Advisor moves

Departures from Principal Securities, Inc.

1,563 moves
AdvisorFromToTypeLeftRegistered
Todd Mathew SchlappiPrincipal Securities, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherMar 23, 2009Mar 25, 2009
Anamaria Teresa LloydPrincipal Securities, Inc. otherA.T. Lloyd'S, Inc independent RIAOtherMar 3, 2009Dec 2, 2008
Keith Allan EasonPrincipal Securities, Inc. otherValic Financial Advisors, Inc. otherOtherFeb 19, 2009Jun 16, 2014 (1943 d)
Lisa Dionne FordPrincipal Securities, Inc. otherWaddell & Reed otherOtherFeb 19, 2009Jun 19, 2009 (120 d)
Scott Christopher WardPrincipal Securities, Inc. otherJohn Hancock Investment Management LLC otherOtherFeb 11, 2009Mar 13, 2009
Dara DuanePrincipal Securities, Inc. otherStancorp Investment Advisers, Inc. otherOtherJan 22, 2009Jul 15, 2013 (1635 d)
Patrick Aaron SchuchardPrincipal Securities, Inc. otherOppenheimer & Co. Inc. BD affiliatedOtherJan 22, 2009Mar 17, 2023 (5167 d)
Jason C. SmootPrincipal Securities, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 13, 2009Dec 12, 2011 (1063 d)
Jon Christian SchwartzPrincipal Securities, Inc. otherLPL Financial LLC otherOtherDec 31, 2008Jul 10, 2009 (191 d)
Sarah DolsPrincipal Securities, Inc. otherIntegrity Alliance, LLC otherOtherDec 31, 2008Feb 4, 2009 (35 d)
Daniel R CallahanPrincipal Securities, Inc. otherInvest Financial Corporation otherOtherDec 31, 2008Oct 13, 2010 (651 d)
Denise D JohnsonPrincipal Securities, Inc. otherFive Talents Wealth Management state registeredOtherDec 31, 2008Jan 2, 2026 (6211 d)
Christopher H BettisPrincipal Securities, Inc. otherLPL Financial LLC otherOtherDec 23, 2008Jan 17, 2014 (1851 d)
Kurt Alan StrullmyerPrincipal Securities, Inc. otherWoodbury Financial Services, Inc. otherOtherDec 19, 2008Dec 16, 2008
Matthew Ralph KeyesPrincipal Securities, Inc. otherEquitable Advisors, LLC national BDOtherDec 15, 2008Dec 3, 2008
Brad Finch DaltonPrincipal Securities, Inc. otherEton Advisors, LP otherOtherDec 3, 2008Jul 1, 2009 (210 d)
Gregory AdamsPrincipal Securities, Inc. otherEdward Jones national BDOtherDec 3, 2008Jul 22, 2015 (2422 d)
Trevor David GlennPrincipal Securities, Inc. otherQuest Securities, Inc. unclassifiedOtherDec 2, 2008Dec 3, 2008
Omar Guadalupe EsparzaPrincipal Securities, Inc. otherVoya Financial Partners, LLC otherOtherDec 2, 2008Nov 9, 2010 (707 d)
Colin Merrill ClarkPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherNov 24, 2008Nov 24, 2008
James E MaulfairPrincipal Securities, Inc. otherFinancial Telesis, Inc. otherOtherNov 24, 2008Nov 24, 2008
Fred Harvey SpicknallPrincipal Securities, Inc. otherOneamerica Securities, Inc. otherOtherNov 19, 2008May 22, 2009 (184 d)
James Raleigh BailesPrincipal Securities, Inc. otherOnyx Wealth Advisors, Inc. otherOtherNov 18, 2008Nov 3, 2008
Douglas Stephen DrelichPrincipal Securities, Inc. otherInvestment Advisors Corp otherOtherNov 4, 2008Feb 12, 2009 (100 d)
Sarah Marie SchmitzPrincipal Securities, Inc. otherTruenorth, Inc. otherOtherOct 30, 2008Dec 2, 2009 (398 d)
Jennifer Anne GagePrincipal Securities, Inc. otherStancorp Investment Advisers, Inc. otherOtherOct 9, 2008Apr 5, 2012 (1274 d)
Jeffrey Spencer SargentPrincipal Securities, Inc. otherWestport Resources Management Inc otherOtherSep 23, 2008Jul 30, 2009 (310 d)
Donald Francis ReckerPrincipal Securities, Inc. otherCreative Planning otherOtherSep 23, 2008Apr 15, 2009 (204 d)
