Advisor moves

Arrivals at Scottrade Investment Management

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.

404 moves
AdvisorFromToTypeLeftRegistered
Noah Arthur BuehnerEdward Jones national BDScottrade Investment Management otherOtherFeb 7, 2013Jan 6, 2017 (1429 d)
John E. MayoBb&T Investment Services, Inc. no RAUMScottrade Investment Management otherOtherFeb 1, 2013Mar 2, 2017 (1490 d)
David Erwin DoolingAlton Capital Management, Inc. otherScottrade Investment Management otherOtherDec 21, 2012Apr 28, 2017 (1589 d)
Brian SelfEdward Jones national BDScottrade Investment Management otherOtherDec 12, 2012Dec 23, 2016 (1472 d)
Alfonso DurazoJ.P. Morgan Securities LLC wirehouseScottrade Investment Management otherOtherNov 8, 2012Sep 16, 2016 (1408 d)
Brian Eugene CamposCapital Cities Asset Management Inc unclassifiedScottrade Investment Management otherOtherNov 7, 2012Nov 17, 2016 (1471 d)
Madeleine Sophie BeckmannCambridge Investment Research Advisors, Inc. otherScottrade Investment Management no RAUMOtherOct 22, 2012Mar 20, 2014 (514 d)
Tri D NguyenJ.P. Morgan Securities LLC wirehouseScottrade Investment Management otherOtherOct 17, 2012Sep 28, 2016 (1442 d)
Geoffrey Bishop HarrisWells Fargo Advisors wirehouseScottrade Investment Management otherOtherOct 9, 2012Jun 29, 2017 (1724 d)
Jason Raymond SteenoTd Ameritrade Investment Management, LLC otherScottrade Investment Management no RAUMOtherOct 3, 2012Mar 20, 2014 (533 d)
Kevin BostoryPark Avenue Securities LLC otherScottrade Investment Management otherOtherJul 19, 2012Jan 27, 2017 (1653 d)
Matthew G. WilsonTd Ameritrade Investment Management, LLC otherScottrade Investment Management no RAUMOtherJun 29, 2012Mar 20, 2014 (629 d)
Austin Dulaney SchutzJ.P. Morgan Securities LLC wirehouseScottrade Investment Management otherOtherMay 15, 2012Aug 4, 2016 (1542 d)
Roman YakubovMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherApr 30, 2012May 17, 2017 (1843 d)
James Alan MccaugheyMorgan Stanley wirehouseScottrade Investment Management otherOtherApr 27, 2012Apr 28, 2016 (1462 d)
Marc Angelo De FioriMorgan Stanley wirehouseScottrade Investment Management otherOtherApr 18, 2012Sep 16, 2016 (1612 d)
Michael Curtis CameronTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherApr 4, 2012Sep 15, 2016 (1625 d)
Matthew FissLPL Financial LLC otherScottrade Investment Management otherOtherMar 2, 2012Jun 28, 2017 (1944 d)
Clayton Michael KneipWells Fargo Advisors wirehouseScottrade Investment Management otherOtherJan 19, 2012Jan 5, 2017 (1813 d)
Thomas GrossAmeriprise Financial Services, LLC national BDScottrade Investment Management otherOtherJan 13, 2012Dec 23, 2016 (1806 d)
Duane Cameron DavisLPL Financial LLC otherScottrade Investment Management otherOtherDec 31, 2011Jan 25, 2017 (1852 d)
Donald Robert RuzickaMsi Financial Services, Inc. otherScottrade Investment Management otherOtherDec 23, 2011Dec 1, 2014 (1074 d)
Stephen Leo WerkmeisterEdward Jones national BDScottrade Investment Management otherOtherNov 16, 2011Aug 11, 2016 (1730 d)
Kenneth Edward WilesWells Fargo Advisors wirehouseScottrade Investment Management otherOtherOct 18, 2011Apr 25, 2017 (2016 d)
Dustin Nicholas FrenchWells Fargo Advisors wirehouseScottrade Investment Management otherOtherOct 11, 2011Jul 25, 2016 (1749 d)
Ramak FazeliCetera Advisor Networks LLC otherScottrade Investment Management otherOtherSep 23, 2011May 31, 2017 (2077 d)
Andrew J BriesacherMorgan Keegan & Company, LLC otherScottrade Investment Management otherOtherSep 19, 2011Aug 20, 2014 (1066 d)
William G AdamsPnc Wealth Management otherScottrade Investment Management otherOtherSep 14, 2011Dec 21, 2016 (1925 d)
Thomas Michael KrissSaxony Capital Management, LLC otherScottrade Investment Management otherOtherJun 30, 2011Jul 11, 2014 (1107 d)
James Edward PhelpsEdward Jones national BDScottrade Investment Management otherOtherJun 27, 2011May 1, 2017 (2135 d)
