DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Concourse Financial Group Advisors

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
Mario Reynaldo ReinaErnst & Young Investment Advisers Llp no RAUMConcourse Financial Group Advisors otherOtherOct 8, 2013Jul 16, 2014 (281 d)
Daniel Gerard DevineCuna Brokerage Services, Inc. otherConcourse Financial Group Advisors otherOtherOct 2, 2013Oct 3, 2013
Justin Luke BryantMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherJul 26, 2013Aug 26, 2013 (31 d)
Claire Lee JacksonAllstate Financial Advisors, LLC no RAUMConcourse Financial Group Advisors otherOtherJun 24, 2013Aug 2, 2013 (39 d)
Gary Lynn ElyPnc Managed Account Solutions, Inc. otherConcourse Financial Group Advisors otherOtherMay 29, 2013Jul 23, 2013 (55 d)
Blake Edward GreerMomentum Independent Network Inc. otherConcourse Financial Group Advisors otherOtherMay 29, 2013May 16, 2013
Samara TerrillMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherMay 2, 2013Sep 12, 2013 (133 d)
Howard Jay RappaportSecurian Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherApr 18, 2013Apr 19, 2013
Logan William DietelSecurian Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherApr 18, 2013Apr 22, 2013
Jeremy David MandelSecurian Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherApr 18, 2013Apr 19, 2013
Steven David ChafinEagle Strategies LLC otherConcourse Financial Group Advisors otherOtherApr 4, 2013Jun 17, 2013 (74 d)
Tina Seleste BoozeCharles Schwab & Co., Inc. national BDConcourse Financial Group Advisors otherOtherFeb 26, 2013Aug 1, 2013 (156 d)
Troy Ronald SpencerTransamerica Financial Advisors, LLC otherConcourse Financial Group Advisors otherOtherJan 18, 2013Jan 23, 2013
Charles Ross CampbellWoodbury Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherDec 31, 2012Jan 14, 2013
Ryan Mcclure NewtonNewton Logistics And Asset Management, LLC unclassifiedConcourse Financial Group Advisors otherOtherDec 31, 2012Dec 12, 2011
Thomas Phillip BoggessNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherDec 31, 2012Jan 28, 2013
Kevin Jerome LaceyMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherDec 10, 2012Dec 19, 2012
Edward Tirrell ArmstrongValmark Advisers, Inc. otherConcourse Financial Group Advisors otherOtherDec 4, 2012Dec 11, 2012
Dennis Eugene PascarellaCerity Partners Ocio LLC otherConcourse Financial Group Advisors otherOtherNov 15, 2012Oct 29, 2013 (348 d)
Len Broughton GraddyVoya Financial Advisors, Inc. otherConcourse Financial Group Advisors otherOtherNov 9, 2012Jan 17, 2013 (69 d)
Anthony Louis AckermanNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherNov 2, 2012Mar 22, 2013 (140 d)
Ashley MaddenTriad Financial Advisors, Inc. otherConcourse Financial Group Advisors otherOtherOct 19, 2012Sep 5, 2014 (686 d)
Timothy Brian WallsMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherOct 15, 2012Oct 16, 2012
Daniel Richmond JonesWells Fargo Advisors wirehouseConcourse Financial Group Advisors otherOtherSep 19, 2012Oct 9, 2012
David Allan WeltonWells Fargo Advisors wirehouseConcourse Financial Group Advisors otherOtherSep 17, 2012Oct 9, 2012
Lee Gregory GibsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherSep 12, 2012Feb 14, 2013 (155 d)
Adam Detweiler SavanickFirst Heartland Consultants, Inc. otherConcourse Financial Group Advisors otherOtherSep 6, 2012Sep 6, 2012
William Brent CrabbMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherSep 6, 2012Oct 16, 2012 (40 d)
Eric Holt MonaghanPnc Wealth Management otherConcourse Financial Group Advisors otherOtherAug 8, 2012Oct 11, 2012 (64 d)
William Fields LeakeMML Investors Services, LLC otherConcourse Financial Group Advisors otherOtherAug 3, 2012Nov 13, 2014 (832 d)
James Kelly HoustonCuna Brokerage Services, Inc. otherConcourse Financial Group Advisors otherOtherJul 18, 2012Nov 2, 2012 (107 d)
