Advisor moves

Departures from Osaic Wealth, Inc.

2,282 moves
AdvisorFromToTypeLeftRegistered
David AllegraOsaic Wealth, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherAug 22, 2016Aug 17, 2016
Robert Wilfred FoleyOsaic Wealth, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherAug 22, 2016Aug 17, 2016
Robert Charles WaddellOsaic Wealth, Inc. otherWilbanks Securities Advisory otherOtherJul 22, 2016Aug 12, 2016
Edward Joseph SullivanOsaic Wealth, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJul 21, 2016Jul 28, 2016
Michael Rodger PinedaOsaic Wealth, Inc. otherPruco Securities, LLC otherOtherJun 17, 2016Jul 14, 2016
Daniel Nathan SteinbergOsaic Wealth, Inc. otherVantage Financial Group, Inc. otherOtherMay 31, 2016Nov 1, 2017 (519 d)
Sean Patrick CraigOsaic Wealth, Inc. otherIpi Wealth Management, Inc. otherOtherMay 4, 2016May 3, 2016
James Charles DuncanOsaic Wealth, Inc. otherValic Financial Advisors, Inc. otherOtherMay 2, 2016Aug 6, 2015
Todd Richard GrahamOsaic Wealth, Inc. otherMsi Financial Services, Inc. otherOtherApr 26, 2016Apr 25, 2016
Jesse Philip PellegrinoOsaic Wealth, Inc. otherIam Advisory LLC no RAUMOtherApr 26, 2016Mar 9, 2020 (1413 d)
David Rodney BlackOsaic Wealth, Inc. otherCantella & Co., Inc. otherOtherApr 13, 2016Apr 8, 2016
Justin N GardinerOsaic Wealth, Inc. otherLPL Financial LLC BD affiliatedOtherApr 1, 2016Aug 15, 2025 (3423 d)
Daniel Patrick SchumannOsaic Wealth, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherMar 23, 2016Mar 24, 2016
Jeffrey Scott StuckertOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 5, 2023 (2759 d)
William James KentonOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 6, 2023 (2760 d)
Timothy Dennis McgrathOsaic Wealth, Inc. otherFinancial Solutions, LLC otherOtherMar 16, 2016Feb 5, 2013
Kenneth StuckertOsaic Wealth, Inc. otherWorld Investment Advisors, LLC institutionalOtherMar 16, 2016Oct 4, 2023 (2758 d)
W. Townsend MorrisOsaic Wealth, Inc. otherNfp Advisor Services, LLC otherOtherFeb 29, 2016Feb 25, 2016
Jack Lee MartinOsaic Wealth, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherJan 21, 2016Jan 19, 2016
William Gale StracenerOsaic Wealth, Inc. otherSummit Financial Group Inc otherOtherNov 20, 2015Nov 18, 2015
John Patrick AbriolaOsaic Wealth, Inc. otherUnited Capital Financial Advisors otherOtherNov 6, 2015Oct 30, 2015
Kenneth Jeffrey HannaOsaic Wealth, Inc. otherSelect Financial Group, LLC otherOtherNov 4, 2015Aug 17, 2011
Michael Phillip GurziOsaic Wealth, Inc. otherSummit Financial Group Inc otherOtherOct 30, 2015Sep 30, 2015
Kevin Todd DichilloOsaic Wealth, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherOct 30, 2015Nov 13, 2015
John Douglas JonesOsaic Wealth, Inc. otherEagle Strategies LLC otherOtherSep 28, 2015Jan 11, 2016 (105 d)
Daniel Paul CaviseOsaic Wealth, Inc. otherFirst Allied Advisory Services, Inc. otherOtherSep 1, 2015Aug 28, 2015
Justin Mathew ArnoldOsaic Wealth, Inc. otherWashpark Capital, LLC state registeredOtherAug 20, 2015Jan 1, 2026 (3787 d)
Dee S WalkerOsaic Wealth, Inc. otherWells Fargo Advisors wirehouseOtherAug 14, 2015Aug 13, 2015
Kevin Charles CollignonOsaic Wealth, Inc. otherPrincipal Securities, Inc. otherOtherAug 4, 2015Aug 6, 2015
Dennis Edward MarshallOsaic Wealth, Inc. otherJasmijn Capital Management, LLC otherOtherJul 31, 2015Oct 17, 2007
