Advisor moves

Departures from Securities America Advisors, Inc.

1,892 moves
AdvisorFromToTypeLeftRegistered
Benjamin David JohnsonSecurities America Advisors, Inc. BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 17, 2018May 17, 2018
Ann Margaret BoydSecurities America Advisors, Inc. BD affiliatedWells Fargo Advisors wirehouseAffiliated broker-dealer or bank to wirehouseMay 11, 2018Apr 27, 2018
Steven Kim MitchellSecurities America Advisors, Inc. BD affiliatedInnovation Partners LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 10, 2018May 18, 2018
Alexander James LissSecurities America Advisors, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 27, 2018Jun 29, 2023 (1889 d)
Nicholas SpanglerSecurities America Advisors, Inc. BD affiliatedChelsea Advisory Services, Inc independent RIAAffiliated broker-dealer or bank to independent RIAApr 26, 2018Apr 26, 2018
Emily Sue HarrisSecurities America Advisors, Inc. BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 19, 2018May 8, 2018
Kevin Jay LarsonSecurities America Advisors, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherApr 12, 2018Jun 29, 2023 (1904 d)
Scott Joseph LickteigSecurities America Advisors, Inc. BD affiliatedAmeritas Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherApr 5, 2018Apr 20, 2018
Michael Raymond PozziSecurities America Advisors, Inc. otherCuna Brokerage Services, Inc. otherOtherMar 16, 2018Mar 28, 2018
Robert J LewisSecurities America Advisors, Inc. otherBancwest Investment Services, Inc. (Bwis) BD affiliatedOtherMar 12, 2018Mar 20, 2018
Peter StewartSecurities America Advisors, Inc. otherWells Fargo Advisors wirehouseOtherMar 9, 2018Jul 3, 2018 (116 d)
Kenneth StaffordSecurities America Advisors, Inc. otherLPL Financial LLC independent RIAOtherMar 7, 2018Mar 2, 2018
Brady James HallSecurities America Advisors, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherFeb 26, 2018Mar 5, 2018
Cynthia Sue OrtliebSecurities America Advisors, Inc. otherPrincipal Securities, Inc. BD affiliatedOtherFeb 19, 2018Sep 5, 2024 (2390 d)
William John PowersSecurities America Advisors, Inc. otherAvantax Advisory Services otherOtherJan 26, 2018Jan 24, 2018
Joel Courtney WhiteSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 19, 2018Jan 19, 2018
Matthew Morrison BordersSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc BD affiliatedOtherJan 19, 2018Jan 19, 2018
Julianne ChadwickSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. BD affiliatedOtherJan 15, 2018Jan 12, 2018
Lawrence Patrick GrillSecurities America Advisors, Inc. otherLasalle St. Investment Advisors, L.L.C. BD affiliatedOtherJan 12, 2018Jan 12, 2018
Michael David ErbaioSecurities America Advisors, Inc. otherSpire Wealth Management, LLC otherOtherJan 12, 2018Feb 15, 2018 (34 d)
Phillip Michael KrauseSecurities America Advisors, Inc. otherSpire Wealth Management, LLC BD affiliatedOtherJan 9, 2018Jan 1, 2025 (2549 d)
Birju R. MunshiSecurities America Advisors, Inc. otherChoreo, LLC independent RIAOtherJan 2, 2018May 2, 2019 (485 d)
Robert C MooreSecurities America Advisors, Inc. otherLPL Financial LLC independent RIAOtherDec 31, 2017Jan 2, 2018
Jiahong YanSecurities America Advisors, Inc. otherRealta Investment Advisors, Inc independent RIAOtherDec 20, 2017Apr 2, 2018 (103 d)
Jemal David WestbrookSecurities America Advisors, Inc. otherMutual Of Omaha Investor Services, Inc. no RAUMOtherDec 18, 2017Dec 20, 2017
Joseph Anthony ZielinskiSecurities America Advisors, Inc. otherBluefin Financial independent RIAOtherDec 1, 2017Aug 7, 2017
Vernon Grant StewartSecurities America Advisors, Inc. otherAdvantage Investment Management, LLC otherOtherNov 30, 2017Jan 25, 2018 (56 d)
Walter Joseph MccormacSecurities America Advisors, Inc. otherBluefin Financial independent RIAOtherNov 30, 2017Aug 7, 2017
Keo Cal ChaoSecurities America Advisors, Inc. otherPruco Securities, LLC BD affiliatedOtherNov 30, 2017Apr 2, 2018 (123 d)
