Advisor moves

Arrivals at On Investment Management Co

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
Ryan Charles BoslerEquitable Advisors, LLC national BDOn Investment Management Co otherOtherMar 19, 2010Mar 29, 2010
David N SchofieldSecurities America Advisors, Inc. otherOn Investment Management Co otherOtherJan 27, 2010Jan 26, 2010
Matthew Nicholaus PorterSecurities America Advisors, Inc. otherOn Investment Management Co otherOtherDec 31, 2009Jan 4, 2010
Deepak Nervanda AppayaBuckman Advisory Group LLC otherOn Investment Management Co otherOtherDec 18, 2009Apr 11, 2011 (479 d)
Robert Alfred BrocklandVoya Financial Advisors, Inc. otherOn Investment Management Co otherOtherDec 8, 2009Feb 3, 2010 (57 d)
Bobby Gene JunkinMsi Financial Services, Inc. otherOn Investment Management Co otherOtherNov 4, 2009Nov 24, 2009
Lawrence Philip RoseU.S. Bancorp Investments, Inc. otherOn Investment Management Co otherOtherOct 27, 2009Apr 19, 2011 (539 d)
Gregory James PaslerWfg Advisors, LP otherOn Investment Management Co otherOtherAug 17, 2009Dec 11, 2009 (116 d)
Dianne Therese FayMsi Financial Services, Inc. otherOn Investment Management Co otherOtherAug 6, 2009Sep 9, 2009 (34 d)
Matthew Vaughn RothWells Fargo Advisors wirehouseOn Investment Management Co BD affiliatedWirehouse to affiliated broker-dealer or bankJul 28, 2009May 31, 2018 (3229 d)
Dennis Workman FergusonJ P Turner & Company Capital Management, LLC otherOn Investment Management Co otherOtherJun 16, 2009Jun 10, 2009
Kimberly Dolson GustafsonBanc Of America Investment Services, Inc. unclassifiedOn Investment Management Co BD affiliatedOtherMay 7, 2009Apr 9, 2024 (5451 d)
Ryan Matthew GillEdward Jones national BDOn Investment Management Co BD affiliatedAffiliated broker-dealer or bank to anotherApr 22, 2009Jan 2, 2021 (4273 d)
Brian Keith LaspinoTd Ameritrade Investment Management, LLC otherOn Investment Management Co otherOtherApr 20, 2009Jun 30, 2009 (71 d)
Robert Joseph HubbardEquitable Advisors, LLC national BDOn Investment Management Co otherOtherFeb 26, 2009Feb 13, 2009
Paul Steven ElkindEquitable Advisors, LLC national BDOn Investment Management Co otherOtherFeb 24, 2009Feb 19, 2014 (1821 d)
Timothy Patrick ReidyMsi Financial Services, Inc. otherOn Investment Management Co otherOtherJan 21, 2009Jan 25, 2010 (369 d)
Reginald Donald ClarkEquitas America, LLC unclassifiedOn Investment Management Co otherOtherDec 31, 2008Jun 7, 2017 (3080 d)
David Guy RobichaudHornor, Townsend & Kent, LLC otherOn Investment Management Co otherOtherNov 24, 2008Dec 22, 2008
David Scott DowneyCambridge Investment Research Advisors, Inc. otherOn Investment Management Co otherOtherNov 17, 2008Oct 21, 2010 (703 d)
Jason C LohnesChase Investment Services Corp. otherOn Investment Management Co otherOtherSep 22, 2008Sep 18, 2009 (361 d)
Scott Anthony MansfieldValic Financial Advisors, Inc. otherOn Investment Management Co otherOtherAug 21, 2008Aug 14, 2008
Conrad Stephen KunkelSecurian Financial Services, Inc. otherOn Investment Management Co otherOtherMay 1, 2008May 9, 2008
Brian Keith DennisEsi Financial Advisors otherOn Investment Management Co otherOtherMar 24, 2008Mar 20, 2008
Jeffry Alan VogelCapital Portfolio Management L.L.C. otherOn Investment Management Co otherOtherMar 5, 2008Feb 4, 2008
John Andrew ShumskiNext Financial Group, Inc. otherOn Investment Management Co otherOtherJan 17, 2008Jan 6, 2009 (355 d)
David Ralph WeberUSA Wealth Management LLC otherOn Investment Management Co otherOtherDec 5, 2007Feb 25, 2008 (82 d)
Trevor John BauerBauer Planning Group, LLC unclassifiedOn Investment Management Co otherOtherDec 5, 2007Nov 6, 2008 (337 d)
Steven K BennettPark Avenue Securities LLC otherOn Investment Management Co otherOtherSep 19, 2007Mar 3, 2008 (166 d)
