Advisor moves

Arrivals at Nfp Advisor Services, 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 GiantonioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNfp Advisor Services, LLC otherOtherJun 7, 2013Jun 13, 2013
Mark Alan MelnychukWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherMay 24, 2013Nov 4, 2013 (164 d)
Julianne Marie WenzlickWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherMay 24, 2013Nov 4, 2013 (164 d)
Ryan Christopher TimminsWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherMay 14, 2013Aug 22, 2013 (100 d)
William Clayton SmithCenterpoint Advantage, LLC unclassifiedNfp Advisor Services, LLC otherOtherMay 13, 2013May 13, 2013
Keith Bartley AllenTransamerica Financial Advisors, LLC otherNfp Advisor Services, LLC otherOtherMay 6, 2013Apr 29, 2013
Christian Haas CortsConcourse Financial Group Advisors otherNfp Advisor Services, LLC otherOtherApr 15, 2013Jun 18, 2013 (64 d)
Jason Matthew ZangmeisterRaymond James Financial Services Advisors, Inc otherNfp Advisor Services, LLC otherOtherApr 9, 2013Jun 3, 2014 (420 d)
Paul Helmut AuslanderFoothill Securities, Inc. otherNfp Advisor Services, LLC otherOtherMar 5, 2013Feb 25, 2014 (357 d)
Kurtis Andrew PolacekWaddell & Reed otherNfp Advisor Services, LLC otherOtherFeb 8, 2013Jun 23, 2014 (500 d)
Daniel Mark SchwambLPL Financial LLC otherNfp Advisor Services, LLC otherOtherJan 28, 2013May 15, 2013 (107 d)
Shannon TaylorJ.P. Morgan Securities LLC wirehouseNfp Advisor Services, LLC otherOtherJan 25, 2013Dec 17, 2013 (326 d)
Michael Allen IleyWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherJan 24, 2013Feb 7, 2013
Amber Jean BellCouch Hallum Financial Group otherNfp Advisor Services, LLC otherOtherDec 31, 2012Feb 7, 2013 (38 d)
Bruce Stephen UdellAsset Management Partners unclassifiedNfp Advisor Services, LLC otherOtherDec 13, 2012Feb 27, 2004
Patrick LennonEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherDec 7, 2012Dec 9, 2013 (367 d)
Theodore Edward BoyesWaddell & Reed otherNfp Advisor Services, LLC otherOtherNov 1, 2012Mar 10, 2014 (494 d)
Janice Marie CackowskiHudson Financial Advisors Inc state registeredNfp Advisor Services, LLC otherOtherOct 2, 2012Oct 18, 2012
Amanda Lea ArthurInvestment Management Consultants, Ltd. otherNfp Advisor Services, LLC otherOtherSep 25, 2012Sep 11, 2014 (716 d)
Catherine Elizabeth StieberWaddell & Reed otherNfp Advisor Services, LLC otherOtherSep 19, 2012Sep 17, 2012
James Ryan ReynoldsAmeriprise Financial Services, LLC national BDNfp Advisor Services, LLC otherOtherSep 18, 2012Sep 27, 2012
Devery Rustin CagleSecurities America Advisors, Inc. otherNfp Advisor Services, LLC otherOtherAug 17, 2012Aug 21, 2012
Matthew Jordan Van NameSecurities America Advisors, Inc. otherNfp Advisor Services, LLC otherOtherAug 17, 2012Jun 21, 2013 (308 d)
Graeme LeeLPL Financial LLC otherNfp Advisor Services, LLC otherOtherAug 14, 2012Nov 30, 2012 (108 d)
Jessie TimminsLPL Financial LLC otherNfp Advisor Services, LLC otherOtherJul 26, 2012Oct 17, 2012 (83 d)
Stephanie Devan AbeeTransamerica Financial Advisors, LLC otherNfp Advisor Services, LLC otherOtherJul 26, 2012Jul 24, 2012
Patricia L SmithFintrust Investment Advisory Services, LLC otherNfp Advisor Services, LLC otherOtherMay 31, 2012May 3, 2012
Amy Collier GarrisonFintrust Investment Advisory Services, LLC otherNfp Advisor Services, LLC otherOtherMay 31, 2012May 2, 2012
Robert FranklinSanders Morris LLC otherNfp Advisor Services, LLC otherOtherMay 31, 2012Jun 5, 2012
Christian M OconnorOsaic Wealth, Inc. otherNfp Advisor Services, LLC otherOtherMay 25, 2012Jun 27, 2012 (33 d)
