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 |
|---|---|---|---|---|---|
| Travis Jonathon Whitaker | Primerica Advisors national BD | Ameritas Advisory Services other | Other | Jun 29, 2017 | Aug 3, 2017 (35 d) |
| Chad Edward Rediske | Primerica Advisors national BD | Thrivent Investment Management Inc. BD affiliated | Affiliated broker-dealer or bank to another | May 30, 2017 | Nov 21, 2018 (540 d) |
| Todd Weatherwax | Primerica Advisors national BD | Valic Financial Advisors, Inc. other | Other | May 22, 2017 | May 17, 2017 |
| Jamel Evan Wright | Primerica Advisors national BD | Transamerica Financial Advisors, LLC other | Other | May 2, 2017 | Jun 19, 2017 (48 d) |
| Sharran Hood | Primerica Advisors national BD | First Advisors National, LLC other | Other | May 2, 2017 | May 18, 2017 |
| Nidhi Talati | Primerica Advisors national BD | First Command Advisory Services other | Other | Apr 25, 2017 | Apr 26, 2017 |
| Timothy Messer | Primerica Advisors national BD | Regfi USA, LLC no RAUM | Affiliated broker-dealer or bank to a newly registered adviser | Mar 28, 2017 | Sep 3, 2026 (3446 d) |
| Michael H Legette | Primerica Advisors national BD | Scottrade Investment Management other | Other | Mar 20, 2017 | Mar 16, 2017 |
| Benjamin Wayne Deist | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Mar 9, 2017 | May 31, 2017 (83 d) |
| Daniel Ryan Dardeau | Primerica Advisors national BD | Valic Financial Advisors, Inc. BD affiliated | Affiliated broker-dealer or bank to another | Jan 13, 2017 | Jul 8, 2025 (3098 d) |
| Robert Clinton Chastain | Primerica Advisors national BD | Allstate Financial Advisors, LLC BD affiliated | Affiliated broker-dealer or bank to another | Jan 12, 2017 | May 4, 2018 (477 d) |
| Marysol Flores Salazar | Primerica Advisors national BD | Madison Avenue Securities, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 31, 2016 | Feb 21, 2018 (417 d) |
| Terry Ray Graham | Primerica Advisors national BD | Capital Choice Investment Advisers, Inc. unclassified | Other | Dec 31, 2016 | Feb 15, 2017 (46 d) |
| Walter Scott Brown | Primerica Advisors national BD | Money Concepts Advisory Service other | Other | Oct 11, 2016 | Oct 7, 2016 |
| Gary Anthony Kostowski | Primerica Advisors national BD | Woodbury Financial Services, Inc. other | Other | Sep 1, 2016 | Aug 31, 2016 |
| Phyllis Anne Sarabyn | Primerica Advisors national BD | Cuna Brokerage Services, Inc. other | Other | Jul 28, 2016 | Aug 17, 2016 |
| Joel Robert Maness | Primerica Advisors national BD | Wall Street Financial Group, Inc other | Other | Jul 1, 2016 | Jul 6, 2016 |
| Eric John Netzel | Primerica Advisors national BD | First Advisors National, LLC other | Other | Jun 20, 2016 | Jul 28, 2016 (38 d) |
| Patrick Sinclair Cavanaugh | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | May 31, 2016 | Jun 1, 2016 |
| Ravi Tarekere | Primerica Advisors national BD | Equitable Advisors, LLC national BD | Affiliated broker-dealer or bank to another | Mar 15, 2016 | Apr 1, 2016 |
| Jay Scott Calhoun | Primerica Advisors national BD | Fletcher Financial Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 11, 2016 | Mar 15, 2022 (2195 d) |
| James Michael Golichowski | Primerica Advisors national BD | Edelman Financial Engines other | Other | Feb 16, 2016 | Feb 17, 2016 |
| Gary Layne Brown | Primerica Advisors national BD | Avantax Advisory Services other | Other | Jan 14, 2016 | Jan 13, 2016 |
| Eric Ebanks | Primerica Advisors national BD | Ebanks Financial Solutions, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2015 | Feb 6, 2018 (768 d) |
| Marvin Gabriel Norman | Primerica Advisors national BD | Othniel Financial Advisory Services, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2015 | Nov 7, 2016 (312 d) |
| Trent Dillon Murchison | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Dec 31, 2015 | Oct 2, 2019 (1371 d) |
| Alexandra Raquel Dodds | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Dec 7, 2015 | Dec 11, 2015 |
| Noah S. Jackson | Primerica Advisors national BD | Msi Financial Services, Inc. other | Other | Dec 3, 2015 | Dec 11, 2015 |
| Francis George Sobieski | Primerica Advisors national BD | Avantax Advisory Services other | Other | Oct 22, 2015 | Nov 9, 2015 |
| John Joseph Demarco | Primerica Advisors national BD | Avantax Advisory Services other | Other | Oct 21, 2015 | Nov 2, 2015 |
