Arrivals at Invest Financial Corporation

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.

Advisor	From	To	Type	Left	Registered
Gloria Patterson Dubose	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Nov 2, 2012	Dec 3, 2012 (31 d)
Eric Scott Maslowsky	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Oct 31, 2012	Jan 10, 2013 (71 d)
Anthony Richard Surber	LPL Financial LLC other	Invest Financial Corporation other	Other	Oct 30, 2012	Oct 7, 2013 (342 d)
Victor Allen Lancaster	Touchstone Advisors Inc other	Invest Financial Corporation other	Other	Oct 19, 2012	Apr 25, 2013 (188 d)
Jarrett Andrew Krienes	New England Securities Corporation other	Invest Financial Corporation other	Other	Oct 9, 2012	Oct 10, 2012
Heather S Saunders	Voya Financial Advisors, Inc. other	Invest Financial Corporation other	Other	Oct 9, 2012	Oct 8, 2012
Russell Edward Harris	Citizens Securities, Inc. other	Invest Financial Corporation other	Other	Oct 2, 2012	Oct 2, 2012
Joshua Richard Allen	Osaic Fa, Inc. other	Invest Financial Corporation other	Other	Sep 24, 2012	Oct 1, 2012
Charles Bruce Strum	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Sep 24, 2012	Sep 24, 2012
Kambiz Saadat	Pnc Wealth Management other	Invest Financial Corporation other	Other	Sep 7, 2012	Sep 6, 2012
Elizabeth Ann Williams	Chase Investment Services Corp. other	Invest Financial Corporation other	Other	Sep 7, 2012	Sep 5, 2012
Alan Barry Krichman	Cetera Advisor Networks LLC other	Invest Financial Corporation other	Other	Sep 6, 2012	Sep 11, 2012
Steven Paul Boatner	Raymond James Financial Services Advisors, Inc other	Invest Financial Corporation other	Other	Sep 6, 2012	Sep 14, 2012
Daniel Gaines	Pnc Wealth Management other	Invest Financial Corporation other	Other	Aug 13, 2012	Oct 15, 2012 (63 d)
Jimmy Maldonado	LPL Financial LLC other	Invest Financial Corporation other	Other	Aug 10, 2012	Aug 7, 2012
Jennifer N Broemeling	LPL Financial LLC other	Invest Financial Corporation other	Other	Aug 7, 2012	Aug 28, 2012
Parker Christian Molitor	MML Investors Services, LLC other	Invest Financial Corporation other	Other	Aug 3, 2012	Aug 1, 2012
Kyle Leikam	Equitable Advisors, LLC national BD	Invest Financial Corporation other	Other	Jul 24, 2012	Jul 19, 2012
John Christopher Woodrome	Oppenheimer & Co. Inc. other	Invest Financial Corporation other	Other	Jul 19, 2012	Aug 1, 2012
Michele Rene Wilck	Hsbc Securities (USA) Inc. other	Invest Financial Corporation other	Other	Jul 18, 2012	Jul 18, 2012
Andrew James Lomanto	Hsbc Securities (USA) Inc. other	Invest Financial Corporation other	Other	Jul 18, 2012	Jul 18, 2012
Jonathan Michael Bartholomew	Hsbc Securities (USA) Inc. other	Invest Financial Corporation other	Other	Jul 18, 2012	Jul 18, 2012
Bryan Scott Pecherek	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Jul 12, 2012	Jul 19, 2012
Ricardo Graciano	Essex National Securities, Inc. other	Invest Financial Corporation other	Other	Jul 2, 2012	Aug 1, 2012
David John Donnelly	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Jun 5, 2012	Jun 1, 2012
Steven Patrick Arengo	Cambridge Investment Research Advisors, Inc. other	Invest Financial Corporation other	Other	May 31, 2012	May 15, 2012
Chadwick J Murray	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	May 30, 2012	Jul 16, 2012 (47 d)
Brian Ashley Mullins	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	May 17, 2012	May 16, 2012
Michael Carbajal	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	May 16, 2012	Jul 11, 2012 (56 d)
John Patrick Cuddihy	Hsbc Securities (USA) Inc. other	Invest Financial Corporation other	Other	May 14, 2012	Nov 1, 2013 (536 d)
