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
Robert Randolph LottNfp Advisor Services, LLC otherInvest Financial Corporation otherOtherSep 13, 2010Oct 6, 2010
Steven Robert SchwartzEdward Jones national BDInvest Financial Corporation otherOtherSep 1, 2010Sep 2, 2015 (1827 d)
Samuel Manasseh RichmondEdward Jones national BDInvest Financial Corporation otherOtherAug 24, 2010Jan 19, 2011 (148 d)
Charles Rex StricklandOsaic Fs, Inc. otherInvest Financial Corporation otherOtherAug 17, 2010Aug 2, 2010
Jeremy Brandon JoinerUnited Capital Financial Advisors otherInvest Financial Corporation otherOtherAug 17, 2010Jun 19, 2012 (672 d)
Jerry Ira CorlessNew England Securities Corporation otherInvest Financial Corporation otherOtherAug 2, 2010Jul 28, 2010
Charles EmersonNew England Securities Corporation otherInvest Financial Corporation otherOtherJul 23, 2010Jul 21, 2010
John C StadtmuellerCharles Schwab & Co., Inc. national BDInvest Financial Corporation otherOtherJul 22, 2010Apr 5, 2016 (2084 d)
Peter Paul SciortinoVsr Advisory Services otherInvest Financial Corporation otherOtherJul 19, 2010Jul 27, 2010
William Kevin JenkinsAza Capital Management otherInvest Financial Corporation otherOtherJul 13, 2010Jun 25, 2010
Laith Amer Al TikritiLPL Financial LLC otherInvest Financial Corporation otherOtherJul 12, 2010Jul 6, 2010
Brandon Keith Moore1st Global Advisors Inc otherInvest Financial Corporation otherOtherJul 1, 2010Jun 16, 2010
Kevin Lee WhittingtonWaddell & Reed otherInvest Financial Corporation otherOtherJun 28, 2010Nov 18, 2011 (508 d)
Wayne Karl GiesekeUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherJun 25, 2010Jun 25, 2010
Matthew Scott CaseyUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherJun 25, 2010Jun 25, 2010
Aaron Jeremiah OchoaArvest Wealth Management otherInvest Financial Corporation otherOtherJun 15, 2010Sep 27, 2010 (104 d)
Marshall Ray RobinsonAura Asset Management, Inc. unclassifiedInvest Financial Corporation otherOtherJun 1, 2010Jun 1, 2011 (365 d)
Jude Ryan McdonoughSterling Investment Advisors Ltd. otherInvest Financial Corporation otherOtherMay 19, 2010Jan 31, 2011 (257 d)
Matthew Alan PlumleyMsi Financial Services, Inc. otherInvest Financial Corporation otherOtherApr 29, 2010Apr 29, 2010
Clayton D BentzenEdward Jones national BDInvest Financial Corporation otherOtherApr 21, 2010May 27, 2010 (36 d)
David Lavelle DickensSecurian Financial Services, Inc. otherInvest Financial Corporation otherOtherMar 25, 2010Jul 15, 2010 (112 d)
Jacob Daniel KleinKey Investment Services LLC otherInvest Financial Corporation otherOtherMar 23, 2010Mar 22, 2010
Kenyon Lloyd LedererSecurities America Advisors, Inc. otherInvest Financial Corporation otherOtherMar 15, 2010Oct 29, 2007
Richard Salvatore LotitoSii Investments, Inc. otherInvest Financial Corporation otherOtherMar 3, 2010Mar 9, 2010
John Carroll McgowanM&T Securities, Inc. unclassifiedInvest Financial Corporation otherOtherFeb 17, 2010Apr 28, 2010 (70 d)
John CikoLPL Financial LLC otherInvest Financial Corporation otherOtherFeb 10, 2010Feb 16, 2010
Michael Dennis LabarberaLPL Financial LLC otherInvest Financial Corporation otherOtherFeb 10, 2010Feb 9, 2010
Russell Melville HanscomRaymond James Financial Services Advisors, Inc otherInvest Financial Corporation otherOtherFeb 8, 2010Feb 19, 2010
Pamela Jean HollingerCitizens Securities, Inc. otherInvest Financial Corporation otherOtherJan 8, 2010Jan 13, 2010
Gregory Steven TrainorLawing Financial Inc otherInvest Financial Corporation otherOtherJan 6, 2010Jan 26, 2010
Kisha Byrd MadisonWaddell & Reed otherInvest Financial Corporation otherOtherJan 5, 2010Jun 2, 2010 (148 d)
