Advisor moves

Departures from Principal Securities, Inc.

1,563 moves
AdvisorFromToTypeLeftRegistered
Kathleen MclellanPrincipal Securities, Inc. otherHartford Funds otherOtherSep 30, 2014Feb 20, 2015 (143 d)
Logan Alexander ShanksPrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 25, 2014Dec 3, 2014 (69 d)
Matthew Marcus BrunsonPrincipal Securities, Inc. otherFbl Investment Management Services, Inc. otherOtherSep 19, 2014Dec 10, 2014 (82 d)
Kevin Francis CrookPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherSep 9, 2014Sep 9, 2014
Jamey Rae HendricksPrincipal Securities, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherSep 9, 2014Nov 19, 2014 (71 d)
Walter David Jezak JrPrincipal Securities, Inc. otherMsi Financial Services, Inc. otherOtherSep 5, 2014Aug 22, 2014
Mark A NelsonPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherSep 2, 2014Sep 3, 2015 (366 d)
Suzanne Covert WagnerPrincipal Securities, Inc. otherCuso Financial Services, L.P. otherOtherAug 28, 2014Mar 20, 2015 (204 d)
Kristian Phillip MalcontentoPrincipal Securities, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherAug 20, 2014Aug 13, 2014
Ann Marie WhitePrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 5, 2014Jun 13, 2016 (678 d)
Bruce D KoutPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherAug 5, 2014Jul 29, 2014
Robert Grant HendricksonPrincipal Securities, Inc. otherWaddell & Reed otherOtherJul 31, 2014Aug 4, 2014
Peter Joseph VanderlofskePrincipal Securities, Inc. otherConcourse Financial Group Advisors otherOtherJul 22, 2014Jul 23, 2014
Corey T ClarkPrincipal Securities, Inc. otherPark Avenue Securities LLC otherOtherJul 16, 2014Nov 1, 2014 (108 d)
Amalia Maryvonne BeerPrincipal Securities, Inc. otherNfp Advisor Services, LLC otherOtherJun 18, 2014Jun 23, 2014
Michelle Lorraine NabiliwaPrincipal Securities, Inc. otherInvestment Advisors Corp otherOtherJun 18, 2014Jun 20, 2014
Blaise StevensPrincipal Securities, Inc. otherPruco Securities, LLC otherOtherJun 9, 2014May 28, 2014
Anna Patricia DuartePrincipal Securities, Inc. otherWealthplan Advisors, LLC otherOtherJun 5, 2014Aug 21, 2014 (77 d)
Jon Michael BassPrincipal Securities, Inc. otherPruco Securities, LLC otherOtherJun 5, 2014May 23, 2014
Blanche Elaine CheeleyPrincipal Securities, Inc. otherPruco Securities, LLC otherOtherJun 5, 2014Jun 16, 2014
Christopher A TingleyPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherMay 27, 2014Oct 6, 2022 (3054 d)
Ben G BatesPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherMay 7, 2014Aug 8, 2014 (93 d)
Matthew Brian CostelloPrincipal Securities, Inc. otherBrookstone Capital Management LLC independent RIAOtherMay 2, 2014Oct 16, 2020 (2359 d)
Zachory Smith HuishPrincipal Securities, Inc. otherIndependent Financial Partners otherOtherApr 25, 2014Jan 14, 2015 (264 d)
John Robert GallagherPrincipal Securities, Inc. otherGallagher Capital Advisors, LLC otherOtherApr 23, 2014Jul 21, 2014 (89 d)
Christopher Paul RealPrincipal Securities, Inc. otherPark Avenue Securities LLC BD affiliatedOtherApr 21, 2014Feb 12, 2021 (2489 d)
Xianzhong ZhuPrincipal Securities, Inc. otherJ P Turner & Company Capital Management, LLC otherOtherApr 17, 2014Apr 8, 2014
Tyler GiesePrincipal Securities, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherApr 17, 2014Mar 9, 2023 (3248 d)
Thomas Conor EastmanPrincipal Securities, Inc. otherEdward Jones national BDOtherApr 10, 2014Apr 28, 2014
Richard Clayton PoguePrincipal Securities, Inc. otherScf Investment Advisors, Inc. otherOtherApr 8, 2014Apr 2, 2014
