Advisor moves

Departures from Principal Securities, Inc.

1,563 moves
AdvisorFromToTypeLeftRegistered
Daniel Bradford BarryPrincipal Securities, Inc. otherLockton Investment Advisors, LLC no RAUMOtherJul 14, 2015Jul 13, 2015
Larry Dean GoebelPrincipal Securities, Inc. otherVoya Financial Advisors, Inc. otherOtherJul 9, 2015Apr 13, 2017 (644 d)
Christopher George DwyerPrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 7, 2015Dec 21, 2016 (533 d)
David Michael DavisPrincipal Securities, Inc. otherEssex National Securities, Inc. otherOtherJun 24, 2015Jul 13, 2015
Jonathan Phillip LopezPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 22, 2015Jun 16, 2015
Kristopher Allen FeldmeyerPrincipal Securities, Inc. otherCetera Investment Advisers LLC otherOtherJun 5, 2015Aug 12, 2015 (68 d)
Judd David BerubePrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherJun 4, 2015Jun 11, 2015
Shawn PlunkettPrincipal Securities, Inc. otherTransamerica Financial Advisors, LLC otherOtherMay 20, 2015May 9, 2017 (720 d)
Nick KaloyiosPrincipal Securities, Inc. otherCuna Brokerage Services, Inc. BD affiliatedOtherMay 12, 2015Aug 21, 2019 (1562 d)
Kathryn Mary HumphriesPrincipal Securities, Inc. otherNorthwest Administrators Inc otherOtherMay 4, 2015Mar 23, 2017 (689 d)
Sandra Kay WhiteheadPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherMay 4, 2015Jun 1, 2015
Jill Kay PenmanPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherApr 24, 2015Oct 15, 2015 (174 d)
Donald Joseph MagdonPrincipal Securities, Inc. otherOsaic Fa, Inc. otherOtherApr 7, 2015Apr 14, 2015
Jenny Rebecca ElsteinPrincipal Securities, Inc. otherProspera Financial Services, Inc. otherOtherApr 6, 2015Apr 9, 2015
Francis Christopher AbbeyPrincipal Securities, Inc. otherPlanmember Securities Corporation independent RIAOtherMar 30, 2015Apr 15, 2020 (1843 d)
Brendan L HydePrincipal Securities, Inc. otherCompass Advisors independent RIAOtherMar 30, 2015Oct 14, 2021 (2390 d)
Todd Everett TimmermanPrincipal Securities, Inc. otherLPL Financial LLC otherOtherMar 25, 2015Mar 9, 2015
Arik Kermit PetersonPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherMar 19, 2015Aug 4, 2016 (504 d)
Kyle Andrew KrausPrincipal Securities, Inc. otherWells Fargo Advisors wirehouseOtherMar 9, 2015Jun 11, 2015 (94 d)
David Christopher YellePrincipal Securities, Inc. otherHansen & Associates Financial Group Inc. independent RIAOtherMar 6, 2015Jan 1, 2025 (3589 d)
Guy Cameron ClarkPrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherMar 6, 2015Mar 13, 2015
Brent E CarlsonPrincipal Securities, Inc. otherKestra Advisory Services, LLC BD affiliatedOtherMar 2, 2015Nov 20, 2018 (1359 d)
Robert Edgar BedritisPrincipal Securities, Inc. otherWellspring Advisors, Inc. independent RIAOtherFeb 20, 2015Feb 23, 2015
Mary Josephine DraayerPrincipal Securities, Inc. otherChoreo, LLC otherOtherFeb 18, 2015Feb 17, 2015
Danielle Rose YochPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherFeb 18, 2015Feb 2, 2015
Curtis Edward HollowellPrincipal Securities, Inc. otherRedmount Capital Partners LLC state registeredOtherFeb 5, 2015Jan 28, 2015
Armen A GrigorianPrincipal Securities, Inc. otherRedmount Capital Partners LLC state registeredOtherFeb 5, 2015Jan 28, 2015
Kimberly Lynn OrosPrincipal Securities, Inc. otherM Holdings Securities, Inc. otherOtherFeb 4, 2015Feb 12, 2015
Michael Scott BenoitPrincipal Securities, Inc. otherLockton Investment Advisors, LLC no RAUMOtherJan 29, 2015Jan 28, 2015
