Advisor moves

Arrivals at Advisory Services Network

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
Jonathan Michael LevarEdward Jones national BDAdvisory Services Network otherOtherMar 13, 2018Feb 21, 2018
Wallace Richard CarlsonTl Private Wealth otherAdvisory Services Network otherOtherJan 29, 2018Jan 29, 2018
Lawrence Keith BogarB Riley Wealth Management otherAdvisory Services Network otherOtherNov 10, 2017Jan 10, 2018 (61 d)
Alexander MihajlovRaymond James Financial Services Advisors, Inc otherAdvisory Services Network otherOtherOct 5, 2017Oct 2, 2017
Blake Lawrence ParoRaymond James Financial Services Advisors, Inc otherAdvisory Services Network otherOtherOct 5, 2017Oct 2, 2017
Trevor Edward ChambersRaymond James Financial Services Advisors, Inc otherAdvisory Services Network otherOtherOct 5, 2017Oct 2, 2017
Eric Samuel WilsonRaymond James Financial Services Advisors, Inc otherAdvisory Services Network otherOtherSep 18, 2017Sep 15, 2017
Oliver ErnstSage Private Wealth Group, LLC independent RIAAdvisory Services Network otherOtherAug 31, 2017Sep 6, 2017
William Chadwick BarberWfg Advisors, LP otherAdvisory Services Network otherOtherAug 18, 2017Aug 16, 2017
Christopher Morgan BinghamCharles Schwab & Co., Inc. national BDAdvisory Services Network otherOtherJul 25, 2017Aug 10, 2017
Michael James PetyakCambridge Investment Research Advisors, Inc. otherAdvisory Services Network otherOtherJul 14, 2017Jul 10, 2017
John Hoyt WilliamsCambridge Investment Research Advisors, Inc. otherAdvisory Services Network otherOtherJul 10, 2017Jul 10, 2017
William John MclaughlinRealta Investment Advisors, Inc otherAdvisory Services Network otherOtherJun 30, 2017Jul 5, 2017
Kristin Ann MclaughlinRealta Investment Advisors, Inc otherAdvisory Services Network otherOtherJun 30, 2017Sep 25, 2017 (87 d)
Adam Peter GrossSms Capital Management independent RIAAdvisory Services Network otherOtherJun 28, 2017Jun 29, 2017
Jordan Kent BrooksMorgan Stanley wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAJun 12, 2017Jul 23, 2018 (406 d)
Donald James LeekVision Capital Management Inc otherAdvisory Services Network otherOtherMay 9, 2017Aug 21, 2017 (104 d)
Jason Arnold RandlettSchwab Wealth Advisory, Inc. otherAdvisory Services Network otherOtherApr 5, 2017Apr 3, 2017
Stephen Robert CrockerMorgan Stanley wirehouseAdvisory Services Network independent RIAWirehouse to independent RIAApr 4, 2017Sep 11, 2026 (3447 d)
Jeff Adron CheekStratos Wealth Advisors LLC no RAUMAdvisory Services Network otherOtherMar 20, 2017Mar 21, 2017
Charles Edward DabrowskiStratos Wealth Advisors LLC no RAUMAdvisory Services Network otherOtherMar 20, 2017Mar 21, 2017
James Michael HouslerStratos Wealth Advisors LLC no RAUMAdvisory Services Network otherOtherMar 20, 2017Mar 23, 2017
Kristian Kvols MartinBfc Planning, Inc. otherAdvisory Services Network otherOtherFeb 8, 2017Feb 9, 2017
Jack Donald MonteithDirectional Financial Services otherAdvisory Services Network otherOtherJan 5, 2017Apr 13, 2017 (98 d)
Myles Henry Asa PritchardConcert Wealth Management otherAdvisory Services Network otherOtherDec 31, 2016Sep 22, 2016
Brandi Jill HolmesLevel Four Advisory Services otherAdvisory Services Network otherOtherNov 9, 2016Nov 4, 2016
William Davis MadaraB. Riley Wealth Advisors, Inc. otherAdvisory Services Network otherOtherAug 31, 2016Sep 1, 2016
John Anthony MillerB. Riley Wealth Advisors, Inc. otherAdvisory Services Network otherOtherAug 31, 2016Sep 1, 2016
Kerri L RadimerB. Riley Wealth Advisors, Inc. otherAdvisory Services Network independent RIAOtherAug 31, 2016Jul 18, 2018 (686 d)
Michael Herbert RosenthalPark Avenue Securities LLC otherAdvisory Services Network otherOtherAug 30, 2016Dec 19, 2016 (111 d)