Timothy Howard PrewittPrincipal Securities, Inc. otherSmith Brothers Financial, LLC no RAUMOtherApr 2, 2014Nov 18, 2022 (3152 d)
Craig Andrew ClementsPrincipal Securities, Inc. otherWaddell & Reed otherOtherMar 19, 2014Mar 10, 2014
Michael Patrick FinneganPrincipal Securities, Inc. otherPrairie Wealth Advisors, Inc. independent RIAOtherMar 13, 2014Jul 15, 2026 (4507 d)
Cameron Devoe LawlerPrincipal Securities, Inc. otherD.A. Davidson & Co. otherOtherFeb 26, 2014Feb 16, 2016 (720 d)
Donna J RosePrincipal Securities, Inc. otherMorgan Stanley wirehouseOtherFeb 17, 2014Feb 7, 2014
Andrew Wayne HarrisPrincipal Securities, Inc. otherInvestors Capital Advisory otherOtherFeb 17, 2014Jan 23, 2014
Daniel Eric SimonPrincipal Securities, Inc. otherMsi Financial Services, Inc. otherOtherFeb 10, 2014Feb 11, 2014
Bradley Ryan StevensPrincipal Securities, Inc. otherReliance Wealth & Trust Partners, LLC otherOtherJan 22, 2014Feb 17, 2016 (756 d)
Robin Frederick OlesPrincipal Securities, Inc. otherAdvice And Planning Services BD affiliatedOtherJan 17, 2014Apr 1, 2024 (3727 d)
Carlos MorlotePrincipal Securities, Inc. otherBb&T Investment Services, Inc. no RAUMOtherJan 15, 2014Jan 13, 2014
Stephen Aaron RodgvellerPrincipal Securities, Inc. otherEquitable Advisors, LLC national BDOtherJan 14, 2014Jan 13, 2014
Vincent James LukasikPrincipal Securities, Inc. otherMorgan Stanley wirehouseOtherJan 9, 2014Jan 24, 2014
John William PinterPrincipal Securities, Inc. otherJps Financial, LLC no RAUMOtherJan 8, 2014Jan 7, 2014
Gregory M PinterPrincipal Securities, Inc. otherJps Financial, LLC no RAUMOtherJan 8, 2014Jan 7, 2014
Stephen J PinterPrincipal Securities, Inc. otherJps Financial, LLC no RAUMOtherJan 8, 2014Jan 7, 2014
Kelly Lyn HoezeePrincipal Securities, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 8, 2014Mar 5, 2014 (56 d)
John Michael KeeleyPrincipal Securities, Inc. otherHorter Investment Management, LLC otherOtherJan 6, 2014Nov 20, 2014 (318 d)
David L EdigerPrincipal Securities, Inc. otherScf Investment Advisors, Inc. otherOtherJan 6, 2014Jan 2, 2014
Kristen M Rueth AllenPrincipal Securities, Inc. otherValeo Financial Advisors, LLC otherOtherDec 31, 2013Apr 21, 2014 (111 d)
Darryl Joseph ChouinardPrincipal Securities, Inc. otherCapital Financial Services, Inc. otherOtherDec 19, 2013Dec 2, 2013
Jeffery Dean PaddyfotePrincipal Securities, Inc. otherWells Fargo Advisors wirehouseOtherDec 12, 2013Dec 16, 2013
Matthew V PoteetePrincipal Securities, Inc. otherWells Fargo Advisors wirehouseOtherDec 6, 2013Dec 11, 2013
Francis A SnyderPrincipal Securities, Inc. otherGirard Securities, Inc. otherOtherDec 5, 2013Nov 18, 2013
Raphael Peter VegaPrincipal Securities, Inc. otherAlamo Insurance & Wealth Management unclassifiedOtherNov 11, 2013Mar 12, 2015 (486 d)
Russell Lew WaryePrincipal Securities, Inc. otherHighpoint Advisor Group, LLC otherOtherNov 11, 2013Nov 12, 2013
Bradd Allen DonovanPrincipal Securities, Inc. otherCatalina Capital Group, LLC otherOtherNov 8, 2013Sep 11, 2017 (1403 d)
Eric Porter StonePrincipal Securities, Inc. otherEct Advisory, LLC state registeredOtherOct 22, 2013Feb 10, 2014 (111 d)
Sara Anne StevensPrincipal Securities, Inc. otherTlg Advisors, Inc. otherOtherOct 16, 2013Jan 24, 2014 (100 d)
Bruce Matthew ChuggPrincipal Securities, Inc. otherDaniel Wealth Advisors otherOtherOct 14, 2013Oct 17, 2013
Sherida Lynn FergusonPrincipal Securities, Inc. otherFsc Securities Corporation otherOtherSep 30, 2013Sep 18, 2013
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