DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Independent Financial Partners

736 moves
AdvisorFromToTypeLeftRegistered
Rochelle M. DavisMorgan Stanley wirehouseIndependent Financial Partners otherOtherSep 16, 2013Dec 18, 2013 (93 d)
Michael Stephen HodgesCetera Investment Services LLC otherIndependent Financial Partners otherOtherSep 9, 2013Dec 8, 2015 (820 d)
Bryan Jared HaysMsi Financial Services, Inc. otherIndependent Financial Partners otherOtherSep 5, 2013Sep 4, 2013
John Raymond NelsonFinancial Telesis, Inc. otherIndependent Financial Partners otherOtherAug 28, 2013Aug 29, 2013
Irma Lincoln HamptonAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherAug 14, 2013Oct 16, 2015 (793 d)
Joseph V RibisPks Advisory Services, LLC otherIndependent Financial Partners otherOtherAug 14, 2013Aug 20, 2013
Richard HeppCharles Schwab & Co., Inc. national BDIndependent Financial Partners otherOtherAug 7, 2013Jan 14, 2014 (160 d)
Jeannine T. EdmondsAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherAug 6, 2013Jul 29, 2013
Evangeline StratisLPL Financial LLC otherIndependent Financial Partners otherOtherJul 15, 2013Aug 6, 2013
George SymeAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherJul 2, 2013Jul 10, 2013
James Richard WigenWhi Financial Services, LLC unclassifiedIndependent Financial Partners otherOtherJun 21, 2013Jun 11, 2013
Trent Roman GainUsaa Financial Planning Services no RAUMIndependent Financial Partners otherOtherJun 21, 2013Aug 2, 2013 (42 d)
David Andrew WilsonLPL Financial LLC otherIndependent Financial Partners otherOtherJun 12, 2013Aug 20, 2012
Nicholas Remington MansonThrivent Investment Management Inc. otherIndependent Financial Partners otherOtherMay 20, 2013Jun 12, 2013
Daniel Glenn StaffordHarbour Investments, Inc. otherIndependent Financial Partners otherOtherApr 1, 2013Nov 27, 2013 (240 d)
James Tinsley WeldenLPL Financial LLC otherIndependent Financial Partners otherOtherMar 28, 2013Oct 24, 2011
Thomas Howard OliphintLPL Financial LLC otherIndependent Financial Partners otherOtherMar 27, 2013Mar 4, 2011
Gregory Bryan DrewLPL Financial LLC otherIndependent Financial Partners otherOtherMar 27, 2013Jan 13, 2012
Robert Christy DemingLPL Financial LLC otherIndependent Financial Partners otherOtherMar 27, 2013Jan 13, 2012
Melinda Gail ThomasLPL Financial LLC otherIndependent Financial Partners otherOtherMar 27, 2013Apr 20, 2012
Casey Ames HerronCulver Investment Company, LLC otherIndependent Financial Partners otherOtherMar 11, 2013Sep 18, 2013 (191 d)
John Raymond NelsonHub International Investment Services Inc. unclassifiedIndependent Financial Partners otherOtherMar 4, 2013Aug 29, 2013 (178 d)
Seth Adam SchumacherAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherDec 21, 2012Feb 6, 2013 (47 d)
James Edmond DortchOsaic Fs, Inc. otherIndependent Financial Partners otherOtherDec 13, 2012Dec 17, 2012
Brian Harding DawahareOsaic Fs, Inc. otherIndependent Financial Partners otherOtherDec 13, 2012Dec 17, 2012
Rickie Wayne WilliamsOsaic Fs, Inc. otherIndependent Financial Partners otherOtherDec 13, 2012Sep 17, 2013 (278 d)
Brian Christopher DayEdward Jones national BDIndependent Financial Partners otherOtherDec 7, 2012Jan 3, 2013
Chad Everett ClarkEdward Jones national BDIndependent Financial Partners otherOtherDec 4, 2012Dec 13, 2012
Christ MavrakosNext Financial Group, Inc. otherIndependent Financial Partners otherOtherDec 3, 2012Dec 6, 2012
Steven Craig NeustaedterLPL Financial LLC otherIndependent Financial Partners otherOtherNov 27, 2012Dec 7, 2009
Thomas Craig MooreStifel, Nicolaus & Company, Incorporated national BDIndependent Financial Partners otherOtherNov 27, 2012Nov 28, 2012
