23, 2016
Catarina Edwards	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Sep 14, 2016	Oct 14, 2016
Gregory Alfredo Chona	Ameriprise Financial Services, LLC national BD	Iht Wealth Management LLC independent RIA	Affiliated broker-dealer or bank to independent RIA	Sep 1, 2016	Apr 24, 2018 (600 d)
Michael Scott Glavin	Aliquot Capital, LLC unclassified	Iht Wealth Management LLC other	Other	Jun 6, 2016	May 12, 2016
Scott Charles Kurkjian	Wells Fargo Advisors wirehouse	Iht Wealth Management LLC other	Other	May 24, 2016	May 19, 2016
Thomas Junior Ireland	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Feb 19, 2016	Dec 16, 2016 (301 d)
Jeffrey A Kocis	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Dec 22, 2015	Dec 21, 2015
John P Kinsella	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Dec 22, 2015	Dec 22, 2015
Jose Eduardo Hauad	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Jul 20, 2015	Jul 21, 2015
Thomas Michael Brdecka	Transamerica Financial Advisors, LLC other	Iht Wealth Management LLC other	Other	Mar 17, 2015	Feb 27, 2015
Evan Scherer	Transamerica Financial Advisors, LLC other	Iht Wealth Management LLC other	Other	Mar 12, 2015	Mar 31, 2015
Peter Arboleda	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 1, 2014
Ryan Tharp Wittig	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 1, 2014
Steven John Dudash	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 1, 2014
Alex Papadopoulos	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 18, 2014
Orlando Ochoa	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 1, 2014
Scott Josef Staley	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC no RAUM	Wirehouse to a newly registered adviser (no RAUM reported yet)	Jun 30, 2014	Jul 1, 2014
Matthew James Zivick	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Jun 30, 2014	Mar 6, 2015 (249 d)
Karla M Hernandez	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Jun 30, 2014	Mar 6, 2015 (249 d)
Corianne Leyton	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC BD affiliated	Wirehouse to affiliated broker-dealer or bank	Jun 30, 2014	Jan 1, 2025 (3838 d)
Nora Dudash	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Iht Wealth Management LLC other	Other	Jun 30, 2014	Mar 6, 2015 (249 d)
Michael Adrian Porrey	Leslie Global Wealth, LLC other	Iht Wealth Management LLC other	Other	Dec 5, 2012	Feb 20, 2015 (807 d)
James V Petitpren	Morgan Stanley wirehouse	Iht Wealth Management LLC other	Other	Jul 11, 2012	Oct 27, 2016 (1569 d)
Kurt Frederick Yndestad	J.P. Morgan Securities LLC wirehouse	Iht Wealth Management LLC independent RIA	Wirehouse to independent RIA	May 15, 2012	Sep 9, 2019 (2673 d)
Cathleen Nash Stevens	Securities America Advisors, Inc. other	Iht Wealth Management LLC independent RIA	Other	Aug 9, 2011	May 2, 2019 (2823 d)
Nandan Jagdish Shah	Mauka Capital unclassified	Iht Wealth Management LLC independent RIA	Other	Nov 20, 2009	Apr 2, 2019 (3420 d)
Ruth Lorraine Forehand	Usaa Financial Planning Services no RAUM	Iht Wealth Management LLC independent RIA	Other	Apr 20, 2009	Jan 17, 2020 (3924 d)
Christopher Samuel Handlee	Eagle Strategies LLC other	Iht Wealth Management LLC BD affiliated	Other	Jun 6, 2008	Jul 3, 2024 (5871 d)
Matthew T Hilding	John Hancock Investment Management LLC other	Iht Wealth Management LLC BD affiliated	Other	Dec 17, 2007	Jul 5, 2024 (6045 d)
Jim Koliatsis	Lasalle Financial Services, Inc. unclassified	Iht Wealth Management LLC other	Other	Sep 11, 2007	Oct 3, 2017 (3675 d)
Ryan William Mccain	Lasalle Financial Services, Inc. unclassified	Iht Wealth Management LLC other	Other	Sep 11, 2007	Oct 3, 2017 (3675 d)

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183 moves match.