Advisor moves

Arrivals at Nationwide Investment Advisors, 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
Jocelyn Rose BlackWells Fargo Advisors wirehouseNationwide Investment Advisors, LLC otherOtherFeb 28, 2013Sep 13, 2016 (1293 d)
Donald Gerard ReganMorgan Stanley wirehouseNationwide Investment Advisors, LLC otherOtherJan 28, 2013Mar 27, 2014 (423 d)
Jody Lynn MaccormackValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherDec 13, 2012Dec 20, 2012
Levarn ClayCuna Brokerage Services, Inc. otherNationwide Investment Advisors, LLC otherOtherOct 8, 2012May 21, 2014 (590 d)
Crystal Latorial RosemanAdvice And Planning Services otherNationwide Investment Advisors, LLC otherOtherSep 21, 2012Oct 4, 2012
Martin Dupay BurchLPL Financial LLC otherNationwide Investment Advisors, LLC otherOtherSep 5, 2012Sep 20, 2012
John Alan BullockMissionsquare Retirement otherNationwide Investment Advisors, LLC otherOtherAug 23, 2012Aug 21, 2012
Deryck Ian GryneValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherMay 17, 2012May 21, 2012
Brent Allen HarpsterMsi Financial Services, Inc. otherNationwide Investment Advisors, LLC otherOtherFeb 10, 2012Mar 14, 2012 (33 d)
Jose Ernesto GarzaClark Investment Strategies, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherDec 31, 2011Feb 14, 2017 (1872 d)
Andrea Nicole LeotaUnited Planners' Financial Services Of America A Limited Partner otherNationwide Investment Advisors, LLC otherOtherDec 31, 2011Feb 1, 2012 (32 d)
Janice Deann NicholsMorgan Stanley wirehouseNationwide Investment Advisors, LLC otherOtherOct 10, 2011Nov 18, 2014 (1135 d)
Debbie Renee VichotEdward Jones national BDNationwide Investment Advisors, LLC otherOtherSep 7, 2011Oct 20, 2011 (43 d)
Michael Lloyd HawesPnc Wealth Management otherNationwide Investment Advisors, LLC otherOtherAug 10, 2011Sep 13, 2011 (34 d)
Josh William CesareMsi Financial Services, Inc. otherNationwide Investment Advisors, LLC otherOtherJul 25, 2011Sep 2, 2011 (39 d)
Jennifer Lynn DisrudOsaic Institutions, Inc. otherNationwide Investment Advisors, LLC otherOtherMar 25, 2011Apr 20, 2011
Douglas Alexander EwingJohn Hancock Investment Management LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherDec 31, 2010Jun 3, 2019 (3076 d)
Cindy Dawn HankeSuntrust Investment Services, Inc. otherNationwide Investment Advisors, LLC otherOtherOct 4, 2010Nov 2, 2010
Anthony DanielMariner Wealth Advisors otherNationwide Investment Advisors, LLC otherOtherOct 1, 2010Apr 4, 2013 (916 d)
Jamie AndersenMariner Wealth Advisors otherNationwide Investment Advisors, LLC otherOtherSep 22, 2010Sep 29, 2010
Alexa PhillipsPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherAug 23, 2010Nov 2, 2010 (71 d)
Roland QuintanillaWells Fargo Advisors wirehouseNationwide Investment Advisors, LLC otherOtherJun 8, 2010May 9, 2012 (701 d)
Clayton Heath BentonChase Investment Services Corp. otherNationwide Investment Advisors, LLC BD affiliatedOtherNov 17, 2009May 14, 2018 (3100 d)
Nancy Jane FeilbachVoya Investment Management Co. LLC otherNationwide Investment Advisors, LLC BD affiliatedOtherNov 3, 2009Dec 20, 2018 (3334 d)
Jennifer Jo BrownJ.J.B. Hilliard, W.L. Lyons, LLC otherNationwide Investment Advisors, LLC otherOtherOct 28, 2009Nov 18, 2009
Christina Marie ThorntonMsi Financial Services, Inc. otherNationwide Investment Advisors, LLC otherOtherJun 30, 2009Jul 14, 2010 (379 d)
Michael Jon BaronFederated Investment Counseling otherNationwide Investment Advisors, LLC otherOtherFeb 18, 2009Apr 4, 2013 (1506 d)
David Alan BazzelHuntington Financial Advisors otherNationwide Investment Advisors, LLC otherOtherFeb 13, 2009Mar 19, 2009 (34 d)
Jacarri Claiborne WilliamsSwbc Investment Company otherNationwide Investment Advisors, LLC otherOtherNov 18, 2008Dec 24, 2008 (36 d)
Erin Carrie JohnsonThreadline Wealth otherNationwide Investment Advisors, LLC otherOtherNov 11, 2008Jan 2, 2009 (52 d)
