Arrivals at Invest Financial Corporation

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.

Advisor	From	To	Type	Left	Registered
Joel Nicholas Revak	Thrivent Investment Management Inc. other	Invest Financial Corporation other	Other	Mar 3, 2014	Mar 25, 2014
Michael David Miller	Calton & Associates, Inc. other	Invest Financial Corporation other	Other	Feb 25, 2014	Feb 26, 2014
Markus Gracen Byrd	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Feb 14, 2014	Feb 11, 2014
Thomas P Tulaney	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Feb 11, 2014	Mar 5, 2014
William Michael Girone	Oneamerica Securities, Inc. other	Invest Financial Corporation other	Other	Feb 5, 2014	Jan 14, 2014
Joe Alexander Sanchez	Fifth Third Securities, Inc. other	Invest Financial Corporation other	Other	Jan 31, 2014	Mar 17, 2014 (45 d)
Lisa Lynne Pomerleau	Investors Capital Advisory other	Invest Financial Corporation other	Other	Jan 29, 2014	Jan 16, 2014
Tatiana Frost Purdy	Raymond James Financial Services Advisors, Inc other	Invest Financial Corporation other	Other	Jan 29, 2014	Feb 14, 2014
Michael Christopher Nordmann	Northwestern Mutual Investment Services,LLC other	Invest Financial Corporation other	Other	Jan 21, 2014	Jan 24, 2014
Louis Anthony Capezza	Lanark Financial, Inc. other	Invest Financial Corporation other	Other	Jan 6, 2014	Dec 18, 2013
Jeffrey Ward Nolan	LPL Financial LLC other	Invest Financial Corporation other	Other	Dec 31, 2013	Jan 2, 2014
Susan Camille Cromwell	Concourse Financial Group Advisors other	Invest Financial Corporation other	Other	Dec 31, 2013	Jan 27, 2014
Jonathon Caleb Anderson	MML Investors Services, LLC other	Invest Financial Corporation other	Other	Dec 11, 2013	Dec 9, 2013
Daniel Fahringer	Pruco Securities, LLC other	Invest Financial Corporation other	Other	Nov 27, 2013	Dec 23, 2013
Stephen Vincent Gaudino	Next Financial Group, Inc. other	Invest Financial Corporation other	Other	Nov 18, 2013	Nov 15, 2013
April Lynn Breheim	Northwestern Mutual Investment Services,LLC other	Invest Financial Corporation other	Other	Oct 24, 2013	Dec 5, 2013 (42 d)
Leslie Onita Sousa	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Oct 14, 2013	Oct 16, 2013
Michael P. Palmer	Spc other	Invest Financial Corporation other	Other	Oct 14, 2013	Oct 14, 2013
Milissa Marie Hengel	Bancwest Investment Services, Inc. (Bwis) other	Invest Financial Corporation other	Other	Oct 11, 2013	Oct 9, 2013
Justin Michael Arneson	Edward Jones national BD	Invest Financial Corporation other	Other	Oct 10, 2013	Dec 9, 2013 (60 d)
Charles J Hahn	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Oct 2, 2013	Sep 16, 2013
Alexander Houston Minge	Stratos Wealth Partners, Ltd other	Invest Financial Corporation other	Other	Oct 1, 2013	Jun 23, 2015 (630 d)
Jonathan Hill	Strategic Advisers LLC national BD	Invest Financial Corporation other	Other	Sep 5, 2013	Sep 27, 2013
Salvador Diaz	LPL Financial LLC other	Invest Financial Corporation other	Other	Aug 27, 2013	Aug 27, 2013
Michael David Erbaio	Advice And Planning Services other	Invest Financial Corporation other	Other	Aug 7, 2013	Feb 28, 2014 (205 d)
Brian E Orr	Walnut Street Securities, Inc. other	Invest Financial Corporation other	Other	Jul 24, 2013	Jul 24, 2013
Sandra Jean Rice	Walnut Street Securities, Inc. other	Invest Financial Corporation other	Other	Jul 24, 2013	Jul 24, 2013
Gerald Eric Hagman	Waddell & Reed other	Invest Financial Corporation other	Other	Jul 8, 2013	Mar 17, 2014 (252 d)
Shawn R Gaustad	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Jul 8, 2013	Aug 21, 2013 (44 d)
