Advisor moves

Departures from Principal Securities, Inc.

1,563 moves
AdvisorFromToTypeLeftRegistered
James Theodore SmallingPrincipal Securities, Inc. otherPathway Strategic Advisors otherOtherSep 25, 2013Oct 8, 2013
Travis Charles HilsabeckPrincipal Securities, Inc. otherBluespring Wealth Management, LLC otherOtherSep 6, 2013Oct 11, 2013 (35 d)
Jesus A JaramilloPrincipal Securities, Inc. otherWaddell & Reed otherOtherAug 28, 2013Sep 8, 2015 (741 d)
Erin Sue LanePrincipal Securities, Inc. otherT. Rowe Price Advisory Services, Inc. no RAUMOtherAug 27, 2013Jul 20, 2015 (692 d)
Kyle J BreitzmanPrincipal Securities, Inc. otherSsn Advisory, Inc. otherOtherAug 26, 2013Aug 2, 2013
Michael David KrawczykPrincipal Securities, Inc. otherAdvice And Planning Services otherOtherAug 15, 2013Aug 23, 2013
Matthew MarcusPrincipal Securities, Inc. otherEmpower Advisory Group, LLC otherOtherAug 15, 2013Mar 15, 2018 (1673 d)
Diana Mae AthaPrincipal Securities, Inc. otherOnpointe Advisory And Financial Services, LLC otherOtherAug 5, 2013Mar 16, 2014 (223 d)
Jennifer Lynn DonaisPrincipal Securities, Inc. otherWorld Equity Group, Inc. otherOtherAug 5, 2013Aug 6, 2013
Dave MohammedPrincipal Securities, Inc. otherCuna Brokerage Services, Inc. otherOtherJul 29, 2013Aug 13, 2013
Robert ClarkPrincipal Securities, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJul 23, 2013Jul 23, 2013
Todd W TalbotPrincipal Securities, Inc. otherEquitable Advisors, LLC national BDOtherJul 18, 2013Jul 2, 2013
Robert John AhearnPrincipal Securities, Inc. otherTransamerica Financial Advisors, LLC otherOtherJul 9, 2013Jul 23, 2013
Charles Nicholas KuhnPrincipal Securities, Inc. otherOjm Group, LLC otherOtherJun 21, 2013Sep 8, 2005
Brian J FornerisPrincipal Securities, Inc. otherStancorp Investment Advisers, Inc. otherOtherJun 14, 2013Aug 1, 2013 (48 d)
David Alan HenryPrincipal Securities, Inc. otherIntegrity Alliance, LLC otherOtherJun 13, 2013Jun 10, 2013
Cynthia Horn KennedyPrincipal Securities, Inc. otherCharles Schwab & Co., Inc. national BDOtherJun 12, 2013Jul 17, 2013 (35 d)
Gregory Frank GianfortonePrincipal Securities, Inc. otherPnc Wealth Management otherOtherJun 12, 2013Jun 20, 2013
Mitchell Lee CookPrincipal Securities, Inc. otherAvantax Planning Partners, Inc. otherOtherJun 11, 2013Jun 28, 2013
Debra Lynn Allison-AasbyPrincipal Securities, Inc. otherEdward Jones national BDOtherMay 14, 2013Aug 19, 2013 (97 d)
William Brand AhrensPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC BD affiliatedOtherMay 9, 2013Dec 10, 2024 (4233 d)
Daniel Michael LowePrincipal Securities, Inc. otherCaptrust otherOtherApr 24, 2013Apr 15, 2015 (721 d)
Teresa Elizabeth MilnerPrincipal Securities, Inc. otherCwm, LLC otherOtherApr 15, 2013May 20, 2013 (35 d)
John Archibald OneillPrincipal Securities, Inc. otherOsaic Fs, Inc. otherOtherMar 15, 2013Mar 21, 2013
Stephen Eric NicholsPrincipal Securities, Inc. otherCitizens Securities, Inc. otherOtherMar 13, 2013Nov 12, 2015 (974 d)
Kevin Murray SmithPrincipal Securities, Inc. otherSecurian Financial Services, Inc. otherOtherMar 5, 2013Mar 18, 2013
John Winston McgilchristPrincipal Securities, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherFeb 22, 2013Jul 30, 2013 (158 d)
Donald Clark HammondPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherFeb 21, 2013Jan 25, 2013
Nicholas Daniel DeeringPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherFeb 19, 2013Jan 25, 2013
Michael Anthony EliasPrincipal Securities, Inc. otherPackerland Brokerage Services, Inc. otherOtherFeb 12, 2013Mar 12, 2013
