Advisor moves

Departures from Securities America Advisors, Inc.

1,892 moves
AdvisorFromToTypeLeftRegistered
Elias Robert ReynaSecurities America Advisors, Inc. otherCentaurus Financial, Inc. otherOtherMay 25, 2017May 24, 2017
Lance Christian LudwigSecurities America Advisors, Inc. otherKorhorn Financial Group otherOtherMay 25, 2017Jun 7, 2017
Paul Bertrand SiroisSecurities America Advisors, Inc. otherLasalle St. Investment Advisors, L.L.C. otherOtherMay 23, 2017May 22, 2017
Lucian Christopher HarbarSecurities America Advisors, Inc. otherSpectrum Financial Resources independent RIAOtherMay 22, 2017Oct 6, 2025 (3059 d)
Carlos Juan MirandaSecurities America Advisors, Inc. otherKovack Advisors, Inc. otherOtherMay 18, 2017May 8, 2017
Andrew North OlivierSecurities America Advisors, Inc. otherNovi Wealth Partners otherOtherMay 11, 2017Jun 19, 2017 (39 d)
Kimberly Sizemore MoserSecurities America Advisors, Inc. otherJ.J.B. Hilliard, W.L. Lyons, LLC otherOtherMay 8, 2017Aug 22, 2017 (106 d)
Ryan C OldsSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherMay 1, 2017May 1, 2017
Jeffery Neal HughesSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherApr 28, 2017May 19, 2017
Robert A RootSecurities America Advisors, Inc. otherInvestment Centers Of America, Inc. otherOtherApr 18, 2017Apr 21, 2017
Louis G FratesSecurities America Advisors, Inc. otherWealthcare Capital Management LLC otherOtherApr 18, 2017Sep 7, 2017 (142 d)
Michael Scott CarlsonSecurities America Advisors, Inc. otherMcmill Cpa And Advisors otherOtherApr 14, 2017Apr 20, 2017
Natalie Marie BlankeSecurities America Advisors, Inc. otherConcourse Financial Group Advisors otherOtherApr 13, 2017May 24, 2017 (41 d)
Kimberly Noelle NicholsSecurities America Advisors, Inc. otherLPL Financial LLC otherOtherApr 3, 2017Apr 28, 2017
Richard Durant AdamsSecurities America Advisors, Inc. otherColonial River Wealth Management LLC otherOtherMar 30, 2017Apr 21, 2017
Christopher Michael FinneySecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherMar 21, 2017Mar 21, 2017
Travis L WhiteSecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherMar 21, 2017Mar 21, 2017
Daniel Francis HainesSecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherMar 20, 2017Mar 17, 2017
Jeffrey John MccueSecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherMar 20, 2017Mar 17, 2017
Joseph Daniel GaySecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherMar 20, 2017Mar 17, 2017
Jaemin Jasmine SimSecurities America Advisors, Inc. otherStrategic Advisers LLC national BDOtherMar 8, 2017Apr 4, 2017
Winnie Yuen Yee LeongSecurities America Advisors, Inc. otherLPL Financial LLC otherOtherMar 7, 2017Feb 21, 2017
Therese Michelle O'ConnellSecurities America Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherMar 2, 2017Feb 27, 2017
Andrew Raymond HoffarthSecurities America Advisors, Inc. otherEssential Planners unclassifiedOtherFeb 28, 2017Jan 4, 2017
William James WegleinSecurities America Advisors, Inc. otherAlere Planning LLC independent RIAOtherFeb 27, 2017Mar 2, 2017
Philip Stuart HammondSecurities America Advisors, Inc. otherTrendency Capital Management, LLC unclassifiedOtherFeb 22, 2017Apr 3, 2012
Erguis MertiriSecurities America Advisors, Inc. otherMain Street Asset Management LLC state registeredOtherFeb 22, 2017Oct 13, 2021 (1694 d)
Ronald Edwin MerrillSecurities America Advisors, Inc. otherVoya Financial Advisors, Inc. otherOtherFeb 21, 2017Feb 21, 2017
Kevin J LehmanSecurities America Advisors, Inc. otherEdward Jones national BDOtherFeb 21, 2017Feb 17, 2017
Daniel GainesSecurities America Advisors, Inc. otherWells Fargo Advisors wirehouseOtherFeb 6, 2017Aug 11, 2017 (186 d)
