DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Invest Financial Corporation

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
Richard Victor NicolichUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherAug 10, 2011Aug 10, 2011
Christopher Thomas ConnellUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherAug 10, 2011Aug 10, 2011
Theresa Anne DamicoUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherAug 10, 2011Aug 17, 2011
Todd L PhillipsUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherAug 10, 2011Aug 10, 2011
Clint Michael FarabaughVining Financial otherInvest Financial Corporation otherOtherAug 8, 2011Jul 22, 2011
Tye William KorblWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherJul 29, 2011Aug 22, 2011
Wendy Nichole HuntJ. W. Cole Advisors, Inc. otherInvest Financial Corporation otherOtherJul 19, 2011Aug 8, 2011
Carl David NewtonEdward Jones national BDInvest Financial Corporation otherOtherJul 13, 2011Jul 14, 2011
Craig Ryan SeligmanProactive Wealth Strategies, LLC unclassifiedInvest Financial Corporation otherOtherJul 6, 2011May 20, 2011
Mahmud JethaProactive Wealth Strategies, LLC unclassifiedInvest Financial Corporation otherOtherJul 6, 2011Jun 22, 2011
Cynthia Marshall DersoProactive Wealth Strategies, LLC unclassifiedInvest Financial Corporation otherOtherJul 6, 2011May 18, 2011
Vincent Charles MontantiMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvest Financial Corporation otherOtherJul 5, 2011Jul 6, 2011
Rebecca E. ChiccoUBS Financial Services Inc. wirehouseInvest Financial Corporation otherOtherJun 30, 2011Oct 7, 2011 (99 d)
Michael John BrunoEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jun 23, 2011
John Schuyler NeffEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jul 7, 2011
Gary Eugene StirkEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jun 23, 2011
Scott Martin WelchEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jun 23, 2011
James Peter MuchardEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jun 24, 2011
Mark BarkasyEnsemble Financial Services, Inc. unclassifiedInvest Financial Corporation otherOtherJun 23, 2011Jun 29, 2011
David Seth LeibowitzCitigroup Global Markets Inc. otherInvest Financial Corporation otherOtherJun 15, 2011Mar 7, 2012 (266 d)
Todd Allan MccrayRaymond James Financial Services Advisors, Inc otherInvest Financial Corporation otherOtherJun 14, 2011Jun 22, 2011
James Brendahl WestwoodWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherJun 1, 2011May 27, 2011
Angel GalanChase Investment Services Corp. otherInvest Financial Corporation otherOtherJun 1, 2011Jun 9, 2011
Paul Edgar EricksonWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherJun 1, 2011May 31, 2011
Frank William ArmitageJ. W. Cole Advisors, Inc. otherInvest Financial Corporation otherOtherMay 31, 2011Jun 23, 2011
Johnathon Leland CopeMidsouth Capital, Inc. unclassifiedInvest Financial Corporation otherOtherMay 18, 2011Jun 1, 2011
Eric Roger WilliamsLPL Financial LLC otherInvest Financial Corporation otherOtherMay 13, 2011May 10, 2011
Sebastiano MancarellaCitizens Securities, Inc. otherInvest Financial Corporation otherOtherMay 12, 2011May 4, 2011
Michelle Renee SmithLPL Financial LLC otherInvest Financial Corporation otherOtherApr 11, 2011May 4, 2011
Kelsey Rae SummersWells Fargo Advisors wirehouseInvest Financial Corporation otherOtherApr 11, 2011Apr 20, 2011
Barry David BielerPnc Wealth Management otherInvest Financial Corporation otherOtherApr 1, 2011May 2, 2011 (31 d)