Christopher Michael SchneiderPrincipal Securities, Inc. otherMML Investors Services, LLC otherOtherJan 26, 2015Aug 10, 2015 (196 d)
Gerald Lee ShinerPrincipal Securities, Inc. otherSagepoint Financial, Inc. otherOtherJan 16, 2015Feb 12, 2015
Edward A CheathamPrincipal Securities, Inc. otherB Riley Wealth Management otherOtherJan 16, 2015Jan 9, 2015
Matthew Lawrence KaasPrincipal Securities, Inc. otherQuestar Asset Management, Inc. otherOtherJan 16, 2015May 31, 2016 (501 d)
James Scott CavePrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJan 13, 2015Jan 27, 2015
Richard Scott TobanPrincipal Securities, Inc. otherCenter Street Advisors, Inc. no RAUMOtherJan 8, 2015Jan 2, 2015
Ralph Edward MartinPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJan 6, 2015Jan 2, 2015
Robert Edward MarinoPrincipal Securities, Inc. otherDtm Advisory Group LLC state registeredOtherDec 31, 2014May 24, 2017 (875 d)
James Alexander SayasPrincipal Securities, Inc. otherGlobal View Capital Management LLC otherOtherDec 31, 2014Jan 8, 2015
David Eugene HopkinsPrincipal Securities, Inc. otherGreat Valley Advisor Group, LLC otherOtherDec 24, 2014Dec 26, 2014
Justin John ZoromskiPrincipal Securities, Inc. otherGreat Valley Advisor Group, LLC otherOtherDec 24, 2014Dec 26, 2014
Timothy D HintonPrincipal Securities, Inc. otherPnc Wealth Management otherOtherDec 22, 2014Apr 22, 2015 (121 d)
Mark Steven JohnsonPrincipal Securities, Inc. otherWestern Wealth Management LLC otherOtherDec 15, 2014Dec 17, 2014
Matthew D MoklestadPrincipal Securities, Inc. otherFoster Group, Inc. otherOtherDec 10, 2014Apr 5, 2017 (847 d)
Erin Marie FreundPrincipal Securities, Inc. otherWells Fargo Advisors wirehouseOtherDec 5, 2014Dec 16, 2014
Sheridan MajorPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherDec 5, 2014Nov 25, 2014
Angela BrownPrincipal Securities, Inc. otherPark Avenue Securities LLC otherOtherNov 26, 2014Nov 17, 2014
Amanda LeglerPrincipal Securities, Inc. otherVertical Wealth, LLC state registeredOtherNov 21, 2014Dec 18, 2015 (392 d)
Drew AchterPrincipal Securities, Inc. otherScottrade Investment Management otherOtherNov 21, 2014Nov 16, 2016 (726 d)
Paul A DowdPrincipal Securities, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherNov 20, 2014Jan 27, 2015 (68 d)
Cortland Robert BradburyPrincipal Securities, Inc. otherLPL Financial LLC otherOtherNov 17, 2014Oct 31, 2014
Gabriel George LogsdonPrincipal Securities, Inc. otherSpc otherOtherNov 17, 2014Nov 3, 2014
Jamie AndersenPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherNov 6, 2014Mar 18, 2015 (132 d)
Tinh Trong VuPrincipal Securities, Inc. otherHornor, Townsend & Kent, LLC otherOtherNov 6, 2014Feb 10, 2015 (96 d)
Frank AcostaPrincipal Securities, Inc. otherSpc otherOtherNov 5, 2014Jan 14, 2016 (435 d)
Bonnita L HughesPrincipal Securities, Inc. otherOneamerica Securities, Inc. otherOtherNov 5, 2014Apr 22, 2015 (168 d)
Edward Walter MorrisseyPrincipal Securities, Inc. otherWaddell & Reed otherOtherOct 28, 2014Oct 24, 2014
Chintan DesaiPrincipal Securities, Inc. otherValeo Financial Advisors, LLC otherOtherOct 28, 2014Mar 23, 2015 (146 d)
Jose E AlmanzaPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherOct 24, 2014Sep 1, 2015 (312 d)
Richard D WebbPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherOct 22, 2014Feb 17, 2016 (483 d)
Judy Karen ArmstrongPrincipal Securities, Inc. otherInvest Financial Corporation otherOtherOct 21, 2014Oct 15, 2014
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