Jason William StreetPrincipal Securities, Inc. otherFbl Wealth Management, LLC no RAUMOtherFeb 7, 2013Mar 19, 2019 (2231 d)
Albert Noble DonaheyPrincipal Securities, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherJan 16, 2013Mar 25, 2013 (68 d)
Nicole Yvette RedusPrincipal Securities, Inc. otherOsaic Fs, Inc. otherOtherDec 31, 2012Mar 6, 2013 (65 d)
Jamey Robert PesekPrincipal Securities, Inc. otherMoney Concepts Advisory Service otherOtherDec 21, 2012Jan 23, 2013 (33 d)
Elias Robert ReynaPrincipal Securities, Inc. otherSecurities America Advisors, Inc. otherOtherDec 21, 2012Dec 14, 2012
Matthew Edward CampbellPrincipal Securities, Inc. otherTouchstone Advisors Inc otherOtherDec 21, 2012Mar 14, 2013 (83 d)
Martin Lee DeslauriersPrincipal Securities, Inc. otherUBS Financial Services Inc. wirehouseOtherDec 21, 2012Dec 18, 2012
Ziad S WehbePrincipal Securities, Inc. otherOsaic Wealth, Inc. otherOtherDec 19, 2012Dec 5, 2012
Corey J BurkhartPrincipal Securities, Inc. otherSchwab Wealth Advisory, Inc. no RAUMOtherDec 10, 2012Jun 14, 2022 (3473 d)
Christian John CyrPrincipal Securities, Inc. otherSii Investments, Inc. otherOtherDec 10, 2012Dec 3, 2012
Marisa Beth LindseyPrincipal Securities, Inc. otherNewport Group Securities, Inc. otherOtherDec 4, 2012Dec 21, 2012
Jaime Alberto Chavez LlerenasPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherNov 27, 2012Jan 17, 2013 (51 d)
Darren Gregory JurickPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherNov 16, 2012Nov 9, 2012
Gary R ClementsonPrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 14, 2012Nov 21, 2012
Jared Dennis DeboerPrincipal Securities, Inc. otherWaddell & Reed otherOtherNov 6, 2012Nov 26, 2012
Johann C JohnsonPrincipal Securities, Inc. otherStrategic Advisers LLC national BDOtherOct 16, 2012Oct 16, 2014 (730 d)
Jennifer M Davis-PapaPrincipal Securities, Inc. otherImpactfirst, LLC unclassifiedOtherOct 11, 2012Aug 16, 2018 (2135 d)
Robert Frank GollnickPrincipal Securities, Inc. otherEagle Strategies LLC otherOtherOct 5, 2012Jan 2, 2013 (89 d)
Thomas Joseph VenturaPrincipal Securities, Inc. otherCl Wealth Management LLC otherOtherOct 5, 2012Feb 14, 2013 (132 d)
John Louis DalyPrincipal Securities, Inc. otherEagle Strategies LLC otherOtherOct 2, 2012Dec 11, 2012 (70 d)
William Arthur CrockerPrincipal Securities, Inc. otherLPL Financial LLC otherOtherOct 2, 2012Nov 28, 2012 (57 d)
Charles Henry TrakasPrincipal Securities, Inc. otherRedhawk Wealth Advisors, Inc. otherOtherSep 20, 2012Sep 25, 2012
Roy Anthony RobersonPrincipal Securities, Inc. otherEsi Financial Advisors otherOtherSep 18, 2012Sep 7, 2012
Mark R SchneiderPrincipal Securities, Inc. otherFifth Third Securities, Inc. BD affiliatedOtherSep 13, 2012Oct 1, 2020 (2940 d)
Kun Lin ChungPrincipal Securities, Inc. otherHsbc Securities (USA) Inc. otherOtherAug 14, 2012Aug 22, 2012
Kathryn WisePrincipal Securities, Inc. otherCuso Financial Services, L.P. otherOtherAug 6, 2012Aug 22, 2012
Mark Edward TangPrincipal Securities, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherAug 6, 2012Aug 13, 2012
James Anthony RitcheyPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 25, 2012Jul 18, 2012
Benjamin Daniel TotelPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherJul 25, 2012Dec 21, 2021 (3436 d)
Jennifer CrisologoPrincipal Securities, Inc. otherNew England Securities Corporation otherOtherJul 24, 2012Jul 31, 2012
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