DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Primerica Advisors
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Matthew Jacob Davis | Primerica Advisors national BD | Amb Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2026 | Sep 1, 2026 |
| Mark Champoux | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 21, 2026 | Aug 20, 2026 |
| Charles Swope | Primerica Advisors national BD | Your Ia, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 10, 2026 | Aug 12, 2026 |
| Torrance D Chaplin | Primerica Advisors national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 31, 2026 | Jul 27, 2026 |
| Giexy Itiel Reyes | Primerica Advisors national BD | Iliad Wealth Solutions mixed wealth | Affiliated broker-dealer or bank to independent RIA | Jul 29, 2026 | Aug 13, 2026 |
| Phillip Spangler | Primerica Advisors national BD | State Farm Investment Management Corp. asset manager | Other | Jul 23, 2026 | Sep 17, 2026 (56 d) |
| Daron Demond Ray | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 16, 2026 | Jul 8, 2026 |
| Ryan Daniels | Primerica Advisors national BD | Hearthstone Financial Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 7, 2026 | Jun 30, 2026 |
| Kathryn Focht | Primerica Advisors national BD | Hearthstone Financial Group state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 1, 2026 | Jun 30, 2026 |
| Christopher Hardy | Primerica Advisors national BD | Greenwood Gearhart, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 30, 2026 | Jul 21, 2026 |
| Clayborn Paul Mcclinton | Primerica Advisors national BD | Vanguard Advisers, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 23, 2026 | Jul 8, 2026 |
| Matthew Wesley Thomas | Primerica Advisors national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 16, 2026 | Jun 15, 2026 |
| Cody A Hudson | Primerica Advisors national BD | Park Avenue Securities LLC BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2026 | Jul 1, 2026 (44 d) |
| Victor Glymph | Primerica Advisors national BD | Inspire Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 1, 2026 | May 19, 2026 |
| Ebed Evans | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 28, 2026 | May 7, 2026 |
| Alexis Domanique Mitchell | Primerica Advisors national BD | Golden Reserve Retirement, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Apr 24, 2026 | Apr 30, 2026 |
| Jorge Castillo | Primerica Advisors national BD | Mwa Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Apr 14, 2026 | May 14, 2026 |
| Jonathan Espinal Cabrera | Primerica Advisors national BD | Raymond James Financial Services Advisors, Inc BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2026 | Mar 18, 2026 |
| John Douglas Cox | Primerica Advisors national BD | Mwa Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 5, 2026 | Jul 7, 2026 (124 d) |
| Brian Howden | Primerica Advisors national BD | Principal Securities, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2026 | Mar 4, 2026 |
| Felipe Nicolau Stanev | Primerica Advisors national BD | LPL Enterprise, LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 2, 2026 | Feb 27, 2026 |
| Julian Martinez | Primerica Advisors national BD | Spc BD affiliated | Affiliated broker-dealer or bank to another | Feb 12, 2026 | Jan 23, 2026 |
| Ryan Dylan Nelson | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 4, 2026 | Feb 3, 2026 |
| Timothy Allen Abernathy | Primerica Advisors national BD | Inspire Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 7, 2026 | Jan 7, 2026 |
| Elizabeth Martinez Braze | Primerica Advisors national BD | Strategic Advisers LLC national BD | Affiliated broker-dealer or bank to another | Nov 26, 2025 | Mar 11, 2026 (105 d) |
| Craig Allen Tuemler | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 24, 2025 | Oct 17, 2025 |
| David Brian Collins | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Oct 17, 2025 |
| Stephen Wayne Smith | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Nov 21, 2025 | Oct 17, 2025 |
| Arville Edward Cline | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Zachary David Sallade | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 20, 2025 | Oct 17, 2025 |
| Brandon Corey Miller | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 17, 2025 | Oct 17, 2025 |
| Devin Matthew Paine | Primerica Advisors national BD | Palouse Capital Management, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 6, 2025 | Oct 2, 2025 |
| Danielle Marie Gray | Primerica Advisors national BD | Gradient Wealth Management BD affiliated | Affiliated broker-dealer or bank to another | Sep 24, 2025 | Oct 9, 2025 |
| Tyler Smith | Primerica Advisors national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2025 | Sep 16, 2025 |
| Linda Susan Stanton | Primerica Advisors national BD | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 8, 2025 | Aug 27, 2025 |
| Julio Rivera | Primerica Advisors national BD | Green Beret Financial Planning state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 5, 2025 | Jan 30, 2026 (147 d) |
| Elena Ighodaro | Primerica Advisors national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Aug 26, 2025 | Sep 4, 2025 |
| Patrick John Fortunato | Primerica Advisors national BD | Portfolio Medics, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 22, 2025 | Oct 30, 2025 (69 d) |
| Apris Walker | Primerica Advisors national BD | Encompass More Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 15, 2025 | Feb 10, 2026 (179 d) |
| Marcus Mikulec | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 7, 2025 | Aug 28, 2025 |
| Nicolas Alex Luxama | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 21, 2025 | Aug 1, 2025 |
| Timothy George Barras | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jul 15, 2025 | Jul 14, 2025 |
| Simon Kinsinger | Primerica Advisors national BD | Esi Financial Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jul 14, 2025 | Jul 22, 2025 |
| Michael David Borg | Primerica Advisors national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Jun 30, 2025 | Jul 14, 2025 |
| Connor Frederick Heck | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jun 20, 2025 | Jun 30, 2025 |
| Stephanie Yurschak | Primerica Advisors national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 13, 2025 | Jun 16, 2025 |
| Hylton Davis | Primerica Advisors national BD | Stirlingshire Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 10, 2025 | Jun 24, 2025 |
| Robert Corey Semerad | Primerica Advisors national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 27, 2025 | May 27, 2025 |
| Thomas George Seroogy | Primerica Advisors national BD | Inspire Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2025 | May 27, 2025 |
| Christopher Robinson | Primerica Advisors national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | May 1, 2025 | Sep 1, 2026 (488 d) |
| Pablo Baiza Castro | Primerica Advisors national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 4, 2025 | Apr 16, 2025 |
| Cynthia Fay Spinning | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2025 | Mar 13, 2025 |
| Jerry Gambell | Primerica Advisors national BD | Voya Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Mar 4, 2025 | Mar 11, 2025 |
| Hannah Caitlin Meeks | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Feb 11, 2025 | Feb 28, 2025 |
| David Wayne Price | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Feb 3, 2025 | Jan 31, 2025 |
| Daniel Gabriel Serna | Primerica Advisors national BD | United Planners' Financial Services Of America A Limited Partner independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 22, 2025 | Jan 22, 2025 |
| Nicholas Daniel Castellano | Primerica Advisors national BD | Singer Wealth Advisors LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2025 | Jan 31, 2025 |
| Robert Lee Sheppard | Primerica Advisors national BD | Tlg Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 2, 2025 | Jan 15, 2025 |
| Michael B Nance | Primerica Advisors national BD | Mutual Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 26, 2024 | Dec 23, 2024 |
| Seth Perry | Primerica Advisors national BD | Scf Investment Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Dec 9, 2024 | Dec 9, 2024 |
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388 moves match.