| Roderick Scott Williams | Primerica Advisors national BD | Hmv Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 14, 2015 | Aug 23, 2018 (1044 d) |
| Philip James Yun | Primerica Advisors national BD | Woodbury Financial Services, Inc. other | Other | Oct 13, 2015 | Oct 21, 2015 |
| Brenda Kay Drews | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Sep 28, 2015 | Feb 6, 2017 (497 d) |
| Jeremy Walker Young | Primerica Advisors national BD | Concourse Financial Group Advisors other | Other | Sep 23, 2015 | Dec 4, 2015 (72 d) |
| Michael Markiewicz | Primerica Advisors national BD | Lincoln Investment other | Other | Sep 23, 2015 | Sep 22, 2015 |
| David Mark Charnot | Primerica Advisors national BD | Avantax Advisory Services other | Other | Sep 4, 2015 | Sep 2, 2015 |
| Joseph D Howard | Primerica Advisors national BD | Edward Jones national BD | Affiliated broker-dealer or bank to another | Aug 12, 2015 | Aug 31, 2017 (750 d) |
| Shardea Maria Ages | Primerica Advisors national BD | Wells Fargo Advisors wirehouse | Affiliated broker-dealer or bank to wirehouse | Jun 25, 2015 | Nov 24, 2015 (152 d) |
| Ruperto Roman Jr | Primerica Advisors national BD | Cetera Investment Advisers LLC other | Other | Jun 2, 2015 | Jun 11, 2015 |
| Tracey Gordineer | Primerica Advisors national BD | Wealth 360, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | May 18, 2015 | Jun 25, 2015 (38 d) |
| Junior Rondeau | Primerica Advisors national BD | Kovack Advisors, Inc. other | Other | May 5, 2015 | May 20, 2015 |
| David Allen Schwendtner | Primerica Advisors national BD | Capital Choice Investment Advisers, Inc. unclassified | Other | Apr 14, 2015 | Apr 7, 2017 (724 d) |
| Logan Dane Alley | Primerica Advisors national BD | Advisers Investment Management, Inc. other | Other | Mar 26, 2015 | Jan 6, 2017 (652 d) |
| Erin Marie Rohn | Primerica Advisors national BD | Trivelloni Asset Management other | Other | Jan 20, 2015 | Jul 28, 2015 (189 d) |
| Damon Jerome Drew | Primerica Advisors national BD | Msi Financial Services, Inc. other | Other | Dec 31, 2014 | Apr 5, 2016 (461 d) |
| Scarlett Belflower Tompkins | Primerica Advisors national BD | Allstate Financial Advisors, LLC no RAUM | Other | Dec 31, 2014 | Dec 16, 2016 (716 d) |
| Sherry Natalie Krebsbach | Primerica Advisors national BD | RBC Capital Markets, LLC national BD | Affiliated broker-dealer or bank to another | Dec 31, 2014 | Nov 21, 2025 (3978 d) |
| Mark Edward Kenney | Primerica Advisors national BD | Regal Investment Advisors LLC other | Other | Dec 31, 2014 | Jan 16, 2015 |
| Sanjaya Krishna Balu | Primerica Advisors national BD | Citizens Securities, Inc. other | Other | Dec 31, 2014 | Aug 6, 2015 (218 d) |
| Joel E Marius | Primerica Advisors national BD | Waddell & Reed other | Other | Nov 17, 2014 | Dec 10, 2014 |
| Barbara Kershner Loos | Primerica Advisors national BD | Pruco Securities, LLC other | Other | Sep 4, 2014 | Sep 17, 2014 |
| He Ma | Primerica Advisors national BD | Transamerica Financial Advisors, LLC other | Other | Aug 21, 2014 | Oct 30, 2014 (70 d) |
| Jeffrey L. Huss | Primerica Advisors national BD | Fidelity Personal And Workplace Advisors BD affiliated | Affiliated broker-dealer or bank to another | Aug 12, 2014 | Nov 17, 2020 (2289 d) |
| Kathlyn Pierce | Primerica Advisors national BD | Pruco Securities, LLC other | Other | Aug 6, 2014 | Mar 27, 2015 (233 d) |
| Glenn Edward Cook | Primerica Advisors national BD | Questar Asset Management, Inc. other | Other | Jul 3, 2014 | Jul 7, 2014 |
| David Andrew Petracca | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Jul 2, 2014 | Jan 8, 2015 (190 d) |
| Sean Alan Stark | Primerica Advisors national BD | Capital Choice Investment Advisers, Inc. unclassified | Other | May 29, 2014 | May 17, 2016 (719 d) |
| Kathie Jeanne Gallagher | Primerica Advisors national BD | Capital Choice Investment Advisers, Inc. unclassified | Other | May 28, 2014 | May 12, 2016 (715 d) |
| Lehelle L Yancey | Primerica Advisors national BD | Transamerica Financial Advisors, LLC other | Other | May 22, 2014 | Jun 9, 2014 |
| Richard Olszewski | Primerica Advisors national BD | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Affiliated broker-dealer or bank to wirehouse | Apr 15, 2014 | Sep 22, 2014 (160 d) |
388 moves match.