DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Securian Financial Services, Inc.

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
Korey GrowSecurian Financial Services, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherOct 31, 2019Dec 11, 2019 (41 d)
Adam Jared SeltzerSecurian Financial Services, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2019Jan 7, 2020 (81 d)
Nicholas Samuel GentileSecurian Financial Services, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2019Nov 15, 2019
Robert Kenneth RichardsSecurian Financial Services, Inc. BD affiliatedCadaret Grant & Co Inc BD affiliatedAffiliated broker-dealer or bank to anotherOct 16, 2019Oct 15, 2019
Jan Leo GraybillSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 9, 2019Oct 1, 2019
Natalie PaceSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 8, 2019Oct 1, 2019
Samuel Shober StroudSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Robert Paul WermuthSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Jennifer Richards HodsonSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Kevin Michael DonohueSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Steven Wayne La PorteSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Kent Thomas HickeySecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Jody David BruceSecurian Financial Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 9, 2019
Dennis Joseph RosadioSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Matthew Ryan KulpSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Jeffrey William DyeSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Edward Latta CampbellSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Brendan Patrick SpeersSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Melissa Sara GerhardtSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Michael P CernekSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Angela Lisa BeidlemanSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
John Michael PellosieSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Ethan PensakSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Christine Mary ScottSecurian Financial Services, Inc. BD affiliatedCommonwealth Financial Network national BDAffiliated broker-dealer or bank to anotherOct 7, 2019Oct 1, 2019
Frank Wayne BaileySecurian Financial Services, Inc. BD affiliatedRaymond James & Associates, Inc. national BDAffiliated broker-dealer or bank to anotherOct 2, 2019Oct 9, 2019
David Joseph KinirySecurian Financial Services, Inc. BD affiliatedHornor, Townsend & Kent, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2019Sep 22, 2020 (357 d)
Christopher Ambros WardSecurian Financial Services, Inc. BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2019Sep 24, 2019
Mark BakkumSecurian Financial Services, Inc. BD affiliatedBfc Planning, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2019Sep 24, 2019
Brad CrowSecurian Financial Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseSep 24, 2019Oct 14, 2019
Cameron Allen Toal-PhilipsenSecurian Financial Services, Inc. BD affiliatedFisher Investments independent RIAAffiliated broker-dealer or bank to independent RIASep 23, 2019Oct 18, 2019
Nicholas David DalessandroSecurian Financial Services, Inc. BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherSep 12, 2019Sep 11, 2019
Sam RajguruSecurian Financial Services, Inc. BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherAug 22, 2019Jul 13, 2021 (691 d)
Beverly A. TaylorSecurian Financial Services, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherAug 19, 2019Sep 5, 2019
Bradley Michael GriffithsSecurian Financial Services, Inc. BD affiliatedChatterton & Associates independent RIAAffiliated broker-dealer or bank to independent RIAAug 19, 2019Mar 2, 2021 (561 d)
Patrick Joseph ConnellySecurian Financial Services, Inc. BD affiliatedProfessional Planning Group independent RIAAffiliated broker-dealer or bank to independent RIAAug 16, 2019Oct 2, 2019 (47 d)
Sean Allen RobertsonSecurian Financial Services, Inc. BD affiliatedAmeritas Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherAug 13, 2019Aug 9, 2019
Arjay IgnacioSecurian Financial Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherAug 5, 2019Aug 16, 2019
Joshua Aaron GouldSecurian Financial Services, Inc. BD affiliatedRmw Wealth Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserAug 2, 2019Oct 30, 2025 (2281 d)
Elizabeth Martinez BrazeSecurian Financial Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseJul 31, 2019Sep 6, 2019 (37 d)
Pietro Salvatore RuggeriSecurian Financial Services, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 23, 2019Mar 18, 2021 (604 d)
Michael Eugene SellittoSecurian Financial Services, Inc. BD affiliatedRoyal Road Wealth Partners, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 23, 2019Aug 15, 2019
Gerrod Gerard GallianoSecurian Financial Services, Inc. BD affiliatedAe Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 18, 2019Sep 12, 2019 (56 d)
Aaron Scott GummerSecurian Financial Services, Inc. BD affiliatedRoyal Road Wealth Partners, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserJul 18, 2019Aug 15, 2019
Donn Sandy LevineSecurian Financial Services, Inc. BD affiliatedWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2019Jul 18, 2019
Colin Andrew JohannessenSecurian Financial Services, Inc. BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherJul 10, 2019Jul 12, 2021 (733 d)
Justin McnicholasSecurian Financial Services, Inc. BD affiliatedSantander Securities BD affiliatedAffiliated broker-dealer or bank to anotherJul 2, 2019Sep 19, 2019 (79 d)
Sean QuigleySecurian Financial Services, Inc. BD affiliatedMorgan Stanley wirehouseAffiliated broker-dealer or bank to wirehouseJun 28, 2019Aug 19, 2019 (52 d)
Joshua Adam KeyesSecurian Financial Services, Inc. BD affiliatedNavy Federal Investment Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 21, 2019Jun 27, 2019
Michael Gerard TateSecurian Financial Services, Inc. BD affiliatedWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2019Jun 18, 2019
Nikolai Matthew PapaSecurian Financial Services, Inc. BD affiliatedWoodbury Financial Services, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 18, 2019Jun 14, 2019
David Warren LienSecurian Financial Services, Inc. BD affiliatedAmeritas Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 13, 2019Nov 1, 2021 (872 d)
Douglas Charles SehresSecurian Financial Services, Inc. BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherJun 11, 2019Jun 7, 2019
David Andrew PittSecurian Financial Services, Inc. BD affiliatedHennion & Walsh Asset Management, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 6, 2019Apr 22, 2021 (686 d)
Brian Kang LeeSecurian Financial Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 6, 2019Aug 21, 2019 (76 d)
Kevin B. MccarthySecurian Financial Services, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 5, 2019Aug 14, 2019 (70 d)
John David RichardsSecurian Financial Services, Inc. BD affiliatedOsaic Fs, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMay 31, 2019Jun 19, 2019
Charles Daniel RaubeSecurian Financial Services, Inc. BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2019May 6, 2019
Bashar K. BarazSecurian Financial Services, Inc. BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 7, 2019Jun 11, 2019 (35 d)
Aroson M. RandleSecurian Financial Services, Inc. BD affiliatedMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAffiliated broker-dealer or bank to wirehouseMay 3, 2019May 21, 2019
Errol CavanaughSecurian Financial Services, Inc. BD affiliatedEquitable Advisors, LLC national BDAffiliated broker-dealer or bank to anotherApr 16, 2019May 20, 2019 (34 d)
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1,362 moves match.