Eric Gene ForretPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherSep 22, 2008Sep 22, 2008
Jeremy A TaylorPrincipal Securities, Inc. otherJohn Hancock Investment Management LLC otherOtherSep 22, 2008Sep 21, 2010 (729 d)
Thane Roland WaltonPrincipal Securities, Inc. otherLincoln Financial Distributors, Inc. unclassifiedOtherSep 18, 2008Sep 9, 2008
Matthew P SandsPrincipal Securities, Inc. otherEquitable Advisors, LLC national BDOtherSep 4, 2008Apr 18, 2011 (956 d)
Johnny Lee ChangPrincipal Securities, Inc. otherTd Ameritrade, Inc. no RAUMOtherAug 21, 2008Oct 7, 2008 (47 d)
Allen Edward DunahooPrincipal Securities, Inc. otherEdward Jones national BDOtherJul 30, 2008Jul 28, 2008
Efrem D JacksonPrincipal Securities, Inc. otherPrincipal Asset Management otherOtherJul 16, 2008Jul 16, 2008
John Walter RandallPrincipal Securities, Inc. otherNrp Advisors, Inc. unclassifiedOtherJul 11, 2008Jan 15, 2009 (188 d)
Scott Francis FremerPrincipal Securities, Inc. otherSchneider Downs Wealth Management Advisors, LP otherOtherJul 9, 2008Aug 12, 2008 (34 d)
James Merle WeissPrincipal Securities, Inc. otherInvestment Advisors Corp otherOtherJul 7, 2008Aug 31, 2009 (420 d)
Stephen Thomas McginnPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 3, 2008Jul 2, 2008
Stephen Francis CaggianoPrincipal Securities, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJul 3, 2008Jul 3, 2008
Kathleen A JohnsonPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 26, 2008Jun 23, 2008
Stephen Michael SalingerPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 25, 2008Jun 25, 2008
Daniel Patrick FoleyPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 18, 2008Aug 6, 2008 (49 d)
Anthony Strom PastorPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 17, 2008Jun 20, 2008
Chad Jeffrey PerryPrincipal Securities, Inc. otherLevel Four Advisory Services otherOtherJun 17, 2008Jun 12, 2008
Maria Catherine CaciaPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 12, 2008Jun 26, 2008
Bryan Scott MarvinPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 11, 2008Jun 5, 2008
John Emmanuel SimonePrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 10, 2008Jun 13, 2008
Trevin J PanaiaPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 10, 2008Nov 12, 2008 (155 d)
Brian D PlattPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 9, 2008Jun 5, 2008
Michael Conway BreePrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 9, 2008Jun 5, 2008
David Aaron BleznakPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 9, 2008Jun 11, 2008
Christopher Mark BryanPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 9, 2008Jun 12, 2008
Dennis Patrick MaguirePrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 9, 2008Jun 12, 2008
Richard Joseph CliffordPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 6, 2008Jun 9, 2008
Martin William MinderPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 6, 2008Jun 6, 2008
Michael Thomas RobinsonPrincipal Securities, Inc. otherNavy Federal Asset Management, LLC otherOtherJun 6, 2008Jul 22, 2008 (46 d)
Diane L MetivierPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 6, 2008Jun 10, 2008
Shaun David O'ConnorPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 6, 2008Jun 2, 2008
George Christopher DallasPrincipal Securities, Inc. otherCetera Advisor Networks LLC otherOtherJun 6, 2008Jun 5, 2008
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