Keith Alan JohnsonSecurities America Advisors, Inc. otherAssociated Investment Services, Inc. otherOtherJan 27, 2017Feb 10, 2017
Ross Antonio DelucaSecurities America Advisors, Inc. otherUsadvisors Wealth Management, LLC no RAUMOtherJan 24, 2017Jan 22, 2013
Brian James TessmanSecurities America Advisors, Inc. otherTd Ameritrade, Inc. no RAUMOtherJan 17, 2017Jan 16, 2018 (364 d)
Jeremy Charles WalterSecurities America Advisors, Inc. otherFident Financial, LLC state registeredOtherJan 17, 2017Feb 7, 2017
Katherine D RogersSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJan 9, 2017Jan 23, 2017
Christopher Thomas VinesSecurities America Advisors, Inc. otherConcourse Financial Group Advisors otherOtherJan 5, 2017Jan 5, 2017
Reagan Anthony HamiltonSecurities America Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherJan 5, 2017Jan 6, 2017
William Harry OdonnellSecurities America Advisors, Inc. otherNext Financial Group, Inc. otherOtherDec 31, 2016Jan 9, 2017
Wade SmithSecurities America Advisors, Inc. otherSmith & Wyatt independent RIAOtherDec 31, 2016Dec 15, 2016
Phillip Harrison CarrellSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 31, 2016Jan 3, 2017
Kenneth Patrick WongSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 21, 2016Dec 21, 2016
William Noble JenkinsSecurities America Advisors, Inc. otherTcfg Investment Advisors, LLC otherOtherDec 19, 2016Jan 3, 2017
Dee HouseSecurities America Advisors, Inc. otherAxxcess Wealth Management, LLC independent RIAOtherDec 2, 2016Oct 19, 2023 (2512 d)
Michael William BestSecurities America Advisors, Inc. otherAxxcess Wealth Management, LLC independent RIAOtherDec 2, 2016Oct 6, 2023 (2499 d)
David Nathan Robert MorganSecurities America Advisors, Inc. otherElite Investment Team LLC independent RIAOtherDec 2, 2016Jul 1, 2020 (1307 d)
Thomas Joseph DrabekSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 1, 2016Dec 5, 2016
David Lee DeffinbaughSecurities America Advisors, Inc. otherNorthwest Investment Advisors, Inc state registeredOtherDec 1, 2016Dec 2, 2016
Mona Felicia CorbettSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 1, 2016Dec 1, 2016
Paul Andrew KyrimisSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 1, 2016Dec 9, 2016
Jaclyn Paige MazurSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 1, 2016Dec 1, 2016
Jennifer Erdmann LoganSecurities America Advisors, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 1, 2016Dec 1, 2016
Stephen Michael AlbrittonSecurities America Advisors, Inc. otherWells Fargo Advisors wirehouseOtherNov 30, 2016May 31, 2017 (182 d)
James M WallaceSecurities America Advisors, Inc. otherOsaic Fs, Inc. otherOtherNov 21, 2016Nov 29, 2016
Gregory Raymond BannerSecurities America Advisors, Inc. otherAxxcess Wealth Management, LLC otherOtherNov 11, 2016Nov 14, 2016
Monica Kristina SzakosSecurities America Advisors, Inc. otherAxxcess Wealth Management, LLC otherOtherNov 11, 2016Dec 17, 2016 (36 d)
Jerred Arthur BrownSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherNov 7, 2016Nov 10, 2016
Gordon Hisao AsaharaSecurities America Advisors, Inc. otherCentaurus Financial, Inc. otherOtherNov 3, 2016Oct 31, 2016
Joseph Conrad CunninghamSecurities America Advisors, Inc. otherUsadvisors Wealth Management, LLC otherOtherOct 21, 2016Oct 21, 2016
Jake Patrick LukenSecurities America Advisors, Inc. otherVanguard Advisers, Inc. BD affiliatedOtherOct 17, 2016Aug 3, 2018 (655 d)
Brooks Paulding BartlettSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Oct 4, 2016
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