DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Concourse Financial Group Advisors

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
Melissa J HendersonEdward Jones national BDConcourse Financial Group Advisors otherOtherJun 29, 2011Oct 26, 2011 (119 d)
Silvia Marcela Linares-WilliamsLPL Financial LLC otherConcourse Financial Group Advisors otherOtherJun 9, 2011Aug 2, 2011 (54 d)
Bryan James CliftonMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherJun 9, 2011Jul 12, 2011 (33 d)
Michael Neil BrownMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherMay 19, 2011Sep 23, 2011 (127 d)
Christopher Ryan PhillipsAmeriprise Financial Services, LLC national BDConcourse Financial Group Advisors otherOtherMay 10, 2011May 12, 2011
Robert Byron WilliamsLPL Financial LLC otherConcourse Financial Group Advisors otherOtherMay 4, 2011Oct 5, 2016 (1981 d)
Amelia Leigh ThomasUsaa Financial Planning Services no RAUMConcourse Financial Group Advisors otherOtherMay 2, 2011Oct 11, 2011 (162 d)
Kenneth Lynn DavisSuntrust Investment Services, Inc. otherConcourse Financial Group Advisors otherOtherMay 2, 2011Mar 18, 2013 (686 d)
Brandon Tyler WannEquitable Advisors, LLC national BDConcourse Financial Group Advisors otherOtherApr 29, 2011Jun 22, 2011 (54 d)
Charles Mcclard PorterStrategic Wealth Management Group, LLC unclassifiedConcourse Financial Group Advisors otherOtherApr 1, 2011May 29, 2008
Scott Douglas BulmerOneamerica Securities, Inc. otherConcourse Financial Group Advisors otherOtherMar 31, 2011Mar 28, 2011
Samuel S RoseEdward Jones national BDConcourse Financial Group Advisors otherOtherJan 26, 2011Jun 29, 2011 (154 d)
Michael John KreftTransamerica Financial Advisors, LLC otherConcourse Financial Group Advisors otherOtherJan 20, 2011Jan 25, 2011
William Clayton ConerlyHarbor Financial Services, LLC otherConcourse Financial Group Advisors otherOtherDec 23, 2010Dec 2, 2010
Bobby Farrar HaileyEdward Jones national BDConcourse Financial Group Advisors otherOtherDec 13, 2010Jun 17, 2011 (186 d)
Christian Haas CortsMorgan Stanley wirehouseConcourse Financial Group Advisors otherOtherDec 8, 2010Dec 8, 2010
Hunter Phelps MasseyMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherDec 7, 2010Jan 24, 2011 (48 d)
Larry E MottMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherNov 30, 2010Nov 16, 2010
Richard Alan MatthewsVoya Financial Advisors, Inc. otherConcourse Financial Group Advisors otherOtherNov 23, 2010Jun 24, 2011 (213 d)
Bobby Gene JunkinOn Investment Management Co otherConcourse Financial Group Advisors otherOtherOct 29, 2010Oct 29, 2010
Kyle Eugene BellAvantax Advisory Services otherConcourse Financial Group Advisors otherOtherOct 13, 2010Jun 12, 2012 (608 d)
Kimberly Manicure McfallMorgan Stanley wirehouseConcourse Financial Group Advisors otherOtherOct 11, 2010Dec 23, 2010 (73 d)
Douglas Carroll ShowsPark Avenue Securities LLC otherConcourse Financial Group Advisors otherOtherSep 28, 2010Jun 17, 2011 (262 d)
Steven Tyler MoyerPruco Securities, LLC otherConcourse Financial Group Advisors otherOtherSep 21, 2010Oct 14, 2010
Kevin Paul LemmonInvestment Professionals, Inc. otherConcourse Financial Group Advisors otherOtherAug 19, 2010Nov 22, 2010 (95 d)
Eric James HoebbelNext Financial Group, Inc. otherConcourse Financial Group Advisors otherOtherJul 22, 2010Jul 21, 2010
Gregory Morris BeardsleeNext Financial Group, Inc. otherConcourse Financial Group Advisors otherOtherJul 16, 2010Jul 21, 2010
Timothy Andrew JonesNext Financial Group, Inc. otherConcourse Financial Group Advisors otherOtherJul 13, 2010Aug 26, 2010 (44 d)
Thomas Rey SchalkWfg Advisors, LP otherConcourse Financial Group Advisors otherOtherJun 28, 2010May 12, 2011 (318 d)
Keith H BlytheLPL Financial LLC otherConcourse Financial Group Advisors otherOtherJun 22, 2010Jun 11, 2010
Thomas Jefferson RousePrincipal Securities, Inc. otherConcourse Financial Group Advisors otherOtherJun 21, 2010Jun 11, 2010
Roger Lee FlueckigerLPL Financial LLC otherConcourse Financial Group Advisors otherOtherJun 16, 2010Jun 11, 2010
Darrell ReaganNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherJun 15, 2010Jun 18, 2010
Edward Michael LadersSignator Investors, Inc. otherConcourse Financial Group Advisors otherOtherJun 11, 2010Nov 30, 2010 (172 d)
John Samuel ScottThrivent Investment Management Inc. otherConcourse Financial Group Advisors otherOtherJun 10, 2010Mar 29, 2012 (658 d)
James Carroll BillingsleyMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherJun 8, 2010Jul 15, 2011 (402 d)
Kurt LashMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherJun 7, 2010Jun 10, 2010
Brian Lee ClappUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 25, 2010
Paul John RaymondUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 2, 2010
Scott Wilson BarkerUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 16, 2010
Robert Allen WojcikUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jul 13, 2010 (46 d)
Amy Meo OviedoUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 15, 2010
John George ChandaUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 30, 2010 (33 d)
Russell James DolanUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jan 24, 2012 (606 d)
Matthew Edward HermanUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Mar 7, 2010
Wesley Edward LabelleUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 29, 2010 (32 d)
Todd Benjamin WiswellUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 29, 2010 (32 d)
Lori H MoncadaUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 28, 2010Jun 7, 2010
James Cahill GavinUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 21, 2010Jun 24, 2010 (34 d)
Ronda Sue SmithUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 21, 2010Jun 7, 2010
Mandie Josephine PetersUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 21, 2010Jun 5, 2010
James Joseph TillmanUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 21, 2010Aug 9, 2010 (80 d)
Edward D DeverellStructured Portfolio Solutions, LLC state registeredConcourse Financial Group Advisors otherOtherMay 20, 2010Jun 5, 2010
Vincent Michael FarascianoUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010Jun 2, 2010
Stan Gene WagnerUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010May 24, 2010
Todd Barrett O'ConnellUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010Jun 9, 2010
Joshua Yoonkun JunUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010Jun 5, 2010
Jeffrey Clifton DruryUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010May 21, 2010
Wayne S CreedenUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 14, 2010May 21, 2010
Daniel Alan CoursonEdward Jones national BDConcourse Financial Group Advisors otherOtherMay 6, 2010Jun 22, 2010 (47 d)
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425 moves match.