Advisor moves

Arrivals at Independent Financial Group, 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
Besjana HustedLPL Financial LLC otherIndependent Financial Group, LLC otherOtherAug 5, 2015Aug 28, 2015
Edwin Courtney McclureLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJul 22, 2015Jul 7, 2015
Sean Hooman AgahiHorizon Wealth Group, LLC. unclassifiedIndependent Financial Group, LLC otherOtherJul 21, 2015Aug 17, 2015
Linda R. MickelsenLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJul 21, 2015Sep 16, 2015 (57 d)
James William CravottaCapital Markets Iq, LLC otherIndependent Financial Group, LLC otherOtherJun 29, 2015Jun 29, 2015
Timothy Richard YeeLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJun 10, 2015Jul 8, 2015
Daniel S CampbellMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIndependent Financial Group, LLC otherOtherMay 20, 2015May 18, 2015
Jigar Pradeep DoshiFmsi Advisers otherIndependent Financial Group, LLC otherOtherApr 16, 2015Jul 10, 2015 (85 d)
Carlos CarrilloQuestar Asset Management, Inc. otherIndependent Financial Group, LLC otherOtherApr 13, 2015Apr 13, 2015
Xavier M RayQuestar Asset Management, Inc. otherIndependent Financial Group, LLC otherOtherMar 31, 2015Mar 13, 2015
Damon David GeorgeVerus Capital Partners, LLC otherIndependent Financial Group, LLC otherOtherMar 3, 2015Mar 10, 2015
Deepen Arvind ModiFmsi Advisers otherIndependent Financial Group, LLC otherOtherFeb 23, 2015Feb 23, 2015
Lars Lael RaganWaddell & Reed otherIndependent Financial Group, LLC otherOtherFeb 18, 2015Feb 27, 2015
Cheryl Lynn SeifertD.A. Davidson & Co. otherIndependent Financial Group, LLC otherOtherFeb 9, 2015Jul 2, 2015 (143 d)
Kelly M. MorrisLPL Financial LLC otherIndependent Financial Group, LLC otherOtherFeb 4, 2015Jan 16, 2015
Michael Edward MossFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC independent RIAOtherJan 5, 2015Jan 31, 2021 (2218 d)
Thomas Wendell OttenFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherJan 5, 2015Jan 2, 2015
Ronald Allen SchleyResource Horizons Investment Advisory, Inc. otherIndependent Financial Group, LLC otherOtherDec 31, 2014Feb 9, 2015 (40 d)
Dan Eugene SandersCambridge Investment Research Advisors, Inc. otherIndependent Financial Group, LLC otherOtherDec 26, 2014Dec 10, 2014
Todd Edward WiersumLPL Financial LLC otherIndependent Financial Group, LLC otherOtherDec 26, 2014Dec 16, 2014
Jordan Paul GatesMain Street Advisors, LLC otherIndependent Financial Group, LLC otherOtherNov 24, 2014Aug 18, 2010
Stephen Travis PerreaultEdward Jones national BDIndependent Financial Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 24, 2014Nov 2, 2021 (2535 d)
Jonathan LopezLPL Financial LLC otherIndependent Financial Group, LLC otherOtherNov 7, 2014Nov 3, 2014
Michael Patrick CrossWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherNov 4, 2014Nov 18, 2014
Mark Robert DiaddezioH. Beck, Inc. otherIndependent Financial Group, LLC otherOtherOct 31, 2014Oct 31, 2014
Peter Neil BlokH. Beck, Inc. otherIndependent Financial Group, LLC otherOtherOct 31, 2014Oct 31, 2014
Scott Karl WetherbeeH. Beck, Inc. otherIndependent Financial Group, LLC otherOtherOct 31, 2014Oct 31, 2014
Donovan Denny RitterLPL Financial LLC otherIndependent Financial Group, LLC otherOtherSep 12, 2014Sep 2, 2014
Eric Anthony WardFinancial Telesis, Inc. otherIndependent Financial Group, LLC otherOtherAug 26, 2014Sep 10, 2014
James Mcrae IzettFinancial Telesis, Inc. otherIndependent Financial Group, LLC otherOtherAug 5, 2014Aug 7, 2014
Haynes Lentz KendallFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherJul 30, 2014May 13, 2009
John Edward HoffmanFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherJul 30, 2014Oct 21, 2005
Forrest Jefferson PadillaFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherJul 30, 2014Aug 7, 2012
Sean Michael O'ConnorFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherJul 30, 2014May 2, 2012
Kenneth S HamadaLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJul 22, 2014Jul 11, 2014
Emerson Joseph FerschSii Investments, Inc. otherIndependent Financial Group, LLC otherOtherJul 11, 2014Jun 30, 2014
Anthony Martin BonafedeLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJul 2, 2014Jun 10, 2014
Christopher Michael WeberFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherJun 19, 2014Jun 16, 2014
Diane Ellen Rook-JohnsonCetera Advisors LLC otherIndependent Financial Group, LLC otherOtherJun 16, 2014Jun 13, 2014
Barry WaxlerMain Street Advisors, LLC otherIndependent Financial Group, LLC otherOtherMay 15, 2014Aug 6, 2010
Jedd Morgan WilsonCreative Planning otherIndependent Financial Group, LLC otherOtherApr 25, 2014May 7, 2014
Yvonne Monique CabralRaymond James Financial Services Advisors, Inc otherIndependent Financial Group, LLC otherOtherApr 21, 2014Apr 17, 2014
Angelo TalebiOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherApr 11, 2014Apr 21, 2014
Charles Kenneth WarehamLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 21, 2014Apr 14, 2014
Wojciech Tomasz PolowyLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 21, 2014Mar 14, 2014
Craig D BreitsprecherLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 21, 2014Mar 14, 2014
Vincent Scott WinansLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 21, 2014Mar 14, 2014
Kelsey Keanna HasterlikSgl Investment Advisors, Inc. otherIndependent Financial Group, LLC BD affiliatedOtherMar 19, 2014May 17, 2018 (1520 d)
Brent C WellsLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 6, 2014Mar 5, 2014
Ronald Charles HunterFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherFeb 28, 2014Feb 25, 2014
Matthew Patrick BrennanDominion Wealth Management, Inc. otherIndependent Financial Group, LLC otherOtherFeb 26, 2014Aug 17, 2010
Nicholas Joiseph DestefanoWfg Advisors, LP otherIndependent Financial Group, LLC otherOtherFeb 25, 2014Feb 27, 2014
Jeffrey Dalton ReddickWfg Advisors, LP otherIndependent Financial Group, LLC otherOtherFeb 25, 2014Feb 25, 2014
Daryl T SeatonWfg Advisors, LP otherIndependent Financial Group, LLC otherOtherFeb 25, 2014Feb 25, 2014
John Thomas TaylorOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherFeb 3, 2014Jan 27, 2014
Mary C HuntleyOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherFeb 3, 2014Feb 12, 2014
Lisa Ann GeyenSecurities Monitoring Group, LLC otherIndependent Financial Group, LLC otherOtherDec 26, 2013Feb 15, 2011
Jennifer Lynn LangstaffLPL Financial LLC otherIndependent Financial Group, LLC otherOtherDec 23, 2013Dec 20, 2013
Ryan Jeffrey LangstaffLPL Financial LLC otherIndependent Financial Group, LLC otherOtherDec 23, 2013Dec 20, 2013
Walter Francisco PardoFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherDec 13, 2013Dec 19, 2013
Page 8 of 12PreviousNext
720 moves match.