DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Money Concepts Advisory Service

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
Jessie Anthony FabianoInvestment Professionals, Inc. otherMoney Concepts Advisory Service otherOtherDec 17, 2013Jan 15, 2014
Garry Eugene AutrySpc otherMoney Concepts Advisory Service otherOtherNov 1, 2013Oct 31, 2013
Mark Allen TownsendVeritrust Financial, LLC otherMoney Concepts Advisory Service BD affiliatedOtherSep 27, 2013Nov 19, 2025 (4436 d)
Shawn Oliver ShortNext Financial Group, Inc. otherMoney Concepts Advisory Service otherOtherSep 24, 2013Sep 25, 2013
Patrick Willis WardResource Horizons Investment Advisory, Inc. otherMoney Concepts Advisory Service otherOtherAug 29, 2013Aug 30, 2013
Mark Kevin StiversResource Horizons Investment Advisory, Inc. otherMoney Concepts Advisory Service otherOtherAug 27, 2013Aug 30, 2013
Anthony Lee TinsleyResource Horizons Investment Advisory, Inc. otherMoney Concepts Advisory Service otherOtherAug 22, 2013Aug 22, 2013
Francis Michael LannResource Horizons Investment Advisory, Inc. otherMoney Concepts Advisory Service otherOtherAug 14, 2013Aug 15, 2013
Robert Gene BergerResource Horizons Investment Advisory, Inc. otherMoney Concepts Advisory Service otherOtherAug 1, 2013Aug 2, 2013
Jerry Thomas MayesLPL Financial LLC otherMoney Concepts Advisory Service otherOtherAug 1, 2013Aug 1, 2013
Tammy Lynn BrownMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMoney Concepts Advisory Service otherOtherJul 23, 2013Jul 22, 2013
Andrew Robert RaggioAmeriprise Financial Services, LLC national BDMoney Concepts Advisory Service otherOtherMay 2, 2013Sep 13, 2013 (134 d)
Lorena Annette CorralGreat Nation Investment Corporation unclassifiedMoney Concepts Advisory Service otherOtherApr 30, 2013May 15, 2013
William Kenneth Young TerryCuna Brokerage Services, Inc. otherMoney Concepts Advisory Service otherOtherFeb 8, 2013Feb 13, 2013
Irvin Wayne BrewerNew Life Financial LLC unclassifiedMoney Concepts Advisory Service otherOtherJan 31, 2013Feb 19, 2013
Kimberly Ann HogueNew Life Financial LLC unclassifiedMoney Concepts Advisory Service otherOtherJan 31, 2013Nov 19, 2013 (292 d)
Christopher Matthew TostensonFintegra, LLC otherMoney Concepts Advisory Service otherOtherJan 15, 2013Apr 17, 2013 (92 d)
Robert Andrew YarbroughMorgan Keegan & Company, LLC otherMoney Concepts Advisory Service otherOtherJan 11, 2013Jun 7, 2013 (147 d)
Helen DaoVsr Advisory Services otherMoney Concepts Advisory Service otherOtherDec 31, 2012Jan 14, 2013
Jamey Robert PesekPrincipal Securities, Inc. otherMoney Concepts Advisory Service otherOtherDec 21, 2012Jan 23, 2013 (33 d)
Christopher Allen EgliCitizens Securities, Inc. otherMoney Concepts Advisory Service otherOtherNov 20, 2012Nov 30, 2012
Ryan Charles McdanielJ.P. Morgan Securities LLC wirehouseMoney Concepts Advisory Service otherOtherNov 15, 2012Jan 15, 2013 (61 d)
David Wayne HomardChesapeake Wealth Management otherMoney Concepts Advisory Service otherOtherOct 26, 2012Oct 29, 2012
Geoffrey Chad RingleStrategic Advisers LLC national BDMoney Concepts Advisory Service otherOtherOct 11, 2012Oct 3, 2014 (722 d)
Jon Marvin FletcherFletcher Asset Management, Inc. unclassifiedMoney Concepts Advisory Service otherOtherSep 28, 2012Nov 20, 2012 (53 d)
Lemuel Weyher KornegayCetera Advisor Networks LLC otherMoney Concepts Advisory Service otherOtherAug 31, 2012Aug 30, 2012
Andrew Michael PanyikWoodbury Financial Services, Inc. otherMoney Concepts Advisory Service otherOtherJun 11, 2012Jun 12, 2012
Todd David OlsonSagepoint Financial, Inc. otherMoney Concepts Advisory Service otherOtherApr 19, 2012May 1, 2012
Brandon Wayne StrotherWaddell & Reed otherMoney Concepts Advisory Service otherOtherMar 30, 2012Mar 28, 2012
Manuel Alfonso CarvalloTowers Watson Investment Services, Inc. no RAUMMoney Concepts Advisory Service otherOtherJan 31, 2012Sep 22, 2014 (965 d)
