Advisor moves

Arrivals at Concourse Financial Group Advisors

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 Scott PassmoreMML Investors Services, LLC otherConcourse Financial Group Advisors otherOtherMay 5, 2010Apr 30, 2010
Kirk Samuel WeldyEdward Jones national BDConcourse Financial Group Advisors otherOtherApr 19, 2010Apr 26, 2010
Kristine Jane WitherowGeneos Wealth Management, Inc. otherConcourse Financial Group Advisors otherOtherApr 7, 2010Jun 2, 2010 (56 d)
Deren ReidMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherMar 30, 2010Jun 23, 2010 (85 d)
Gregory Ben PillowMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherMar 26, 2010Mar 26, 2010
Janey L KegleyChase Investment Services Corp. otherConcourse Financial Group Advisors otherOtherFeb 9, 2010Apr 6, 2010 (56 d)
Darryl Richard WilsonFirst Legacy Securities, LLC unclassifiedConcourse Financial Group Advisors otherOtherFeb 3, 2010Feb 11, 2010
David Charles HamanWoodbury Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherFeb 2, 2010Feb 1, 2010
Scott Anthony BassMsi Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherJan 5, 2010Jan 26, 2010
Kevin SpaffordLegacy By Design unclassifiedConcourse Financial Group Advisors otherOtherDec 31, 2009Mar 18, 2009
Randall Heath MorrisWells Fargo Advisors wirehouseConcourse Financial Group Advisors otherOtherDec 31, 2009Feb 9, 2010 (40 d)
Charles Edward HowellKovack Advisors, Inc. otherConcourse Financial Group Advisors otherOtherDec 31, 2009Jun 3, 2010 (154 d)
James Brian DillonPnc Wealth Management otherConcourse Financial Group Advisors otherOtherDec 3, 2009Jan 5, 2010 (33 d)
Shari HopkinsChase Investment Services Corp. otherConcourse Financial Group Advisors otherOtherNov 10, 2009Jun 2, 2010 (204 d)
James Ray JulianOsaic Wealth, Inc. otherConcourse Financial Group Advisors otherOtherNov 3, 2009Feb 24, 2010 (113 d)
Samuel A JulianOsaic Wealth, Inc. otherConcourse Financial Group Advisors otherOtherNov 3, 2009Nov 10, 2009
Kenneth Wayne AskewCetera Advisor Networks LLC otherConcourse Financial Group Advisors otherOtherOct 21, 2009Oct 26, 2009
Jordan GirtonMorgan Keegan & Company, LLC otherConcourse Financial Group Advisors otherOtherOct 20, 2009Jan 7, 2010 (79 d)
Andrew Lawrence ZorovichQa3 Financial LLC unclassifiedConcourse Financial Group Advisors otherOtherOct 19, 2009Nov 16, 2009
Jeffrey James McavaddyQa3 Financial LLC unclassifiedConcourse Financial Group Advisors otherOtherOct 19, 2009Nov 24, 2009 (36 d)
Michael Kevin LewallenJohn Hancock Investment Management LLC otherConcourse Financial Group Advisors otherOtherOct 13, 2009Nov 2, 2009
Jerry GrossEquitable Advisors, LLC national BDConcourse Financial Group Advisors otherOtherOct 6, 2009Oct 1, 2009
Keith Howell FosterNew England Securities Corporation otherConcourse Financial Group Advisors otherOtherSep 25, 2009Sep 30, 2009
Michael Lionel MendesUvest Financial Services Group, Inc. unclassifiedConcourse Financial Group Advisors otherOtherAug 31, 2009Oct 30, 2014 (1886 d)
Sherry BollingFifth Third Securities, Inc. otherConcourse Financial Group Advisors otherOtherAug 21, 2009Sep 8, 2010 (383 d)
Stephen Tallmadge KernahanLPL Financial LLC otherConcourse Financial Group Advisors otherOtherJul 27, 2009Nov 2, 2012 (1194 d)
Jeremiah Eli PattersonNfp Advisor Services, LLC otherConcourse Financial Group Advisors otherOtherJul 2, 2009Jul 13, 2009
Adam Detweiler SavanickEverence Trust Company otherConcourse Financial Group Advisors otherOtherJul 2, 2009Jul 2, 2009
Marc Normand PaquetteInvest Financial Corporation otherConcourse Financial Group Advisors otherOtherMay 27, 2009Jun 18, 2009
Adam Charles SheaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherApr 27, 2009Dec 10, 2010 (592 d)