Jacob Cristobal ChaparroLevel Four Advisory Services otherAdvisory Services Network otherOtherAug 4, 2016Aug 11, 2016
Thomas Frank KuhnRaymond James & Associates, Inc. national BDAdvisory Services Network independent RIAAffiliated broker-dealer or bank to independent RIAAug 1, 2016May 29, 2021 (1762 d)
Louis Anthony MucciAmeriprise Financial Services, LLC national BDAdvisory Services Network otherOtherJul 15, 2016Jul 13, 2016
Larry Gene HarnessCsenge Advisory Group, LLC otherAdvisory Services Network otherOtherJul 12, 2016Jun 13, 2016
John R CampbellCsenge Advisory Group, LLC otherAdvisory Services Network otherOtherJun 20, 2016Jun 17, 2016
David Adrian CrossMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAdvisory Services Network otherOtherJun 6, 2016May 26, 2016
Gertrude Mary PiperConcourse Financial Group Advisors otherAdvisory Services Network otherOtherApr 8, 2016Mar 23, 2016
Ginny Sue DellHarbinger Asset Management, LLC otherAdvisory Services Network otherOtherMar 24, 2016Mar 22, 2016
Gary Max GoeppingerConcert Wealth Management otherAdvisory Services Network independent RIAOtherMar 23, 2016Jun 1, 2021 (1896 d)
Inderjit SamraMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAdvisory Services Network otherOtherMar 17, 2016Jul 19, 2016 (124 d)
Joshua Mcclellan SlocumClark Financial Advisors otherAdvisory Services Network otherOtherMar 15, 2016Feb 12, 2016
Michael Anthony NowakFoundations Investment Advisors LLC otherAdvisory Services Network otherOtherMar 11, 2016Mar 23, 2016
Ryan J SnyderFoundations Investment Advisors LLC otherAdvisory Services Network otherOtherMar 11, 2016Mar 23, 2016
Benjamin Lorain TaylorFoundations Investment Advisors LLC otherAdvisory Services Network otherOtherMar 11, 2016Mar 23, 2016
Bradley David ChurchLPL Financial LLC otherAdvisory Services Network otherOtherMar 4, 2016Mar 14, 2016
Billy Ray ReiderReider Wealth Management, Inc. unclassifiedAdvisory Services Network otherOtherFeb 19, 2016Feb 18, 2016
Michael Jordan CurranWells Fargo Advisors wirehouseAdvisory Services Network otherOtherJan 21, 2016Feb 12, 2016
William Chris HeathCenter For Financial Planning, Inc. unclassifiedAdvisory Services Network otherOtherDec 31, 2015Mar 24, 2016 (84 d)
Monique Renee MarshallLife By Design Advisory Services unclassifiedAdvisory Services Network otherOtherDec 17, 2015Dec 17, 2015
Justin Anthony ReckersSource Financial Advisors, LLC otherAdvisory Services Network otherOtherOct 6, 2015Oct 26, 2015
Guy Philip JonesHorter Investment Management, LLC otherAdvisory Services Network otherOtherSep 1, 2015Feb 3, 2015
Mark Kelly KissellAmerican Capital Management, Inc. state registeredAdvisory Services Network independent RIAOtherAug 14, 2015Jun 2, 2022 (2484 d)
Steven Duval HarrisonAlterity Financial Group, LLC otherAdvisory Services Network otherOtherJul 6, 2015Jul 14, 2015
Robert Bryan CannonAvantax Advisory Services otherAdvisory Services Network otherOtherJun 4, 2015Jun 4, 2015
Robert Clark ArmstrongAvantax Advisory Services otherAdvisory Services Network otherOtherJun 4, 2015Sep 9, 2015 (97 d)
Barbara Ann BellAvantax Advisory Services otherAdvisory Services Network otherOtherJun 4, 2015Jun 4, 2015
Scott Mons BroadbentInnovation Partners LLC otherAdvisory Services Network otherOtherApr 7, 2015Apr 15, 2015
Craig Robert FalknerOrgel Wealth Management, LLC otherAdvisory Services Network otherOtherFeb 24, 2015Sep 17, 2015 (205 d)
Edward Matthew EgliskisUnited Capital Financial Advisors otherAdvisory Services Network otherOtherJan 15, 2015Feb 11, 2015
David Gerald JudgeSpc otherAdvisory Services Network otherOtherJan 2, 2015Jan 6, 2015
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279 moves match.