Thomas Michael McleanSecurities America Advisors, Inc. otherAmerican Portfolios Advisors, Inc independent RIAOtherNov 24, 2017Jul 25, 2018 (243 d)
Zachary Lane StuckSecurities America Advisors, Inc. otherNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 24, 2017Feb 5, 2018 (73 d)
Justin Derick SavichSecurities America Advisors, Inc. otherTransamerica Financial Advisors, LLC otherOtherNov 17, 2017Nov 20, 2017
Ryan Alan ZimmermanSecurities America Advisors, Inc. otherMsa Financial otherOtherNov 15, 2017Nov 15, 2017
Michael Edward AndriesSecurities America Advisors, Inc. otherCreativeone Securities, LLC otherOtherNov 14, 2017Nov 13, 2017
Ivan HavrylyanSecurities America Advisors, Inc. otherOutside The Box Financial Planning, LLC state registeredOtherNov 10, 2017Jan 2, 2018 (53 d)
Steven James LindSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherNov 7, 2017Nov 7, 2017
Timothy Jon RobinsonSecurities America Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherNov 7, 2017Nov 7, 2017
Ronald Joseph CarazoSecurities America Advisors, Inc. otherSpire Wealth Management, LLC otherOtherNov 3, 2017Nov 27, 2017
Michael Curt SchwartzSecurities America Advisors, Inc. otherMz Capital, LLC independent RIAOtherOct 27, 2017Aug 10, 2023 (2113 d)
Ashley W OwensSecurities America Advisors, Inc. otherOsaic Institutions, Inc. otherOtherOct 25, 2017Oct 25, 2017
Thomas Michael AbboudSecurities America Advisors, Inc. otherAbboud Financial Planning, Inc. state registeredOtherOct 19, 2017Jan 1, 2026 (2996 d)
David Robert CoughlinSecurities America Advisors, Inc. otherScf Investment Advisors, Inc. otherOtherOct 16, 2017Oct 16, 2017
Nicole MandichSecurities America Advisors, Inc. otherRaymond James & Associates, Inc. national BDOtherOct 16, 2017Dec 20, 2019 (795 d)
Paul Martin BetenbaughSecurities America Advisors, Inc. otherCreative Financial Designs, Inc. BD affiliatedOtherSep 28, 2017May 24, 2018 (238 d)
Theodore Michael SuleskiSecurities America Advisors, Inc. otherBluefin Financial independent RIAOtherSep 26, 2017Aug 7, 2017
Sean Anthony ZappSecurities America Advisors, Inc. otherAmeritas Advisory Services, LLC BD affiliatedOtherSep 8, 2017Nov 1, 2021 (1515 d)
Donald Marcel RoySecurities America Advisors, Inc. otherBoston Harbor Wealth Advisors, LLC otherOtherAug 30, 2017Aug 28, 2017
Timothy Gerard HermeschSecurities America Advisors, Inc. otherFinancial Gravity Asset Management, Inc. otherOtherAug 25, 2017Sep 7, 2017
Chris CastroSecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherAug 16, 2017Mar 6, 2018 (202 d)
Robert Vincent KromerSecurities America Advisors, Inc. otherRk Retirement Solutions LLC state registeredOtherAug 15, 2017Aug 21, 2017
Sheila Renee QuattlanderSecurities America Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherAug 11, 2017May 30, 2018 (292 d)
William Walter ZurekSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherAug 10, 2017Aug 8, 2017
Jeffrey Scott PattersonSecurities America Advisors, Inc. otherCutter & Company, Inc. otherOtherJul 17, 2017Jul 25, 2017
Rachel Edith SmithSecurities America Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherJul 14, 2017Jul 25, 2017
Charles Halbert DingmanSecurities America Advisors, Inc. otherBrookstone Wealth Advisors, LLC otherOtherJul 6, 2017Jul 12, 2017
Jennifer Ann KillileaSecurities America Advisors, Inc. otherJohnson Brunetti independent RIAOtherJun 26, 2017Sep 27, 2023 (2284 d)
James Edmond ClementsSecurities America Advisors, Inc. otherAmeritas Advisory Services otherOtherJun 23, 2017Jun 30, 2017
Timothy Wayne HicksSecurities America Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherJun 6, 2017Jun 7, 2017
Kevin James LeblancSecurities America Advisors, Inc. otherCenter Street Advisors, Inc. otherOtherJun 5, 2017Jun 2, 2017
Scott Eric BeatySecurities America Advisors, Inc. otherCenter Street Advisors, Inc. otherOtherJun 5, 2017Jun 2, 2017
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