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
Rodger Hanson	Usaa Financial Planning Services no RAUM	Vanguard Advisers, Inc. BD affiliated	Other	Feb 21, 2012	Oct 1, 2019 (2779 d)
Phillip Nolan	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 19, 2012	Aug 16, 2013 (575 d)
Mario Morgan	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Dec 9, 2011	Jan 20, 2011
John Savoie	Usaa Financial Planning Services no RAUM	LPL Financial LLC other	Other	Dec 5, 2011	May 31, 2012 (178 d)
John Christopher Barnes	Usaa Financial Planning Services no RAUM	Chase Investment Services Corp. other	Other	Nov 15, 2011	Dec 7, 2011
Joe Valiquette	Usaa Financial Planning Services no RAUM	The Gardner Group other	Other	Nov 9, 2011	Sep 1, 2015 (1392 d)
Kenneth Gordon Duncan	Usaa Financial Planning Services no RAUM	Pnc Wealth Management other	Other	Nov 7, 2011	Dec 6, 2011
Michael James Rodriguez	Usaa Financial Planning Services no RAUM	Knights Of Columbus Asset Advisors LLC institutional	Other	Nov 1, 2011	Jul 1, 2023 (4260 d)
John Kendall Seedall	Usaa Financial Planning Services no RAUM	Chase Investment Services Corp. other	Other	Oct 25, 2011	May 31, 2012 (219 d)
Justin Hayes	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Oct 21, 2011	Dec 19, 2011 (59 d)
Louis Scott Mitchell	Usaa Financial Planning Services no RAUM	Valic Financial Advisors, Inc. other	Other	Oct 13, 2011	Nov 4, 2011
Walter Gerald Rogers	Usaa Financial Planning Services no RAUM	Hancock Whitney Investment Services Inc. other	Other	Oct 11, 2011	Oct 13, 2011
Thomas Kendall Vance	Usaa Financial Planning Services no RAUM	Td Ameritrade, Inc. no RAUM	Other	Oct 5, 2011	Dec 21, 2011 (77 d)
Abigail Adams Brencick Read	Usaa Financial Planning Services no RAUM	LPL Financial LLC other	Other	Oct 5, 2011	Jun 20, 2012 (259 d)
Harold Alvarado	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 27, 2011	Nov 15, 2011 (49 d)
John L Coeuille	Usaa Financial Planning Services no RAUM	Edward Jones national BD	Other	Sep 20, 2011	Apr 20, 2017 (2039 d)
Christopher Brian Thom	Usaa Financial Planning Services no RAUM	Jwa Financial Group, Inc. other	Other	Sep 13, 2011	Sep 19, 2011
Timothy Parker	Usaa Financial Planning Services no RAUM	Chase Investment Services Corp. other	Other	Aug 30, 2011	Sep 19, 2011
Amanda Brooke Reyes	Usaa Financial Planning Services no RAUM	Thrivent Investment Management Inc. other	Other	Aug 23, 2011	Aug 31, 2011
Thomas Russell Bugbee	Usaa Financial Planning Services no RAUM	LPL Financial LLC other	Other	Aug 11, 2011	Sep 12, 2011 (32 d)
Peter John Tomassi	Usaa Financial Planning Services no RAUM	Ronald Blue & Co., LLC other	Other	Aug 9, 2011	Aug 24, 2011
Aaron Grant Holder	Usaa Financial Planning Services no RAUM	Isc Advisors, Inc. other	Other	Aug 3, 2011	May 13, 2013 (649 d)
Eric Joseph Voegeli	Usaa Financial Planning Services no RAUM	Morgan Stanley wirehouse	Other	Jul 18, 2011	Feb 9, 2012 (206 d)
Mary Elizabeth Hill	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Jun 30, 2011	Feb 22, 2013 (603 d)
Nicholas Barnes	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Jun 28, 2011	Sep 30, 2011 (94 d)
James T Katikos	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	May 5, 2011	Jun 16, 2011 (42 d)
Amelia Leigh Thomas	Usaa Financial Planning Services no RAUM	Concourse Financial Group Advisors other	Other	May 2, 2011	Oct 11, 2011 (162 d)
Kevin Shadrick Mckemie	Usaa Financial Planning Services no RAUM	Edward Jones national BD	Other	Apr 21, 2011	Nov 12, 2024 (4954 d)
Christopher Allen Esser	Usaa Financial Planning Services no RAUM	Vanguard Advisers, Inc. other	Other	Apr 19, 2011	May 17, 2011
John Michael Diehl	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Apr 12, 2011	May 17, 2011 (35 d)
