DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Planmember Securities Corporation

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Harry Eugene LicursiPlanmember Securities Corporation otherPension Planners Securities, Inc. unclassifiedOtherFeb 28, 2005Jan 6, 2005
Abdiel Alan ValenzuelaPlanmember Securities Corporation otherLPL Financial LLC otherOtherFeb 15, 2005Aug 22, 2005 (188 d)
Kent Allen LalondePlanmember Securities Corporation otherWorthmark Financial Services, LLC unclassifiedOtherSep 28, 2004Sep 30, 2004
Bilal Ali AquilPlanmember Securities Corporation otherRegal Investment Advisors LLC otherOtherMay 27, 2004Jun 19, 2017 (4771 d)
Steven Craig NeustaedterPlanmember Securities Corporation otherNsa Securities Corporation unclassifiedOtherMar 23, 2004Mar 16, 2004
Ari Matthew LitvinPlanmember Securities Corporation otherMorgan Stanley Dw Inc. unclassifiedOtherFeb 6, 2004Apr 27, 2004 (81 d)
John Burke MarshallPlanmember Securities Corporation otherAdvisor Share Wealth Management, LLC independent RIAOtherMar 13, 2003Jan 23, 2026 (8352 d)
Eduardo Margarito MartinezPlanmember Securities Corporation otherAe Wealth Management, LLC independent RIAOtherDec 20, 2002Sep 23, 2019 (6121 d)
William Lester KrebsPlanmember Securities Corporation otherPension Planners Securities, Inc. unclassifiedOtherNov 22, 2002Oct 29, 2002
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249 moves match.