Marshall Gordon GoffCitigroup Global Markets Inc. otherNationwide Investment Advisors, LLC otherOtherOct 2, 2008Nov 7, 2008 (36 d)
Kevin Patrick LynchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNationwide Investment Advisors, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankJul 15, 2008Dec 24, 2018 (3814 d)
Christopher David CoxU.S. Bancorp Investments, Inc. otherNationwide Investment Advisors, LLC otherOtherJul 14, 2008Jul 28, 2008
Dorian Tyrell LarueTd Ameritrade, Inc. no RAUMNationwide Investment Advisors, LLC otherOtherMay 7, 2008Jan 2, 2009 (240 d)
Kristin M ReillyNatcity Investments, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherApr 29, 2008Jan 5, 2012 (1346 d)
James Michael BeckSummit Investment Management, Ltd. otherNationwide Investment Advisors, LLC otherOtherMar 4, 2008Sep 15, 2016 (3117 d)
Shengde LiuGarlikov Advisors Inc otherNationwide Investment Advisors, LLC otherOtherJan 16, 2008Feb 5, 2008
Jeffery GardnerPgim Investments LLC otherNationwide Investment Advisors, LLC otherOtherNov 6, 2007Nov 6, 2009 (731 d)
Todd Sterling WrightGibraltar Wealth Management, LLC independent RIANationwide Investment Advisors, LLC otherOtherOct 16, 2007Apr 4, 2013 (1997 d)
Travis M LoweBofa Advisors, LLC otherNationwide Investment Advisors, LLC otherOtherOct 4, 2007Dec 2, 2008 (425 d)
Kari M Lusby1st Global Advisors Inc otherNationwide Investment Advisors, LLC otherOtherJun 11, 2007Aug 7, 2007 (57 d)
Tamme Terrell FordValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherMay 16, 2007Feb 3, 2009 (629 d)
Scott Matthew RiethmanRivernorth Capital Management, LLC otherNationwide Investment Advisors, LLC otherOtherMar 30, 2007Jun 19, 2013 (2273 d)
Stephen Patrick MileyInvesco Aim Private Asset Management, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherMar 5, 2007Mar 7, 2007
Shirley Ann BrostAmeriprise Financial Services, LLC national BDNationwide Investment Advisors, LLC otherOtherFeb 13, 2007Mar 16, 2007 (31 d)
Timothy David WilliamsonChase Investment Services Corp. otherNationwide Investment Advisors, LLC otherOtherJan 9, 2007Jan 12, 2007
Michelle Am SeitzValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherDec 14, 2006Feb 1, 2007 (49 d)
Brad Alan WinglerLincoln Financial Distributors, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherOct 16, 2006Apr 4, 2013 (2362 d)
Kevin Jerry RaybornOsaic Fa, Inc. otherNationwide Investment Advisors, LLC otherOtherJul 7, 2006Dec 5, 2006 (151 d)
Matthew Jason ChristlWells Fargo Investments, LLC unclassifiedNationwide Investment Advisors, LLC otherOtherApr 5, 2006Oct 2, 2013 (2737 d)
Douglas RhyuMorgan Stanley Dw Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherDec 12, 2005Oct 31, 2007 (688 d)
Donald E ChevalCharles Schwab & Co., Inc. national BDNationwide Investment Advisors, LLC otherOtherJun 3, 2005Jan 29, 2016 (3892 d)
Jeffrey William JamiesonWaddell & Reed otherNationwide Investment Advisors, LLC BD affiliatedOtherApr 22, 2005Jan 7, 2020 (5373 d)
Alfonso Anthony SorichettiAmeriprise Financial Services, LLC national BDNationwide Investment Advisors, LLC otherOtherApr 22, 2005Jan 5, 2007 (623 d)
Kevin James CalegariUvest Financial Services Group, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherOct 13, 2004Oct 31, 2007 (1113 d)
Jeffrey John FrancisCeridian Investment Advisers Inc unclassifiedNationwide Investment Advisors, LLC otherOtherApr 13, 2004Dec 5, 2006 (966 d)
Deborah Kay TurnerChoreo, LLC otherNationwide Investment Advisors, LLC otherOtherSep 17, 2003Oct 31, 2007 (1505 d)
Anne Luke BoozerE*Trade Advisory Services, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherJun 11, 2003Apr 4, 2013 (3585 d)
Mark Kelly KnudsonA. G. Edwards & Sons, Inc. unclassifiedNationwide Investment Advisors, LLC otherOtherMay 30, 2003Jan 2, 2014 (3870 d)
William Kevin BurtonValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherApr 16, 2003Aug 20, 2007 (1587 d)
Page 5 of 6PreviousNext
301 moves match.