Advisor moves

Arrivals at World 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
Jeffrey Scott StuckertOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 5, 2023 (2759 d)
William James KentonOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 6, 2023 (2760 d)
Kenneth StuckertOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 4, 2023 (2758 d)
Barry P TooleJ. W. Cole Advisors, Inc. otherWorld Investment Advisors, LLC otherOtherMar 14, 2016Mar 7, 2016
Tuyen Le PhamSignator Investors, Inc. otherWorld Investment Advisors, LLC otherOtherFeb 25, 2016Feb 4, 2016
Scott Walker DanielSecurities America Advisors, Inc. otherWorld Investment Advisors, LLC otherOtherJan 14, 2016Jan 20, 2016
Joseph Anthony StackIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherDec 31, 2015Jan 5, 2016
Stephan John MiskjianMiskjian Investment Consulting unclassifiedWorld Investment Advisors, LLC BD affiliatedOtherDec 31, 2015May 23, 2018 (874 d)
James E EdmiastonPks Advisory Services, LLC otherWorld Investment Advisors, LLC no RAUMOtherDec 31, 2015Jul 27, 2015
Tracie KarrPks Advisory Services, LLC otherWorld Investment Advisors, LLC no RAUMOtherDec 31, 2015Jul 27, 2015
William Clay KendallPks Advisory Services, LLC otherWorld Investment Advisors, LLC no RAUMOtherDec 31, 2015Aug 14, 2015
Rick Frank LorencePks Advisory Services, LLC otherWorld Investment Advisors, LLC institutionalOtherDec 31, 2015Jan 1, 2025 (3289 d)
Christopher Brent HarlessPks Advisory Services, LLC otherWorld Investment Advisors, LLC no RAUMOtherDec 31, 2015Jul 10, 2015
Erik Brent BerryPks Advisory Services, LLC otherWorld Investment Advisors, LLC no RAUMOtherDec 31, 2015Jul 27, 2015
Noel John TriasIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherDec 23, 2015Dec 16, 2015
Jenifer Heatwole NesselrodtRogers Financial no RAUMWorld Investment Advisors, LLC no RAUMOtherDec 18, 2015Sep 21, 2015
Raymond Eugene GayRogers Financial no RAUMWorld Investment Advisors, LLC no RAUMOtherDec 18, 2015Sep 17, 2015
Brian Joseph MulkeenInvest Financial Corporation otherWorld Investment Advisors, LLC otherOtherNov 16, 2015Oct 7, 2025 (3613 d)
James David MoyesWells Fargo Advisors wirehouseWorld Investment Advisors, LLC otherOtherNov 2, 2015Oct 30, 2015
Richard Harry PanchookianAlta Vista Wealth Management, LLC unclassifiedWorld Investment Advisors, LLC otherOtherOct 28, 2015Nov 12, 2025 (3668 d)
Peter James ButlerIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherOct 22, 2015Oct 21, 2015
Bryan Alexander WrightIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherOct 8, 2015Oct 2, 2015
Christopher David StrotherPrincipal Securities, Inc. otherWorld Investment Advisors, LLC otherOtherOct 5, 2015Apr 5, 2016 (183 d)
Troy Glen HammondIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherSep 30, 2015May 20, 2015
Brittney Renee Roberts MarshallLPL Financial LLC otherWorld Investment Advisors, LLC no RAUMOtherSep 29, 2015Sep 18, 2015
Mero Joseph CapoIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherSep 28, 2015Sep 17, 2015
Glen Michael OconnorIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherSep 28, 2015Sep 17, 2015
Taylor M ClarkIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherSep 28, 2015Sep 4, 2015
Thomas Paul MuldoonIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherSep 4, 2015Aug 28, 2015
Richard Edmond WedgeLPL Financial LLC otherWorld Investment Advisors, LLC institutionalOtherAug 20, 2015Jun 10, 2024 (3217 d)
Mary Margaret FranciscoIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherAug 3, 2015Jan 2, 2026 (3805 d)
Mallory Mattox Van LeeuwenIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherAug 3, 2015Aug 4, 2015
Nick MagoneSummit Asset Management, Inc. unclassifiedWorld Investment Advisors, LLC otherOtherJul 31, 2015Oct 16, 2025 (3730 d)
Jeffrey Howard SeymourIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJul 14, 2015Jul 21, 2015
Sean Francis OflahertyIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJul 10, 2015Jun 15, 2015
Tony Joseph WinkeljohnIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJul 9, 2015Jul 1, 2015
James David VankeIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherJul 9, 2015Apr 15, 2016 (281 d)
Michele Marie LantzIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 26, 2015Jun 25, 2015
Jamie Erin ThomaswongLPL Financial LLC otherWorld Investment Advisors, LLC BD affiliatedOtherJun 25, 2015Jan 21, 2020 (1671 d)
Thomas Dean MingIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 23, 2015Jul 1, 2015
Melinda Gail ThomasIndependent Financial Partners otherWorld Investment Advisors, LLC BD affiliatedOtherJun 22, 2015Jul 2, 2019 (1471 d)
Joe Anthony RamonIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 22, 2015Jun 16, 2015
Michael Sean WoodsIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 11, 2015May 21, 2015
Timothy Michael HoganIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 10, 2015May 21, 2015
David Albert CamperIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 10, 2015Jun 9, 2015
Daniel ShapiroIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 8, 2015Jun 17, 2015
William Eric HagebuschIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 8, 2015Jun 17, 2015
Anthony James BlackIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherJun 8, 2015Jun 9, 2015
Walter Dean SalyerLPL Financial LLC otherWorld Investment Advisors, LLC no RAUMOtherJun 5, 2015Jun 12, 2015
Nicholas Joseph MagoneMorgan Stanley wirehouseWorld Investment Advisors, LLC otherOtherJun 5, 2015Oct 16, 2025 (3786 d)
Taria Dawn AgbelusiIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherMay 27, 2015Jun 10, 2015
Devyn Lisa-Amber DuexIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherMay 27, 2015Jun 10, 2015
Krista Kay ChavesIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherMay 27, 2015Jun 10, 2015
Ronnie David CoxIndependent Financial Partners otherWorld Investment Advisors, LLC no RAUMOtherMay 27, 2015Jun 10, 2015
Mark Thomas RidgewayPks Advisory Services, LLC otherWorld Investment Advisors, LLC institutionalOtherMay 20, 2015Jan 29, 2025 (3542 d)
John ScialabbaMsi Financial Services, Inc. otherWorld Investment Advisors, LLC otherOtherApr 3, 2015Oct 15, 2025 (3848 d)
Paul Howard SaksSecurities America Advisors, Inc. otherWorld Investment Advisors, LLC otherOtherApr 4, 2014Oct 30, 2025 (4227 d)
Dominick Joseph FioreNew England Securities Corporation otherWorld Investment Advisors, LLC otherOtherOct 7, 2013Jun 26, 2025 (4280 d)
Shannon Cheri MainPension Architects Advisory Group, LLC otherWorld Investment Advisors, LLC otherOtherSep 5, 2013Jun 2, 2017 (1366 d)
Jennifer A TanckIndependent Financial Partners otherWorld Investment Advisors, LLC otherOtherDec 11, 2012Nov 30, 2017 (1815 d)
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264 moves match.