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.

800 moves

Advisor	From	To	Type	Left	Registered
Sarah Elizabeth Brechbuehl	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Sep 11, 2009	Sep 22, 2009
James Brent Ostrander	Uvest Financial Services Group, Inc. unclassified	Invest Financial Corporation other	Other	Sep 10, 2009	Sep 10, 2009
Bradley Thomas Davis	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Aug 31, 2009	Aug 31, 2009
Don Michael Rudolph	Uvest Financial Services Group, Inc. unclassified	Invest Financial Corporation other	Other	Aug 17, 2009	Aug 14, 2009
Trina Love Coltrain	Uvest Financial Services Group, Inc. unclassified	Invest Financial Corporation other	Other	Aug 17, 2009	Aug 14, 2009
Paul Christopher Orihel	Ameriprise Financial Services, LLC national BD	Invest Financial Corporation other	Other	Aug 11, 2009	Aug 12, 2009
Joshua Adam Klein	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 28, 2009	Jul 27, 2009
Jeffrey Alan Riblet	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 24, 2009
Mark Hy Shames	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 27, 2009
Michael Augustine Harrington	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 27, 2009
Brian Edward Adams	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 27, 2009
Johnny Maloy Burkett	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 27, 2009
Melissa Anne Ekeberg	First Legacy Securities, LLC unclassified	Invest Financial Corporation other	Other	Jul 23, 2009	Jul 27, 2009
Elizabeth Ann Byland	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Jul 21, 2009	Jul 29, 2009
David Lee Lamie	Sovereign Financial Services, LLC unclassified	Invest Financial Corporation other	Other	Jul 17, 2009	Mar 26, 2009
Jeffrey Scott Ramsey	Sovereign Financial Services, LLC unclassified	Invest Financial Corporation other	Other	Jul 17, 2009	Mar 31, 2009
Nathan Howard Rosenberg	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Jul 13, 2009	Jul 7, 2009
John King Mailander	Natcity Investments, Inc. unclassified	Invest Financial Corporation other	Other	Jul 7, 2009	Jul 2, 2009
John Edward Matheny	Td Ameritrade Investment Management, LLC other	Invest Financial Corporation other	Other	Jun 4, 2009	Jun 16, 2010 (377 d)
Kerry Carlton Goodman	Suntrust Investment Services, Inc. other	Invest Financial Corporation other	Other	Jun 4, 2009	Mar 25, 2010 (294 d)
Ryan Riley	Wells Fargo Advisors wirehouse	Invest Financial Corporation other	Other	Jun 1, 2009	Jun 1, 2009
Michael D. Livingston	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	May 28, 2009	May 15, 2009
Bruce Carlton Gordon	Dasher & Padgett Finanical Advisors, Inc. unclassified	Invest Financial Corporation other	Other	May 26, 2009	Jan 7, 2009
Thomas Wayne Gay	Dasher & Padgett Finanical Advisors, Inc. unclassified	Invest Financial Corporation other	Other	May 26, 2009	Feb 19, 2009
Glenn Philip Livingston	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	May 21, 2009	May 15, 2009
Peter Joseph Suhosky	Cetera Investment Services LLC other	Invest Financial Corporation other	Other	May 20, 2009	May 28, 2009
Malphus Timothy Gaines	UBS Financial Services Inc. wirehouse	Invest Financial Corporation other	Other	May 13, 2009	May 8, 2009
Gary Warren Dorsey	Capital Research And Management, Inc. unclassified	Invest Financial Corporation other	Other	May 13, 2009	Feb 12, 2009
Deborah Renae Jessee	UBS Financial Services Inc. wirehouse	Invest Financial Corporation other	Other	May 13, 2009	May 27, 2009
James A Halsch	UBS Financial Services Inc. wirehouse	Invest Financial Corporation other	Other	May 13, 2009	May 27, 2009
Jack Richard Zboralske	UBS Financial Services Inc. wirehouse	Invest Financial Corporation other	Other	May 13, 2009	May 14, 2009
Benjamin Alfons Welter	Hancock Whitney Investment Services Inc. other	Invest Financial Corporation other	Other	May 11, 2009	Apr 28, 2010 (352 d)
Jaisuk Kim	Investment Professionals, Inc. other	Invest Financial Corporation other	Other	May 1, 2009	Apr 30, 2009
David Walter Krupp	Crowell, Weedon & Co. other	Invest Financial Corporation other	Other	May 1, 2009	Aug 11, 2009 (102 d)
Dax James Welsheimer	Fsc Securities Corporation other	Invest Financial Corporation other	Other	Apr 21, 2009	Apr 24, 2009
Thomas Robert Kosky	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Apr 17, 2009	May 5, 2009
John Tony Glowka	Cetera Investment Advisers LLC other	Invest Financial Corporation other	Other	Apr 16, 2009	Apr 15, 2009
Katherine Louise Hart	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Apr 15, 2009	Apr 14, 2009
Timothy Scott Swickard	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Invest Financial Corporation other	Other	Apr 15, 2009	Apr 13, 2009
Albert Pingree Herzog	Osaic Wealth, Inc. other	Invest Financial Corporation other	Other	Apr 14, 2009	Apr 7, 2009
James Benjamin Mccormick	Morgan Keegan & Company, LLC other	Invest Financial Corporation other	Other	Apr 6, 2009	Apr 6, 2009
Jerry Francis Gintz	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Apr 3, 2009	Mar 24, 2009
Harris Leonard Kerker	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Apr 1, 2009	Apr 7, 2009
William S Morris	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 31, 2009	Mar 26, 2009
Michael Eugene Williams	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 31, 2009	Apr 6, 2009
Marc Anthony Canovali	Ameritas Advisory Services other	Invest Financial Corporation other	Other	Mar 30, 2009	Apr 7, 2009
Michael Shawn Haddigan	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 30, 2009	Mar 27, 2009
Ricardo Dwayne Thomas	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 26, 2009	Mar 23, 2009
Andrew Glenn Kolowich	Msi Financial Services, Inc. other	Invest Financial Corporation other	Other	Mar 26, 2009	Mar 30, 2009
Mark Andrew Casciola	Ameritas Advisory Services other	Invest Financial Corporation other	Other	Mar 13, 2009	Mar 2, 2009
Michael Todd Brown	Synergy Investment Group, LLC other	Invest Financial Corporation other	Other	Mar 12, 2009	Jan 26, 2009
Eric Todd Stuckey	Osaic Wealth, Inc. other	Invest Financial Corporation other	Other	Mar 6, 2009	Feb 18, 2009
Gary Michael Casciola	Ameritas Advisory Services other	Invest Financial Corporation other	Other	Mar 5, 2009	Mar 9, 2009
William Charles Richards	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 5, 2009	Mar 3, 2009
Daniel George Bruza	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Mar 5, 2009	Feb 27, 2009
Kim S. Houck	Cuso Financial Services, L.P. other	Invest Financial Corporation other	Other	Mar 3, 2009	Aug 27, 2009 (177 d)
William Paul Belcher	USA Financial Securities LLC other	Invest Financial Corporation other	Other	Mar 2, 2009	Apr 11, 2011 (770 d)
Phillip Michael Krause	Raymond James Financial Services, Inc. unclassified	Invest Financial Corporation other	Other	Mar 2, 2009	Mar 4, 2009
Raymond Guillermo Arias	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Feb 27, 2009	Mar 9, 2009
Stephen Andrew Wickleder	Transamerica Financial Advisors, LLC other	Invest Financial Corporation other	Other	Feb 27, 2009	Feb 19, 2009

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