James Robert Murphree IILPL Financial LLC otherOn Investment Management Co otherOtherAug 20, 2007Sep 4, 2007
Albert Michael DanielsCountry Trust Bank unclassifiedOn Investment Management Co otherOtherJul 27, 2007Apr 21, 2017 (3556 d)
Andrew Thomas UllmannMML Investors Services, LLC otherOn Investment Management Co otherOtherJun 25, 2007Jun 25, 2007
Daniel Oliver MackeyRea Capital Management, LLC otherOn Investment Management Co otherOtherJun 19, 2007Dec 2, 2005
David Vinton LudwinskiAmerican General Securities Incorporated unclassifiedOn Investment Management Co otherOtherMar 20, 2007Mar 20, 2007
Amy Jeanne BerryEdward Jones national BDOn Investment Management Co otherOtherJan 26, 2007Aug 21, 2008 (573 d)
Steven Michael TemplePark Avenue Securities LLC otherOn Investment Management Co otherOtherJan 23, 2007Apr 10, 2007 (77 d)
Kerry Lee LawingMason James Asset Management, Inc. unclassifiedOn Investment Management Co otherOtherDec 31, 2006May 6, 2010 (1222 d)
Michael Vincent WebbSunset Financial Services, Inc. otherOn Investment Management Co otherOtherDec 12, 2006Jan 9, 2007
Brent Allen WardAmeritas Advisory Services otherOn Investment Management Co otherOtherNov 17, 2006Apr 1, 2008 (501 d)
Michael Forrest CopelandNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOn Investment Management Co otherOtherOct 30, 2006Dec 1, 2006 (32 d)
Brian Michael KeswickCommonwealth Financial Network national BDOn Investment Management Co otherOtherOct 9, 2006Jan 29, 2008 (477 d)
Randall John WinklerWipfli Hewins Investment Advisors LLC otherOn Investment Management Co otherOtherJul 12, 2006Aug 6, 2007 (390 d)
Alan Donald CooperPark Avenue Securities LLC otherOn Investment Management Co otherOtherApr 6, 2006Mar 28, 2006
Edgar Marvin HawkinsPark Avenue Securities LLC otherOn Investment Management Co otherOtherApr 4, 2006Mar 20, 2006
Peter M LampertPark Avenue Securities LLC otherOn Investment Management Co otherOtherMar 28, 2006May 31, 2006 (64 d)
Debra Ann HartsfieldBarrington Financial Advisors, Inc. otherOn Investment Management Co otherOtherDec 16, 2005Mar 29, 2006 (103 d)
Michael Winston BainEquity Analysts Inc. unclassifiedOn Investment Management Co otherOtherNov 9, 2005May 28, 2010 (1661 d)
Robert James ClancyIntervest International, Inc. otherOn Investment Management Co otherOtherNov 7, 2005Oct 27, 2005
Joanne Marie Koster-WilsonGunnallen Financial, Inc unclassifiedOn Investment Management Co otherOtherNov 2, 2005Nov 7, 2005
Michael Dennis WorchPark Avenue Securities LLC otherOn Investment Management Co otherOtherAug 26, 2005Aug 19, 2005
Stanley Ray EdgellNfp Advisor Services, LLC otherOn Investment Management Co otherOtherJun 22, 2005Jul 7, 2005
John Jay TakacsPark Avenue Securities LLC otherOn Investment Management Co otherOtherApr 18, 2005May 20, 2005 (32 d)
Tienchia WangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOn Investment Management Co otherOtherApr 5, 2005Jul 2, 2007 (818 d)
Keith Wayne ReedLegend Advisory, LLC otherOn Investment Management Co otherOtherApr 1, 2005Jul 19, 2006 (474 d)
Jeffery Paul BoutinPark Avenue Securities LLC otherOn Investment Management Co otherOtherMar 29, 2005Sep 15, 2006 (535 d)
Samuel Killgore RossMsi Financial Services, Inc. otherOn Investment Management Co otherOtherFeb 24, 2005Jun 8, 2007 (834 d)
Eric Ray HeckmanEagle Strategies LLC otherOn Investment Management Co otherOtherOct 1, 2004Sep 13, 2004
Douglas Baugh DosterRaymond James Financial Services, Inc. unclassifiedOn Investment Management Co otherOtherAug 3, 2004Aug 3, 2004
Christopher Leo ArnoldCue Financial Group, Inc. otherOn Investment Management Co otherOtherJul 16, 2004May 29, 2008 (1413 d)
John Martini JansenFinancial Security Advisory Inc otherOn Investment Management Co otherOtherJul 13, 2004Aug 9, 2004
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316 moves match.