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
Stephen Robert CarltonTrademark Financial Management, LLC otherIndependent Financial Group, LLC otherOtherNov 14, 2013Feb 9, 2015 (452 d)
Karalyn Jayne CarltonTrademark Financial Management, LLC otherIndependent Financial Group, LLC otherOtherNov 14, 2013Feb 23, 2018 (1562 d)
Yasser AhmadTd Ameritrade Investment Management, LLC otherIndependent Financial Group, LLC independent RIAOtherNov 1, 2013Sep 5, 2019 (2134 d)
Michael Louis SchwartzFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherOct 4, 2013Sep 27, 2013
Vito Antonio FranconeLPL Financial LLC otherIndependent Financial Group, LLC otherOtherSep 23, 2013Aug 26, 2013
Damon Marshall ZahlmannSagepoint Financial, Inc. otherIndependent Financial Group, LLC otherOtherAug 20, 2013Aug 19, 2013
Theodore Hendrickus FranseFirst Allied Advisory Services, Inc. otherIndependent Financial Group, LLC otherOtherJul 30, 2013Jul 3, 2013
Franklin Romeo LaraNational Planning Corporation ("Npc Of America" In Fl & Ny) otherIndependent Financial Group, LLC otherOtherJul 12, 2013Jul 10, 2013
Jon Gregory SanchezMorgan Stanley wirehouseIndependent Financial Group, LLC otherOtherJun 28, 2013Jun 11, 2013
David Andrew EbnerNew England Securities Corporation otherIndependent Financial Group, LLC otherOtherJun 26, 2013Jun 20, 2013
Jason Allen GrothWealth Advisors, Inc. independent RIAIndependent Financial Group, LLC otherOtherJun 18, 2013Feb 9, 2009
Craig R CokerCantella & Co., Inc. otherIndependent Financial Group, LLC otherOtherJun 18, 2013Jun 17, 2013
Michael Anthony TanneryLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJun 13, 2013Jun 12, 2013
Tina Louise TanneryLPL Financial LLC otherIndependent Financial Group, LLC otherOtherJun 13, 2013Jun 18, 2013
Patrick TantocoIntegrity Alliance, LLC otherIndependent Financial Group, LLC otherOtherJun 4, 2013May 31, 2013
John Marc LordHornor, Townsend & Kent, LLC otherIndependent Financial Group, LLC otherOtherMay 21, 2013May 16, 2013
Jesse Charles CoxFinancial Advisors Network, Inc. otherIndependent Financial Group, LLC otherOtherMay 16, 2013Jan 20, 2015 (614 d)
Tyler Jeff PetersonA & I Wealth Management otherIndependent Financial Group, LLC otherOtherMay 14, 2013May 10, 2013
William Charles VourlasJ.P. Morgan Securities LLC wirehouseIndependent Financial Group, LLC otherOtherApr 26, 2013May 23, 2013
Joe David MyersProspera Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherApr 17, 2013Apr 25, 2013
Amy Elizabeth BennageWall Street Financial Group, Inc otherIndependent Financial Group, LLC otherOtherApr 17, 2013Apr 18, 2013
Brian Keith MortonRaymond James Financial Services Advisors, Inc otherIndependent Financial Group, LLC otherOtherApr 11, 2013Apr 22, 2013
Jason Moore AlfonsoLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 27, 2013May 8, 2013 (42 d)
Jay Daryl Wahlin1st Global Advisors Inc otherIndependent Financial Group, LLC BD affiliatedOtherMar 5, 2013Jan 1, 2025 (4320 d)
Joshua Cory KoehnenFinancial Designs Ltd. unclassifiedIndependent Financial Group, LLC otherOtherMar 5, 2013Nov 10, 2005
Jason Riichi SegawaBfc Planning, Inc. otherIndependent Financial Group, LLC otherOtherJan 14, 2013Jan 14, 2013
Lauren Austin EstesAmeriprise Financial Services, LLC national BDIndependent Financial Group, LLC otherOtherJan 8, 2013Feb 27, 2013 (50 d)
Marshall Reed LohrenzCentaurus Financial, Inc. otherIndependent Financial Group, LLC otherOtherDec 31, 2012Jan 7, 2013
Robert Leo VonderharrValued Wealth Advisors, LLC otherIndependent Financial Group, LLC otherOtherDec 19, 2012Nov 3, 2011
Richard Lee WagnerValued Wealth Advisors, LLC otherIndependent Financial Group, LLC otherOtherDec 19, 2012Nov 3, 2011
