Advisor moves

Arrivals at Ip Financial Advisory Services 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.

AdvisorFromToTypeLeftRegistered
Lonnie D MclaneSpc otherIp Financial Advisory Services LLC independent RIAOtherMay 30, 2017Feb 1, 2020 (977 d)
Earl C MccraryAmeriprise Financial Services, LLC national BDIp Financial Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 22, 2017Jan 13, 2020 (966 d)
Chase John CarlinLegend Advisory, LLC otherIp Financial Advisory Services LLC independent RIAOtherJan 19, 2017Feb 4, 2020 (1111 d)
Eric Dean MartzSheaff Brock Investment Advisors, LLC otherIp Financial Advisory Services LLC BD affiliatedOtherAug 11, 2016May 11, 2022 (2099 d)
Glenn Robert DavidowInstitute For Wealth Advisors, Inc. otherIp Financial Advisory Services LLC independent RIAOtherJul 27, 2016Feb 5, 2020 (1288 d)
Stace J JensenGirard Securities, Inc. otherIp Financial Advisory Services LLC independent RIAOtherJul 27, 2016Feb 4, 2020 (1287 d)
David Anthony ReoSummit Financial Group Inc otherIp Financial Advisory Services LLC BD affiliatedOtherMar 21, 2016Oct 26, 2021 (2045 d)
Guillermo Fidel NodarseMonticello Investment Services, Inc. no RAUMIp Financial Advisory Services LLC independent RIAOtherDec 16, 2015Feb 18, 2020 (1525 d)
Jeffrey Joseph ScrimentiJ P Turner & Company Capital Management, LLC otherIp Financial Advisory Services LLC independent RIAOtherOct 9, 2015Jan 10, 2020 (1554 d)
Donald Leroy SilbermanSummit Financial Group Inc otherIp Financial Advisory Services LLC independent RIAOtherApr 7, 2015Jan 9, 2020 (1738 d)
Peter Sean McdonnellRoth Capital Partners, LLC state registeredIp Financial Advisory Services LLC BD affiliatedOtherApr 2, 2015Oct 1, 2024 (3470 d)
Matthew Lee GreinerSecurities America Advisors, Inc. otherIp Financial Advisory Services LLC independent RIAOtherJul 2, 2014Jan 10, 2020 (2018 d)
Steven Michael WhiteMML Investors Services, LLC otherIp Financial Advisory Services LLC BD affiliatedOtherMar 10, 2014Jan 1, 2025 (3950 d)
Zaven Andrew YarumianMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIp Financial Advisory Services LLC BD affiliatedWirehouse to affiliated broker-dealer or bankMar 10, 2014Apr 23, 2021 (2601 d)
Brian Joseph MockScf Investment Advisors, Inc. otherIp Financial Advisory Services LLC independent RIAOtherOct 28, 2013Feb 12, 2020 (2298 d)
Larry SandersPrimerica Advisors national BDIp Financial Advisory Services LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 1, 2013May 20, 2021 (2941 d)
Melvin Dale BrooksTransamerica Financial Advisors, LLC otherIp Financial Advisory Services LLC independent RIAOtherDec 31, 2012Feb 20, 2020 (2607 d)
Edward Santo FinocchiaroAllspring Funds Management, LLC otherIp Financial Advisory Services LLC independent RIAOtherDec 31, 2009Jan 14, 2026 (5858 d)
Jeri Margolis GlazerMorgan Stanley Dw Inc. unclassifiedIp Financial Advisory Services LLC BD affiliatedOtherMar 31, 2003Mar 3, 2023 (7277 d)
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139 moves match.