Advisor moves

Arrivals at First Horizon Advisors, Inc

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.

218 moves
AdvisorFromToTypeLeftRegistered
Kevin Brooks KugleyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFirst Horizon Advisors, Inc otherOtherFeb 16, 2006Dec 6, 2007 (658 d)
Lopez Duane DavisWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherDec 31, 2005Nov 12, 2010 (1777 d)
Anthony William HosfeldWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherDec 19, 2005Jan 25, 2006 (37 d)
Michael John FrediB Riley Wealth Management otherFirst Horizon Advisors, Inc otherOtherAug 15, 2005Aug 17, 2005
Wolfgang Alfons HeinBanc Of America Investment Services, Inc. unclassifiedFirst Horizon Advisors, Inc otherOtherJul 25, 2005Jul 27, 2005
Trevor Scott SmithNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFirst Horizon Advisors, Inc otherOtherJul 19, 2005Aug 8, 2005
Christopher Thomas SloneckerNew England Securities Corporation otherFirst Horizon Advisors, Inc otherOtherJul 7, 2005Jul 18, 2005
Celeste Mari FriendMorgan Stanley Dw Inc. unclassifiedFirst Horizon Advisors, Inc otherOtherJul 6, 2005Aug 17, 2005 (42 d)
Jay Scott FlowersGunnallen Financial, Inc unclassifiedFirst Horizon Advisors, Inc otherOtherJun 21, 2005Sep 9, 2005 (80 d)
Phillip Wade BrooksSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherMay 11, 2005May 11, 2005
Michael Brian HollenbachWells Fargo Advisors wirehouseFirst Horizon Advisors, Inc otherOtherApr 18, 2005May 11, 2005
Jose Antonio FernandezColonial Asset Management Inc unclassifiedFirst Horizon Advisors, Inc otherOtherApr 4, 2005Jan 6, 2005
Joanne Vera McknightPiper Sandler & Co. no RAUMFirst Horizon Advisors, Inc otherOtherFeb 25, 2005Mar 2, 2005
Matthew Ryan FergusonUBS Financial Services Inc. wirehouseFirst Horizon Advisors, Inc otherOtherFeb 8, 2005Mar 25, 2005 (45 d)
Colleen Leanne PetersonMetlife Investment Fund Services LLC unclassifiedFirst Horizon Advisors, Inc otherOtherDec 7, 2004Jun 6, 2005 (181 d)
Diana Lynn JenkinsQuest Capital Management, Inc. otherFirst Horizon Advisors, Inc otherOtherNov 30, 2004Sep 21, 2004
Barbara Ann RistowCapitol Securities Management, Inc. otherFirst Horizon Advisors, Inc otherOtherOct 13, 2004May 24, 2004
Christina A Coleman ErwinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFirst Horizon Advisors, Inc mixed wealthWirehouse to independent RIAOct 1, 2004Dec 10, 2020 (5914 d)
Terry Boyd DommTower Square Securities, Inc. otherFirst Horizon Advisors, Inc otherOtherSep 17, 2004Aug 19, 2004
Elizabeth R KnightMorgan Keegan & Company, LLC otherFirst Horizon Advisors, Inc otherOtherSep 7, 2004Oct 15, 2004 (38 d)
Sakis Sotirios SalasCharles Schwab & Co., Inc. national BDFirst Horizon Advisors, Inc otherOtherAug 6, 2004Nov 24, 2004 (110 d)
Joseph Robert RossiWells Fargo Investments, LLC unclassifiedFirst Horizon Advisors, Inc otherOtherJun 23, 2004Aug 12, 2004 (50 d)
Grant Wesley ArmstrongMsi Financial Services, Inc. otherFirst Horizon Advisors, Inc otherOtherJun 22, 2004Jun 16, 2004
Jesse Michael TharpAmeriprise Financial Services, LLC national BDFirst Horizon Advisors, Inc otherOtherMay 26, 2004Jun 23, 2004
Lacey Flynt HughesA. G. Edwards & Sons, Inc. unclassifiedFirst Horizon Advisors, Inc mixed wealthOtherApr 30, 2004Jan 22, 2025 (7572 d)
Grant Merrill BoucekMorgan Keegan & Company, LLC otherFirst Horizon Advisors, Inc otherOtherMar 24, 2004Jul 18, 2011 (2672 d)
Michael Wesley BrownLPL Financial LLC otherFirst Horizon Advisors, Inc otherOtherMar 18, 2004Mar 5, 2004
Edward J RossiSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherMar 4, 2004Mar 1, 2004
Tyler J FrechUBS Financial Services Inc. wirehouseFirst Horizon Advisors, Inc otherOtherJan 12, 2004Jan 28, 2004
Kellye Lee PhillipsAmsouth Investment Management Company LLC unclassifiedFirst Horizon Advisors, Inc otherOtherDec 18, 2003Jan 12, 2004
Victor Patrick WilkersonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherFirst Horizon Advisors, Inc otherOtherDec 3, 2003Dec 11, 2003
Mark Stephen Boynton JrOsaic Fa, Inc. otherFirst Horizon Advisors, Inc otherOtherJul 9, 2003Sep 2, 2004 (421 d)
Lea Taylor TownesCuna Brokerage Services, Inc. otherFirst Horizon Advisors, Inc otherOtherJun 17, 2003Jul 4, 2003
Robert Allen EddinsQuick & Reilly, Inc. unclassifiedFirst Horizon Advisors, Inc otherOtherJun 4, 2003Jun 13, 2003
Teresa Lynn UnickUBS Financial Services Inc. wirehouseFirst Horizon Advisors, Inc otherOtherOct 9, 2002Mar 11, 2009 (2345 d)
Patrick Noel RushWorld Equity Group, Inc. otherFirst Horizon Advisors, Inc otherOtherSep 19, 2002Sep 17, 2002
Chaunda Linnea JettonSuntrust Investment Services, Inc. otherFirst Horizon Advisors, Inc otherOtherAug 28, 2002Aug 27, 2002
Matthew Dwayne RakerdMercantile Brokerage Services, Inc. unclassifiedFirst Horizon Advisors, Inc otherOtherAug 19, 2002Jan 2, 2003 (136 d)
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