Advisor moves

Departures from Principal Securities, Inc.

1,563 moves
AdvisorFromToTypeLeftRegistered
Jay Thomas HarbisonPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherApr 4, 2011Apr 4, 2011
Gregory Allen RobickPrincipal Securities, Inc. otherCorporate Benefits Consultants, Inc. state registeredOtherApr 1, 2011Apr 8, 2011
Mayra A EscalantePrincipal Securities, Inc. otherChase Investment Services Corp. otherOtherApr 1, 2011Apr 27, 2012 (392 d)
Sara Lyn StrasserPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherMar 29, 2011Jun 2, 2011 (65 d)
Erick J MontealegrePrincipal Securities, Inc. otherValic Financial Advisors, Inc. otherOtherMar 29, 2011Apr 1, 2011
Chad Wesley TerryPrincipal Securities, Inc. otherBlackrock Investment Management, LLC otherOtherMar 21, 2011Mar 31, 2011
Gerald Kent AskPrincipal Securities, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherMar 16, 2011Mar 14, 2011
Stacey Ann TreanorPrincipal Securities, Inc. otherAlight Financial Advisors, LLC otherOtherMar 15, 2011Mar 2, 2012 (353 d)
Matthew M VandrePrincipal Securities, Inc. otherFrancis LLC otherOtherMar 15, 2011Feb 18, 2015 (1436 d)
Scott Andrew TippinsPrincipal Securities, Inc. otherWells Fargo Advisors wirehouseOtherMar 7, 2011Mar 3, 2011
Paul Arthur RomanoPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherMar 7, 2011Jun 1, 2011 (86 d)
Sandy BrownPrincipal Securities, Inc. otherScf Investment Advisors, Inc. otherOtherMar 1, 2011Apr 5, 2011 (35 d)
John Ross NanniPrincipal Securities, Inc. otherSsn Advisory, Inc. otherOtherFeb 17, 2011Feb 25, 2011
David William DykstraPrincipal Securities, Inc. otherInvestment Centers Of America, Inc. otherOtherJan 11, 2011Jan 5, 2011
Larry Clifford DogsPrincipal Securities, Inc. otherOneamerica Securities, Inc. otherOtherDec 31, 2010Jan 19, 2011
Michael Patrick McgovernPrincipal Securities, Inc. otherLPL Financial LLC otherOtherDec 31, 2010Dec 13, 2010
Jason Lee LillmarsPrincipal Securities, Inc. other1st Global Advisors Inc BD affiliatedOtherDec 31, 2010Aug 5, 2019 (3139 d)
Christopher Paul HoganPrincipal Securities, Inc. otherValic Financial Advisors, Inc. otherOtherDec 22, 2010Dec 20, 2010
Michelle Renee StockmanPrincipal Securities, Inc. otherCommerce Wealth Advisers, LLC otherOtherDec 13, 2010Jan 4, 2011
Andrew Thomas TurcottePrincipal Securities, Inc. otherPrincipal Asset Management otherOtherDec 10, 2010Nov 11, 2021 (3989 d)
Jonathan Earl KennedyPrincipal Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 10, 2010Dec 9, 2010
John Winston CrandellPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherDec 10, 2010Jan 3, 2022 (4042 d)
Meghan P VillanuevaPrincipal Securities, Inc. otherAmeriprise Financial Services, LLC national BDOtherDec 10, 2010Aug 24, 2016 (2084 d)
Jarrett Seiji ImamuraPrincipal Securities, Inc. otherLPL Financial LLC otherOtherDec 7, 2010Nov 30, 2010
Eric Allen ObergfellPrincipal Securities, Inc. otherJ.P. Morgan Institutional Investments otherOtherDec 2, 2010Jan 12, 2011 (41 d)
Michael Joseph TokushigePrincipal Securities, Inc. otherLPL Financial LLC independent RIAOtherNov 22, 2010Jun 22, 2018 (2769 d)
Kenneth Kanji KaneshiroPrincipal Securities, Inc. otherLPL Financial LLC otherOtherNov 22, 2010Nov 18, 2010
Mathew David StagnerPrincipal Securities, Inc. otherVoya Financial Advisors, Inc. otherOtherNov 17, 2010Aug 14, 2015 (1731 d)
Jason Barrett MoorePrincipal Securities, Inc. otherPutnam Investment Management, LLC otherOtherNov 10, 2010Dec 11, 2015 (1857 d)
John William FisherPrincipal Securities, Inc. otherChase Investment Services Corp. otherOtherNov 3, 2010Dec 1, 2010
