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
Charlene Margaret May	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Feb 23, 2010	Mar 5, 2010
Travis William Poulos	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jan 19, 2010	Feb 2, 2011 (379 d)
Shannon Taylor	Usaa Financial Planning Services no RAUM	Next Financial Group, Inc. other	Other	Jan 12, 2010	Feb 1, 2011 (385 d)
Ernest Jude Trevino	Usaa Financial Planning Services no RAUM	Wells Fargo Advisors wirehouse	Other	Dec 14, 2009	Dec 11, 2009
Steven David Chafin	Usaa Financial Planning Services no RAUM	Eagle Strategies LLC other	Other	Nov 5, 2009	Jun 3, 2011 (575 d)
Carlos Luis Cortez	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Oct 22, 2009	Oct 22, 2009
Sean Michael Valadez	Usaa Financial Planning Services no RAUM	Strategic Advisers LLC national BD	Other	Oct 21, 2009	Jun 3, 2010 (225 d)
David Stuart York	Usaa Financial Planning Services no RAUM	Schwab Wealth Advisory, Inc. other	Other	Sep 2, 2009	Aug 3, 2015 (2161 d)
Herman William Jonas	Usaa Financial Planning Services no RAUM	Chase Investment Services Corp. other	Other	Aug 25, 2009	Nov 22, 2010 (454 d)
Darren J. Bernard	Usaa Financial Planning Services no RAUM	Chase Investment Services Corp. other	Other	Aug 21, 2009	Oct 29, 2009 (69 d)
Joseph Matthew Barr	Usaa Financial Planning Services no RAUM	E*Trade Capital Management, LLC other	Other	Jul 14, 2009	Aug 6, 2009
Jessica Ann Edmonds	Usaa Financial Planning Services no RAUM	Wfg Advisors, LP other	Other	Jul 6, 2009	Nov 25, 2009 (142 d)
Chadi Majed	Usaa Financial Planning Services no RAUM	Morgan Stanley wirehouse	Other	Jun 8, 2009	Oct 28, 2009 (142 d)
Eric Brown	Usaa Financial Planning Services no RAUM	Parallax Investments, LLC other	Other	May 21, 2009	Jul 31, 2009 (71 d)
Ruth Lorraine Forehand	Usaa Financial Planning Services no RAUM	Iht Wealth Management LLC independent RIA	Other	Apr 20, 2009	Jan 17, 2020 (3924 d)
Michael Eugene Apolinar	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Mar 27, 2009	Jun 8, 2023 (5186 d)
Michael James Klorer	Usaa Financial Planning Services no RAUM	Tlwm Financial other	Other	Sep 25, 2008	Nov 7, 2016 (2965 d)
Micky Chamberlain Reeves	Usaa Financial Planning Services no RAUM	Jwa Financial Group, Inc. other	Other	Sep 2, 2008	Oct 2, 2008
Alfred Fuentes	Usaa Financial Planning Services no RAUM	Advisors Asset Management, Inc. other	Other	Aug 22, 2008	Sep 2, 2008
Marc Stephen Thiltgen	Usaa Financial Planning Services no RAUM	Td Ameritrade Investment Management, LLC other	Other	Aug 11, 2008	Oct 8, 2008 (58 d)
Luis Casian	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jun 27, 2008	Jul 31, 2008 (34 d)
Jamie Alan Deforge	Usaa Financial Planning Services no RAUM	Edward Jones national BD	Other	Jun 18, 2008	May 8, 2009 (324 d)
Phillip Ristau	Usaa Financial Planning Services no RAUM	Cambridge Investment Research Advisors, Inc. other	Other	Jun 2, 2008	Jul 16, 2008 (44 d)
Jarrod Winkcompleck	Usaa Financial Planning Services no RAUM	Century Management Financial Advisors other	Other	Mar 3, 2008	Apr 1, 2008
Michael Jimenez	Usaa Financial Planning Services no RAUM	MML Investors Services, LLC other	Other	Feb 13, 2008	Sep 1, 2016 (3123 d)
Claire Roberts Durand	Usaa Financial Planning Services no RAUM	Transamerica Financial Advisors, LLC other	Other	Dec 20, 2007	Dec 10, 2009 (721 d)
Jamin Colin Kirkwood	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Dec 7, 2007	Dec 7, 2007
