Advisor moves

Arrivals at Nfp Advisor 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
William G LangensteinSii Investments, Inc. otherNfp Advisor Services, LLC otherOtherAug 20, 2014Aug 19, 2014
Paul Joseph MccolganFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 15, 2014Oct 19, 2015 (430 d)
Phillip Anthony MathesonFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 12, 2014Aug 14, 2014
James E MaulfairFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 12, 2014Aug 12, 2014
Frederick James PieracciFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 12, 2014Aug 8, 2014
Mark Richard ForbesFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 8, 2014Aug 8, 2014
Kristen Ann DeevyFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 8, 2014Aug 8, 2014
Alexander Martin GrothLPL Financial LLC otherNfp Advisor Services, LLC otherOtherAug 8, 2014Aug 25, 2014
Denise ChisolmFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 1, 2014Aug 1, 2014
Marc Anthony WalkerFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherAug 1, 2014Aug 1, 2014
Rodryan Angeles MarayagFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherJul 31, 2014Jul 30, 2014
Moira Margaret HagyUsi Advisors otherNfp Advisor Services, LLC otherOtherJul 31, 2014Sep 30, 2014 (61 d)
Christopher Curtis KemptonFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherJul 30, 2014Jul 31, 2014
Michael C KettnerCitigroup Global Markets Inc. otherNfp Advisor Services, LLC otherOtherJul 18, 2014Jul 15, 2014
Richard Evan ThomasAmeriprise Financial Services, LLC national BDNfp Advisor Services, LLC otherOtherJul 7, 2014Jun 27, 2014
Kimberly Dawn PruittFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherJun 24, 2014Jun 27, 2014
Amalia Maryvonne BeerPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherJun 18, 2014Jun 23, 2014
Johnny KangE*Trade Capital Management, LLC otherNfp Advisor Services, LLC otherOtherJun 11, 2014Jun 5, 2014
Mary Lynne PatchTrademark Capital Management Inc otherNfp Advisor Services, LLC otherOtherJun 10, 2014Aug 28, 2014 (79 d)
Jordan LongEdward Jones national BDNfp Advisor Services, LLC otherOtherMay 19, 2014Jul 8, 2014 (50 d)
Kenneth DerCambridge Investment Research Advisors, Inc. otherNfp Advisor Services, LLC otherOtherApr 17, 2014Apr 15, 2014
Garrett John DevineWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherApr 9, 2014Mar 28, 2014
John Francis BuckleyIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Aug 6, 2014 (127 d)
Kendall Benjamin StorchIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Apr 8, 2014
Adam John MiloroIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Apr 5, 2016 (735 d)
Shawn Francis AulenbachIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherApr 1, 2014Mar 23, 2016 (722 d)
Barry SolonStrategic Advisers LLC national BDNfp Advisor Services, LLC otherOtherMar 25, 2014Sep 22, 2014 (181 d)
Matthew Benjamin TerryCetera Investment Advisers LLC otherNfp Advisor Services, LLC otherOtherMar 24, 2014Mar 17, 2014
David Allen TurnerRobert W. Baird & Co. Incorporated otherNfp Advisor Services, LLC otherOtherMar 13, 2014Apr 24, 2014 (42 d)
Kurt William WiegertFounders Financial Securities, LLC otherNfp Advisor Services, LLC otherOtherMar 4, 2014Mar 4, 2014
Markus Gracen ByrdInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherFeb 24, 2014Feb 21, 2014
