Advisor moves

Departures from Osaic Wealth, Inc.

2,282 moves
AdvisorFromToTypeLeftRegistered
Todd Allen RustmanOsaic Wealth, Inc. otherClarity Capital Partners otherOtherNov 13, 2013Sep 3, 2010
Samuel RamosOsaic Wealth, Inc. otherEquitable Advisors, LLC national BDOtherNov 11, 2013Nov 20, 2013
Peter Dominic RecchiaOsaic Wealth, Inc. other4wealth Advisors, Inc. independent RIAOtherSep 16, 2013Apr 30, 2004
Rita Diana BunchOsaic Wealth, Inc. other4wealth Advisors, Inc. independent RIAOtherSep 13, 2013Apr 30, 2004
Hally Maria DunnOsaic Wealth, Inc. other4wealth Advisors, Inc. independent RIAOtherSep 13, 2013Feb 25, 2005
Christopher G SiracusaOsaic Wealth, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherSep 12, 2013Sep 6, 2013
Gregory Ralph MetcalfOsaic Wealth, Inc. otherFirst Allied Advisory Services, Inc. otherOtherSep 6, 2013Sep 4, 2013
Richard Frederick TrasportOsaic Wealth, Inc. otherVoya Financial Advisors, Inc. otherOtherAug 28, 2013Sep 5, 2013
Erika JamesOsaic Wealth, Inc. otherFoundations Investment Advisors LLC otherOtherAug 13, 2013Mar 23, 2017 (1318 d)
Scott Nicholas BeesleyOsaic Wealth, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherJul 18, 2013Apr 16, 2015 (637 d)
Nabil BouabOsaic Wealth, Inc. otherLantern Wealth Advisors, LLC otherOtherJul 5, 2013Jul 2, 2013
Steven Todd NearpassOsaic Wealth, Inc. otherCharles Schwab & Co., Inc. national BDOtherJun 28, 2013Nov 3, 2014 (493 d)
Carl Hicks WhiteOsaic Wealth, Inc. otherLPL Financial LLC otherOtherJun 20, 2013Jun 6, 2013
Michelle Marie TomeiOsaic Wealth, Inc. otherLegend Advisory, LLC otherOtherJun 18, 2013Jun 11, 2013
Steven Edward HackerOsaic Wealth, Inc. otherWorld Advisory Services otherOtherMay 13, 2013May 10, 2013
Steven BallantyneOsaic Wealth, Inc. otherStrategic Advisers LLC national BDOtherApr 22, 2013May 13, 2013
Joseph Daniel NearyOsaic Wealth, Inc. otherPark Avenue Securities LLC otherOtherApr 15, 2013May 9, 2013
William Eugene HauensteinOsaic Wealth, Inc. otherCrown Capital Securities, L.P. otherOtherMar 7, 2013Mar 4, 2013
Nancy Ann PyzelOsaic Wealth, Inc. otherWhjr Associates otherOtherFeb 5, 2013Jan 11, 2011
Ernest J ReyesOsaic Wealth, Inc. otherFsc Securities Corporation otherOtherFeb 5, 2013May 13, 2013 (97 d)
Judy Wei ChangOsaic Wealth, Inc. otherPacrim Advisory Services state registeredOtherFeb 5, 2013Jan 3, 2017 (1428 d)
Thomas Philip GreunerOsaic Wealth, Inc. otherLPL Financial LLC otherOtherJan 18, 2013Jan 15, 2013
Matthew Paul AllgeyerOsaic Wealth, Inc. otherVsr Advisory Services otherOtherJan 18, 2013Jan 18, 2013
Mary WinchOsaic Wealth, Inc. otherStratos Wealth Partners, Ltd otherOtherDec 21, 2012Dec 21, 2012
Robert Craig JilekOsaic Wealth, Inc. otherJ. W. Cole Advisors, Inc. otherOtherNov 9, 2012Nov 8, 2012
Sweyden Ernest DibbleOsaic Wealth, Inc. otherCharles Schwab & Co., Inc. national BDOtherOct 19, 2012Oct 26, 2012
Paul E BestehornOsaic Wealth, Inc. otherL.M. Kohn & Company otherOtherSep 24, 2012Jan 25, 2013 (123 d)
Brian C. ShevlandOsaic Wealth, Inc. otherBluestone Capital Management, LLC otherOtherSep 20, 2012Feb 14, 2013 (147 d)
Hughroy DaleyOsaic Wealth, Inc. otherCapital One Financial Advisors LLC unclassifiedOtherSep 5, 2012Sep 19, 2012
Jennifer Renee LeeOsaic Wealth, Inc. otherH. Beck, Inc. otherOtherAug 20, 2012Aug 17, 2012
