Departures from Usaa Financial Planning Services

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
Kevin Scott Rademacher	Usaa Financial Planning Services no RAUM	Tpb Wealth Advisors, LLC independent RIA	Other	May 20, 2013	Apr 6, 2018 (1782 d)
Kirk Reimer	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	May 15, 2013	Jul 12, 2013 (58 d)
William Farup Hoffman	Usaa Financial Planning Services no RAUM	Edelman Financial Services, LLC other	Other	May 10, 2013	May 30, 2013
Francesca D. Gervascio-Franzen	Usaa Financial Planning Services no RAUM	Pnc Managed Account Solutions, Inc. other	Other	May 8, 2013	Oct 8, 2013 (153 d)
Angel Mendez	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 3, 2013	Oct 11, 2013 (161 d)
Judith Nobue Hirotaka	Usaa Financial Planning Services no RAUM	Osborne Partners other	Other	May 1, 2013	May 8, 2013
Derrick Richard Schuler	Usaa Financial Planning Services no RAUM	Schuler Wealth Planning LLC state registered	Other	Apr 30, 2013	Apr 17, 2025 (4370 d)
William Courtney Leffall	Usaa Financial Planning Services no RAUM	Dimensional Fund Advisors LP other	Other	Apr 18, 2013	Dec 23, 2014 (614 d)
David Benjamin Clarken	Usaa Financial Planning Services no RAUM	Creative Planning other	Other	Apr 3, 2013	Mar 27, 2013
Patrick Neil Elliott	Usaa Financial Planning Services no RAUM	Creative Planning other	Other	Apr 1, 2013	Mar 27, 2013
Andrew Ripley	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Mar 13, 2013	Jul 2, 2014 (476 d)
Ladonna M. Fleitman	Usaa Financial Planning Services no RAUM	J.P. Morgan Securities LLC wirehouse	Other	Mar 7, 2013	Dec 2, 2013 (270 d)
Maurice Hugh Daley	Usaa Financial Planning Services no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Mar 7, 2013	Mar 30, 2021 (2945 d)
Johnny Francesco Mazzeo	Usaa Financial Planning Services no RAUM	Citigroup Global Markets Inc. other	Other	Feb 25, 2013	Nov 7, 2013 (255 d)
Scott G. Read	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Feb 25, 2013	Apr 1, 2013 (35 d)
Laurie Kay Simons	Usaa Financial Planning Services no RAUM	Sii Investments, Inc. other	Other	Feb 20, 2013	Oct 3, 2013 (225 d)
William Cory Archibald	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Feb 20, 2013	Mar 6, 2013
Demetra Paige Sullivan	Usaa Financial Planning Services no RAUM	Schwab Wealth Advisory, Inc. other	Other	Feb 20, 2013	Mar 15, 2013
Janet Mccabe	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Feb 19, 2013	Feb 28, 2013
Dustin Richard Tondre	Usaa Financial Planning Services no RAUM	Tl Private Wealth other	Other	Feb 19, 2013	Jun 6, 2013 (107 d)
Brad Christian Little	Usaa Financial Planning Services no RAUM	Tl Private Wealth other	Other	Feb 19, 2013	Jun 6, 2013 (107 d)
Julia Mccray	Usaa Financial Planning Services no RAUM	Sagepoint Financial, Inc. other	Other	Jan 18, 2013	Apr 10, 2013 (82 d)
Mark S Ellis	Usaa Financial Planning Services no RAUM	Alliancebernstein L.P. other	Other	Jan 7, 2013	Feb 21, 2013 (45 d)
Bryce Howard Lanham	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Jan 3, 2013	Jan 17, 2013
Victoria Marie Fisher	Usaa Financial Planning Services no RAUM	Morgan Stanley wirehouse	Other	Jan 2, 2013	Jan 8, 2013
Domini Marie Allison	Usaa Financial Planning Services no RAUM	Pnc Wealth Management other	Other	Dec 14, 2012	Feb 12, 2013 (60 d)
Marques T Cormier	Usaa Financial Planning Services no RAUM	Td Ameritrade, Inc. no RAUM	Other	Dec 11, 2012	Mar 25, 2013 (104 d)
Errol Tristan Stradling	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Dec 7, 2012	Feb 11, 2013 (66 d)
Thomas B. Eyers	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Nov 26, 2012	Aug 11, 2015 (988 d)
Stefan R Mayerschoff	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Nov 6, 2012	Dec 13, 2012 (37 d)
