RIA Intelligence

• MML Investors Services, LLC BD affiliated current
  since May 27, 2026 · Iselin, Nj
• Cetera Investment Advisers LLC BD affiliated
  Sep 2, 2025 to May 12, 2026 · Deptford Twp, Nj
• First Advisors National, LLC independent RIA
  Jan 22, 2025 to Sep 12, 2025 · Robinsville, Nj
• Corecap Advisors BD affiliated
  Feb 21, 2024 to Jan 14, 2025 · Manalapan, Nj
• Citizens Securities, Inc. BD affiliated
  Sep 27, 2022 to Feb 28, 2024 · Horsham, Pa
• American Portfolios Advisors, Inc former
  Feb 8, 2021 to Jan 31, 2022 · Holbrook, Ny
• Allstate Financial Advisors, LLC BD affiliated
  Apr 11, 2012 to Feb 7, 2019 · Delran, Nj
• Cg Advisory Services independent RIA
  Feb 9, 2011 to Apr 16, 2012 · Robbinsville, Nj
• Invest Financial Corporation former
  Feb 12, 2009 to Feb 11, 2011 · Appleton, Wi
• Osaic Wealth, Inc. BD affiliated
  May 25, 2006 to Feb 12, 2009 · Brighton, Mi
• Wells Fargo Advisors wirehouse
  Jul 1, 2003 to May 12, 2006 · Red Bank, Nj
• Prudential Equity Group, LLC unclassified
  May 23, 2002 to Jul 1, 2003 · Red Bank, Nj

• Cetera Investment Advisers LLC to MML Investors Services, LLC
  left May 12, 2026, registered May 27, 2026 (15 days) · Affiliated broker-dealer or bank to another
• First Advisors National, LLC to Cetera Investment Advisers LLC
  left Sep 12, 2025, registered Sep 2, 2025 (-10 days) · RIA to affiliated broker-dealer or bank
• Corecap Advisors to First Advisors National, LLC
  left Jan 14, 2025, registered Jan 22, 2025 (8 days) · Affiliated broker-dealer or bank to independent RIA
• Citizens Securities, Inc. to Corecap Advisors
  left Feb 28, 2024, registered Feb 21, 2024 (-7 days) · Affiliated broker-dealer or bank to another
• American Portfolios Advisors, Inc to Citizens Securities, Inc.
  left Jan 31, 2022, registered Sep 27, 2022 (239 days) · RIA to affiliated broker-dealer or bank
• Allstate Financial Advisors, LLC to American Portfolios Advisors, Inc
  left Feb 7, 2019, registered Feb 8, 2021 (732 days) · Affiliated broker-dealer or bank to independent RIA
• Cg Advisory Services to Allstate Financial Advisors, LLC
  left Apr 16, 2012, registered Apr 11, 2012 (-5 days) · Other
• Invest Financial Corporation to Cg Advisory Services
  left Feb 11, 2011, registered Feb 9, 2011 (-2 days) · Other
• Osaic Wealth, Inc. to Invest Financial Corporation
  left Feb 12, 2009, registered Feb 12, 2009 (0 days) · Other
• Wells Fargo Advisors to Osaic Wealth, Inc.
  left May 12, 2006, registered May 25, 2006 (13 days) · Other
• Prudential Equity Group, LLC to Wells Fargo Advisors
  left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

• Keith Motusesky left Cetera Investment Advisers Llc for Mml Investors Services, Llc (registered 2026-05-27)
  May 12, 2026 · Advisor changed firm · fact
• Keith Motusesky left First Advisors National, Llc for Cetera Investment Advisers Llc (registered 2025-09-02)
  Sep 12, 2025 · Advisor changed firm · fact
• Keith Motusesky left Corecap Advisors for First Advisors National, Llc (registered 2025-01-22)
  Jan 14, 2025 · Advisor changed firm · fact
• Keith Motusesky left Citizens Securities, Inc. for Corecap Advisors (registered 2024-02-21)
  Feb 28, 2024 · Advisor changed firm · fact
• Keith Motusesky left American Portfolios Advisors, Inc for Citizens Securities, Inc. (registered 2022-09-27)
  Jan 31, 2022 · Advisor changed firm · fact

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Broker-dealer affiliated wealth managerderived

Years in industry

30derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address