Advisor moves

Arrivals at Tlg Advisors, Inc.

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
John Winthrop OhlIc Advisory Services, Inc. otherTlg Advisors, Inc. otherOtherOct 27, 2008Oct 29, 2008
Johnny Farris LeechMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseTlg Advisors, Inc. otherOtherSep 22, 2008Oct 15, 2008
Edgar Alfred MoralesPruco Securities, LLC otherTlg Advisors, Inc. otherOtherAug 14, 2008Jun 29, 2010 (684 d)
William Bryan BeckFinancial Resource Alliance unclassifiedTlg Advisors, Inc. otherOtherJul 30, 2008May 13, 2008
Kurt Charles GerhardtFinancial Resource Alliance unclassifiedTlg Advisors, Inc. otherOtherJul 30, 2008Mar 6, 2008
Michael Dean TaylorPortfolio Strategies Inc otherTlg Advisors, Inc. otherOtherMar 19, 2008Sep 3, 2009 (533 d)
David KeelFinancial Resource Alliance unclassifiedTlg Advisors, Inc. otherOtherDec 6, 2007Sep 4, 2007
James Crawford LoganUBS Financial Services Inc. wirehouseTlg Advisors, Inc. otherOtherNov 29, 2007Jan 25, 2013 (1884 d)
John Emerson WillseNfp Advisor Services, LLC otherTlg Advisors, Inc. otherOtherJun 5, 2007Jun 6, 2007
Roy Maurice CranmanSecurities America Advisors, Inc. otherTlg Advisors, Inc. BD affiliatedOtherApr 24, 2007Mar 4, 2020 (4698 d)
Joseph Weeks GuessPark Avenue Securities LLC otherTlg Advisors, Inc. otherOtherMar 16, 2007Mar 16, 2007
Daryl Edward HableOsaic Fa, Inc. otherTlg Advisors, Inc. otherOtherJul 5, 2006Jul 12, 2006
Mary Elizabeth SchaafAdvest, Inc. unclassifiedTlg Advisors, Inc. otherOtherMar 8, 2006Nov 1, 2012 (2430 d)
Marc Mitsuru TakenagaNew England Securities Corporation otherTlg Advisors, Inc. otherOtherFeb 11, 2006Mar 23, 2006 (40 d)
Barwick Odessa BarfieldSummit Financial Group Inc otherTlg Advisors, Inc. otherOtherFeb 9, 2006Mar 2, 2007 (386 d)
Rodney Bahy IbrahimLadenburg Thalmann Asset Management Inc otherTlg Advisors, Inc. otherOtherSep 28, 2005Mar 10, 2006 (163 d)
William LapianaLadenburg Thalmann Asset Management Inc otherTlg Advisors, Inc. otherOtherSep 28, 2005Mar 10, 2006 (163 d)
Gerald Lyman UrsreyHornor, Townsend & Kent, LLC otherTlg Advisors, Inc. BD affiliatedOtherJul 15, 2005Aug 25, 2022 (6250 d)
Scott Alan LebauerMML Investors Services, LLC otherTlg Advisors, Inc. otherOtherJun 2, 2005Jan 24, 2013 (2793 d)
John Troy GilmoreNext Financial Group, Inc. otherTlg Advisors, Inc. BD affiliatedOtherMay 17, 2005Nov 6, 2020 (5652 d)
Eugene Clair WolfeHouseholder Group, Estate & Retirement Specialists unclassifiedTlg Advisors, Inc. otherOtherFeb 2, 2005Feb 19, 2010 (1843 d)
John Ryan HeathWaddell & Reed otherTlg Advisors, Inc. otherOtherSep 17, 2004Nov 19, 2009 (1889 d)
David Alan SoczekMmc Securities LLC no RAUMTlg Advisors, Inc. BD affiliatedOtherApr 21, 2004Feb 3, 2025 (7593 d)
Jeffrey Lee LawlerUBS Financial Services Inc. wirehouseTlg Advisors, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankApr 29, 2003Jun 22, 2022 (6994 d)
Robin Jean RobertsonSecurian Financial Services, Inc. otherTlg Advisors, Inc. otherOtherOct 4, 2002Jan 6, 2004 (459 d)
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385 moves match.