DFX Intelligence

RIA Intelligence

Advisor moves

Arrivals at Robert W. Baird & Co. Incorporated

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
David MathersMp & H Financial Group, LLC unclassifiedRobert W. Baird & Co. Incorporated mixed wealthOtherMar 25, 2019Aug 5, 2019 (133 d)
Scott Charles WillmsU.S. Bancorp Investments, Inc. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAMar 18, 2019Mar 21, 2019
Justin Wade NicholsWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 14, 2019Mar 11, 2019
Angela Blair WingfieldWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 14, 2019Mar 8, 2019
Robert Lee SchrieberWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 11, 2019Mar 1, 2019
Terence Allan FosterWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 11, 2019Mar 1, 2019
John C WedellWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 11, 2019Mar 1, 2019
Scott Joseph KomaromyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 11, 2019Mar 1, 2019
John Spencer BradleyUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 7, 2019Feb 13, 2019
Jana PretzerWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAMar 6, 2019Mar 1, 2019
Stephanie Palma AragonMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 22, 2019Feb 25, 2019
David Patrick BeyerleUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 21, 2019Feb 12, 2019
April Renee PunchMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 19, 2019Apr 21, 2020 (427 d)
Catherine Ann McgrathWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAFeb 7, 2019Feb 11, 2019
Tomiko Reyelle ArthurMercer Global Advisors Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAFeb 1, 2019May 9, 2019 (97 d)
Melissa Elizabeth KinnardWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 29, 2019Jan 28, 2019
Jeffrey Jay BryanMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 28, 2019Jan 25, 2019
Deenna Schunk-PeruWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 22, 2019Jan 17, 2019
Victor Louis LarosaMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJan 15, 2019Jan 11, 2019
Theresa Marie FlemmaM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Honorine Marie Gerard WallackM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Michele Angela SheridanM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Scott Alan GeorgeM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Melissa Anne MotylM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Jon Matthew EarlM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Jason J TopiM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Matthew David SaveryM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 11, 2018
Zachary D MaxwellM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Matthew James SheridanM. Griffith Investment Services, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIADec 12, 2018Dec 7, 2018
Daniel Joseph SullivanOppenheimer & Co. Inc. BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIADec 7, 2018Nov 30, 2018
Justin Lamar RossWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 29, 2018Nov 26, 2018
Randy Jay YoderWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 7, 2018Nov 6, 2018
Kathleen Maura MuellerUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIANov 7, 2018Nov 1, 2018
Christopher Shannon WilliamsAllspring Funds Management, LLC asset managerRobert W. Baird & Co. Incorporated mixed wealthOtherNov 2, 2018Oct 28, 2019 (360 d)
Janet Robertson LeonWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 19, 2018Oct 17, 2018
Jason Patrick TuretzkyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 19, 2018Oct 17, 2018
Catherine Galbraith ColemanWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 10, 2018Oct 5, 2018
Gerald Alan GalbraithWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 10, 2018Oct 5, 2018
Jonathan Kristan CallawayMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 5, 2018Oct 2, 2018
Park Ravenel DoughertyWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAOct 2, 2018Sep 28, 2018
Michael Chase MooreTrilogy Capital, Inc. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIASep 24, 2018Sep 24, 2018
David Allen ThuliMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIASep 11, 2018Sep 7, 2018
Stacey Ann TreanorAmeriprise Financial Services, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIASep 10, 2018Nov 5, 2018 (56 d)
Debra Ann GrillWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIASep 4, 2018Aug 28, 2018
Cory Michael WesselWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIASep 4, 2018Aug 30, 2018
Christina Sass CreechProspera Financial Services, Inc. otherRobert W. Baird & Co. Incorporated mixed wealthOtherAug 28, 2018Aug 27, 2018
Stacie Ann KoestersMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAAug 24, 2018Oct 1, 2018 (38 d)
Jennifer Lasser EilersMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAAug 22, 2018Sep 5, 2018
Molly Ann SproullRBC Capital Markets, LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAAug 21, 2018Aug 20, 2018
Thomas K ArbeznikMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAAug 20, 2018Aug 17, 2018
Harry Buchanan SmithWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAAug 9, 2018Aug 3, 2018
Daniel Wade BryantWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAAug 9, 2018Aug 3, 2018
Colin W EvansJ.J.B. Hilliard, W.L. Lyons, LLC independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAAug 3, 2018Jun 17, 2021 (1049 d)
Karl Christopher HerrenD.A. Davidson & Co. independent RIARobert W. Baird & Co. Incorporated mixed wealthRIA to RIAAug 2, 2018Aug 1, 2018
Michael David BarthUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 31, 2018Jul 20, 2018
Tina Kristen MccallumMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 25, 2018Jul 20, 2018
William T. LuthyMorgan Stanley wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 25, 2018Jul 20, 2018
Savannah Jayne PetronisWells Fargo Advisors wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 18, 2018Jul 13, 2018
Deborah Lynn RotzUBS Financial Services Inc. wirehouseRobert W. Baird & Co. Incorporated mixed wealthWirehouse to independent RIAJul 10, 2018Jul 9, 2018
Amy Marie GibsonStrategic Advisers LLC national BDRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAJul 5, 2018Jun 7, 2018
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1,142 moves match.