Lonny Lee Winters	Edward Jones national BD	Invest Financial Corporation other	Other	Jun 4, 2013	Jul 26, 2013 (52 d)
Zachary B Messina	J.P. Morgan Securities LLC wirehouse	Invest Financial Corporation other	Other	May 3, 2013	Jul 29, 2013 (87 d)
Frederick Gary Wotruba	LPL Financial LLC other	Invest Financial Corporation other	Other	May 3, 2013	May 6, 2013
Anne E Kraljic	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Apr 22, 2013	Apr 19, 2013
William Austin Allen	Geneos Wealth Management, Inc. other	Invest Financial Corporation other	Other	Apr 12, 2013	Apr 15, 2013
Catherine Adele Kipling	D.A. Davidson & Co. other	Invest Financial Corporation other	Other	Apr 11, 2013	Jun 4, 2013 (54 d)
Scott James Gregory	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Mar 20, 2013	Mar 18, 2013
Steven Marshall Julian	Edward Jones national BD	Invest Financial Corporation other	Other	Mar 4, 2013	Mar 1, 2013
Mark John Dubel	Affinity Investment Services, LLC unclassified	Invest Financial Corporation other	Other	Feb 13, 2013	Jan 22, 2013
Timothy Alexander Donaldson	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Feb 13, 2013	Mar 11, 2013
Nathan Lee Hooker	Voya Financial Advisors, Inc. other	Invest Financial Corporation other	Other	Feb 11, 2013	Feb 11, 2013
James Anthony Bartow	Hornor, Townsend & Kent, LLC other	Invest Financial Corporation other	Other	Feb 7, 2013	Feb 1, 2013
Thomas J. Olbrich	Hornor, Townsend & Kent, LLC other	Invest Financial Corporation other	Other	Feb 1, 2013	Jan 23, 2013
Raymond Hugh Wilcox	LPL Financial LLC other	Invest Financial Corporation other	Other	Jan 31, 2013	Jan 22, 2013
Jeffrey Bruce Smith	Affinity Investment Services, LLC unclassified	Invest Financial Corporation other	Other	Jan 30, 2013	Jan 16, 2013
William Benjamin Pretory	Affinity Investment Services, LLC unclassified	Invest Financial Corporation other	Other	Jan 30, 2013	Jan 16, 2013
John H Reid	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Jan 30, 2013	Apr 2, 2013 (62 d)
Robert Andrew Hikes	Affinity Investment Services, LLC unclassified	Invest Financial Corporation other	Other	Jan 30, 2013	Jan 16, 2013
Scott Robert Uebelhoer	Park Avenue Securities LLC other	Invest Financial Corporation other	Other	Jan 22, 2013	Jan 30, 2013
Brent Thomas Peters	Edward Jones national BD	Invest Financial Corporation other	Other	Jan 17, 2013	Jan 17, 2013
Diane L Metivier	Cetera Advisor Networks LLC other	Invest Financial Corporation other	Other	Jan 16, 2013	Jan 2, 2013
Kimberly Jo Cox	Waddell & Reed other	Invest Financial Corporation other	Other	Jan 15, 2013	Apr 3, 2013 (78 d)
Deric Bernard Governale	Edward Jones national BD	Invest Financial Corporation other	Other	Jan 3, 2013	Jan 17, 2013
Allison Odenthal	Pnc Wealth Management other	Invest Financial Corporation other	Other	Jan 2, 2013	Jan 14, 2013
Dominick Martinez Divine	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Dec 31, 2012	Jan 3, 2013
Christopher Scott Moore	Sterne Agee Investment Advisor Services, Inc. other	Invest Financial Corporation other	Other	Dec 17, 2012	Dec 18, 2012
Michael Joseph Linkey	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Nov 20, 2012	Nov 29, 2012
Michael Jeffrey Connor	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Nov 16, 2012	Oct 29, 2012
Teresa Dawn Clements	Peak American Investment Advisors, Inc. independent RIA	Invest Financial Corporation other	Other	Nov 15, 2012	Jan 24, 2014 (435 d)
May Li Liu	J.P. Morgan Securities LLC wirehouse	Invest Financial Corporation other	Other	Nov 14, 2012	Dec 5, 2012
Shemika Lashawn Freeman	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Nov 7, 2012	Nov 5, 2012

Page 4 of 14Previous Next

800 moves match.