Advisor moves

Arrivals at Bancwest Investment Services, Inc. (Bwis)

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
Jennifer Lynn PritchettCharles Schwab & Co., Inc. national BDBancwest Investment Services, Inc. (Bwis) otherOtherDec 18, 2014Feb 3, 2015 (47 d)
Nichole Dove JansenMsi Financial Services, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 12, 2014Dec 8, 2014
Michael Wayne WagnerWells Fargo Advisors wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherDec 10, 2014Dec 17, 2014
Jason Matthew LazarowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherDec 1, 2014Dec 17, 2014
Barclay KungMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherNov 28, 2014Dec 2, 2014
Robert BenderWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherNov 24, 2014Nov 18, 2014
Brad Michael MaurerGrant Williams L.P. unclassifiedBancwest Investment Services, Inc. (Bwis) otherOtherNov 12, 2014Aug 3, 2015 (264 d)
Tiffany Ann GunsorekCitigroup Global Markets Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherNov 6, 2014Nov 18, 2014
Guneet Kaur Bains-AjmaniU.S. Bancorp Advisors, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 15, 2014Feb 3, 2015 (111 d)
Valerie Nguyen TuCitigroup Global Markets Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 2, 2014Oct 16, 2014
Thomas James AldersonCharles Schwab & Co., Inc. national BDBancwest Investment Services, Inc. (Bwis) otherOtherAug 27, 2014Oct 9, 2014 (43 d)
Alfred EscamillaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherAug 20, 2014Jul 21, 2015 (335 d)
Alex Patner LukoffAllstate Financial Advisors, LLC no RAUMBancwest Investment Services, Inc. (Bwis) otherOtherAug 8, 2014Aug 1, 2014
James Bryan PearsonBok Financial Advisors otherBancwest Investment Services, Inc. (Bwis) otherOtherAug 7, 2014Aug 18, 2014
Virgil James SalsmanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) BD affiliatedWirehouse to affiliated broker-dealer or bankAug 4, 2014Apr 20, 2018 (1355 d)
Catherine Grace NakamuraWealthbridge, Inc. unclassifiedBancwest Investment Services, Inc. (Bwis) otherOtherAug 1, 2014Jul 31, 2014
Larry Dale EllisEdward Jones national BDBancwest Investment Services, Inc. (Bwis) otherOtherJul 30, 2014Jul 31, 2014
Jonathan James DerraSecurities America Advisors, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherJul 9, 2014Jul 14, 2014
Todd Robert HobsonWells Fargo Advisors wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherJul 8, 2014Jul 8, 2014
Ronny InnigerAdvice And Planning Services otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 26, 2014Jul 21, 2014
Ian Robert YarberryT. Rowe Price Advisory Services, Inc. no RAUMBancwest Investment Services, Inc. (Bwis) otherOtherJun 16, 2014Jan 9, 2015 (207 d)
Michael Arden MccoyValic Financial Advisors, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 12, 2014Jun 3, 2014
James Michael MurphyWells Fargo Advisors wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherJun 5, 2014May 12, 2015 (341 d)
Jay Frederick HaffleySii Investments, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 3, 2014Aug 6, 2014 (64 d)
Jesus Alberto SotoWaddell & Reed otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 30, 2014May 28, 2014
Negin BanaeiHsbc Securities (USA) Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 29, 2014Aug 27, 2014 (90 d)
Thomas Francis KennedyPnc Managed Account Solutions, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 13, 2014Jun 3, 2014
Shelly Lynne SchellCapital Investment Counsel Inc otherBancwest Investment Services, Inc. (Bwis) otherOtherMay 13, 2014Jul 5, 2011
Peter ShuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherMay 6, 2014Aug 15, 2014 (101 d)
Leslie A AshtonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherApr 2, 2014Sep 17, 2014 (168 d)
Tasha Gartner AllardInvestment Centers Of America, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherApr 1, 2014Apr 7, 2014
Ross BlountEdward Jones national BDBancwest Investment Services, Inc. (Bwis) otherOtherMar 25, 2014May 27, 2014 (63 d)
John ClearyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherMar 24, 2014Jun 5, 2014 (73 d)
Alexey BulankovMccarthy Asset Management, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherFeb 14, 2014Feb 4, 2014
William Scott FreedmanU.S. Bancorp Advisors, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherFeb 11, 2014Feb 14, 2014
Samineh Najafi ShaeghiStrategic Advisers LLC national BDBancwest Investment Services, Inc. (Bwis) otherOtherFeb 11, 2014Feb 19, 2014
Herbert Roldan FloresU.S. Bancorp Advisors, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherFeb 5, 2014Feb 13, 2014
Karen Lee LooperWells Fargo Advisors wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherFeb 4, 2014Feb 10, 2014
Mark Allen JagowFirst Allied Advisory Services, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherJan 15, 2014Jan 16, 2014
David C ChengWells Fargo Advisors wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherJan 14, 2014Jan 13, 2014
David Ta-Wei LeeMorgan Stanley wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherJan 13, 2014Jul 10, 2014 (178 d)
Vera Jalilla FeldbuschNational Planning Corporation ("Npc Of America" In Fl & Ny) otherBancwest Investment Services, Inc. (Bwis) otherOtherJan 10, 2014Jan 22, 2014
Darrin Andrew ChowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherDec 10, 2013Dec 9, 2013
Troy Wayne BenderIntegrity Alliance, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 9, 2013Dec 6, 2013
Donella R WinklerSchwab Wealth Advisory, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 9, 2013May 28, 2015 (535 d)
Nancy Louise MccreadyMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherDec 6, 2013Dec 11, 2013
Helmut GarciaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherDec 3, 2013Jul 14, 2014 (223 d)
Douglas Brent ArnellKey Investment Services LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherDec 3, 2013Dec 9, 2013
Michael RobbJ.P. Morgan Private Wealth Advisors LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherNov 22, 2013Mar 23, 2017 (1217 d)
Tommy Tho TranJ.P. Morgan Securities LLC wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherNov 22, 2013Oct 21, 2014 (333 d)
Patrick LeeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherNov 6, 2013Nov 14, 2013
Chris A. LuttmanPersonal Capital Advisors Corporation otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 25, 2013Nov 14, 2014 (385 d)
Mark I HiramotoEquitable Advisors, LLC national BDBancwest Investment Services, Inc. (Bwis) otherOtherOct 23, 2013Oct 15, 2014 (357 d)
Jonathan Frank WoodwardFirst Citizens Investor Services, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 8, 2013Jul 23, 2015 (653 d)
David Michel HaikBmo Harris Financial Advisors, Inc otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 7, 2013Nov 6, 2013
Ryan James ShaughnessyMML Investors Services, LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherOct 2, 2013Oct 3, 2013
Dionne Michelle TerzoliLPL Financial LLC otherBancwest Investment Services, Inc. (Bwis) otherOtherSep 24, 2013Sep 24, 2013
Lidia LeachCharles Schwab & Co., Inc. national BDBancwest Investment Services, Inc. (Bwis) otherOtherSep 11, 2013Oct 21, 2013 (40 d)
Linda E. MoranAmeriprise Financial Services, LLC national BDBancwest Investment Services, Inc. (Bwis) otherOtherAug 23, 2013Jun 11, 2014 (292 d)
Roberto UgaldeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBancwest Investment Services, Inc. (Bwis) otherOtherAug 22, 2013Aug 19, 2013
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503 moves match.