DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Independent Advisor Alliance, 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
Christopher William ZaccarelliCornerstone Wealth otherIndependent Advisor Alliance, LLC otherOtherNov 3, 2017Nov 15, 2017
Kenneth Andrew PutnamCornerstone Wealth otherIndependent Advisor Alliance, LLC otherOtherNov 3, 2017Oct 26, 2017
Sharon Kay ConnerCreative Financial Designs, Inc. otherIndependent Advisor Alliance, LLC independent RIAOtherOct 31, 2017Aug 31, 2018 (304 d)
Sarah Nicole KozlowskiWaddell & Reed otherIndependent Advisor Alliance, LLC otherOtherOct 2, 2017Jul 18, 2025 (2846 d)
Karl Bruce SchmidtkeNorthland Asset Management otherIndependent Advisor Alliance, LLC otherOtherSep 29, 2017Sep 27, 2017
Jeffrey Christopher LehrerNorthland Asset Management otherIndependent Advisor Alliance, LLC otherOtherSep 29, 2017Sep 28, 2017
Peter Francis HeimermanWaddell & Reed otherIndependent Advisor Alliance, LLC otherOtherSep 29, 2017Sep 26, 2017
Nicholas Allen WendtWaddell & Reed otherIndependent Advisor Alliance, LLC otherOtherSep 29, 2017Sep 28, 2017
Elizabeth Marie FoxWaddell & Reed otherIndependent Advisor Alliance, LLC otherOtherSep 29, 2017Sep 26, 2017
Kurt Frederick TrieboldWaddell & Reed otherIndependent Advisor Alliance, LLC otherOtherSep 12, 2017Sep 7, 2017
Jeffrey Michael WaltersTruist Advisory Services, Inc. otherIndependent Advisor Alliance, LLC otherOtherSep 6, 2017Sep 1, 2017
Nicholas Arthur NielsenTruist Advisory Services, Inc. otherIndependent Advisor Alliance, LLC otherOtherSep 6, 2017Sep 1, 2017
Arthur Neil SchlosserMML Investors Services, LLC otherIndependent Advisor Alliance, LLC otherOtherAug 15, 2017Aug 10, 2017
Shaun Christopher MarlineWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherAug 4, 2017Jul 26, 2017
Christopher John DemarestAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherJun 16, 2017Jul 7, 2017
Murat KaptanogluAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherJun 15, 2017Jun 14, 2017
Andrew Scott LipsonAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherJun 15, 2017Jun 14, 2017
Vincent Conley PerryAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherJun 15, 2017Jun 14, 2017
Bradley Aaron WilliamsAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherJun 15, 2017Jun 14, 2017
Douglas Alan BrownCuso Financial Services, L.P. otherIndependent Advisor Alliance, LLC otherOtherJun 6, 2017Jun 26, 2017
Michael Lester EdmondsonWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 16, 2017May 12, 2017
Kevin James CollardWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 9, 2017Feb 1, 2018 (268 d)
Michael Lee KrumholzCambridge Investment Research Advisors, Inc. otherIndependent Advisor Alliance, LLC otherOtherApr 24, 2017Mar 29, 2017
Justin Jeffrey SheikEfficient Advisors otherIndependent Advisor Alliance, LLC otherOtherApr 21, 2017Sep 28, 2016
Berni Marie StevensMorgan Stanley wirehouseIndependent Advisor Alliance, LLC independent RIAWirehouse to independent RIAApr 19, 2017Feb 17, 2025 (2861 d)
Sheila Elizabeth LittleCambridge Investment Research Advisors, Inc. otherIndependent Advisor Alliance, LLC otherOtherApr 7, 2017Mar 30, 2017
Thomas Edwin PerryCornerstone Wealth otherIndependent Advisor Alliance, LLC otherOtherMar 27, 2017Mar 27, 2017
Robert Samuel DyeUBS Financial Services Inc. wirehouseIndependent Advisor Alliance, LLC otherOtherMar 17, 2017Mar 6, 2017
Grant Barnett GoodwinMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Advisor Alliance, LLC otherOtherDec 21, 2016Dec 15, 2016
