DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Bok Financial Advisors

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
Cheng Joey YangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Advisors otherOtherDec 20, 2012Feb 27, 2013 (69 d)
Billy Bob KingWaddell & Reed otherBok Financial Advisors otherOtherDec 19, 2012Jan 7, 2013
Chandra Ellen HalversonAdvisornet Wealth Partners otherBok Financial Advisors otherOtherDec 5, 2012Jan 8, 2014 (399 d)
Rusty Clayton JonesArvest Wealth Management otherBok Financial Advisors otherOtherNov 27, 2012Dec 5, 2012
Careyann Peterson ThomasSnider Advisors otherBok Financial Advisors otherOtherNov 12, 2012Dec 10, 2012
John William GodwinJ.P. Morgan Securities LLC wirehouseBok Financial Advisors otherOtherOct 12, 2012Oct 4, 2012
Matthew Franklin MitchellSpire Wealth Management, LLC otherBok Financial Advisors otherOtherSep 28, 2012Nov 20, 2012 (53 d)
Sharon Karraker CohenBmo Asset Management Corp. otherBok Financial Advisors otherOtherSep 26, 2012Jan 18, 2013 (114 d)
John Michael HansonPnc Managed Account Solutions, Inc. otherBok Financial Advisors otherOtherSep 17, 2012Sep 20, 2012
John Matthew PierceBancwest Investment Services, Inc. (Bwis) otherBok Financial Advisors otherOtherAug 8, 2012Aug 8, 2012
Sara Dawn StilesStrategic Advisers LLC national BDBok Financial Advisors otherOtherJun 13, 2012Jun 5, 2012
Ryan Patrick BuchanJ.P. Morgan Securities LLC wirehouseBok Financial Advisors otherOtherMay 15, 2012Jun 22, 2012 (38 d)
Adam Seth BakerJ.P. Morgan Securities LLC wirehouseBok Financial Advisors BD affiliatedWirehouse to affiliated broker-dealer or bankMay 15, 2012Apr 30, 2021 (3272 d)
Matthew Joseph LeaumontCaz Investments L.P. otherBok Financial Advisors otherOtherApr 17, 2012Apr 3, 2012
David Reid PringleBancwest Investment Services, Inc. (Bwis) otherBok Financial Advisors otherOtherApr 9, 2012Apr 10, 2012
Ronnie Carrol DavisChase Investment Services Corp. otherBok Financial Advisors otherOtherApr 5, 2012Apr 18, 2012
Timothy Matthew MurphyWells Fargo Advisors wirehouseBok Financial Advisors otherOtherFeb 21, 2012Feb 22, 2012
Jay Lee GoldbergPnc Managed Account Solutions, Inc. otherBok Financial Advisors otherOtherJan 12, 2012Nov 29, 2011
Carey Stuart KesnerPnc Managed Account Solutions, Inc. otherBok Financial Advisors otherOtherJan 12, 2012Nov 29, 2011
John Harbin RobuckRBC Capital Markets, LLC national BDBok Financial Advisors otherOtherDec 21, 2011Mar 5, 2012 (75 d)
Brandon Ross HenryPnc Managed Account Solutions, Inc. otherBok Financial Advisors otherOtherNov 23, 2011Nov 21, 2011
Aaron Daniel SchmanskiSterne Agee Asset Management, Inc. otherBok Financial Advisors otherOtherOct 17, 2011Oct 21, 2011
Douglas Christopher BrownVoya Investment Management Co. LLC otherBok Financial Advisors otherOtherOct 4, 2011Dec 21, 2011 (78 d)
James Bryan PearsonArvest Wealth Management otherBok Financial Advisors otherOtherAug 29, 2011Nov 25, 2013 (819 d)
Charles David ClarkChase Investment Services Corp. otherBok Financial Advisors otherOtherJul 15, 2011Jul 15, 2011
Nathan Cole GoodmanSecurian Financial Services, Inc. otherBok Financial Advisors otherOtherJun 20, 2011Nov 18, 2014 (1247 d)
Barbara J GibbonsMorgan Stanley wirehouseBok Financial Advisors otherOtherMay 26, 2011May 18, 2011
Kyle Ray BowenNfsg Corporation otherBok Financial Advisors otherOtherApr 18, 2011Apr 30, 2011
Kayla Jo SmileyTd Ameritrade, Inc. no RAUMBok Financial Advisors otherOtherMar 18, 2011Mar 16, 2011
Robert Harry LambrightChase Investment Services Corp. otherBok Financial Advisors otherOtherJan 4, 2011Jan 4, 2011