Kenneth Edward ReevesPacific West Financial Consultants Inc otherInvest Financial Corporation otherOtherDec 31, 2009Jan 19, 2010
Steven Leroy JuddTransamerica Financial Advisors, LLC otherInvest Financial Corporation otherOtherDec 24, 2009Mar 25, 2009
Carson Skottowe WannamakerMorgan Keegan & Company, LLC otherInvest Financial Corporation otherOtherDec 23, 2009Jul 29, 2010 (218 d)
Mike RussUvest Financial Services Group, Inc. unclassifiedInvest Financial Corporation otherOtherDec 21, 2009Jan 5, 2010
Felix S GuminaFinancial Network Associates, Inc. unclassifiedInvest Financial Corporation otherOtherDec 11, 2009Dec 5, 2007
Thomas Roney ChaneyT.R. Chaney, LLC unclassifiedInvest Financial Corporation otherOtherDec 10, 2009May 15, 2008
Kenneth Jeffrey HannaNfp Advisor Services, LLC otherInvest Financial Corporation otherOtherDec 4, 2009Nov 25, 2009
George KastanisEquitable Advisors, LLC national BDInvest Financial Corporation otherOtherDec 4, 2009Nov 22, 2011 (718 d)
Jonathan DemayoMorgan Keegan & Company, LLC otherInvest Financial Corporation otherOtherDec 1, 2009Nov 10, 2010 (344 d)
William Richard GallagherRaymond James Financial Services Advisors, Inc otherInvest Financial Corporation otherOtherNov 30, 2009Apr 1, 2010 (122 d)
Michael Stanley PaikosCetera Advisor Networks LLC otherInvest Financial Corporation otherOtherNov 17, 2009Nov 18, 2009
Joseph Samuel ZaidainMwz Financial Group, LLC unclassifiedInvest Financial Corporation otherOtherNov 17, 2009Jul 24, 2006
Margaret Mary Messerli-TrottierCetera Advisor Networks LLC otherInvest Financial Corporation otherOtherNov 17, 2009Nov 18, 2009
James Edward YarbroughMorgan Stanley wirehouseInvest Financial Corporation otherOtherNov 16, 2009Oct 19, 2009
Jeremy Dustin NicholsMorgan Stanley wirehouseInvest Financial Corporation otherOtherNov 11, 2009Oct 16, 2009
Jesse ZaragozaCitizens Securities, Inc. otherInvest Financial Corporation otherOtherNov 6, 2009Nov 30, 2009
David Robert BallEdward Jones national BDInvest Financial Corporation otherOtherOct 29, 2009Jan 29, 2010 (92 d)
Philip Bruce SpearSagepoint Financial, Inc. otherInvest Financial Corporation otherOtherOct 26, 2009Oct 21, 2009
Christopher Donald MillerSecurities America Advisors, Inc. otherInvest Financial Corporation otherOtherOct 20, 2009Oct 19, 2009
Wesley Robert PingeltonBiltmore Capital Advisors otherInvest Financial Corporation otherOtherOct 15, 2009Oct 30, 2009
Steven Andrew SmithChase Investment Services Corp. otherInvest Financial Corporation otherOtherOct 2, 2009Nov 9, 2009 (38 d)
Bruce William StroupWoodbury Financial Services, Inc. otherInvest Financial Corporation otherOtherSep 29, 2009Sep 25, 2009
Christian Eliezer UrbinaAmeriprise Financial Services, LLC national BDInvest Financial Corporation otherOtherSep 29, 2009May 28, 2010 (241 d)
Stephanie J O'HaraMsi Financial Services, Inc. otherInvest Financial Corporation otherOtherSep 28, 2009Dec 21, 2009 (84 d)
Andrew Edward CarrilloAmeriprise Financial Services, LLC national BDInvest Financial Corporation otherOtherSep 24, 2009Sep 30, 2009
Jayson James BrownAmeriprise Financial Services, LLC national BDInvest Financial Corporation otherOtherSep 24, 2009Sep 23, 2009
Thomas Edward KatulaCitigroup Global Markets Inc. otherInvest Financial Corporation otherOtherSep 22, 2009Sep 17, 2009
Samantha Nicole GuthrieWaddell & Reed otherInvest Financial Corporation otherOtherSep 22, 2009Mar 9, 2010 (168 d)
Andrew Joseph EllermannCetera Investment Services LLC otherInvest Financial Corporation otherOtherSep 14, 2009Sep 18, 2009
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800 moves match.