Kyle Robert ArcandMsi Financial Services, Inc. otherIndependent Advisor Alliance, LLC otherOtherNov 14, 2016Nov 10, 2016
Chadwick (Chad) Wade CopelandWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherNov 3, 2016Jan 8, 2018 (431 d)
Charles Keith DixonAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherOct 7, 2016Nov 6, 2016
Patrick Andrew GuntherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Advisor Alliance, LLC otherOtherAug 4, 2016Aug 2, 2016
Michael A McgilvaryEdward Jones national BDIndependent Advisor Alliance, LLC otherOtherJul 27, 2016Aug 17, 2016
George Henry IrbyFlinthill Financial, LLC unclassifiedIndependent Advisor Alliance, LLC otherOtherJul 5, 2016Jun 2, 2016
Charlene Marie BurkhardtNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIndependent Advisor Alliance, LLC otherOtherJul 1, 2016Jun 30, 2016
Nadine Marie Lord-DivanThe Planners Network, Inc. otherIndependent Advisor Alliance, LLC otherOtherJun 29, 2016Jun 30, 2016
David Lee BolickCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherMay 19, 2016May 18, 2016
Philip Aaron LeeWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 2, 2016Apr 14, 2016
John Eric OsterbergAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherApr 15, 2016Apr 20, 2016
Chad Andrew PannellAmeriprise Financial Services, LLC national BDIndependent Advisor Alliance, LLC otherOtherApr 15, 2016Apr 14, 2016
Clarence Homer SlaughterNfp Advisor Services, LLC otherIndependent Advisor Alliance, LLC otherOtherFeb 26, 2016Mar 3, 2016
John Warren HardyLPL Financial LLC otherIndependent Advisor Alliance, LLC otherOtherFeb 12, 2016Feb 11, 2016
Diane Parke ParmeleLPL Financial LLC otherIndependent Advisor Alliance, LLC otherOtherFeb 12, 2016Feb 11, 2016
Angus Gibbons MceachranLPL Financial LLC otherIndependent Advisor Alliance, LLC otherOtherFeb 12, 2016Feb 11, 2016
Christian Eastwood EricksonLPL Financial LLC otherIndependent Advisor Alliance, LLC independent RIAOtherDec 14, 2015Mar 26, 2019 (1198 d)
Hayley Rose AkreThrivent Investment Management Inc. otherIndependent Advisor Alliance, LLC independent RIAOtherOct 22, 2015Jan 9, 2023 (2636 d)
Ty Gary HensleyCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherOct 1, 2015Oct 2, 2015
Richard Christopher FallinWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherSep 22, 2015Oct 7, 2016 (381 d)
John Sherrill SloopCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherSep 16, 2015Sep 15, 2015
Jennifer Nye GriffinCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherSep 16, 2015Sep 15, 2015
John Alexander BlackCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherSep 16, 2015Sep 15, 2015
Allison F GrierCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherSep 16, 2015Sep 15, 2015
Edward Clade CarltonWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherSep 1, 2015Aug 26, 2015
Matthew Gregory JelnickyCetera Advisor Networks LLC otherIndependent Advisor Alliance, LLC otherOtherJul 20, 2015Jul 20, 2015
Christopher Bryan MiseIntervest International, Inc. otherIndependent Advisor Alliance, LLC otherOtherJun 15, 2015Jun 12, 2015
Steven Brian GalloWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 27, 2015May 26, 2015
Jonathan Michael MarzanoWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 27, 2015May 29, 2015
David Bradley NifongWells Fargo Advisors wirehouseIndependent Advisor Alliance, LLC otherOtherMay 22, 2015May 13, 2015
Hiram Nmn HutchisonInvest Financial Corporation otherIndependent Advisor Alliance, LLC otherOtherApr 22, 2015Apr 21, 2015
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341 moves match.