DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at E*Trade Capital Management, LLC

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
Alberto MagliozziCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherFeb 6, 2017Feb 3, 2017
Chad Revere JohnsonWells Fargo Advisors wirehouseE*Trade Capital Management, LLC otherOtherFeb 2, 2017Feb 6, 2017
George Andrew CurrenceRaymond James Financial Services Advisors, Inc otherE*Trade Capital Management, LLC otherOtherJan 27, 2017Feb 2, 2017
Joshua Bruce WalzerFifth Third Securities, Inc. otherE*Trade Capital Management, LLC otherOtherJan 20, 2017Feb 1, 2017
Jodie YoungTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJan 9, 2017Jan 12, 2017
Christopher Paul RedaAdvisors Asset Management, Inc. otherE*Trade Capital Management, LLC otherOtherDec 15, 2016Jan 23, 2017 (39 d)
Leonida Antony KourtoglouEdward Jones national BDE*Trade Capital Management, LLC otherOtherDec 12, 2016Dec 20, 2016
Jamison Ryan SmithStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherNov 7, 2016Mar 9, 2017 (122 d)
Damon Charles GlennStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherNov 4, 2016Feb 3, 2017 (91 d)
James Jefferson LandersMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherOct 13, 2016Jan 9, 2017 (88 d)
Zachary Alan AndrewEdward Jones national BDE*Trade Capital Management, LLC otherOtherSep 21, 2016Jul 11, 2017 (293 d)
Matthew Craig NorthropStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherSep 19, 2016Oct 3, 2016
Gary Ray BryantStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherSep 2, 2016Aug 29, 2016
Billy Joe CrossNext Financial Group, Inc. otherE*Trade Capital Management, LLC otherOtherAug 29, 2016Sep 7, 2017 (374 d)
Gregory Allen HutchesonUnited Capital Financial Advisors otherE*Trade Capital Management, LLC otherOtherAug 12, 2016Oct 4, 2016 (53 d)
Lajuan T WrightJ.P. Morgan Securities LLC wirehouseE*Trade Capital Management, LLC otherOtherAug 4, 2016Aug 5, 2016
Jennifer Michelle LopezInvest Financial Corporation otherE*Trade Capital Management, LLC otherOtherAug 2, 2016Aug 18, 2016
Gonzalo AlonsoHuckin Financial Group, Inc. unclassifiedE*Trade Capital Management, LLC otherOtherJul 29, 2016Jul 16, 2016
Joseph Dean GutierrezSignator Investors, Inc. otherE*Trade Capital Management, LLC otherOtherJul 28, 2016Oct 11, 2016 (75 d)
Anthony WentzellTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 20, 2016Mar 16, 2017 (239 d)
Quinn Summerill CannonTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 19, 2016Jul 19, 2016
Carlos CabanTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 19, 2016Jul 13, 2016
Amiel VolinskyTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 19, 2016Jul 15, 2016
Sevada DavoudiCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherJul 14, 2016Jul 8, 2016
Jacob J HeinzMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 13, 2016Jul 14, 2016
Brian C ForsethMsi Financial Services, Inc. otherE*Trade Capital Management, LLC otherOtherJul 12, 2016Jul 28, 2016
Ali PoswalCetera Investment Advisers LLC otherE*Trade Capital Management, LLC otherOtherJul 12, 2016Aug 5, 2016
Jason Christensen HancockTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 11, 2016Jul 8, 2016
Ryan Thomas FisherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 8, 2016Jul 13, 2016
John P RegierOsaic Fa, Inc. otherE*Trade Capital Management, LLC otherOtherJul 8, 2016Jul 26, 2016
Karl Michael KaprelianTd Ameritrade, Inc. no RAUME*Trade Capital Management, LLC otherOtherJul 7, 2016Jul 8, 2016
Amina Ruth AdamsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJul 7, 2016Aug 12, 2016 (36 d)
David L SemonianTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJul 7, 2016Jul 15, 2016
Julian Maurice PouncyValic Financial Advisors, Inc. otherE*Trade Capital Management, LLC otherOtherJun 23, 2016Jul 1, 2016
Joseph Tanner TempletonLPL Financial LLC otherE*Trade Capital Management, LLC otherOtherJun 20, 2016Jul 8, 2016
John LeeStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherJun 13, 2016Jun 28, 2016
Damon RiceMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherJun 10, 2016Jun 21, 2016
Victoria Elizabeth De OliveiraTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherMay 16, 2016May 26, 2016
Jesse Farnsworth WoodcoxWells Fargo Advisors wirehouseE*Trade Capital Management, LLC otherOtherApr 28, 2016Apr 29, 2016
Garrett Brandon NilesMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherApr 19, 2016Apr 20, 2016
Justin Daniel PophamStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherApr 15, 2016Apr 25, 2016
Valeri Jan BishopCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherApr 13, 2016Aug 26, 2016 (135 d)
Jaron Michael ReynoldsStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherApr 13, 2016Apr 18, 2016
Briton Gregory RotellWells Fargo Advisors wirehouseE*Trade Capital Management, LLC otherOtherApr 6, 2016Apr 25, 2016
Keith John HuberCharles Schwab & Co., Inc. national BDE*Trade Capital Management, LLC otherOtherMar 22, 2016Mar 29, 2016
Ryan Patrick DwyerEdward Jones national BDE*Trade Capital Management, LLC otherOtherMar 22, 2016Apr 14, 2016
Justin Nicholas FrysWaddell & Reed otherE*Trade Capital Management, LLC otherOtherFeb 26, 2016Feb 25, 2016
Matthew Brent LornerJ.P. Morgan Securities LLC wirehouseE*Trade Capital Management, LLC otherOtherFeb 22, 2016Mar 7, 2016
Janet L PetersonOppenheimer & Co. Inc. otherE*Trade Capital Management, LLC otherOtherFeb 16, 2016Jul 22, 2016 (157 d)
John CoteRaymond James & Associates, Inc. national BDE*Trade Capital Management, LLC otherOtherFeb 9, 2016Mar 7, 2016
Jeremy Benjamin NeilsonValic Financial Advisors, Inc. otherE*Trade Capital Management, LLC otherOtherFeb 3, 2016May 5, 2016 (92 d)
Brandi StarrTd Ameritrade, Inc. no RAUME*Trade Capital Management, LLC otherOtherFeb 3, 2016Mar 10, 2016 (36 d)
Jonathan Andrew SafkoAmeriprise Financial Services, LLC national BDE*Trade Capital Management, LLC otherOtherFeb 2, 2016Jan 14, 2016
Salvatore LeoneMorgan Stanley wirehouseE*Trade Capital Management, LLC otherOtherFeb 1, 2016Feb 29, 2016
Christopher Huntington JohnsonStrategic Advisers LLC national BDE*Trade Capital Management, LLC otherOtherJan 29, 2016Jan 27, 2016
Justin Riley SpitlerJackson Wealth Management, LLC otherE*Trade Capital Management, LLC otherOtherJan 28, 2016Mar 31, 2016 (63 d)
Dustin Michael RueTd Ameritrade Investment Management, LLC otherE*Trade Capital Management, LLC otherOtherJan 25, 2016Feb 5, 2016
Harris Lee KirschnerWaddell & Reed otherE*Trade Capital Management, LLC otherOtherJan 25, 2016Nov 6, 2017 (651 d)
Paul Bernard GesinaSchwab Wealth Advisory, Inc. otherE*Trade Capital Management, LLC otherOtherJan 19, 2016Jan 28, 2016
Daniel Anthony ArceMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseE*Trade Capital Management, LLC otherOtherJan 19, 2016Jan 28, 2016
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865 moves match.