Advisor moves

Departures from Securities America Advisors, Inc.

1,892 moves
AdvisorFromToTypeLeftRegistered
Eric Scott ColellaSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Sep 30, 2016
Ronald James LomanginoSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Sep 30, 2016
William George JamesSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Sep 30, 2016
William Andrew GrundigSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Oct 3, 2016
Alfred Joseph PolizzottoSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Oct 3, 2016
Alexander James SaulonSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Oct 3, 2016
Kevin HutnikSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Oct 3, 2016
Jeffrey Michael WolfSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Sep 30, 2016
Ian KahilSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherSep 30, 2016Sep 30, 2016
Trent Tyrone SolomonSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherSep 23, 2016Oct 25, 2016 (32 d)
Steven Matthew EllsworthSecurities America Advisors, Inc. otherUsadvisors Wealth Management, LLC otherOtherSep 20, 2016Sep 20, 2016
Sergio VillaSecurities America Advisors, Inc. otherUnited Planners' Financial Services Of America A Limited Partner otherOtherSep 16, 2016Oct 19, 2016 (33 d)
Rochelle M. DavisSecurities America Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherSep 15, 2016Nov 4, 2016 (50 d)
Joshua S MeldaSecurities America Advisors, Inc. otherOsaic Fa, Inc. otherOtherSep 14, 2016Sep 6, 2016
Michael Arden MccoySecurities America Advisors, Inc. otherOsaic Fs, Inc. otherOtherSep 7, 2016Sep 6, 2016
Jenny Lynn LauritaSecurities America Advisors, Inc. otherSsn Advisory, Inc. otherOtherAug 10, 2016May 5, 2017 (268 d)
William Alan MertinsSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherAug 8, 2016Aug 16, 2016
Kimberly Diane Tucker-KnottsSecurities America Advisors, Inc. otherScf Investment Advisors, Inc. otherOtherJul 28, 2016Aug 5, 2016
Ryan James DraperSecurities America Advisors, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherJul 18, 2016Jul 22, 2016
Christopher Nagel HussarSecurities America Advisors, Inc. otherNavigate 401k, LLC no RAUMOtherJul 14, 2016Jul 30, 2020 (1477 d)
Timothy Paul LataSecurities America Advisors, Inc. otherWealth Management Services, LLC state registeredOtherJun 24, 2016Dec 13, 2016 (172 d)
Dante Peter LibertiSecurities America Advisors, Inc. otherWells Fargo Advisors wirehouseOtherJun 21, 2016Jun 20, 2016
Terry Alan HeltonSecurities America Advisors, Inc. otherCetera Investment Advisers LLC otherOtherJun 13, 2016Jun 10, 2016
Carole Marie PerchalSecurities America Advisors, Inc. otherMutual Of Omaha Investor Services, Inc. independent RIAOtherJun 13, 2016Sep 6, 2024 (3007 d)
Mary Lynne YoderSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJun 7, 2016Jun 6, 2016
Peggy Jo RouillierSecurities America Advisors, Inc. otherConcourse Financial Group Advisors otherOtherJun 7, 2016Jul 7, 2016
Stephen Martin HansenSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJun 7, 2016Jun 30, 2016
Scott Kyle SwanderSecurities America Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJun 1, 2016Jun 8, 2016
Philip Henry SearsSecurities America Advisors, Inc. otherGreat Valley Advisor Group, LLC otherOtherMay 19, 2016May 9, 2016
Craig Stephen KorolSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherMay 10, 2016Apr 29, 2016
Tyler Edward SchultzSecurities America Advisors, Inc. otherGlobal Retirement Partners LLC otherOtherMay 10, 2016Apr 29, 2016
