DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Comerica Securities

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
Louis Gordon PetruccoComerica Securities otherSecurian Financial Services, Inc. otherOtherNov 30, 2016May 31, 2017 (182 d)
Catherine Anne LopezComerica Securities otherUsaa Financial Planning Services no RAUMOtherNov 28, 2016Jan 4, 2017 (37 d)
Martin Daniel StandishComerica Securities otherLPL Financial LLC independent RIAOtherOct 18, 2016Mar 29, 2018 (527 d)
Marjan AhmadiComerica Securities otherWells Fargo Advisors wirehouseOtherSep 9, 2016Oct 4, 2021 (1851 d)
Dennile Lynne HaddockComerica Securities otherCitizens Securities, Inc. otherOtherJul 12, 2016Jul 13, 2016
Benigno GonzalezComerica Securities otherCharles Schwab & Co., Inc. national BDOtherJun 21, 2016Aug 3, 2016 (43 d)
Bruce C. BranstineComerica Securities otherPark Avenue Securities LLC otherOtherApr 21, 2016Sep 27, 2016 (159 d)
Suzanne AitchisonComerica Securities otherLiberty Capital Management Inc otherOtherApr 11, 2016Apr 20, 2016
David Harry RichmanComerica Securities otherRaymond James & Associates, Inc. national BDOtherApr 11, 2016Apr 6, 2016
Charles Lawrence DettloffComerica Securities otherLiberty Capital Management Inc otherOtherFeb 3, 2016Jan 28, 2016
Dimitry FarberovComerica Securities otherChoreo, LLC otherOtherJan 4, 2016Jan 22, 2016
Jeanmarie Macari LabonteComerica Securities otherJ.P. Morgan Private Wealth Advisors LLC otherOtherNov 4, 2015Nov 16, 2015
Sean Daniel NortonComerica Securities otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 4, 2015Jul 7, 2020 (1707 d)
Mary Frances LittComerica Securities otherAmeriprise Financial Services, LLC national BDOtherSep 21, 2015Oct 1, 2015
Jin S YaoComerica Securities otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 11, 2015Jul 5, 2017 (663 d)
Paul Anthony NoelComerica Securities otherRaymond James & Associates, Inc. national BDOtherSep 9, 2015Sep 2, 2015
Maria Pilar Cusi PettysComerica Securities otherU.S. Bancorp Investments, Inc. otherOtherJan 23, 2015Apr 9, 2015 (76 d)
Bryan Paul KucholtzComerica Securities otherLPL Financial LLC otherOtherDec 26, 2014Aug 13, 2015 (230 d)
James Edward SchwalbeComerica Securities otherPruco Securities, LLC otherOtherSep 24, 2014Jul 27, 2017 (1037 d)
Darren LewisComerica Securities otherMorgan Stanley wirehouseOtherJul 7, 2014Nov 9, 2020 (2317 d)
Kimberly Faye ValletComerica Securities otherPnc Wealth Management otherOtherJun 10, 2014Jun 17, 2014
Harold David WrightComerica Securities otherHilltop Securities Inc. otherOtherMay 13, 2014May 20, 2014
Andrew Patrick AugustineComerica Securities otherCitizens Securities, Inc. otherOtherMay 6, 2014Aug 25, 2014 (111 d)
Eric David EthingtonComerica Securities otherWells Fargo Advisors wirehouseOtherApr 22, 2014Apr 22, 2014
Matthew William CoombeComerica Securities otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherApr 1, 2014Nov 15, 2016 (959 d)
Jonathan Kent LawtonComerica Securities otherLake Point Wealth Management, LLC otherOtherFeb 24, 2014Jun 3, 2014 (99 d)
Linwood Brandt DanielComerica Securities otherJ.P. Morgan Securities LLC wirehouseOtherDec 24, 2013Sep 29, 2023 (3566 d)
Elizabeth Jean WilsonComerica Securities otherRudd Asset Management otherOtherDec 10, 2013Mar 4, 2014 (84 d)
Michael Christopher WilsonComerica Securities otherFirst Citizens Investor Services, Inc. otherOtherNov 14, 2013Dec 5, 2013