Michael James HaralsonEdward Jones national BDConcourse Financial Group Advisors otherOtherJul 2, 2012Sep 12, 2012 (72 d)
Franklin Joe GarciaHamilton-Bates Investment Research, Inc. otherConcourse Financial Group Advisors otherOtherMay 31, 2012Feb 5, 2014 (615 d)
Marion Terrell FoxworthNorthwestern Mutual Investment Services,LLC otherConcourse Financial Group Advisors otherOtherMay 17, 2012May 17, 2012
Jonathan Robin PrestridgeCentaurus Financial, Inc. otherConcourse Financial Group Advisors otherOtherMay 16, 2012May 17, 2012
Thomas Russell BugbeeLPL Financial LLC otherConcourse Financial Group Advisors otherOtherMay 11, 2012Nov 2, 2012 (175 d)
Gary Lee KusakTransamerica Financial Advisors, LLC otherConcourse Financial Group Advisors otherOtherMay 8, 2012Apr 30, 2012
Stephen Lugo YoungBrokersxpress LLC otherConcourse Financial Group Advisors otherOtherMay 7, 2012May 9, 2012
Mike Anthony PriestleyLawing Financial Inc otherConcourse Financial Group Advisors otherOtherMay 4, 2012Jun 5, 2012 (32 d)
Talbert Lamar EdenfieldVoya Financial Advisors, Inc. otherConcourse Financial Group Advisors otherOtherApr 20, 2012Apr 26, 2012
Matthew Clary SmithFirst Heartland Consultants, Inc. otherConcourse Financial Group Advisors otherOtherApr 17, 2012Apr 23, 2012
Keeley Michael MooreAllstate Financial Advisors, LLC no RAUMConcourse Financial Group Advisors otherOtherApr 13, 2012May 4, 2012
Ricky Mills HigginsFirst Heartland Consultants, Inc. otherConcourse Financial Group Advisors otherOtherMar 1, 2012Mar 1, 2012
Michael Scott NixonSecurian Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherFeb 2, 2012Feb 15, 2012
Tod Ashley SiedellB Riley Wealth Management otherConcourse Financial Group Advisors otherOtherJan 23, 2012Apr 2, 2012 (70 d)
Kevin Wade KusakInvestment Advisors International, Inc. unclassifiedConcourse Financial Group Advisors otherOtherJan 6, 2012Jan 24, 2012
Szablis M KleeGeneos Wealth Management, Inc. otherConcourse Financial Group Advisors otherOtherNov 21, 2011Dec 2, 2011
Jay Richard CutreraGeneos Wealth Management, Inc. otherConcourse Financial Group Advisors otherOtherNov 18, 2011Nov 23, 2011
Jeffrey Eric O'DonnellGeneos Wealth Management, Inc. otherConcourse Financial Group Advisors otherOtherNov 18, 2011Nov 21, 2011
Shawn Michael LaytonAmeriprise Financial Services, LLC national BDConcourse Financial Group Advisors otherOtherNov 11, 2011Nov 15, 2011
Kurt Russell BritnellNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherNov 8, 2011Nov 10, 2011
Scott Alan MontesSterne Agee Asset Management, Inc. otherConcourse Financial Group Advisors otherOtherNov 7, 2011Jan 3, 2012 (57 d)
Christopher Graham StewartAmeriprise Financial Services, LLC national BDConcourse Financial Group Advisors otherOtherOct 27, 2011Nov 17, 2011
Gary Bruce LageNational Planning Corporation ("Npc Of America" In Fl & Ny) otherConcourse Financial Group Advisors otherOtherOct 13, 2011Oct 24, 2011
Anthony Samuel PaperNational Planning Corporation ("Npc Of America" In Fl & Ny) otherConcourse Financial Group Advisors otherOtherSep 15, 2011Sep 26, 2011
Jay Charles MatthewsNational Planning Corporation ("Npc Of America" In Fl & Ny) otherConcourse Financial Group Advisors otherOtherSep 9, 2011Aug 22, 2011
Amy CramerMorgan Stanley wirehouseConcourse Financial Group Advisors otherOtherSep 6, 2011Feb 13, 2012 (160 d)
Benjamin Diven ZietzThrivent Investment Management Inc. otherConcourse Financial Group Advisors otherOtherJul 15, 2011Sep 12, 2011 (59 d)
Robert Abram SmithNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherJul 7, 2011Oct 5, 2011 (90 d)
Jonathon Andrew RothMorgan Stanley wirehouseConcourse Financial Group Advisors otherOtherJul 7, 2011Oct 5, 2011 (90 d)
Page 4 of 8PreviousNext
425 moves match.