William Steele SymonsOsaic Wealth, Inc. otherEureka Financial Planners, LLC state registeredOtherJul 28, 2015Jul 24, 2015
Gary W LavalleeOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 24, 2015Jun 19, 2015
Joseph Allen ArmstrongOsaic Wealth, Inc. otherMsi Financial Services, Inc. otherOtherMay 20, 2015May 20, 2015
Matthew John FevolaOsaic Wealth, Inc. otherStark Financial Advisers, Inc. independent RIAOtherMar 6, 2015Jun 25, 2015 (111 d)
Andrew Robert TorelliOsaic Wealth, Inc. otherNfp Advisor Services, LLC otherOtherFeb 24, 2015Feb 19, 2015
Raymond Bradley BrownOsaic Wealth, Inc. otherPension Builders And Consultants otherOtherFeb 17, 2015Feb 4, 2015
Jonathan Lee DeeringerOsaic Wealth, Inc. otherGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC otherOtherJan 14, 2015Jan 13, 2015
Kristopher OlsenOsaic Wealth, Inc. otherLPL Financial LLC otherOtherJan 13, 2015Oct 28, 2015 (288 d)
Glenn Ward LeboeufOsaic Wealth, Inc. otherGarden State Investment Advisory Services, LLC otherOtherJan 9, 2015Mar 18, 2015 (68 d)
Susan Shepard MoseleyOsaic Wealth, Inc. otherLPL Financial LLC BD affiliatedOtherJan 7, 2015Jun 16, 2026 (4178 d)
Michael John StoneOsaic Wealth, Inc. otherFirst Allied Advisory Services, Inc. otherOtherDec 23, 2014Jan 2, 2015
Brian Scott SimmonsOsaic Wealth, Inc. otherLPL Financial LLC otherOtherDec 18, 2014Dec 18, 2014
Mary Turner MastersOsaic Wealth, Inc. otherCuso Financial Services, L.P. otherOtherSep 26, 2014Oct 21, 2014
Daniel Gordon MussackOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 18, 2014
Roger Brown DealOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 15, 2014
Brian Patrick McguireOsaic Wealth, Inc. otherGeneos Wealth Management, Inc. otherOtherSep 17, 2014Sep 18, 2014
Desiree Marvel SiiOsaic Wealth, Inc. otherCharles Schwab & Co., Inc. national BDOtherSep 8, 2014Nov 14, 2014 (67 d)
Heidi Sarah HirshOsaic Wealth, Inc. otherCentaurus Financial, Inc. otherOtherAug 11, 2014Sep 9, 2014
Patricia AdrianOsaic Wealth, Inc. otherWells Fargo Advisors wirehouseOtherJul 8, 2014Jul 7, 2014
Tony W ToombsOsaic Wealth, Inc. otherSecurian Financial Services, Inc. otherOtherJul 3, 2014Apr 24, 2015 (295 d)
Charles Vincent BelfioriOsaic Wealth, Inc. otherAmeriprise Financial Services, LLC national BDOtherApr 16, 2014Apr 17, 2014
Angelo TalebiOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherApr 11, 2014Apr 21, 2014
Ronald Lee NalvenOsaic Wealth, Inc. otherInvestors Capital Advisory otherOtherApr 3, 2014Mar 28, 2014
Richard Douglas WeinsteinOsaic Wealth, Inc. otherHornor, Townsend & Kent, LLC otherOtherMar 7, 2014Sep 9, 2014 (186 d)
Bret Patrick BoudreauxOsaic Wealth, Inc. otherCetera Investment Advisers LLC otherOtherFeb 28, 2014May 19, 2015 (445 d)
David Man Foon ChanOsaic Wealth, Inc. otherAmeriprise Financial Services, LLC national BDOtherFeb 19, 2014Feb 27, 2014
Rajer I. ChoobakOsaic Wealth, Inc. otherClarity Capital Partners otherOtherFeb 10, 2014Nov 10, 2010
William Tyler MontellOsaic Wealth, Inc. otherMeridian Wealth Management, LLC otherOtherFeb 7, 2014Feb 11, 2014
John Thomas TaylorOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherFeb 3, 2014Jan 27, 2014
Mary C HuntleyOsaic Wealth, Inc. otherIndependent Financial Group, LLC otherOtherFeb 3, 2014Feb 12, 2014
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