Polly Marie StoeckleinNew England Securities Corporation otherIndependent Financial Partners otherOtherNov 26, 2012Nov 26, 2012
Shawn Francis AulenbachCommonwealth Financial Network national BDIndependent Financial Partners otherOtherNov 9, 2012Feb 11, 2013 (94 d)
James Michael HillSterne Agee Asset Management, Inc. otherIndependent Financial Partners otherOtherNov 7, 2012Nov 8, 2012
Robert Kent HissSterne Agee Asset Management, Inc. otherIndependent Financial Partners otherOtherNov 6, 2012Nov 8, 2012
Dennis Wayne ShermanSterne Agee Asset Management, Inc. otherIndependent Financial Partners otherOtherNov 6, 2012Nov 7, 2012
Matthew W HissSterne Agee Asset Management, Inc. otherIndependent Financial Partners otherOtherNov 6, 2012Nov 7, 2012
Michael Gene RussellAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherNov 1, 2012Oct 22, 2012
Matthew M ConditNfp Advisor Services, LLC otherIndependent Financial Partners otherOtherOct 25, 2012Oct 17, 2012
Margareth Rabelo PatinoNew England Securities Corporation otherIndependent Financial Partners otherOtherOct 16, 2012Oct 26, 2012
Roxanna Lyn EverettJ. W. Cole Advisors, Inc. otherIndependent Financial Partners otherOtherOct 4, 2012Oct 8, 2012
Lewis Jackson GraceEdward Jones national BDIndependent Financial Partners otherOtherSep 28, 2012Oct 2, 2012
James Henry AmickWells Fargo Advisors wirehouseIndependent Financial Partners otherOtherSep 14, 2012Sep 17, 2012
Diana Georgena PersaudNew England Securities Corporation otherIndependent Financial Partners otherOtherSep 10, 2012Sep 7, 2012
Derick Wayne WaltersAmeriprise Financial Services, LLC national BDIndependent Financial Partners otherOtherAug 28, 2012Aug 28, 2012
Timothy Glenn MoyerRuggie Wealth Management otherIndependent Financial Partners otherOtherAug 27, 2012Feb 1, 2018 (1984 d)
Kristin Anne JohnsonValic Financial Advisors, Inc. otherIndependent Financial Partners otherOtherAug 9, 2012Aug 15, 2012
Sally Ann WolfeValic Financial Advisors, Inc. otherIndependent Financial Partners otherOtherAug 9, 2012Aug 23, 2012
Michael Anthony D'AndreaResearch Financial Strategies otherIndependent Financial Partners otherOtherAug 3, 2012Aug 1, 2012
Jaideep ChawlaResearch Financial Strategies otherIndependent Financial Partners otherOtherAug 3, 2012Jun 28, 2012
Brendan Michael KellyOsaic Fa, Inc. otherIndependent Financial Partners otherOtherJul 30, 2012Aug 1, 2012
Sean Alexander HardingOsaic Fa, Inc. otherIndependent Financial Partners otherOtherJul 30, 2012Jul 31, 2012
Daniel Peter PappasValic Financial Advisors, Inc. otherIndependent Financial Partners otherOtherJul 26, 2012Aug 1, 2012
Christian Eastwood EricksonRussell Capital Management, LLC otherIndependent Financial Partners otherOtherJul 25, 2012Jul 19, 2012
Scott Alan StocktonPeregrine Diversified Investment Services Corp. otherIndependent Financial Partners otherOtherJul 20, 2012Aug 2, 2012
Jeffrey Robert WolfPeregrine Diversified Investment Services Corp. otherIndependent Financial Partners otherOtherJul 20, 2012Aug 9, 2012
Edmund Ouano CorderoPeregrine Diversified Investment Services Corp. otherIndependent Financial Partners otherOtherJul 20, 2012Aug 2, 2012
Jason Alan DallmannPeregrine Diversified Investment Services Corp. otherIndependent Financial Partners otherOtherJul 20, 2012Oct 9, 2012 (81 d)
Mousumi MukherjeePeregrine Diversified Investment Services Corp. otherIndependent Financial Partners otherOtherJul 20, 2012Aug 24, 2012 (35 d)
Kyriacos Anthony AntoniadisValic Financial Advisors, Inc. otherIndependent Financial Partners otherOtherJul 19, 2012Jul 20, 2012
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