DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Bok Financial 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
Benjamin Karl GarciaAmeriprise Advisor Services, Inc. unclassifiedBok Financial Advisors otherOtherApr 15, 2008Apr 9, 2008
John Matthew PierceAmeriprise Advisor Services, Inc. unclassifiedBok Financial Advisors otherOtherApr 15, 2008Apr 9, 2008
Chad Ray EaleyEquitable Advisors, LLC national BDBok Financial Advisors otherOtherApr 10, 2008Jul 10, 2008 (91 d)
Kimberley Sue ProffittCuna Brokerage Services, Inc. otherBok Financial Advisors otherOtherFeb 4, 2008Nov 3, 2009 (638 d)
Michael Charles LaroseCuso Financial Services, L.P. otherBok Financial Advisors otherOtherJan 24, 2008Jan 25, 2008
Brent Alan PeckUvest Financial Services Group, Inc. unclassifiedBok Financial Advisors otherOtherDec 17, 2007Jan 22, 2008 (36 d)
Steve Dwain GermanyUvest Financial Services Group, Inc. unclassifiedBok Financial Advisors otherOtherJun 23, 2007Jun 1, 2007
Royce Bentley FarnamChase Investment Services Corp. otherBok Financial Advisors otherOtherFeb 15, 2007Jul 10, 2012 (1972 d)
Michael John WestermanArvest Wealth Management otherBok Financial Advisors otherOtherNov 13, 2006Nov 3, 2006
Barron Dean BealJ.P. Morgan Securities Inc. unclassifiedBok Financial Advisors otherOtherOct 16, 2006Nov 20, 2006 (35 d)
James Robert ColeFirst Horizon Advisors, Inc otherBok Financial Advisors otherOtherAug 17, 2006Sep 6, 2006
Lisa Elaine ShannonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBok Financial Advisors otherOtherJul 5, 2006Mar 26, 2008 (630 d)
Joetta Lynn CoxMorgan Stanley Dw Inc. unclassifiedBok Financial Advisors otherOtherNov 17, 2005Dec 5, 2005
Erik Alexis CarringtonChase Investment Services Corp. otherBok Financial Advisors otherOtherOct 6, 2005Oct 19, 2005
Dana Eric WeddleChase Investment Services Corp. otherBok Financial Advisors otherOtherOct 4, 2005Aug 19, 2009 (1415 d)
Andrew William HoodCavanal Hill Investment Management, Inc. otherBok Financial Advisors otherOtherAug 18, 2005Jul 12, 2013 (2885 d)
Cameron Cameron McleroyChase Investment Services Corp. otherBok Financial Advisors otherOtherFeb 4, 2005Feb 1, 2005
Darrell Ward JayroeHilltop Securities Inc. otherBok Financial Advisors otherOtherOct 21, 2004Oct 25, 2012 (2926 d)
Nicole Angelique GilbertCapital One Investments, LLC unclassifiedBok Financial Advisors otherOtherSep 3, 2004Mar 31, 2008 (1305 d)
Jeremy Brent JohnsonPhillips Capital Advisors, Inc. otherBok Financial Advisors otherOtherJun 23, 2004Jul 6, 2005 (378 d)
Samuel Cowan PriceBanc One Securities Corporation unclassifiedBok Financial Advisors otherOtherMay 13, 2004May 3, 2004
Norman Frank HallInvestment Professionals, Inc. otherBok Financial Advisors otherOtherMar 25, 2003Sep 15, 2003 (174 d)
Todd Patrick HofmannMML Investors Services, LLC otherBok Financial Advisors otherOtherFeb 28, 2003Apr 9, 2003 (40 d)
Gregory Ayres WheelerBanc Of America Investment Services, Inc. unclassifiedBok Financial Advisors otherOtherFeb 24, 2003Sep 16, 2003 (204 d)
Clarence Michael HughesAllspring Global Investments, LLC otherBok Financial Advisors otherOtherDec 20, 2002Jan 6, 2014 (4035 d)
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205 moves match.