Scott Michael WalkerBancwest Investment Services, Inc. (Bwis) otherBok Financial Advisors otherOtherDec 13, 2010Dec 13, 2010
Marcy Jeanette WatkinsEdward Jones national BDBok Financial Advisors otherOtherNov 11, 2010Mar 16, 2011 (125 d)
Bradley Scott PriestCharles Schwab & Co., Inc. national BDBok Financial Advisors otherOtherSep 20, 2010May 10, 2012 (598 d)
Paula Jean StewartPhillips Capital Advisors, Inc. otherBok Financial Advisors otherOtherSep 17, 2010Oct 6, 2010
Zachary M RobinsonGeary Securities, Inc. unclassifiedBok Financial Advisors otherOtherAug 24, 2010Sep 9, 2010
Craig Richard KitchenPhillips Capital Advisors, Inc. otherBok Financial Advisors otherOtherJul 20, 2010Jun 29, 2010
Melinda Jane PerryMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Advisors otherOtherMay 18, 2010May 27, 2010
Julie Marie MahanayArvest Wealth Management otherBok Financial Advisors BD affiliatedOtherApr 1, 2010Oct 29, 2019 (3498 d)
Lawrence Arthur GekiereSecurities America Advisors, Inc. otherBok Financial Advisors otherOtherMar 31, 2010Apr 5, 2010
Marcus Andrew HeckmanWells Fargo Advisors wirehouseBok Financial Advisors otherOtherMar 29, 2010Apr 13, 2010
Phyllis Ann AchorSwbc Investment Company otherBok Financial Advisors otherOtherMar 17, 2010Jun 8, 2010 (83 d)
Justin Miles McdannaldMorgan Stanley wirehouseBok Financial Advisors otherOtherFeb 4, 2010Jan 29, 2010
James Raymond ClarkMomentum Independent Network Inc. otherBok Financial Advisors otherOtherNov 2, 2009Oct 27, 2009
Aaron Scott ClarkJ.P. Morgan Securities LLC wirehouseBok Financial Advisors otherOtherMay 27, 2009May 13, 2011 (716 d)
Graham Edward MacneillAmeriprise Financial Services, LLC national BDBok Financial Advisors otherOtherApr 20, 2009Sep 16, 2015 (2340 d)
Nicholas Edward PolyakCavanal Hill Investment Management, Inc. otherBok Financial Advisors otherOtherApr 17, 2009Apr 17, 2009
Justin Lee CorcoranArvest Wealth Management otherBok Financial Advisors otherOtherMar 19, 2009Mar 10, 2009
Michael Sean DuganAmerican Century Advisory Services, Inc. no RAUMBok Financial Advisors otherOtherMar 3, 2009Apr 9, 2010 (402 d)
Scott Ryan SwiggettEdward Jones national BDBok Financial Advisors otherOtherMar 2, 2009Mar 18, 2009
James Cole WatsonTd Ameritrade Investment Management, LLC otherBok Financial Advisors otherOtherFeb 18, 2009Apr 22, 2013 (1524 d)
Jon Craig SwansonFirst Wall Street Corp. unclassifiedBok Financial Advisors otherOtherDec 31, 2008Mar 18, 2009 (77 d)
Sara Elizabeth SkipperMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Advisors otherOtherDec 22, 2008Apr 27, 2009 (126 d)
Valerie Jean ZwostaCetera Investment Services LLC otherBok Financial Advisors otherOtherNov 25, 2008Dec 1, 2008
Lisa Ann MoberlyEdward Jones national BDBok Financial Advisors otherOtherNov 11, 2008Sep 24, 2009 (317 d)
Michael KearneyBmo Harris Financial Advisors, Inc otherBok Financial Advisors otherOtherAug 14, 2008Jan 15, 2009 (154 d)
Matthew Bradley MitchellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Advisors otherOtherJul 22, 2008Aug 1, 2008
Bradley C WedelMorgan Stanley & Co. LLC unclassifiedBok Financial Advisors otherOtherJul 8, 2008Jul 3, 2008
Kari Michelle RiggsHilltop Securities Inc. otherBok Financial Advisors otherOtherJun 19, 2008Jul 2, 2008
Alan Luther MillerJ.P. Morgan Securities Inc. unclassifiedBok Financial Advisors otherOtherMay 27, 2008Aug 5, 2008 (70 d)
Trevor Keane HarrisWaddell & Reed otherBok Financial Advisors otherOtherMay 23, 2008Jun 27, 2012 (1496 d)
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205 moves match.