DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Robert W. Baird & Co. Incorporated

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
Andrew E WilsonFlorida Financial Advisors, LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAAug 1, 2022Jan 28, 2025 (911 d)
Jacklyn Brooke CassadyAvant-Garde Wealth state registeredRobert W. Baird & Co. Incorporated mixed wealthOtherJul 29, 2022Aug 3, 2022
Robert Nels JacobsenFirst Trust Advisors LP asset managerRobert W. Baird & Co. Incorporated mixed wealthOtherJul 27, 2022Jul 25, 2022
Michael Evan VassarBartlett & Co. Wealth Management LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAJul 1, 2022Jul 1, 2022
Jordan Mark WilsonTruist Advisory Services, Inc. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAJun 24, 2022Jul 29, 2022 (35 d)
Dominic G MonkRaymond James Financial Services Advisors, Inc BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAJun 14, 2022Jun 15, 2022
Brittany Leigh ProkashMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJun 13, 2022Jun 13, 2022
Nichol Elizabeth RogersNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherMay 4, 2022Jul 20, 2022 (77 d)
Vincent Ronald PyneMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAApr 27, 2022Apr 25, 2022
Patricia Ann NyborgStrategic Income Group LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAApr 22, 2022Dec 9, 2022 (231 d)
Toby John PrestegaardRaymond James Financial Services Advisors, Inc BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAApr 20, 2022Apr 25, 2022
Richard Roy HansenWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAApr 20, 2022Apr 1, 2022
Amanda Elaine DepriestWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAApr 11, 2022Apr 7, 2022
Zachary Alan ChamberlainNorthwestern Mutual Investment Services,LLC no RAUMRobert W. Baird & Co. Incorporated mixed wealthOtherApr 5, 2022Apr 1, 2022
Joseph C VoightMore Than Money Investment Group LLC unclassifiedRobert W. Baird & Co. Incorporated mixed wealthOtherMar 29, 2022Mar 30, 2022
Jessica J TaiWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 23, 2022Mar 18, 2022
Lisa Ann PetersonWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 22, 2022Mar 18, 2022
John Lee ArnoldWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 22, 2022Mar 18, 2022
Michael Timothy ClarkU.S. Bancorp Investments, Inc. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAMar 11, 2022Nov 29, 2021
Claudia Clare DonnellyAlly Invest Advisors independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAMar 8, 2022Mar 21, 2022
Patrick C. O'ConnorMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 3, 2022Feb 18, 2022
Amy Marie KaneWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 25, 2022Mar 11, 2022
Thomas B HelmsMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 22, 2022Feb 18, 2022
Scott D ShadidMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 22, 2022Feb 18, 2022
Patricia Ann LatimerRaymond James & Associates, Inc. national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 18, 2022Jan 25, 2022
Tricia Nicole BivensMML Investors Services, LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 14, 2022Feb 14, 2022
Rachael Renee ReidMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 11, 2022Feb 23, 2022
Amy Jo RiceOneamerica Securities, Inc. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 7, 2022Jan 24, 2022
John Peter OrsiWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 18, 2022Jan 10, 2022
Zachary T VandeyachtWilliam Blair & Company L.L.C. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIADec 9, 2021Dec 1, 2021
Thomas Blair CravenMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIADec 2, 2021Dec 9, 2021
Victor Masaru KizushiKestra Advisory Services, LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIANov 29, 2021Nov 30, 2021
Dedrie Toney BinghamMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 23, 2021Nov 22, 2021
Christopher EngerThinkbetter otherRobert W. Baird & Co. Incorporated mixed wealthOtherNov 23, 2021Apr 14, 2020
Lynn Whitten GarrickMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 23, 2021Nov 22, 2021
Bridget Renee LeeRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIANov 12, 2021Nov 1, 2021
Gregory Clement LongtineWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 11, 2021Nov 5, 2021
Robert Gordon WilkersonWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 11, 2021Nov 5, 2021
Angelo CilientoWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 9, 2021Oct 26, 2021
Heather May BrockiePruco Securities, LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIANov 8, 2021Nov 30, 2021
Alex Edward MaherWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 21, 2021Aug 3, 2022 (286 d)
Anthony Michael MoffaLinden Thomas Advisory Services, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAOct 18, 2021Nov 1, 2021
Casey R CastorWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 4, 2021Oct 4, 2021
Yasmeen MuhammadCharles Schwab & Co., Inc. national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIASep 29, 2021Oct 2, 2021
Joshua Alexander ChambersCreativeone Wealth, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIASep 27, 2021Oct 8, 2021
Brian Matthew KelsoPtma Investment Advisors asset managerRobert W. Baird & Co. Incorporated mixed wealthOtherSep 20, 2021Oct 19, 2021
Kimberly S BenefieldMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIASep 17, 2021Sep 2, 2021
Margaret LunsfordWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIASep 14, 2021Sep 8, 2021
Michael Gregory OlszewskiTransamerica Retirement Advisors, LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAAug 4, 2021Oct 27, 2024 (1180 d)
Katrina Michelle BuhlWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 21, 2021Aug 10, 2021
Stephen Robert HatcherWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 19, 2021Jul 15, 2021
Tedra C PineEagle Strategies LLC BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAJul 16, 2021Jul 15, 2021
Sally Margaret Mary AlstonMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJun 4, 2021Sep 14, 2021 (102 d)
Joseph Clayton OstromPacific Portfolio Consulting, LLC mixed wealthRobert W. Baird & Co. Incorporated mixed wealthRIA to RIAJun 4, 2021Jun 4, 2021
Bradley Mason BartickCharles Schwab & Co., Inc. national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAMay 26, 2021Nov 1, 2022 (524 d)
Jacob Andrew GolterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMay 13, 2021May 26, 2021
Stratton HarrisonRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAMay 11, 2021May 10, 2021
James Christopher GalkowskiWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMay 5, 2021Apr 30, 2021
Jill Marie RouxWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMay 5, 2021Apr 30, 2021
Mary Elizabeth BaumerAmeriprise Financial Services, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAMay 4, 2021May 4, 2021
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1,141 moves match.