Larry Richard ForbesAsset & Retirement Protectors LLC unclassifiedMoney Concepts Advisory Service otherOtherDec 31, 2011Jan 3, 2012
Robert Michael DelbuonoDominari Securities LLC otherMoney Concepts Advisory Service otherOtherNov 15, 2011Nov 15, 2011
Moses LacourCetera Advisor Networks LLC otherMoney Concepts Advisory Service otherOtherSep 22, 2011Sep 2, 2011
Maree P SgroMorgan Stanley wirehouseMoney Concepts Advisory Service otherOtherSep 7, 2011Apr 25, 2013 (596 d)
Stephen WilkinsonWells Fargo Advisors wirehouseMoney Concepts Advisory Service otherOtherSep 6, 2011Sep 9, 2011
Gregory Scott RhodesCuna Brokerage Services, Inc. otherMoney Concepts Advisory Service otherOtherAug 22, 2011Mar 8, 2012 (199 d)
Christopher Vernon KimballPruco Securities, LLC otherMoney Concepts Advisory Service otherOtherAug 3, 2011Aug 1, 2011
Christopher A CasconiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMoney Concepts Advisory Service otherOtherAug 2, 2011Aug 1, 2013 (730 d)
William Matthew LeismanTrinity Capital Management, LLC state registeredMoney Concepts Advisory Service otherOtherMay 10, 2011May 4, 2011
Alexandra Renee Leon GuerreroMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMoney Concepts Advisory Service otherOtherMay 10, 2011May 12, 2011
Matthew Alan FreyQa3 Financial LLC unclassifiedMoney Concepts Advisory Service otherOtherFeb 11, 2011Feb 10, 2011
Sandra Dea PropstGreat Nation Investment Corporation unclassifiedMoney Concepts Advisory Service otherOtherFeb 10, 2011Jun 28, 2012 (504 d)
Lois Athelyn RobinsonChase Investment Services Corp. otherMoney Concepts Advisory Service otherOtherJan 4, 2011Feb 27, 2012 (419 d)
John Paul PowerPower Wealth Management, LLC unclassifiedMoney Concepts Advisory Service otherOtherDec 31, 2010Feb 1, 2010
Mark Le Strange BeatonB. C. Ziegler And Company otherMoney Concepts Advisory Service otherOtherNov 22, 2010Apr 12, 2011 (141 d)
Joshua Frederick WillifordWaddell & Reed otherMoney Concepts Advisory Service otherOtherNov 3, 2010Jan 21, 2011 (79 d)
David James DavisCuna Brokerage Services, Inc. otherMoney Concepts Advisory Service otherOtherOct 8, 2010Oct 5, 2010
Gerald NaberInvestment Advisors International, Inc. unclassifiedMoney Concepts Advisory Service otherOtherSep 7, 2010Sep 2, 2010
William A. WittichInvestment Advisors International, Inc. unclassifiedMoney Concepts Advisory Service otherOtherSep 7, 2010Sep 2, 2010
Jason Glen PueschelSaxony Capital Management, LLC otherMoney Concepts Advisory Service BD affiliatedOtherJul 16, 2010Jan 9, 2019 (3099 d)
Keenan Scott ZehnerPrincipal Securities, Inc. otherMoney Concepts Advisory Service BD affiliatedOtherJun 21, 2010Mar 29, 2022 (4299 d)
Jacob Alan MooreWells Fargo Investments, LLC unclassifiedMoney Concepts Advisory Service otherOtherDec 2, 2009Sep 14, 2017 (2843 d)
Stephen McgoffEdward Jones national BDMoney Concepts Advisory Service otherOtherNov 17, 2009Mar 20, 2013 (1219 d)
Scott Alan Whisenant1st Global Advisors Inc otherMoney Concepts Advisory Service otherOtherOct 1, 2009Oct 7, 2009
Robert Ashley WhiteUnited Planners' Financial Services Of America A Limited Partner otherMoney Concepts Advisory Service otherOtherSep 23, 2009Sep 24, 2009
Barbara Anderson GloverCincinnati Analysts, Inc otherMoney Concepts Advisory Service otherOtherAug 4, 2009Aug 11, 2009
Robert Dean LaneCuna Brokerage Services, Inc. otherMoney Concepts Advisory Service otherOtherJun 22, 2009Jun 19, 2009
Wesley Pryce SykesCharter Advisory Corporation independent RIAMoney Concepts Advisory Service otherOtherApr 22, 2009Apr 29, 2009
John Anthony CasconiNrp Advisors, Inc. unclassifiedMoney Concepts Advisory Service otherOtherMar 19, 2009Feb 18, 2009
Christopher A CasconiNrp Advisors, Inc. unclassifiedMoney Concepts Advisory Service otherOtherMar 19, 2009Feb 20, 2009
Page 4 of 5PreviousNext
296 moves match.