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 |
|---|---|---|---|---|---|
| Alfredo Arenas | Primerica Advisors national BD | Mutual Of Omaha Investor Services, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 4, 2024 | Sep 1, 2026 (636 d) |
| Barry Lamonte Crocker | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Oct 24, 2024 | Oct 28, 2024 |
| Garret Keegan Johns | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 10, 2024 |
| Daniel Velcheck | Primerica Advisors national BD | Osaic Wealth, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Oct 11, 2024 | Oct 10, 2024 |
| Brent Alan Burnett | Primerica Advisors national BD | Transamerica Retirement Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 3, 2024 | Oct 21, 2024 |
| Matthew Dwayne Bates | Primerica Advisors national BD | Four Quadrant Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 23, 2024 | Sep 22, 2024 |
| Adanlys Rafael Santos - Pichardo | Primerica Advisors national BD | First Advisors National, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 17, 2024 | Sep 16, 2026 (729 d) |
| Stephen Stahl | Primerica Advisors national BD | Brookside Capital Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 13, 2024 | Jan 24, 2025 (133 d) |
| Abel Pizarro | Primerica Advisors national BD | Pizarro Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 13, 2024 | Mar 4, 2026 (537 d) |
| Trevor Conwell | Primerica Advisors national BD | Commonwealth Financial Network national BD | Affiliated broker-dealer or bank to another | Sep 4, 2024 | Sep 4, 2024 |
| John Mitchell Walker | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Aug 1, 2024 | Dec 20, 2024 (141 d) |
| Natwian Vanderveer | Primerica Advisors national BD | Momentum Independent Network Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 11, 2024 | Jan 15, 2025 (188 d) |
| Michael Patrick Brady | Primerica Advisors national BD | Clarity Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jul 8, 2024 | Jul 10, 2024 |
| Uriah Eli Jackson | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 7, 2024 | Jun 6, 2024 |
| Christopher John Moyer | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Apr 3, 2024 | Apr 2, 2024 |
| Kirby Francis Rhodes III | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 29, 2024 | Mar 25, 2024 |
| Stephen John Dufrene | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 26, 2024 | Mar 28, 2024 |
| Kathleen Lumetta | Primerica Advisors national BD | Td Private Client Wealth LLC BD affiliated | Affiliated broker-dealer or bank to another | Mar 13, 2024 | Mar 15, 2024 |
| John James Devaney | Primerica Advisors national BD | Rwa Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 14, 2024 | Feb 20, 2024 |
| Sherricka Fields Jones | Primerica Advisors national BD | Ameriprise Financial Services, LLC national BD | Affiliated broker-dealer or bank to another | Feb 1, 2024 | Feb 26, 2024 |
| Conrad Joseph Bailey | Primerica Advisors national BD | Cetera Investment Advisers LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 22, 2024 | Jan 24, 2024 |
| Joseph Ortiz | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jan 22, 2024 | Jan 22, 2024 |
| Mark David Alarie | Primerica Advisors national BD | Stirlingshire Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 17, 2024 | Feb 2, 2024 |
| Royce Elliott Young | Primerica Advisors national BD | Lfn Advisors Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2024 | Jan 19, 2024 |
| Jay Lynn Jackson | Primerica Advisors national BD | The Fiduciary Alliance independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2024 | Jan 4, 2024 |
| Aaron Theodore Jackson | Primerica Advisors national BD | Sanctuary Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 31, 2023 | Apr 11, 2025 (467 d) |
| Tyler Fedrick | Primerica Advisors national BD | Visionary Horizons, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Apr 1, 2024 (92 d) |
| Keithia D-Great | Primerica Advisors national BD | Stirlingshire Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2023 | Dec 4, 2024 (339 d) |
| Vernon Blugh | Primerica Advisors national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Dec 15, 2023 | Dec 22, 2023 |
| Timotej Czernek | Primerica Advisors national BD | Fisher Investments independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 17, 2023 | Nov 20, 2023 |
| Amy Stroker | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 16, 2023 | Nov 15, 2023 |
| Wesley Clayton Roan | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2023 | Nov 16, 2023 |
| Matthew C Ponder | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Nov 15, 2023 | Nov 15, 2023 |
| Colby Brainard Fox | Primerica Advisors national BD | Selah Wealth Advisors state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 10, 2023 | Nov 15, 2023 |
| Terry Brent Bunn | Primerica Advisors national BD | Buck Wealth Strategies, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 24, 2023 | Oct 24, 2023 |
| Reece James Morrison | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 23, 2023 | Oct 10, 2023 |
| Vanessa Bento Koegler | Primerica Advisors national BD | MML Investors Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Oct 10, 2023 | Oct 5, 2023 |
| Harold Hubert Michael | Primerica Advisors national BD | Missionsquare Retirement institutional | Other | Oct 9, 2023 | Oct 31, 2023 |
| Stephen Wayne Newton | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 26, 2023 | Sep 22, 2023 |
| Richard Hilliard | Primerica Advisors national BD | J.P. Morgan Securities LLC wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 25, 2023 | Nov 3, 2023 (39 d) |
| Latrica Birgan | Primerica Advisors national BD | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Sep 13, 2023 | Sep 14, 2023 |
| Ernest Paul Rispoli | Primerica Advisors national BD | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 6, 2023 | Sep 5, 2023 |
| Bart Francis Dichiaro | Primerica Advisors national BD | Cpr Investments Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2023 | Aug 23, 2023 |
| Daniel Kierath | Primerica Advisors national BD | Missionsquare Retirement institutional | Other | Aug 21, 2023 | Aug 23, 2023 |
| Brian Bruhn | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 15, 2023 | Aug 18, 2023 |
| Thomas Edward Wells | Primerica Advisors national BD | Prosperity Capital Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 14, 2023 | Aug 11, 2023 |
| Ebony Armstrong | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jul 25, 2023 | Nov 13, 2024 (477 d) |
| Brian Michael Duncan | Primerica Advisors national BD | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jul 10, 2023 | Jul 7, 2023 |
| Ashley Renee Potts | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 6, 2023 | Jul 14, 2023 |
| Cecily Anthony | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Jun 26, 2023 | Jun 26, 2023 |
| Ieva Navarro | Primerica Advisors national BD | LPL Financial LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2023 | Jun 20, 2023 |
| Heidi Ann Larson Lane | Primerica Advisors national BD | Empower Advisory Group, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 21, 2023 | Oct 20, 2023 (121 d) |
| Linda Moody Muse | Primerica Advisors national BD | Hbw Advisory Services LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2023 | Jun 8, 2023 |
| Lester Wade Jones | Primerica Advisors national BD | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2023 | Jun 2, 2023 |
| Christopher Wesley Bush | Primerica Advisors national BD | Osaic Advisory Services, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jun 2, 2023 | Jun 2, 2023 |
| Zonia C Pullen | Primerica Advisors national BD | Pruco Securities, LLC BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2023 | Jul 25, 2023 (56 d) |
| Sebastian Castano | Primerica Advisors national BD | Morgan Stanley wirehouse | Affiliated broker-dealer or bank to wirehouse | May 25, 2023 | Jun 16, 2023 |
| Steven Joseph Everts | Primerica Advisors national BD | Woodbury Financial Services, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2023 | May 12, 2023 |
| William Gebhart | Primerica Advisors national BD | Bfc Planning, Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 18, 2023 | May 19, 2023 |
| Nelson Clifford Baxley | Primerica Advisors national BD | Integrity Advisory Solutions independent RIA | Affiliated broker-dealer or bank to independent RIA | May 16, 2023 | Feb 15, 2024 (275 d) |
388 moves match.