David Jay OhanianComerica Securities otherU.S. Bancorp Advisors, LLC otherOtherNov 6, 2013Dec 3, 2013
David SkolnikComerica Securities otherAllstate Financial Advisors, LLC no RAUMOtherAug 2, 2013Jan 22, 2015 (538 d)
Paula SigueComerica Securities otherJ.P. Morgan Securities LLC wirehouseOtherJul 9, 2013Jul 10, 2013
Julie Ann BennettComerica Securities otherEssex National Securities, Inc. otherOtherJun 28, 2013Sep 17, 2014 (446 d)
Darin FreshourComerica Securities otherJ.P. Morgan Securities LLC wirehouseOtherJan 23, 2013Jan 22, 2013
Deborah Lee-KavousiComerica Securities otherU.S. Bancorp Advisors, LLC otherOtherDec 18, 2012Apr 9, 2013 (112 d)
Chia-Ying LinComerica Securities otherGolden Foundation Advisors LLC unclassifiedOtherNov 16, 2012Mar 10, 2015 (844 d)
Samantha Viola TrudellComerica Securities otherRaymond James & Associates, Inc. national BDOtherNov 2, 2012Nov 8, 2012
Christopher R. BeauvaisComerica Securities otherOsaic Fa, Inc. otherOtherAug 1, 2012Aug 27, 2012
Ketan DesaiComerica Securities otherSvb Wealth otherOtherJul 3, 2012Mar 6, 2015 (976 d)
Thomas Ray GevingComerica Securities otherLPL Financial LLC otherOtherMay 25, 2012May 29, 2012
Jason David RoeskeComerica Securities otherStrategic Advisers LLC national BDOtherMar 16, 2012Apr 3, 2012
Tanya Teresa CastroComerica Securities otherLPL Financial LLC otherOtherMar 2, 2012Feb 24, 2014 (724 d)
Anay Kumar SrivastavaComerica Securities otherHilltop Securities Inc. otherOtherNov 14, 2011Feb 6, 2012 (84 d)
Cheryl C WongComerica Securities otherConcert Wealth Management otherOtherNov 14, 2011Nov 29, 2011
Joseph Edward CiesinskiComerica Securities otherLPL Financial LLC otherOtherNov 3, 2011Dec 15, 2011 (42 d)
Daniel ChaneComerica Securities otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 22, 2011Sep 22, 2011 (31 d)
Katayoun AttaiiComerica Securities otherJ.P. Morgan Private Wealth Advisors LLC otherOtherAug 16, 2011Jan 9, 2012 (146 d)
Richard Alan HaginsComerica Securities otherQuest Capital Strategies, Inc. otherOtherAug 11, 2011Sep 7, 2011
Kevin James SandinComerica Securities otherLPL Financial LLC otherOtherAug 9, 2011Aug 9, 2011
Scott Christian RosserComerica Securities otherHsbc Securities (USA) Inc. otherOtherJul 15, 2011Aug 3, 2011
Steven James LandrumComerica Securities otherNorthwestern Mutual Investment Services,LLC otherOtherApr 12, 2011May 9, 2011
Lisa Ann ImbrunnoneComerica Securities otherHuntington Financial Advisors otherOtherApr 12, 2011Jun 9, 2011 (58 d)
Geoffrey Ross BerlinComerica Securities otherJ.P. Morgan Securities LLC wirehouseOtherMar 9, 2011Mar 24, 2011
Jay M BartleyComerica Securities otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 5, 2011Mar 28, 2011 (82 d)
Suzanne Marie MunizComerica Securities otherAis Asset Management state registeredOtherJan 5, 2011Dec 4, 2022 (4351 d)
Barry Gale BrundageComerica Securities otherCuna Brokerage Services, Inc. BD affiliatedOtherDec 6, 2010Nov 6, 2020 (3623 d)
Rafael Lamar ScrogginsComerica Securities otherWells Fargo Advisors wirehouseOtherDec 6, 2010Oct 18, 2012 (682 d)
Phong TrangComerica Securities otherMorgan Stanley wirehouseOtherSep 10, 2010Oct 5, 2010
Charles Patrick PierceComerica Securities otherSagepoint Financial, Inc. otherOtherAug 6, 2010Nov 19, 2010 (105 d)
David Alan CretcherComerica Securities otherCuna Brokerage Services, Inc. otherOtherAug 6, 2010Oct 12, 2010 (67 d)
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189 moves match.