Jeffrey Michael IsomSecurities America Advisors, Inc. otherCreative Planning otherOtherMay 9, 2016May 20, 2016
Natalie MehareySecurities America Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMay 9, 2016Sep 22, 2016 (136 d)
Richard Todd HoldenSecurities America Advisors, Inc. otherCuso Financial Services, L.P. otherOtherMay 2, 2016May 2, 2016
Brenda Rose AslynSecurities America Advisors, Inc. otherUsadvisors Wealth Management, LLC otherOtherApr 28, 2016Apr 1, 2016
Craig C GabelSecurities America Advisors, Inc. otherPrincipal Securities, Inc. otherOtherApr 11, 2016Apr 25, 2016
Yoon C ChangSecurities America Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 7, 2016Jul 21, 2016 (105 d)
Timothy AscheSecurities America Advisors, Inc. otherUsadvisors Wealth Management, LLC otherOtherApr 7, 2016Apr 7, 2016
Amy Robin RaismanSecurities America Advisors, Inc. otherBb&T Securities, LLC otherOtherMar 17, 2016Mar 21, 2016
Fu LinSecurities America Advisors, Inc. otherMML Investors Services, LLC otherOtherMar 11, 2016Jun 28, 2016 (109 d)
Michael Blake GallionSecurities America Advisors, Inc. otherOne Degree Advisors, Inc. no RAUMOtherMar 7, 2016May 5, 2014
Robert John WorrellSecurities America Advisors, Inc. otherSource Capital Group, Inc. otherOtherMar 3, 2016May 23, 2016 (81 d)
Brian David KrausSecurities America Advisors, Inc. otherKraus Capital Management, LLC no RAUMOtherMar 3, 2016Mar 2, 2016
Troy Wayne HendricksSecurities America Advisors, Inc. otherGwn Securities Inc. otherOtherFeb 2, 2016Feb 10, 2016
Tracy Diane TaylorSecurities America Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 2, 2016Mar 17, 2016 (44 d)
Timothy Alan KalienSecurities America Advisors, Inc. otherCommonwealth Financial Network national BDOtherJan 29, 2016Jan 28, 2016
Mark Stuart SchafferSecurities America Advisors, Inc. other3d Asset Management, Inc. otherOtherJan 28, 2016May 5, 2016 (98 d)
Jessica Danielle SilverSecurities America Advisors, Inc. otherStratos Wealth Partners, Ltd otherOtherJan 26, 2016Apr 17, 2017 (447 d)
James Joseph BurdettSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJan 22, 2016Aug 18, 2017 (574 d)
Eugene Michael PinksSecurities America Advisors, Inc. otherEdward Jones national BDOtherJan 19, 2016Feb 1, 2016
Heather Lynn SmartSecurities America Advisors, Inc. otherAmeriprise Financial Services, LLC national BDOtherJan 19, 2016Apr 13, 2016 (85 d)
Scott Walker DanielSecurities America Advisors, Inc. otherWorld Investment Advisors, LLC otherOtherJan 14, 2016Jan 20, 2016
David Michael MillerSecurities America Advisors, Inc. otherNfp Advisor Services, LLC otherOtherJan 12, 2016Jan 12, 2016
Paul Douglas DuncanSecurities America Advisors, Inc. otherLPL Financial LLC otherOtherJan 12, 2016Jan 11, 2016
John Robert RoessigSecurities America Advisors, Inc. otherUnited Planners' Financial Services Of America A Limited Partner independent RIAOtherJan 4, 2016Mar 4, 2019 (1155 d)
Thomas Alan RenSecurities America Advisors, Inc. otherCrown Capital Securities, L.P. otherOtherDec 31, 2015Jan 4, 2016
Ryan Charles BeasleySecurities America Advisors, Inc. otherAmeritas Advisory Services otherOtherDec 31, 2015Jan 25, 2016
Joseph EllisSecurities America Advisors, Inc. otherDiversify Advisory Services, LLC BD affiliatedOtherDec 18, 2015Dec 22, 2023 (2926 d)
Adam Frank KintSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 17, 2015Dec 17, 2015
Donald Leonhard HartmannSecurities America Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherDec 11, 2015Dec 11, 2015
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