Nicolas Jason Mcnabb	Usaa Financial Planning Services no RAUM	Thrivent Investment Management Inc. other	Other	Apr 8, 2011	Apr 18, 2011
Troy Allen Engelke	Usaa Financial Planning Services no RAUM	Cuna Brokerage Services, Inc. other	Other	Mar 29, 2011	May 13, 2015 (1506 d)
Michael Christian Jones	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Mar 11, 2011	Jan 2, 2014 (1028 d)
Stephen Ford Woodard	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Mar 7, 2011	Mar 2, 2011
Jamin Colin Kirkwood	Usaa Financial Planning Services no RAUM	Eagle Strategies LLC other	Other	Feb 23, 2011	Jun 21, 2011 (118 d)
Stephen Lloyd Good	Usaa Financial Planning Services no RAUM	MML Investors Services, LLC other	Other	Feb 17, 2011	Aug 31, 2015 (1656 d)
Patricia Rivera	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Feb 7, 2011	Feb 2, 2011
Timothy A. Lloyd	Usaa Financial Planning Services no RAUM	Fifth Third Securities, Inc. other	Other	Jan 14, 2011	Feb 2, 2011
Adam Fouad Zedan	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Dec 16, 2010	Jan 14, 2011
David Zuniga	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Dec 15, 2010	Dec 6, 2010
Dana Lauraine Rovira	Usaa Financial Planning Services no RAUM	Investment Professionals, Inc. other	Other	Oct 21, 2010	Oct 3, 2012 (713 d)
Eric Andrew Stjernstrom	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Oct 14, 2010	Apr 21, 2011 (189 d)
Andrew Richard Staley	Usaa Financial Planning Services no RAUM	Cuso Financial Services, L.P. other	Other	Sep 30, 2010	Jan 7, 2011 (99 d)
Stephanie Clements Jones	Usaa Financial Planning Services no RAUM	Morgan Stanley wirehouse	Other	Sep 30, 2010	Apr 13, 2011 (195 d)
Todd Muncy	Usaa Financial Planning Services no RAUM	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Sep 15, 2010	Oct 4, 2010
Lance Michael Humphrey	Usaa Financial Planning Services no RAUM	Victory Capital Management Inc. asset manager	Other	Sep 15, 2010	Sep 17, 2026 (5846 d)
Gregory Edward Rivas	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Jul 16, 2010	Jul 16, 2010
Jesse Alan Wilson	Usaa Financial Planning Services no RAUM	Edelman Financial Services, LLC other	Other	Jul 15, 2010	Aug 29, 2011 (410 d)
Mahmud Jetha	Usaa Financial Planning Services no RAUM	Proactive Wealth Strategies, LLC unclassified	Other	Jul 13, 2010	Oct 13, 2010 (92 d)
Ronald Larry Eckert	Usaa Financial Planning Services no RAUM	Fidelity Personal And Workplace Advisors BD affiliated	Other	Jul 6, 2010	Apr 26, 2023 (4677 d)
Macdonald Chukumah Etugbo	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Jun 23, 2010	Jun 23, 2010
Brian K Bohnen	Usaa Financial Planning Services no RAUM	Suntrust Investment Services, Inc. other	Other	May 24, 2010	Dec 23, 2010 (213 d)
Jason Robert Johnson	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	May 18, 2010	Apr 27, 2011 (344 d)
William Asher Lane	Usaa Financial Planning Services no RAUM	Vsr Advisory Services other	Other	May 13, 2010	Apr 27, 2012 (715 d)
Jason Allen Romph	Usaa Financial Planning Services no RAUM	Lee Financial Company, LLC other	Other	Mar 31, 2010	Jul 29, 2011 (485 d)
Bryan Anthony Wing	Usaa Financial Planning Services no RAUM	LPL Financial LLC other	Other	Mar 11, 2010	Mar 18, 2010
Daniel A Baron	Usaa Financial Planning Services no RAUM	Schwab Wealth Advisory, Inc. other	Other	Mar 10, 2010	Jul 1, 2014 (1574 d)
Crystal Lynn Rau	Usaa Financial Planning Services no RAUM	Lauterbach Financial Advisors, LLC other	Other	Mar 8, 2010	May 20, 2010 (73 d)
Fredric Jamie Susser	Usaa Financial Planning Services no RAUM	Td Ameritrade, Inc. no RAUM	Other	Mar 1, 2010	Aug 9, 2010 (161 d)
Jacob George Adams	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Feb 25, 2010	Apr 7, 2010 (41 d)

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535 moves match.