Corrine Nicole FieldsAmeriprise Financial Services, LLC national BDNfp Advisor Services, LLC otherOtherMay 18, 2012May 31, 2012
Anton TkachenkoLPL Financial LLC otherNfp Advisor Services, LLC otherOtherApr 20, 2012Jun 20, 2012 (61 d)
Bradford Eugene BestLPL Financial LLC otherNfp Advisor Services, LLC otherOtherMar 12, 2012May 7, 2012 (56 d)
James Nathaniel MeehanMorgan Stanley wirehouseNfp Advisor Services, LLC otherOtherFeb 8, 2012May 1, 2012 (83 d)
Michael Ryan DuckettPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherJan 23, 2012Aug 16, 2012 (206 d)
Corey Richard WalterAmeriprise Financial Services, LLC national BDNfp Advisor Services, LLC otherOtherJan 18, 2012Jan 6, 2012
Jeremy Alan SchinderGsk Wealth Advisors, Inc. otherNfp Advisor Services, LLC otherOtherJan 18, 2012Sep 26, 2014 (982 d)
Jessica Marie HejnaEdward Jones national BDNfp Advisor Services, LLC otherOtherJan 18, 2012Jan 25, 2012
Carlos Herman LowenbergLowenberg Wealth Management Group, LLC unclassifiedNfp Advisor Services, LLC otherOtherJan 17, 2012Oct 13, 2010
Meredith Ruth MooreVoya Financial Advisors, Inc. otherNfp Advisor Services, LLC otherOtherDec 31, 2011Mar 1, 2012 (61 d)
Alan Norman BeaulieuItr Capital Management, LLC unclassifiedNfp Advisor Services, LLC otherOtherDec 31, 2011Jul 1, 2014 (913 d)
Brian Lucien BeaulieuItr Capital Management, LLC unclassifiedNfp Advisor Services, LLC otherOtherDec 31, 2011Feb 7, 2014 (769 d)
William John KosicSuntrust Investment Services, Inc. otherNfp Advisor Services, LLC otherOtherDec 31, 2011Jan 13, 2012
Stephen Lee EnochSuntrust Investment Services, Inc. otherNfp Advisor Services, LLC otherOtherDec 31, 2011Jan 24, 2012
Scott Andrew MccaskillIndependent Financial Partners otherNfp Advisor Services, LLC otherOtherDec 7, 2011May 22, 2012 (167 d)
Chris Chris ToomeyWeaver Wealth Management otherNfp Advisor Services, LLC otherOtherDec 6, 2011Dec 6, 2011
Amy Renee StoneMorgan Keegan & Company, LLC otherNfp Advisor Services, LLC otherOtherDec 1, 2011Jan 6, 2012 (36 d)
Helen Sarah SeestadtWestern Growers Financial Services state registeredNfp Advisor Services, LLC otherOtherNov 22, 2011Jun 23, 2015 (1309 d)
Morgan Lee DesalvoStrategic Advisers LLC national BDNfp Advisor Services, LLC otherOtherSep 20, 2011Oct 5, 2011
Gregory Matthew SmithsonInvestment Centers Of America, Inc. otherNfp Advisor Services, LLC otherOtherSep 14, 2011Sep 14, 2011
Marc Roger BeausoleilPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherSep 8, 2011Oct 26, 2011 (48 d)
Edward George KolladaAusdal Financial Partners, Inc. otherNfp Advisor Services, LLC otherOtherSep 6, 2011Sep 2, 2011
Krista Allison CavalieriMorgan Stanley wirehouseNfp Advisor Services, LLC otherOtherSep 6, 2011Oct 14, 2011 (38 d)
Julie Susannah LeggettCharles Schwab & Co., Inc. national BDNfp Advisor Services, LLC otherOtherAug 25, 2011May 9, 2012 (258 d)
Carole Ann SarsonCetera Advisor Networks LLC otherNfp Advisor Services, LLC otherOtherAug 10, 2011Aug 8, 2011
Nita ChittchangLPL Financial LLC otherNfp Advisor Services, LLC otherOtherAug 9, 2011Aug 12, 2011
Shad Matthew EvansMML Investors Services, LLC otherNfp Advisor Services, LLC otherOtherJul 21, 2011Jul 18, 2011
Michael Joseph MurdockValic Financial Advisors, Inc. otherNfp Advisor Services, LLC otherOtherJun 28, 2011Jan 20, 2012 (206 d)
Shelly Ann HorwitzLockton Investment Advisors, LLC no RAUMNfp Advisor Services, LLC otherOtherJun 10, 2011Jun 21, 2011
Susan K RothWestport Resources Management Inc otherNfp Advisor Services, LLC otherOtherMay 13, 2011May 12, 2011
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556 moves match.