Stephen Harvey GeriboTransamerica Financial Advisors, LLC otherIndependent Financial Group, LLC otherOtherDec 10, 2012Jan 10, 2013 (31 d)
Michael David LopezSagepoint Financial, Inc. otherIndependent Financial Group, LLC otherOtherDec 4, 2012Nov 30, 2012
Mark DobrilovicLPL Financial LLC otherIndependent Financial Group, LLC otherOtherNov 27, 2012Nov 16, 2012
Daniel RubenTransamerica Financial Advisors, LLC otherIndependent Financial Group, LLC otherOtherNov 16, 2012Nov 16, 2012
Lee Michael PysnikCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherNov 12, 2012Oct 30, 2012
Jaylene Denise PysnikCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherNov 12, 2012Oct 30, 2012
Caren Sue OberCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherOct 26, 2012Oct 10, 2012
Edward Jacob OberCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherOct 26, 2012Oct 10, 2012
Michael Joseph BatemanBjo Capital Management Inc unclassifiedIndependent Financial Group, LLC otherOtherAug 7, 2012Aug 8, 2012
Constance Miller CookGirard Securities, Inc. otherIndependent Financial Group, LLC otherOtherAug 2, 2012Jan 18, 2013 (169 d)
Michael James WilliamsCornerstone Financial Services, Inc. otherIndependent Financial Group, LLC BD affiliatedOtherJul 30, 2012Jul 17, 2023 (4004 d)
Jennifer R AkhlaghiCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherJul 26, 2012Jul 20, 2012
Jeffrey Randall WiyningerCapital Analysts otherIndependent Financial Group, LLC otherOtherJul 10, 2012Jul 12, 2012
Jonathan Howard FriessWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMay 8, 2012May 25, 2012
Katherine Anne KirkpatrickAmerican Independent Securities Group, LLC otherIndependent Financial Group, LLC otherOtherMay 4, 2012May 4, 2012
Paul Victor GraceCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherMay 3, 2012Apr 27, 2012
Clark Douglas StevensWaddell & Reed otherIndependent Financial Group, LLC otherOtherMay 1, 2012May 31, 2012
Daniel Craig ParksGeneos Wealth Management, Inc. otherIndependent Financial Group, LLC otherOtherApr 30, 2012May 7, 2012
Wenjinn James ChangAmeritas Advisory Services otherIndependent Financial Group, LLC otherOtherApr 19, 2012Apr 10, 2012
Brian James ZimmermanModern Capital Advisors, LLC otherIndependent Financial Group, LLC otherOtherApr 11, 2012Apr 11, 2012
Shannon T. BlairUBS Financial Services Inc. wirehouseIndependent Financial Group, LLC otherOtherMar 20, 2012Mar 19, 2012
Brent Gaylon BurrWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMar 16, 2012Mar 15, 2012
Michael Patrick KilleenWoodbury Financial Services, Inc. otherIndependent Financial Group, LLC otherOtherMar 12, 2012Mar 26, 2012
Benjamen Rodney RothwellLPL Financial LLC otherIndependent Financial Group, LLC otherOtherMar 8, 2012Aug 27, 2013 (537 d)
Michael James SackettCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherFeb 29, 2012Feb 23, 2012
Shaun James SackettCetera Investment Advisers LLC otherIndependent Financial Group, LLC otherOtherFeb 29, 2012Feb 23, 2012
Thomas Kirk RidingPacific West Financial Consultants Inc otherIndependent Financial Group, LLC otherOtherFeb 21, 2012Feb 21, 2012
Daryl Tomobu SerizawaPacific West Financial Consultants Inc otherIndependent Financial Group, LLC otherOtherFeb 16, 2012May 7, 2012 (81 d)
Thomas Book JahnckePacific West Financial Consultants Inc otherIndependent Financial Group, LLC otherOtherFeb 10, 2012Feb 13, 2012
William M SwaynePacific West Financial Consultants Inc otherIndependent Financial Group, LLC otherOtherFeb 10, 2012Feb 17, 2012
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720 moves match.