Advisor moves

Arrivals at Nationwide Investment Advisors, 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
Christina A. StephensonPruco Securities, LLC otherNationwide Investment Advisors, LLC otherOtherOct 4, 2017Oct 6, 2017
Amy B Lillis-KonopackiOsaic Fa, Inc. otherNationwide Investment Advisors, LLC otherOtherSep 29, 2017Dec 13, 2017 (75 d)
Edmundo Gerardo FuentesKestra Advisory Services, LLC otherNationwide Investment Advisors, LLC otherOtherAug 29, 2017Sep 27, 2017
Steven MahnEdward Jones national BDNationwide Investment Advisors, LLC otherOtherJul 10, 2017Sep 20, 2017 (72 d)
Angia M McgeorgeWaddell & Reed otherNationwide Investment Advisors, LLC otherOtherJul 5, 2017Jan 16, 2018 (195 d)
Gregory Michael SperberThrivent Investment Management Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherJun 29, 2017Jan 22, 2019 (572 d)
Benjamin Christopher KindredHuntington Financial Advisors otherNationwide Investment Advisors, LLC otherOtherJun 5, 2017Jun 19, 2017
Kerry William Ryan DevaughnNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherMay 9, 2017Apr 18, 2019 (709 d)
Frederick Antonio TaylorIndependent Financial Partners otherNationwide Investment Advisors, LLC otherOtherMay 4, 2017Apr 10, 2017
Susan Elizabeth WilsonEmpower Advisory Group, LLC otherNationwide Investment Advisors, LLC otherOtherMay 1, 2017Jun 30, 2017 (60 d)
Jeffrey Allen WoodFifth Third Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherApr 28, 2017Aug 23, 2017 (117 d)
Gene Gilbert HarshawNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC BD affiliatedOtherMar 24, 2017Mar 30, 2026 (3293 d)
Todd Allen GutermuthJnf Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherMar 9, 2017Jul 14, 2017 (127 d)
Claude Andre GregoryFsc Securities Corporation otherNationwide Investment Advisors, LLC otherOtherMar 2, 2017Dec 19, 2017 (292 d)
Cody Edward MeyerdirkVoya Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherFeb 2, 2017Feb 16, 2017
Monique Edwards WestFirst Command Advisory Services otherNationwide Investment Advisors, LLC BD affiliatedOtherOct 13, 2016Sep 27, 2018 (714 d)
Brendan Jeremy DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNationwide Investment Advisors, LLC otherOtherOct 3, 2016Oct 13, 2016
Mark F GriseNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC otherOtherSep 30, 2016Sep 28, 2016
Rochelle M. DavisSecurities America Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherSep 15, 2016Nov 4, 2016 (50 d)
Gary Alan MyersJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherAug 25, 2016Sep 2, 2016
Sharyn Buckland GarnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNationwide Investment Advisors, LLC otherOtherMay 16, 2016May 31, 2016
Johnny Lee ChangAlight Financial Advisors, LLC otherNationwide Investment Advisors, LLC otherOtherMay 9, 2016Dec 18, 2015
Peter Mc Donald OliphantFirst Trust Advisors LP otherNationwide Investment Advisors, LLC otherOtherMay 4, 2016Dec 9, 2016 (219 d)
Gregory Keith RussellEdward Jones national BDNationwide Investment Advisors, LLC otherOtherApr 19, 2016Apr 29, 2016
Corey SpindlerPnc Wealth Management otherNationwide Investment Advisors, LLC otherOtherJan 6, 2016Mar 31, 2016 (85 d)
Julie S TomblinJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherJan 5, 2016Mar 10, 2016 (65 d)
Erxis Yorlet` CardozaNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC otherOtherNov 6, 2015Mar 10, 2016 (125 d)
Karis A CoxCuna Brokerage Services, Inc. otherNationwide Investment Advisors, LLC otherOtherOct 20, 2015Mar 9, 2018 (871 d)
Aylin Ozeren JewellJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherJul 8, 2015Mar 10, 2016 (246 d)
Victor Sang TawnCuso Financial Services, L.P. otherNationwide Investment Advisors, LLC otherOtherJun 2, 2015Jan 29, 2016 (241 d)