Ciro LiparitiChase Investment Services Corp. otherScottrade Investment Management BD affiliatedOtherMar 23, 2011Dec 22, 2017 (2466 d)
Michael Anthony CapozziEquitable Advisors, LLC national BDScottrade Investment Management otherOtherMar 7, 2011Apr 19, 2017 (2235 d)
Christopher RuizEdward Jones national BDScottrade Investment Management otherOtherJan 28, 2011Mar 18, 2016 (1876 d)
Chi LamChase Investment Services Corp. otherScottrade Investment Management otherOtherJan 24, 2011Mar 29, 2017 (2256 d)
Douglas G GalantowiczWaddell & Reed otherScottrade Investment Management otherOtherJan 20, 2011May 3, 2017 (2295 d)
Michael Lap-Yan CheungEdward Jones national BDScottrade Investment Management otherOtherDec 8, 2010Sep 15, 2016 (2108 d)
Sei Il ImChase Investment Services Corp. otherScottrade Investment Management otherOtherOct 26, 2010May 8, 2017 (2386 d)
Mary Ann PervisEdward Jones national BDScottrade Investment Management otherOtherSep 1, 2010Apr 29, 2016 (2067 d)
Stephen ElcockE*Trade Capital Management, LLC otherScottrade Investment Management otherOtherJun 7, 2010Jun 29, 2017 (2579 d)
Robert L PengWells Fargo Investments, LLC unclassifiedScottrade Investment Management otherOtherMay 20, 2010Sep 28, 2016 (2323 d)
Kwai Yun ChanHsbc Securities (USA) Inc. otherScottrade Investment Management otherOtherApr 19, 2010Mar 29, 2017 (2536 d)
Stephon Denell PietersTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherJan 25, 2010Sep 28, 2016 (2438 d)
Jason Johan RunungHegarty Investment Logic, LLC state registeredScottrade Investment Management otherOtherJan 8, 2010May 5, 2017 (2674 d)
Brian Thomas AttardAmeriprise Financial Services, LLC national BDScottrade Investment Management otherOtherOct 19, 2009May 10, 2017 (2760 d)
Andrew J WagnaarCetera Investment Services LLC otherScottrade Investment Management otherOtherAug 24, 2009Apr 30, 2015 (2075 d)
Michael Alan AlonsoT. Rowe Price Advisory Services, Inc. no RAUMScottrade Investment Management otherOtherAug 18, 2009May 25, 2017 (2837 d)
Louis Kevin JeffriesTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherJul 21, 2009Nov 29, 2016 (2688 d)
Dennis M SeeleyAmundi Pioneer Institutional Asset Management, Inc. otherScottrade Investment Management otherOtherJul 14, 2009Feb 16, 2017 (2774 d)
Damon LiangMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseScottrade Investment Management otherOtherJun 23, 2009Sep 19, 2016 (2645 d)
Shane J WalockWells Fargo Investments, LLC unclassifiedScottrade Investment Management otherOtherJun 1, 2009Apr 20, 2017 (2880 d)
Robert William ElmerLPL Financial LLC otherScottrade Investment Management otherOtherMay 5, 2009May 12, 2017 (2929 d)
Timothy Michael CodyLPL Financial LLC otherScottrade Investment Management otherOtherMar 24, 2009Jan 27, 2017 (2866 d)
Mark A GarciaBanc Of America Investment Services, Inc. unclassifiedScottrade Investment Management otherOtherJan 29, 2009Sep 16, 2016 (2787 d)
Rodney Lee HazeltonAmeritas Advisory Services otherScottrade Investment Management otherOtherDec 16, 2008Apr 5, 2017 (3032 d)
Keith E NubelOppenheimer & Co. Inc. otherScottrade Investment Management otherOtherDec 1, 2008Mar 29, 2017 (3040 d)
Jack Ji Kit ChauCitigroup Global Markets Inc. otherScottrade Investment Management otherOtherNov 12, 2008Sep 14, 2016 (2863 d)
Patrick Aloysius WhiteEquitable Advisors, LLC national BDScottrade Investment Management otherOtherOct 3, 2008Nov 29, 2016 (2979 d)
Bryan ShoreEdward Jones national BDScottrade Investment Management otherOtherSep 10, 2008Apr 4, 2017 (3128 d)
Eric Jack ZehnderTd Ameritrade Investment Management, LLC otherScottrade Investment Management otherOtherJul 11, 2008Jan 10, 2017 (3105 d)
Sandra Eleanor YatesCuso Financial Services, L.P. otherScottrade Investment Management otherOtherMay 2, 2008Jan 27, 2017 (3192 d)
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