DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Bfc Planning, Inc.

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
Allan Lee UlrichEdward Jones national BDBfc Planning, Inc. otherOtherJul 21, 2011Dec 5, 2013 (868 d)
James Michael MeadersSt. Bernard Financial Services, Inc. otherBfc Planning, Inc. no RAUMOtherJun 21, 2011Jun 13, 2011
Brian Wallace SchillingBerthel Fisher & Company Financial Services, Inc. otherBfc Planning, Inc. no RAUMOtherJan 12, 2011Sep 23, 2011 (254 d)
Scott Michael BrannanMorgan Stanley wirehouseBfc Planning, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankOct 15, 2009Oct 22, 2018 (3294 d)
Edik EskandarianMorgan Stanley & Co. LLC unclassifiedBfc Planning, Inc. BD affiliatedOtherMay 18, 2009May 1, 2021 (4366 d)
Tj Iwan SetroRaymond James Financial Services, Inc. unclassifiedBfc Planning, Inc. otherOtherDec 10, 2008Nov 21, 2013 (1807 d)
Jeffrey Thomas HuffState Farm Investment Management Corp. otherBfc Planning, Inc. otherOtherFeb 16, 2007Apr 29, 2013 (2264 d)
Tarick Luke BernatBrecek & Young Advisors, Inc. otherBfc Planning, Inc. otherOtherJan 3, 2007Jan 31, 2014 (2585 d)
Caleb James KirbyAmerican Portfolios Advisors, Inc otherBfc Planning, Inc. no RAUMOtherOct 19, 2006Aug 16, 2011 (1762 d)
Arthur Thomas RothLegacy Advisory Services, Inc. unclassifiedBfc Planning, Inc. otherOtherJan 12, 2006Apr 11, 2014 (3011 d)
Richard J HorvathNfp Advisor Services, LLC otherBfc Planning, Inc. otherOtherJan 11, 2006Jan 31, 2014 (2942 d)
Hardee David JerrelsArvest Wealth Management otherBfc Planning, Inc. otherOtherAug 11, 2004Jun 27, 2013 (3242 d)
Louis Lorenzo EastmanContinental Capital Investment Services, Inc. unclassifiedBfc Planning, Inc. otherOtherMar 31, 2003Dec 11, 2013 (3908 d)
Robert Wayne BagbyContinental Capital Investment Services, Inc. unclassifiedBfc Planning, Inc. otherOtherMar 31, 2003Jan 14, 2014 (3942 d)
Jon Harris MesmerEquitable Advisors, LLC national BDBfc Planning, Inc. otherOtherDec 17, 2002Dec 17, 2013 (4018 d)
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195 moves match.