Kevin Douglas Beall	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Nov 28, 2007	Dec 4, 2007
Jereme Dewayne Brisco	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Oct 31, 2007	Oct 31, 2007
David Zuniga	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Sep 13, 2007	Sep 13, 2007
Lee W Northern	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Sep 13, 2007	Sep 19, 2007
Nicole Susanne Mcclure	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Sep 12, 2007	Sep 12, 2007
Kami Lyn Vidor	Usaa Financial Planning Services no RAUM	Advisors Asset Management, Inc. other	Other	Jul 12, 2007	Aug 21, 2007 (40 d)
Steven Lewis Smith	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Jun 20, 2007	Jun 29, 2007
Kristy Ann Green	Usaa Financial Planning Services no RAUM	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	May 16, 2007	Jan 27, 2009 (622 d)
Archana Gupta	Usaa Financial Planning Services no RAUM	Citigroup Global Markets Inc. other	Other	Apr 30, 2007	May 17, 2007
Bonny Barbara Collins	Usaa Financial Planning Services no RAUM	Advisors Asset Management, Inc. other	Other	Mar 23, 2007	Mar 26, 2007
John Alan Bullock	Usaa Financial Planning Services no RAUM	Missionsquare Retirement other	Other	Jan 26, 2007	May 9, 2007 (103 d)
Sarjoo Narendra Patel	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Jan 5, 2007	Dec 6, 2010 (1431 d)
Marilyn Joan Ramsook-Lilly	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Dec 31, 2006	Jan 10, 2007
Paul Anthony Finocchiaro	Usaa Financial Planning Services no RAUM	Citigroup Global Markets Inc. other	Other	Sep 11, 2006	Oct 16, 2008 (766 d)
Brad Lee Reichert	Usaa Financial Planning Services no RAUM	Charles Schwab & Co., Inc. national BD	Other	Aug 30, 2006	Oct 25, 2006 (56 d)
Carlos Luis Cortez	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Aug 21, 2006	Aug 21, 2006
Michael James Rodriguez	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Jul 18, 2006	Jul 18, 2006
Luscinda Rose Boyd	Usaa Financial Planning Services no RAUM	Ernst & Young Investment Advisers Llp no RAUM	Other	Jun 1, 2006	Apr 10, 2007 (313 d)
Mark Steven Nohrenberg	Usaa Financial Planning Services no RAUM	Waddell & Reed other	Other	May 19, 2006	Jul 17, 2006 (59 d)
Max Rodriguez	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	May 11, 2006	May 11, 2006
Philip Anderson White	Usaa Financial Planning Services no RAUM	Dc Advisors, LLC unclassified	Other	May 2, 2006	Jul 6, 2006 (65 d)
James Kendrick Feldman	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Apr 19, 2006	Apr 19, 2006
Andres Jesus Vela	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Apr 19, 2006	Apr 19, 2006
Brad Allen Van Alstyne	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Mar 27, 2006	Mar 27, 2006
Robert Alex Luten	Usaa Financial Planning Services no RAUM	Oneamerica Securities, Inc. BD affiliated	Other	Mar 22, 2006	Jul 16, 2019 (4864 d)
Mary Elizabeth Medlin	Usaa Financial Planning Services no RAUM	Usaa Investment Services Company other	Other	Oct 22, 2004	Oct 22, 2004
Andrew Scott Hedrick	Usaa Financial Planning Services no RAUM	The Mutual Fund Store other	Other	Dec 16, 2003	Jan 13, 2006 (759 d)
Samuel Jay Ribak	Usaa Financial Planning Services no RAUM	Equitable Advisors, LLC national BD	Other	Sep 30, 2002	Dec 19, 2002 (80 d)

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535 moves match.