DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Independent Financial Partners

736 moves
AdvisorFromToTypeLeftRegistered
Calla G GormanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherJul 31, 2017Oct 13, 2017 (74 d)
Christopher Allen WhiteLevel Four Advisory Services otherIndependent Financial Partners otherOtherJul 26, 2017Jul 26, 2017
Carroll Ronald SandersonLevel Four Advisory Services otherIndependent Financial Partners otherOtherJul 26, 2017Jul 26, 2017
Ferdinand Perez PerniaPfg Advisors otherIndependent Financial Partners otherOtherJul 24, 2017May 11, 2017
Christopher Paul WoodsAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherJul 17, 2017Jul 7, 2017
Chad James CastrinosLevel Four Advisory Services otherIndependent Financial Partners otherOtherJul 14, 2017Jul 12, 2017
Richard HinkleEquitable Advisors, LLC national BDIndependent Financial Partners otherOtherJul 11, 2017Sep 18, 2017 (69 d)
Allen KellerRaymond James & Associates, Inc. national BDIndependent Financial Partners otherOtherJun 8, 2017Jun 16, 2017
Timothy Thomas SalleeOnedigital otherIndependent Financial Partners otherOtherMay 19, 2017Feb 24, 2017
Tanner Wayne GreerOnedigital otherIndependent Financial Partners otherOtherMay 19, 2017Feb 15, 2017
Marcus Allen BrandenburgAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherMay 1, 2017Apr 26, 2017
Jody Lynn HenleyEquitable Advisors, LLC national BDIndependent Financial Partners otherOtherMay 1, 2017Apr 28, 2017
Jeffery Allen AchesonEquitable Advisors, LLC national BDIndependent Financial Partners otherOtherMay 1, 2017May 9, 2017
James K LewisSbc Wealth Management otherIndependent Financial Partners otherOtherApr 12, 2017Mar 22, 2017
Brent Anthony Kalka1st Global Advisors Inc otherIndependent Financial Partners otherOtherMar 30, 2017Mar 30, 2017
Debra Ann Schulz1st Global Advisors Inc otherIndependent Financial Partners otherOtherMar 30, 2017Mar 30, 2017
Susan Marie Garbarino1st Global Advisors Inc otherIndependent Financial Partners otherOtherMar 30, 2017Mar 30, 2017
Brennan Michael Hollenbeck1st Global Advisors Inc otherIndependent Financial Partners otherOtherMar 30, 2017Mar 30, 2017
Kathleen H Hosty1st Global Advisors Inc otherIndependent Financial Partners otherOtherMar 30, 2017Mar 30, 2017
Brent Anthony KalkaMueller Financial Services, Inc. unclassifiedIndependent Financial Partners otherOtherMar 28, 2017Mar 30, 2017
Susan Marie GarbarinoMueller Financial Services, Inc. unclassifiedIndependent Financial Partners otherOtherMar 28, 2017Mar 30, 2017
Brennan Michael HollenbeckMueller Financial Services, Inc. unclassifiedIndependent Financial Partners otherOtherMar 28, 2017Mar 30, 2017
Kathleen H HostyMueller Financial Services, Inc. unclassifiedIndependent Financial Partners otherOtherMar 28, 2017Mar 30, 2017
Ann Margaret JohnsonJ. W. Cole Advisors, Inc. otherIndependent Financial Partners otherOtherMar 24, 2017Apr 6, 2017
George Tompkins AndrewsLPL Financial LLC otherIndependent Financial Partners otherOtherMar 22, 2017Nov 10, 2016
James D DavisLPL Financial LLC otherIndependent Financial Partners otherOtherMar 22, 2017Nov 10, 2016
James Andrew CarmichaelUBS Financial Services Inc. wirehouseIndependent Financial Partners otherOtherMar 6, 2017Mar 24, 2017
Brian Antonio MadrigalCompound Asset Management Inc. unclassifiedIndependent Financial Partners otherOtherMar 2, 2017Feb 16, 2017
Preston J EnglundOnedigital otherIndependent Financial Partners otherOtherFeb 23, 2017Jan 23, 2017
Todd Robert Vander LugtWaddell & Reed otherIndependent Financial Partners otherOtherJan 31, 2017Jan 24, 2017