Kevin Michael ArquetteBb&T Investment Services, Inc. no RAUMInvest Financial Corporation otherOtherApr 1, 2011Jul 7, 2011 (97 d)
Ronald Dionisio BalitonFnb Brokerage Services, Inc. unclassifiedInvest Financial Corporation otherOtherMar 22, 2011Mar 28, 2011
Frederick Dean WrightFnb Brokerage Services, Inc. unclassifiedInvest Financial Corporation otherOtherMar 22, 2011Mar 23, 2011
Krist HammargrenFnb Brokerage Services, Inc. unclassifiedInvest Financial Corporation otherOtherMar 22, 2011Mar 23, 2011
John Joseph LovettFnb Brokerage Services, Inc. unclassifiedInvest Financial Corporation otherOtherMar 22, 2011Mar 23, 2011
Stephen Davis MilesNew England Securities Corporation otherInvest Financial Corporation otherOtherMar 18, 2011Mar 16, 2011
Jean Ann BrownSummit Financial Group Inc otherInvest Financial Corporation otherOtherMar 14, 2011Jun 29, 2011 (107 d)
Daniel Coye WeaverHantz Financial Services, Inc. no RAUMInvest Financial Corporation otherOtherMar 14, 2011May 24, 2011 (71 d)
Herbert Wae EngOsaic Fa, Inc. otherInvest Financial Corporation otherOtherMar 8, 2011Apr 5, 2011
Seth Adam HoffmanMML Investors Services, LLC otherInvest Financial Corporation otherOtherFeb 23, 2011Jun 2, 2011 (99 d)
Kevin Michael FoxCapital Financial Services, Inc. otherInvest Financial Corporation otherOtherFeb 15, 2011Feb 15, 2011
Scott Leslie JohnsonInvestment Advisors Corp otherInvest Financial Corporation otherOtherFeb 14, 2011Feb 17, 2011
Benjamin William ShraderEquitable Advisors, LLC national BDInvest Financial Corporation otherOtherFeb 10, 2011Feb 8, 2011
John Worden ColemanEquitable Advisors, LLC national BDInvest Financial Corporation otherOtherJan 20, 2011Jan 26, 2011
Anthony C WilloughbyTransamerica Financial Advisors, LLC otherInvest Financial Corporation otherOtherJan 14, 2011Feb 15, 2013 (763 d)
Christina Jenny ManginoNew England Securities Corporation otherInvest Financial Corporation otherOtherJan 4, 2011Dec 8, 2010
Frank J SmithVoya Financial Advisors, Inc. otherInvest Financial Corporation otherOtherDec 31, 2010Jan 3, 2011
Deborah Ann DavisCetera Advisor Networks LLC otherInvest Financial Corporation otherOtherDec 31, 2010Jan 5, 2012 (370 d)
John Douglas SewardNjr Investment Advisory, Inc. unclassifiedInvest Financial Corporation otherOtherDec 31, 2010Feb 18, 2011 (49 d)
Shannon Renee NealInvestment Professionals, Inc. otherInvest Financial Corporation otherOtherDec 22, 2010Dec 7, 2010
Jason William NealInvestment Professionals, Inc. otherInvest Financial Corporation otherOtherDec 22, 2010Dec 8, 2010
Joseph Paul SalomoneCuna Brokerage Services, Inc. otherInvest Financial Corporation otherOtherDec 10, 2010Dec 9, 2010
James Blaise BattistoniEdward Jones national BDInvest Financial Corporation otherOtherDec 1, 2010Apr 18, 2011 (138 d)
David Ross BrinkleyStrategic Financial Plans, Inc. unclassifiedInvest Financial Corporation otherOtherNov 29, 2010Aug 3, 2007
Kevin B HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseInvest Financial Corporation otherOtherNov 2, 2010Nov 2, 2010
Charles Dominic Dayer WildSummit Equities Inc otherInvest Financial Corporation otherOtherOct 19, 2010Oct 19, 2010
John Aaron BoudreauxUBS Financial Services Inc. wirehouseInvest Financial Corporation otherOtherOct 15, 2010Oct 15, 2010
Michelle Lynn BenderPwa Wealth Management otherInvest Financial Corporation otherOtherSep 27, 2010Sep 24, 2010
Matthew Shannon WilsonNfp Advisor Services, LLC otherInvest Financial Corporation otherOtherSep 13, 2010Sep 9, 2010
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800 moves match.