Heather Marie HainesPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherOct 26, 2010Oct 15, 2010
Brendan Arthur ObryhimPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherOct 25, 2010Oct 15, 2010
Jay Morris FrankPrincipal Securities, Inc. otherNext Financial Group, Inc. otherOtherOct 21, 2010Oct 19, 2010
George Michael TuckerPrincipal Securities, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherOct 8, 2010Oct 8, 2010
Matthew Lee CoxPrincipal Securities, Inc. otherUsaa Investment Services Company otherOtherSep 20, 2010Oct 6, 2010
Adam HaluskaPrincipal Securities, Inc. otherEdward Jones national BDOtherSep 7, 2010Apr 28, 2014 (1329 d)
Steven Claude GlennPrincipal Securities, Inc. otherMML Investors Services, LLC otherOtherAug 26, 2010Oct 24, 2012 (790 d)
Jonathan David ArcherPrincipal Securities, Inc. otherMML Investors Services, LLC otherOtherAug 25, 2010Feb 26, 2013 (916 d)
Alexa PhillipsPrincipal Securities, Inc. otherNationwide Investment Advisors, LLC otherOtherAug 23, 2010Nov 2, 2010 (71 d)
Heidi Dawn DresbachPrincipal Securities, Inc. otherCharles Schwab & Co., Inc. national BDOtherAug 18, 2010Oct 17, 2019 (3347 d)
Daniel Alexander AllenPrincipal Securities, Inc. otherValic Financial Advisors, Inc. otherOtherAug 4, 2010Aug 10, 2010
Timothy James HoezeePrincipal Securities, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherAug 3, 2010Oct 12, 2010 (70 d)
Troy Rhyne JacksonPrincipal Securities, Inc. otherStancorp Investment Advisers, Inc. otherOtherJul 30, 2010Oct 4, 2010 (66 d)
Shelly Ann HorwitzPrincipal Securities, Inc. otherLockton Investment Advisors, LLC no RAUMOtherJul 23, 2010Aug 25, 2010 (33 d)
Timothy Luke PorterPrincipal Securities, Inc. otherSmb Financial Services, Inc. independent RIAOtherJul 22, 2010Jul 23, 2010
Pamela Ann GillettPrincipal Securities, Inc. otherStancorp Investment Advisers, Inc. otherOtherJul 12, 2010Sep 9, 2010 (59 d)
Thomas Jefferson RousePrincipal Securities, Inc. otherConcourse Financial Group Advisors otherOtherJun 21, 2010Jun 11, 2010
Keenan Scott ZehnerPrincipal Securities, Inc. otherMoney Concepts Advisory Service BD affiliatedOtherJun 21, 2010Mar 29, 2022 (4299 d)
Bennett Egerton ConklinPrincipal Securities, Inc. otherFirst Heartland Consultants, Inc. otherOtherJun 7, 2010Oct 6, 2010 (121 d)
Bryce Roman WergelandPrincipal Securities, Inc. otherNrp Advisors, Inc. unclassifiedOtherJun 7, 2010Jun 3, 2010
Mark Culligan RachacPrincipal Securities, Inc. otherVoya Financial Advisors, Inc. otherOtherJun 3, 2010Jun 1, 2010
Kathleen Patricia ObernederPrincipal Securities, Inc. otherLPL Financial LLC otherOtherJun 3, 2010Apr 17, 2015 (1779 d)
Michael E MuharebPrincipal Securities, Inc. otherLPL Financial LLC otherOtherMay 13, 2010May 11, 2010
Bradford James PinterPrincipal Securities, Inc. otherAmerican Portfolios Advisors, Inc otherOtherMay 6, 2010May 5, 2010
Denise ChisolmPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherApr 30, 2010Feb 15, 2011 (291 d)
Mark Wiliama MckeaguePrincipal Securities, Inc. otherLPL Financial LLC otherOtherApr 26, 2010Apr 26, 2010
Matthew Frederick HaleyPrincipal Securities, Inc. otherLPL Financial LLC otherOtherApr 23, 2010Apr 22, 2010
Brian Seisuke KawanoPrincipal Securities, Inc. otherSignator Investors, Inc. otherOtherApr 20, 2010May 5, 2010
Daniel James ShanahanPrincipal Securities, Inc. otherPark Avenue Securities LLC otherOtherApr 15, 2010May 6, 2010
Stephen John CowiePrincipal Securities, Inc. otherPrincipal Asset Management otherOtherApr 6, 2010Apr 6, 2010
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