Paul Benson MarksWealthspire Advisors otherConcourse Financial Group Advisors otherOtherMar 30, 2009Apr 3, 2009
Matthew William HolmesCleararc Capital, Inc. otherConcourse Financial Group Advisors otherOtherMar 23, 2009Jan 8, 2010 (291 d)
Scott Alton UeckertLPL Financial LLC otherConcourse Financial Group Advisors otherOtherJan 28, 2009Mar 10, 2009 (41 d)
Edmund Kean JohnBny Mellon Advisors, Inc. otherConcourse Financial Group Advisors otherOtherJan 23, 2009Nov 1, 2010 (647 d)
James Eugene FinkleTransamerica Financial Advisors, LLC otherConcourse Financial Group Advisors otherOtherDec 31, 2008Jan 9, 2009
Perry Lee DiedeLPL Financial LLC otherConcourse Financial Group Advisors otherOtherDec 31, 2008Jan 7, 2014 (1833 d)
Jeffrey Alan UmbaughUmbaugh Financial unclassifiedConcourse Financial Group Advisors otherOtherDec 31, 2008Nov 18, 2008
Nicholle Ann ZoltaszekEdward Jones national BDConcourse Financial Group Advisors otherOtherDec 23, 2008Jun 16, 2010 (540 d)
Jeffery Wen-Jun HwangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseConcourse Financial Group Advisors otherOtherDec 22, 2008Feb 24, 2009 (64 d)
David Elliot ErbSuntrust Investment Services, Inc. otherConcourse Financial Group Advisors otherOtherSep 18, 2008Oct 10, 2008
Bobby Mitchell TaylorEdward Jones national BDConcourse Financial Group Advisors otherOtherSep 16, 2008Oct 15, 2008
Charles LeeBanc Of America Investment Services, Inc. unclassifiedConcourse Financial Group Advisors otherOtherJul 2, 2008Jun 30, 2010 (728 d)
Richard Lee BartholomewCitigroup Global Markets Inc. otherConcourse Financial Group Advisors otherOtherJun 30, 2008Jul 8, 2008
Brian Allen PeardonEagle Strategies LLC otherConcourse Financial Group Advisors otherOtherJun 12, 2008Jun 12, 2008
Jon Raymond WintereggLangdon Shaw Associates, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 27, 2008May 7, 2008
Mark Elmer StevensonOsaic Fs, Inc. otherConcourse Financial Group Advisors otherOtherMay 6, 2008May 6, 2008
James Kevin NobleBanc Of America Investment Services, Inc. unclassifiedConcourse Financial Group Advisors otherOtherMay 6, 2008Apr 6, 2009 (335 d)
Robert John LobdellOsaic Fs, Inc. otherConcourse Financial Group Advisors otherOtherApr 15, 2008Apr 21, 2008
Brian J DillmanNrp Financial, Inc. unclassifiedConcourse Financial Group Advisors otherOtherApr 7, 2008May 6, 2008
Arthur Cole GarciaOsaic Fs, Inc. otherConcourse Financial Group Advisors otherOtherMar 31, 2008Mar 31, 2008
Glenn Dale WeyandBull & Bear Capital Advisors, LLC otherConcourse Financial Group Advisors otherOtherMar 12, 2008Mar 28, 2008
Maureen Lynn O'Hara-GanzR & M Consultants, Ltd. state registeredConcourse Financial Group Advisors otherOtherFeb 29, 2008Oct 26, 2001
Neal James HebertSignator Financial Services, Inc. otherConcourse Financial Group Advisors otherOtherFeb 15, 2008May 23, 2016 (3020 d)
Patrick KeenRaymond James Financial Services, Inc. unclassifiedConcourse Financial Group Advisors otherOtherNov 13, 2007Nov 9, 2007
Kyle Nathaniel DishongRaymond James Financial Services, Inc. unclassifiedConcourse Financial Group Advisors otherOtherNov 13, 2007Nov 12, 2007
Kevin Robert LoffrediLPL Financial LLC otherConcourse Financial Group Advisors otherOtherNov 9, 2007Dec 12, 2007 (33 d)
Rachel Tracy SmithEdward Jones national BDConcourse Financial Group Advisors otherOtherOct 31, 2007Jan 22, 2008 (83 d)
Brent WagnerHuntington Financial Advisors otherConcourse Financial Group Advisors otherOtherOct 29, 2007Oct 15, 2009 (717 d)
David Harold GrubbsLPL Financial LLC otherConcourse Financial Group Advisors otherOtherOct 17, 2007Nov 26, 2007 (40 d)
Clifford William ShirahFsc Securities Corporation otherConcourse Financial Group Advisors otherOtherSep 17, 2007Sep 18, 2007
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425 moves match.