Peter Michael BurtonOsaic Wealth, Inc. otherBurton Enright Welch otherOtherAug 16, 2012May 8, 2002
Robert Daniel EnrightOsaic Wealth, Inc. otherBurton Enright Welch otherOtherAug 16, 2012Jul 7, 2011
Matthew Jay DernisOsaic Wealth, Inc. otherDernis Financial unclassifiedOtherAug 2, 2012Jul 7, 2005
Jerry SnyderOsaic Wealth, Inc. otherRetirement Strategies, Ltd. no RAUMOtherJul 6, 2012Jul 3, 2012
Francis Thomas BoyleOsaic Wealth, Inc. otherInvestors Capital Advisory otherOtherJul 6, 2012Jul 2, 2012
James A LindnerOsaic Wealth, Inc. otherRetirement Strategies, Ltd. no RAUMOtherJul 6, 2012Jul 2, 2012
Michael Christopher OwensOsaic Wealth, Inc. otherCarolina Financial Services Group, Inc. state registeredOtherMay 31, 2012Jun 29, 2012
Christian M OconnorOsaic Wealth, Inc. otherNfp Advisor Services, LLC otherOtherMay 25, 2012Jun 27, 2012 (33 d)
James Joseph CardenOsaic Wealth, Inc. otherPruco Securities, LLC otherOtherMay 11, 2012May 8, 2012
Nycole Loraine SonesOsaic Wealth, Inc. otherCitigroup Global Markets Inc. BD affiliatedOtherApr 13, 2012Apr 30, 2019 (2573 d)
Arthur Thomas BertolinaOsaic Wealth, Inc. otherNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 3, 2012Mar 30, 2012
Joseph FernandesOsaic Wealth, Inc. otherAmerican Portfolios Advisors, Inc otherOtherMar 30, 2012Apr 23, 2012
Anthony PallottaOsaic Wealth, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherMar 7, 2012Jun 29, 2023 (4131 d)
James Steven SmolaOsaic Wealth, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherMar 7, 2012Jun 29, 2023 (4131 d)
Stephen James DzurecOsaic Wealth, Inc. otherCetera Advisor Networks LLC otherOtherMar 7, 2012Mar 5, 2012
Kenneth John HargreavesOsaic Wealth, Inc. otherCapital Client Group, Inc. no RAUMOtherMar 2, 2012Jun 24, 2013 (479 d)
William James RiddickOsaic Wealth, Inc. otherFortitude Advisory Group L.L.C. otherOtherFeb 10, 2012Apr 5, 2012 (55 d)
Michael P LoftusOsaic Wealth, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherFeb 9, 2012Feb 7, 2012
David C PaulsonOsaic Wealth, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 30, 2012Jan 27, 2012
Christopher John ConeOsaic Wealth, Inc. otherWoodbury Financial Services, Inc. otherOtherJan 30, 2012Feb 29, 2012
Jason Thomas ConnollyOsaic Wealth, Inc. otherPrime Capital Financial mixed wealthOtherDec 22, 2011Mar 5, 2025 (4822 d)
Todd Robert FincannonOsaic Wealth, Inc. otherPerpetual Wealth Capital Management, LLC unclassifiedOtherDec 19, 2011Feb 7, 2012 (50 d)
Peter Lang StevensOsaic Wealth, Inc. otherDernis Financial unclassifiedOtherDec 15, 2011Apr 5, 2010
Kelly L. VostalOsaic Wealth, Inc. otherWorld Investment Advisors, LLC otherOtherDec 13, 2011Oct 30, 2025 (5070 d)
Jeffrey Lawrence HedbergOsaic Wealth, Inc. otherMorgan Stanley wirehouseOtherNov 30, 2011Nov 28, 2011
Sharla Dae RountreeOsaic Wealth, Inc. otherKestra Advisory Services, LLC BD affiliatedOtherOct 28, 2011Aug 27, 2018 (2495 d)
Kathleen Ann SmithOsaic Wealth, Inc. otherMorgan Stanley wirehouseOtherOct 14, 2011Jan 24, 2012 (102 d)
James Michael McdonnellOsaic Wealth, Inc. otherVoya Financial Advisors, Inc. otherOtherSep 28, 2011Oct 4, 2011
Raul ValenciaOsaic Wealth, Inc. otherFrost Investment Services otherOtherSep 19, 2011Oct 6, 2017 (2209 d)
Robert Fay CruiseOsaic Wealth, Inc. otherH. Beck, Inc. otherOtherAug 24, 2011Aug 29, 2011
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