Ashlee Nicole OgrzewallaCambridge Capital Management, LLC otherNfp Advisor Services, LLC otherOtherFeb 4, 2014May 27, 2014 (112 d)
Michael James CallawayEdward Jones national BDNfp Advisor Services, LLC otherOtherJan 21, 2014Jun 6, 2014 (136 d)
Don F MorganWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherJan 17, 2014Jan 23, 2014
Heather Alison SmithValic Financial Advisors, Inc. otherNfp Advisor Services, LLC otherOtherJan 17, 2014Dec 11, 2014 (328 d)
Jeffrey Thomas GueLPL Financial LLC otherNfp Advisor Services, LLC otherOtherJan 13, 2014Dec 13, 2013
Bryan Christopher BeamerRaymond James Financial Services Advisors, Inc otherNfp Advisor Services, LLC otherOtherJan 9, 2014Jan 28, 2014
Christopher Todd WilhoitLPL Financial LLC otherNfp Advisor Services, LLC otherOtherDec 24, 2013Dec 11, 2013
Anthony C WilloughbyInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherDec 23, 2013Feb 4, 2014 (43 d)
Brian Thomas LoweryCharles Schwab & Co., Inc. national BDNfp Advisor Services, LLC otherOtherDec 13, 2013Dec 2, 2013
James Wesley BattleStratwealth otherNfp Advisor Services, LLC otherOtherDec 5, 2013Jun 10, 2014 (187 d)
Jason John BogaczykLPL Financial LLC otherNfp Advisor Services, LLC otherOtherNov 27, 2013Nov 18, 2013
Lamont A. BrownNewsquare Capital, LLC otherNfp Advisor Services, LLC otherOtherNov 19, 2013Aug 15, 2013
Kyle Jordan LaddMorgan Stanley wirehouseNfp Advisor Services, LLC otherOtherNov 14, 2013Jan 10, 2014 (57 d)
Steven E BenderOsaic Fa, Inc. otherNfp Advisor Services, LLC otherOtherNov 5, 2013Nov 12, 2013
Brett Michael WaltersEdward Jones national BDNfp Advisor Services, LLC otherOtherOct 28, 2013Oct 28, 2013
Mark Joseph ZraunigEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherOct 16, 2013Oct 15, 2013
Nina Marie DipalmaRaymond James Financial Services Advisors, Inc otherNfp Advisor Services, LLC otherOtherOct 11, 2013Dec 12, 2013 (62 d)
Tamekia Yolanda ThompsonFirst Tennessee Advisory Services, Inc. otherNfp Advisor Services, LLC otherOtherOct 10, 2013Nov 12, 2014 (398 d)
Tamara Leah HigginsFsc Securities Corporation otherNfp Advisor Services, LLC otherOtherOct 2, 2013Sep 30, 2013
Anthony J. FalcoFsc Securities Corporation otherNfp Advisor Services, LLC otherOtherOct 2, 2013Sep 30, 2013
Christopher Dale ClarkCharles Schwab & Co., Inc. national BDNfp Advisor Services, LLC otherOtherSep 24, 2013Sep 17, 2013
Thomas R HaydenEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherSep 10, 2013Sep 6, 2013
Elyse Annette Dornhecker JensenNorthwestern Mutual Investment Services,LLC otherNfp Advisor Services, LLC otherOtherSep 3, 2013Oct 29, 2013 (56 d)
Jason A SnipeNew England Securities Corporation otherNfp Advisor Services, LLC otherOtherAug 20, 2013Aug 15, 2013
Charles Tyler BrocatoVan Gilder Retirement Solutions, LLC otherNfp Advisor Services, LLC otherOtherAug 8, 2013Feb 2, 2015 (543 d)
Paul Joseph MelnickMML Investors Services, LLC otherNfp Advisor Services, LLC otherOtherJul 24, 2013Jul 23, 2013
Mark Albert MacumberCetera Advisor Networks LLC otherNfp Advisor Services, LLC otherOtherJul 23, 2013Aug 29, 2013 (37 d)
Pamela Kay WeaverRussell Capital Management, LLC unclassifiedNfp Advisor Services, LLC otherOtherJul 8, 2013Nov 5, 2013 (120 d)
John Patrick O'ConnorMsi Financial Services, Inc. otherNfp Advisor Services, LLC otherOtherJun 17, 2013Jun 14, 2013
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556 moves match.