Sasiwipa Nakdee	Usaa Financial Planning Services no RAUM	Ameriprise Financial Services, LLC national BD	Other	Nov 2, 2012	Jan 17, 2013 (76 d)
Todd Robert Faulkner	Usaa Financial Planning Services no RAUM	Cuna Brokerage Services, Inc. other	Other	Nov 1, 2012	Jun 3, 2015 (944 d)
Nicholas James Hargreaves	Usaa Financial Planning Services no RAUM	Advice And Planning Services other	Other	Oct 31, 2012	May 18, 2015 (929 d)
Amanda Marie Duran	Usaa Financial Planning Services no RAUM	Investment Professionals, Inc. other	Other	Oct 25, 2012	Jun 3, 2013 (221 d)
John M Cervantes	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 23, 2012	Oct 25, 2012
Edward Matthew Egliskis	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Oct 19, 2012	Oct 22, 2012
Tracey J Breaux	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Oct 10, 2012	May 2, 2014 (569 d)
Michelle Baum Bradford	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Oct 9, 2012	Aug 28, 2014 (688 d)
Ellis James De Jesus	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Oct 8, 2012	Nov 5, 2012
Javier Mario Gonzalez	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Sep 7, 2012	Oct 4, 2012
Cray Jenings Coppins	Usaa Financial Planning Services no RAUM	Stonepath Wealth Management, LLC unclassified	Other	Sep 5, 2012	Sep 28, 2012
Wendy Whiffen Harper	Usaa Financial Planning Services no RAUM	Raymond James Financial Services Advisors, Inc other	Other	Aug 17, 2012	Dec 19, 2012 (124 d)
Christopher W Berkland	Usaa Financial Planning Services no RAUM	Vanguard Advisers, Inc. other	Other	Aug 14, 2012	Jul 21, 2014 (706 d)
Sven Liane	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Aug 14, 2012	May 14, 2018 (2099 d)
Gregory Benjamin Streitman	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Aug 14, 2012	Aug 4, 2014 (720 d)
Jocelyn Cates	Usaa Financial Planning Services no RAUM	Valic Financial Advisors, Inc. other	Other	Aug 10, 2012	Aug 14, 2012
David Guy Kelly	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Aug 1, 2012	Aug 30, 2012
Daniel Scott Moore	Usaa Financial Planning Services no RAUM	Empower Advisory Group, LLC other	Other	Jul 31, 2012	Jun 6, 2014 (675 d)
Chad Peter Barrios	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jul 18, 2012	Mar 22, 2013 (247 d)
Amy Therese Sharp	Usaa Financial Planning Services no RAUM	Pruco Securities, LLC other	Other	Jul 13, 2012	Jan 4, 2013 (175 d)
Charan J Khurana	Usaa Financial Planning Services no RAUM	Eagle Strategies LLC other	Other	Jul 6, 2012	Jul 26, 2012
Eileen M Campbell	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Jun 25, 2012	Aug 29, 2012 (65 d)
David Belanger	Usaa Financial Planning Services no RAUM	Raymond James & Associates, Inc. national BD	Other	Jun 12, 2012	Jan 15, 2013 (217 d)
Douglas Wayne Mcculley	Usaa Financial Planning Services no RAUM	Jwa Financial Group, Inc. other	Other	Jun 6, 2012	Jun 12, 2012
Tanya Barkley Radford	Usaa Financial Planning Services no RAUM	Ameriprise Financial Services, LLC national BD	Other	Apr 23, 2012	Nov 11, 2013 (567 d)
Jessica Lynn Dunning	Usaa Financial Planning Services no RAUM	Raymond James Financial Services Advisors, Inc other	Other	Apr 11, 2012	Jul 9, 2012 (89 d)
John Henry Mitchell	Usaa Financial Planning Services no RAUM	Edward Jones national BD	Other	Apr 5, 2012	Mar 26, 2012
Robert Sean Alimena	Usaa Financial Planning Services no RAUM	Beaumont Financial Partners LLC other	Other	Mar 30, 2012	Apr 17, 2012
Andrew Chow Tang	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Mar 26, 2012	Apr 18, 2012
Casey Alan Mack	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Mar 13, 2012	Apr 10, 2012

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535 moves match.