Advisor moves

Arrivals at Nfp Advisor Services, 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
Thomas Badger HerbruckValmark Advisers, Inc. otherNfp Advisor Services, LLC otherOtherMay 3, 2011May 3, 2011
Price Chipley FrenchCreative Financial Designs, Inc. otherNfp Advisor Services, LLC otherOtherMar 31, 2011Mar 31, 2011
Robert Lee HollandInvest Financial Corporation otherNfp Advisor Services, LLC otherOtherMar 28, 2011Mar 24, 2011
Dov Joseph RobinsonEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherMar 8, 2011Mar 4, 2011
Daniel Ray SnoverTransamerica Financial Advisors, LLC otherNfp Advisor Services, LLC otherOtherMar 7, 2011Feb 22, 2011
Dan Christian RoehmValmark Advisers, Inc. otherNfp Advisor Services, LLC otherOtherFeb 28, 2011Mar 21, 2011
Jonathan Mark TaporcoChase Investment Services Corp. otherNfp Advisor Services, LLC otherOtherJan 25, 2011Dec 15, 2014 (1420 d)
Maurice Anthony GelfoSignator Investors, Inc. otherNfp Advisor Services, LLC otherOtherJan 20, 2011Jan 25, 2011
Timothy Mark RollsWells Fargo Advisors wirehouseNfp Advisor Services, LLC otherOtherJan 3, 2011Jan 6, 2011
Allan OehrleinDirected Services LLC otherNfp Advisor Services, LLC otherOtherDec 31, 2010Mar 29, 2011 (88 d)
William Taylor PurcellSuntrust Investment Services, Inc. otherNfp Advisor Services, LLC otherOtherDec 2, 2010Jan 14, 2011 (43 d)
Andrew James DegroatNrp Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherDec 1, 2010Feb 2, 2009
Joseph M BrooksNrp Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherNov 29, 2010Nov 30, 2010
Katherine Marie JamilNrp Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherNov 29, 2010Dec 3, 2010
Kristen Sanders LeclairLPL Financial LLC otherNfp Advisor Services, LLC otherOtherNov 15, 2010Dec 17, 2010 (32 d)
Susan Michele MitcheltreePark Avenue Securities LLC otherNfp Advisor Services, LLC otherOtherNov 15, 2010Dec 1, 2010
Paul L GibertMorgan Stanley wirehouseNfp Advisor Services, LLC otherOtherNov 12, 2010Oct 29, 2010
Max Joseph MeltzerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNfp Advisor Services, LLC otherOtherNov 9, 2010Dec 15, 2010 (36 d)
Thomas Joseph JohnsonNewport Group Consulting, LLC otherNfp Advisor Services, LLC otherOtherNov 3, 2010Mar 8, 2011 (125 d)
Wesley Greg AlstonNrp Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherOct 25, 2010Oct 22, 2010
Chau My QuachCommonwealth Financial Network national BDNfp Advisor Services, LLC otherOtherOct 13, 2010Oct 21, 2010
Steven Edward HackerNrp Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherOct 11, 2010Oct 11, 2010
Thomas John OleyInstitutional Securities Corporation otherNfp Advisor Services, LLC otherOtherSep 17, 2010Sep 2, 2010
Gentry Parks MooreInstitutional Securities Corporation otherNfp Advisor Services, LLC otherOtherSep 17, 2010Sep 1, 2010
Eszter Klara KochMML Investors Services, LLC otherNfp Advisor Services, LLC otherOtherSep 3, 2010Aug 30, 2010
Keith John BurgessOsaic Institutions, Inc. otherNfp Advisor Services, LLC otherOtherAug 31, 2010Apr 13, 2012 (591 d)
Brian Gregory LizziMML Investors Services, LLC otherNfp Advisor Services, LLC otherOtherAug 31, 2010Aug 30, 2010
Francis J AielloOppenheimer & Co. Inc. otherNfp Advisor Services, LLC otherOtherJul 30, 2010Aug 6, 2010
Catherine Constance ChristBenefit Financial Services Group otherNfp Advisor Services, LLC otherOtherJul 20, 2010Feb 3, 2012 (563 d)
Robert Joseph ShullFinancial Telesis, Inc. otherNfp Advisor Services, LLC otherOtherJul 1, 2010Aug 17, 2010 (47 d)
Kyle Randall JonesMidwestern Securities Trading Co.,LLC otherNfp Advisor Services, LLC otherOtherJun 30, 2010Jul 16, 2010