Christopher Michael WeismillerStrategic Advisers LLC national BDIndependent Financial Partners BD affiliatedAffiliated broker-dealer or bank to anotherJan 20, 2017Jan 1, 2025 (2903 d)
Kevin John ReperowitzLPL Financial LLC otherIndependent Financial Partners otherOtherJan 18, 2017Oct 4, 2016
Aaron M KlemmMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Partners otherOtherJan 17, 2017Jan 13, 2017
David Michael MontgomeryLPL Financial LLC otherIndependent Financial Partners otherOtherDec 27, 2016Jul 26, 2013
Gary Lyle HolcombeLPL Financial LLC otherIndependent Financial Partners otherOtherDec 23, 2016Aug 4, 2016
Joseph A PalletLPL Financial LLC otherIndependent Financial Partners otherOtherDec 23, 2016Jun 23, 2016
Scott Dillon BechelyLPL Financial LLC otherIndependent Financial Partners otherOtherDec 23, 2016Aug 5, 2016
Garrett L HolcombeLPL Financial LLC otherIndependent Financial Partners otherOtherDec 23, 2016Aug 4, 2016
William M MillerLPL Financial LLC otherIndependent Financial Partners otherOtherDec 23, 2016May 27, 2015
Michael Ron OnkesVoya Financial Advisors, Inc. otherIndependent Financial Partners otherOtherDec 16, 2016Dec 16, 2016
Phillip Anthony MathesonKestra Advisory Services, LLC otherIndependent Financial Partners otherOtherDec 2, 2016Dec 5, 2016
Jeffrey R. St JohnAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherNov 9, 2016Nov 9, 2016
Tanner Wayne GreerLPL Financial LLC otherIndependent Financial Partners otherOtherNov 7, 2016Feb 15, 2017 (100 d)
Asa Kimo KajihiroLPL Financial LLC otherIndependent Financial Partners otherOtherNov 4, 2016Nov 7, 2016
John Morris HudsonMai Capital Management, LLC otherIndependent Financial Partners otherOtherNov 2, 2016Nov 7, 2016
Travis Stanley BarnesAmb Wealth, LLC otherIndependent Financial Partners otherOtherOct 31, 2016Oct 5, 2016
William Jewett WarnerRaymond James Financial Services Advisors, Inc otherIndependent Financial Partners otherOtherOct 17, 2016Nov 4, 2016
Mary Kathryn ClarkAmb Wealth, LLC otherIndependent Financial Partners otherOtherOct 14, 2016Oct 4, 2016
Charles Edwin HatchAmb Wealth, LLC otherIndependent Financial Partners otherOtherOct 14, 2016Oct 13, 2016
Mark Anzo TonelliWestern Wealth Management LLC otherIndependent Financial Partners otherOtherOct 11, 2016Oct 26, 2016
Eric Alan KlausAmeriprise Financial Services, LLC national BDIndependent Financial Partners BD affiliatedAffiliated broker-dealer or bank to anotherOct 5, 2016Jan 16, 2026 (3390 d)
Maurice Oliver LoundsJ.P. Morgan Securities LLC wirehouseIndependent Financial Partners otherOtherSep 30, 2016Oct 18, 2016
Jonathan Duane HuntNorthwestern Mutual Investment Services,LLC no RAUMIndependent Financial Partners BD affiliatedOtherSep 14, 2016Jun 2, 2021 (1722 d)
Joshua ZillmerLPL Financial LLC otherIndependent Financial Partners otherOtherSep 8, 2016Oct 29, 2015
Amy Lynn ColtonLPL Financial LLC otherIndependent Financial Partners otherOtherSep 8, 2016Oct 19, 2015
Steven Maurice WeinsteinLPL Financial LLC otherIndependent Financial Partners otherOtherSep 7, 2016Sep 22, 2015
Scott Evans TeterLPL Financial LLC otherIndependent Financial Partners otherOtherSep 7, 2016Apr 7, 2015
Michael Abner KalischLPL Financial LLC otherIndependent Financial Partners otherOtherSep 7, 2016Oct 26, 2015
Alejandro Jose-Megino OchoaAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherAug 25, 2016Aug 22, 2016
William Nicholas BrancaccioMsi Financial Services, Inc. otherIndependent Financial Partners otherOtherAug 18, 2016Aug 18, 2016
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