Scott O Witherspoon	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	May 2, 2012	Mar 27, 2014 (694 d)
Saimir Astrit Prapaniku	Chase Investment Services Corp. other	Invest Financial Corporation other	Other	May 2, 2012	May 10, 2012
Alexander Russo	Capital One Financial Advisors LLC unclassified	Invest Financial Corporation other	Other	Apr 27, 2012	May 11, 2012
Jerome Patrick Owens	Suntrust Investment Services, Inc. other	Invest Financial Corporation other	Other	Apr 20, 2012	May 17, 2012
Luis Chaves	New England Securities Corporation other	Invest Financial Corporation other	Other	Mar 23, 2012	Mar 16, 2012
Cory Reed Walton	New England Securities Corporation other	Invest Financial Corporation other	Other	Mar 23, 2012	Mar 21, 2012
James Gerard Williams	Osaic Fa, Inc. other	Invest Financial Corporation other	Other	Mar 19, 2012	Mar 20, 2012
Ryan John Finc	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Mar 2, 2012	Mar 1, 2012
Lynda Marie Digiacomo	Osaic Fa, Inc. other	Invest Financial Corporation other	Other	Feb 24, 2012	Feb 16, 2012
Matthew V Poteete	New England Securities Corporation other	Invest Financial Corporation other	Other	Feb 23, 2012	Apr 2, 2012 (39 d)
Kristin Anne Braska	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Feb 16, 2012	Mar 4, 2013 (382 d)
Alan Paul Tichman	Fsc Securities Corporation other	Invest Financial Corporation other	Other	Feb 7, 2012	Feb 6, 2012
John Charles Osorio	Fsc Securities Corporation other	Invest Financial Corporation other	Other	Feb 7, 2012	Feb 3, 2012
Janet M Lowe	Morgan Stanley wirehouse	Invest Financial Corporation other	Other	Jan 27, 2012	Apr 26, 2012 (90 d)
Aaron Jay Weinstock	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Jan 20, 2012	Jan 20, 2012
Kenneth Peter Harper	Edward Jones national BD	Invest Financial Corporation other	Other	Jan 18, 2012	Jan 18, 2012
Anthony Michael Cox	V Wealth Advisors LLC other	Invest Financial Corporation other	Other	Jan 12, 2012	Jan 12, 2012
Peter John Lowery	Fnb Brokerage Services, Inc. unclassified	Invest Financial Corporation other	Other	Jan 9, 2012	Mar 29, 2011
Joshua Alan Cramer	H. Beck, Inc. other	Invest Financial Corporation other	Other	Dec 16, 2011	Dec 3, 2011
Peter Joseph Albano	Citizens Securities, Inc. other	Invest Financial Corporation other	Other	Dec 8, 2011	Dec 9, 2011
Danny Lee Mcfadden	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Dec 7, 2011	Dec 7, 2011
Andrew B Adams	Next Financial Group, Inc. other	Invest Financial Corporation other	Other	Dec 5, 2011	Dec 2, 2011
Howard Edward Rightsell	Cuna Brokerage Services, Inc. other	Invest Financial Corporation other	Other	Nov 18, 2011	Nov 17, 2011
Martin Edward Grady	Midsouth Capital, Inc. unclassified	Invest Financial Corporation other	Other	Nov 16, 2011	Jan 4, 2012 (49 d)
Jean Elaine Huber	Sorrento Pacific Financial, LLC other	Invest Financial Corporation other	Other	Nov 8, 2011	Nov 18, 2011
John Francis Fabrizio	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Nov 3, 2011	Nov 17, 2011
Matthew William Karis	Sage Capital Holdings, LLC other	Invest Financial Corporation other	Other	Oct 7, 2011	Oct 6, 2011
Robert Pittman Jones	Sage Capital Holdings, LLC other	Invest Financial Corporation other	Other	Oct 7, 2011	Oct 6, 2011
James Darren Roberson	Morgan Keegan & Company, LLC other	Invest Financial Corporation other	Other	Sep 6, 2011	Sep 7, 2011
Kevin R Tinkle	RBC Capital Markets, LLC national BD	Invest Financial Corporation other	Other	Sep 1, 2011	Feb 1, 2013 (519 d)

Page 5 of 14Previous Next

800 moves match.