Brooks M MorganPnc Wealth Management otherNationwide Investment Advisors, LLC otherOtherMay 6, 2015May 18, 2015
Richard F OhdeNationwide Securities, LLC no RAUMNationwide Investment Advisors, LLC otherOtherApr 27, 2015Apr 27, 2015
Victor Anthony BanksCapital Investment Advisory Services, LLC otherNationwide Investment Advisors, LLC otherOtherMar 12, 2015Apr 8, 2015
William D AngusStrategic Advisers LLC national BDNationwide Investment Advisors, LLC otherOtherFeb 5, 2015Apr 12, 2016 (432 d)
Kevin John MitchellOneamerica Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherJan 29, 2015Feb 3, 2015
John Martin ChavezMultnomah Group, Inc. otherNationwide Investment Advisors, LLC otherOtherJan 26, 2015Mar 10, 2016 (409 d)
Kevin Lemuel PittmanAmeriprise Financial Services, LLC national BDNationwide Investment Advisors, LLC otherOtherJan 20, 2015Mar 10, 2016 (415 d)
Roland Lebron WilsonLPL Financial LLC otherNationwide Investment Advisors, LLC otherOtherDec 31, 2014Jan 9, 2015
Jamie AndersenPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherNov 6, 2014Mar 18, 2015 (132 d)
Christopher A TingleyPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherMay 27, 2014Oct 6, 2022 (3054 d)
Ben G BatesPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherMay 7, 2014Aug 8, 2014 (93 d)
Sarita Christine NullLPL Financial LLC otherNationwide Investment Advisors, LLC otherOtherApr 29, 2014Jun 25, 2014 (57 d)
Kirk Donald SteingreaberUlrich Investment Consultants otherNationwide Investment Advisors, LLC otherOtherApr 28, 2014Mar 10, 2016 (682 d)
Eric Michael JohnsonJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherApr 15, 2014Mar 30, 2016 (715 d)
Lonnie RodriguezJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherApr 9, 2014May 20, 2014 (41 d)
James Kevin VarnumJ.P. Morgan Securities LLC wirehouseNationwide Investment Advisors, LLC otherOtherMar 26, 2014May 23, 2014 (58 d)
Colin Matthew DayEdward Jones national BDNationwide Investment Advisors, LLC otherOtherMar 3, 2014Apr 11, 2014 (39 d)
Scott Earl MurrayMorgan Stanley wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 6, 2014Dec 24, 2023 (3608 d)
Andrew D. ConleyPnc Wealth Management otherNationwide Investment Advisors, LLC otherOtherJan 27, 2014Feb 12, 2014
Lauren Ursula RyanWells Fargo Advisors wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 11, 2013Sep 9, 2022 (3255 d)
Christina Farnella LessardVanguard Advisers, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherOct 10, 2013Jul 27, 2018 (1751 d)
Dwayne JavierNorthwestern Mutual Investment Services,LLC otherNationwide Investment Advisors, LLC otherOtherSep 30, 2013Oct 15, 2013
Drew BrennerMML Investors Services, LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherSep 11, 2013Nov 8, 2021 (2980 d)
Trevis Antonio BonnettValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherAug 8, 2013Aug 30, 2013
Jason L. HerronUsaa Financial Planning Services no RAUMNationwide Investment Advisors, LLC otherOtherJul 24, 2013Aug 29, 2013 (36 d)
Lisa Maria LambNational Planning Corporation ("Npc Of America" In Fl & Ny) otherNationwide Investment Advisors, LLC otherOtherJul 19, 2013Oct 15, 2013 (88 d)
Joshua Neil ArnoldVoya Retirement Advisors, LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherJun 28, 2013Nov 12, 2025 (4520 d)
Christopher Faulkner JonesStrategic Advisers LLC national BDNationwide Investment Advisors, LLC otherOtherJun 12, 2013Apr 2, 2015 (659 d)
William Brand AhrensPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherMay 9, 2013Dec 10, 2024 (4233 d)
Richard John DenardiChapin Davis Asset Management otherNationwide Investment Advisors, LLC otherOtherMay 6, 2013Jul 14, 2014 (434 d)
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301 moves match.