Advisor moves

Arrivals at Calton & Associates, 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.

AdvisorFromToTypeLeftRegistered
Scott Matthew PittmanEdward Jones national BDCalton & Associates, Inc. otherOtherAug 14, 2009Jan 27, 2010 (166 d)
Gerald Boyd GlickTransamerica Financial Advisors, LLC otherCalton & Associates, Inc. otherOtherJul 13, 2009Jun 30, 2009
Michael P. MageeOneamerica Securities, Inc. otherCalton & Associates, Inc. otherOtherJun 8, 2009Jun 23, 2009
Gregory John OrenicCharles Schwab & Co., Inc. national BDCalton & Associates, Inc. otherOtherApr 16, 2009Sep 1, 2010 (503 d)
Brian Cameron CarlsonNrp Financial, Inc. unclassifiedCalton & Associates, Inc. otherOtherOct 27, 2008Nov 5, 2012 (1470 d)
Byron Keith CrosbyInvest Financial Corporation otherCalton & Associates, Inc. independent RIAOtherJul 18, 2006Dec 23, 2019 (4906 d)
Andrew B AdamsNew England Securities Corporation otherCalton & Associates, Inc. otherOtherJan 11, 2006Jun 19, 2006 (159 d)
Jai Tarachand DoshiChoice Investments, Inc. unclassifiedCalton & Associates, Inc. otherOtherDec 31, 2005Mar 14, 2006 (73 d)
Haddon B LibbyBanc Of America Investment Services, Inc. unclassifiedCalton & Associates, Inc. otherOtherNov 2, 2005Feb 12, 2015 (3389 d)
Roger Allen RekateHeartland Financial Advisors Group, Inc. unclassifiedCalton & Associates, Inc. otherOtherDec 31, 2004Jan 3, 2006 (368 d)
Kenneth Wayne AlbertSicor Securities Inc unclassifiedCalton & Associates, Inc. otherOtherJun 28, 2004Jul 1, 2004
Kevin Michael PolheberLasalle Financial Services, Inc. unclassifiedCalton & Associates, Inc. otherOtherJun 2, 2004Mar 14, 2008 (1381 d)
Jerry Nightingale EverwineUsallianz Securities, Inc. unclassifiedCalton & Associates, Inc. otherOtherJan 5, 2004Mar 12, 2004 (67 d)
Ronald Kevin HolmesUsallianz Securities, Inc. unclassifiedCalton & Associates, Inc. independent RIAOtherDec 31, 2003Feb 16, 2026 (8083 d)
Angelo Chris AngelouLocust Street Securities, Inc. unclassifiedCalton & Associates, Inc. otherOtherAug 26, 2003Sep 11, 2003
Matthew Charles WeberWilliam R. Hough & Co. unclassifiedCalton & Associates, Inc. independent RIAOtherDec 31, 2002Dec 16, 2024 (8021 d)
Robert Donald AndersonMorgan Stanley Dw Inc. unclassifiedCalton & Associates, Inc. independent RIAOtherNov 21, 2002Jan 1, 2025 (8077 d)
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197 moves match.