DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Arvest Wealth 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
Amanda Mcshan ClarkMorgan Keegan & Company, LLC otherArvest Wealth Management otherOtherDec 10, 2007May 20, 2008 (162 d)
Michael Paul BennittRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherJun 1, 2007Jun 1, 2007
David Franklin FrostMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherApr 4, 2007Aug 20, 2014 (2695 d)
Robert Craig SpearsBanc Of America Investment Services, Inc. unclassifiedArvest Wealth Management otherOtherAug 18, 2006Nov 3, 2006 (77 d)
Brian Dean WoodA. G. Edwards & Sons, Inc. unclassifiedArvest Wealth Management otherOtherJun 13, 2006Jun 28, 2006
Jack Melton ParksRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 4, 2006Apr 11, 2006
William Francis HinesRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 4, 2006Apr 4, 2006
James Edwin SummersRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 4, 2006Feb 15, 2006
Troy Allen KestnerRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 4, 2006Apr 3, 2006
Hillman Zell JonesRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 4, 2006Feb 15, 2006
David Kevin SagerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherJan 4, 2006Jan 9, 2006
John Atwood HardingOfi Private Investments Inc otherArvest Wealth Management otherOtherDec 19, 2005Dec 12, 2013 (2915 d)
David Todd StanleyFsw Partners, L.P. unclassifiedArvest Wealth Management otherOtherOct 20, 2005Aug 14, 2006 (298 d)
Michael John WestermanCetera Investment Services LLC otherArvest Wealth Management otherOtherSep 22, 2005May 26, 2006 (246 d)
Scotty V DeanMML Investors Services, LLC otherArvest Wealth Management otherOtherJul 27, 2005Mar 15, 2007 (596 d)
Donny Ray RogersMorgan Keegan & Company, LLC otherArvest Wealth Management otherOtherJun 8, 2005Nov 4, 2008 (1245 d)
Joel Brent AkersRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherApr 27, 2005Apr 22, 2005
Dennis Jason WhittakerUnion Planters Investment Advisors, Inc. unclassifiedArvest Wealth Management otherOtherAug 3, 2004Jul 19, 2006 (715 d)
Julie Colleen Donoho-ElkinsT. Rowe Price Advisory Services, Inc. no RAUMArvest Wealth Management otherOtherMay 3, 2004Feb 16, 2006 (654 d)
Thomas Charles HardyWaddell & Reed otherArvest Wealth Management otherOtherMar 8, 2004Dec 16, 2014 (3935 d)
Hardee David JerrelsInvest Financial Corporation otherArvest Wealth Management otherOtherFeb 10, 2004Jan 27, 2004
Joshua Wayne RandolphAvantax Advisory Services otherArvest Wealth Management otherOtherOct 2, 2003Oct 3, 2003
John Edward MartfeldEquitable Advisors, LLC national BDArvest Wealth Management otherOtherApr 17, 2003Apr 22, 2003
Benjamin Stephen ShaddoxEquitable Advisors, LLC national BDArvest Wealth Management otherOtherMar 21, 2003Mar 5, 2003
Barry Christopher RookerBanc Of America Investment Services, Inc. unclassifiedArvest Wealth Management BD affiliatedOtherFeb 28, 2003Oct 15, 2020 (6439 d)
Wayne Thomas ChoisnetMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseArvest Wealth Management otherOtherDec 19, 2002Mar 6, 2003 (77 d)
Clay Wesley NickelRaymond James Financial Services, Inc. unclassifiedArvest Wealth Management otherOtherDec 11, 2002Jan 3, 2011 (2945 d)
Scott ConwayMorgan Stanley Dw Inc. unclassifiedArvest Wealth Management otherOtherNov 21, 2002Dec 12, 2002
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148 moves match.