Hillary Louise KentMML Investors Services, LLC otherNfp Advisor Services, LLC otherOtherJun 21, 2010Jun 17, 2010
Carolyn Jane SmithPadgett Financial Services, LLC unclassifiedNfp Advisor Services, LLC otherOtherJun 15, 2010Aug 26, 2010 (72 d)
Lisa Ann GarzaMorgan Stanley wirehouseNfp Advisor Services, LLC otherOtherJun 3, 2010Jul 1, 2010
Robert Randolph LottEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherJun 3, 2010Jun 10, 2010
Matthew Shannon WilsonEquitable Advisors, LLC national BDNfp Advisor Services, LLC otherOtherJun 2, 2010May 27, 2010
Donald Albert LuekeBerthel Fisher & Company Financial Services, Inc. otherNfp Advisor Services, LLC otherOtherMay 27, 2010May 26, 2010
James Nendel PeppermanNew England Securities Corporation otherNfp Advisor Services, LLC otherOtherMay 24, 2010May 19, 2010
James S TrotterNew England Securities Corporation otherNfp Advisor Services, LLC otherOtherMay 24, 2010May 24, 2010
Robert Edward FishNew England Securities Corporation otherNfp Advisor Services, LLC otherOtherMay 5, 2010May 5, 2010
Christopher Evans MorelandRaymond James Financial Services Advisors, Inc otherNfp Advisor Services, LLC otherOtherMay 5, 2010Apr 15, 2011 (345 d)
Hunter Scott TrotterNew England Securities Corporation otherNfp Advisor Services, LLC otherOtherMay 5, 2010May 5, 2010
David Charles BetzWaddell & Reed otherNfp Advisor Services, LLC otherOtherApr 7, 2010Jun 10, 2011 (429 d)
Manos Guy CitoSecurian Financial Services, Inc. otherNfp Advisor Services, LLC otherOtherMar 26, 2010Mar 25, 2010
Lynette S. TwedtLPL Financial LLC otherNfp Advisor Services, LLC otherOtherMar 16, 2010Aug 16, 2010 (153 d)
Bryan Edward SmithSignator Investors, Inc. otherNfp Advisor Services, LLC otherOtherMar 4, 2010Mar 3, 2010
Jason Ryan ReevesAmeritas Advisory Services otherNfp Advisor Services, LLC otherOtherFeb 17, 2010Feb 10, 2010
Stephanie Rae GallegosThe Bostonian Group unclassifiedNfp Advisor Services, LLC otherOtherFeb 12, 2010Sep 28, 2010 (228 d)
Jason Corey GriggsOsaic Fa, Inc. otherNfp Advisor Services, LLC otherOtherFeb 4, 2010Feb 23, 2010
Gary Robert SaxH. Beck, Inc. otherNfp Advisor Services, LLC otherOtherFeb 3, 2010Feb 23, 2010
Robert Samuel McwilliamsAlphastream Portfolios, Inc. unclassifiedNfp Advisor Services, LLC otherOtherFeb 1, 2010Mar 29, 2010 (56 d)
John Christopher LiddicoatMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNfp Advisor Services, LLC otherOtherFeb 1, 2010Feb 11, 2010
Jason Charles HaswellUnited Brokerage Services Inc otherNfp Advisor Services, LLC otherOtherJan 15, 2010Mar 25, 2010 (69 d)
Thomas Kevin BowmanMedallion Advisory Services, LLC unclassifiedNfp Advisor Services, LLC otherOtherDec 31, 2009Jan 4, 2010
Tamara Denise SniderCharles Schwab & Co., Inc. national BDNfp Advisor Services, LLC otherOtherNov 17, 2009Jul 6, 2011 (596 d)
Brian E OrrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNfp Advisor Services, LLC otherOtherNov 13, 2009Mar 3, 2010 (110 d)
Preston David CherryWealth Development Strategies Investment Advisory, Inc. state registeredNfp Advisor Services, LLC otherOtherOct 9, 2009Feb 18, 2010 (132 d)
Charles Douglas RobinsonAmeriprise Financial Services, LLC national BDNfp Advisor Services, LLC otherOtherSep 15, 2009Sep 29, 2009
Eric Alan JacobyMutual Service Corporation unclassifiedNfp Advisor Services, LLC otherOtherSep 8, 2009Sep 9, 2009
Andrew C DennyTransamerica Financial Advisors, Inc. unclassifiedNfp Advisor Services, LLC otherOtherAug 11, 2009Aug 10, 2009
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556 moves match.