Advisor moves

Departures from Valic Financial Advisors, Inc.

1,718 moves
AdvisorFromToTypeLeftRegistered
Andrew L. CroopValic Financial Advisors, Inc. otherNationwide Investment Advisors, LLC otherOtherJan 4, 2018Jan 19, 2018
Vincent Junior AlvarezValic Financial Advisors, Inc. otherVoya Financial Advisors, Inc. otherOtherDec 5, 2017Dec 18, 2017
Nathaniel William ThompsonValic Financial Advisors, Inc. otherColumbia Management Investment Advisers, LLC asset managerOtherDec 5, 2017Dec 18, 2017
Todd Joseph RichhartValic Financial Advisors, Inc. otherAllstate Financial Advisors, LLC no RAUMOtherNov 30, 2017Nov 30, 2017
Yvette H TurnbaughValic Financial Advisors, Inc. otherTransamerica Retirement Advisors, LLC otherOtherNov 17, 2017Dec 18, 2017 (31 d)
Michael Anthony LagerValic Financial Advisors, Inc. otherEquitable Advisors, LLC national BDOtherNov 9, 2017Nov 13, 2017
Sheena Denise HogueValic Financial Advisors, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherNov 9, 2017Jan 12, 2018 (64 d)
Zachary OldhamValic Financial Advisors, Inc. otherVestech Asset Management Inc. state registeredOtherNov 8, 2017May 2, 2018 (175 d)
Scott RatajczakValic Financial Advisors, Inc. otherAegis Capital Corp. otherOtherOct 26, 2017Nov 3, 2017
Stephen HeidenValic Financial Advisors, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 23, 2017Oct 16, 2017
David Trevor RixValic Financial Advisors, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherOct 13, 2017Jun 19, 2019 (614 d)
John J. HayesValic Financial Advisors, Inc. otherCitigroup Global Markets Inc. BD affiliatedOtherOct 13, 2017Aug 1, 2018 (292 d)
John Christopher Roy AndrewsValic Financial Advisors, Inc. otherCuso Financial Services, L.P. otherOtherOct 13, 2017Oct 2, 2017
Tryssa Pedrosa PacciulliValic Financial Advisors, Inc. otherMarkey Wealth Management unclassifiedOtherOct 5, 2017Oct 30, 2017
James Charles DuncanValic Financial Advisors, Inc. otherCetera Investment Advisers LLC BD affiliatedOtherSep 21, 2017Mar 23, 2023 (2009 d)
Laurin Byars KleemanValic Financial Advisors, Inc. otherFisher Investments otherOtherSep 21, 2017Sep 22, 2017
Michael MontalvoValic Financial Advisors, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 14, 2017Oct 10, 2017
Peter Francis BrucatoValic Financial Advisors, Inc. otherPrivate Advisor Group, LLC BD affiliatedOtherSep 14, 2017May 19, 2021 (1343 d)
Edward Bradshaw HarrisValic Financial Advisors, Inc. otherBb&T Investment Services, Inc. otherOtherSep 6, 2017Sep 12, 2017
Terra Ann JahnsValic Financial Advisors, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherAug 17, 2017Aug 25, 2017
Richard Todd EvansValic Financial Advisors, Inc. otherKey Investment Services LLC BD affiliatedOtherAug 10, 2017Aug 26, 2020 (1112 d)
William Joseph DoluntValic Financial Advisors, Inc. otherCambridge Investment Research Advisors, Inc. otherOtherAug 10, 2017Aug 4, 2017
Dilnawaz Bomi GazdarValic Financial Advisors, Inc. otherPruco Securities, LLC BD affiliatedOtherAug 10, 2017Nov 30, 2017 (112 d)
Nancy Da-Thu DinhValic Financial Advisors, Inc. otherHornor, Townsend & Kent, LLC otherOtherAug 10, 2017Sep 14, 2017 (35 d)
Cody Daniel KoleticValic Financial Advisors, Inc. otherBaron Silver Stevens Financial Advisors, LLC otherOtherAug 3, 2017Jul 27, 2017
Felipe MejiaValic Financial Advisors, Inc. otherCharles Schwab & Co., Inc. national BDOtherJul 28, 2017Aug 2, 2017
Stephen Tallmadge KernahanValic Financial Advisors, Inc. otherU.S. Bancorp Investments, Inc. otherOtherJul 21, 2017Jul 21, 2017
Emily Shoop TeskeValic Financial Advisors, Inc. otherRaymond James Financial Services Advisors, Inc otherOtherJul 21, 2017Aug 17, 2017
Jeremy Boyd JonesValic Financial Advisors, Inc. otherMorgan Stanley wirehouseOtherJul 12, 2017May 9, 2018 (301 d)
Eileen Carney YbanezValic Financial Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherJul 6, 2017Aug 11, 2017 (36 d)
Robert SorensenValic Financial Advisors, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherJun 16, 2017Jun 12, 2017
Raymond KeyValic Financial Advisors, Inc. otherUnited Capital Financial Advisors BD affiliatedOtherMay 18, 2017Oct 20, 2020 (1251 d)
Molly Ann ShraunerValic Financial Advisors, Inc. otherMML Investors Services, LLC otherOtherMay 12, 2017May 5, 2017
Denise Miriam Abi-FadelValic Financial Advisors, Inc. otherMML Investors Services, LLC otherOtherMay 12, 2017May 8, 2017
Chelly JosephValic Financial Advisors, Inc. otherTransamerica Financial Advisors, LLC otherOtherMay 12, 2017May 24, 2017
Russell Douglas MccaryValic Financial Advisors, Inc. otherPersonal Capital Advisors Corporation otherOtherMay 12, 2017May 16, 2017
Hunter William HobbsValic Financial Advisors, Inc. otherLPL Financial LLC BD affiliatedOtherMay 12, 2017Sep 2, 2026 (3400 d)
Susan Thornburg GrantValic Financial Advisors, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherMay 3, 2017May 2, 2017
Christopher Shawn De VenyValic Financial Advisors, Inc. otherSecurian Financial Services, Inc. otherOtherMay 3, 2017May 5, 2017
Carolyn Lee SharpValic Financial Advisors, Inc. otherAdvice And Planning Services BD affiliatedOtherApr 27, 2017Jul 14, 2025 (3000 d)
Andrew Paul WhiteValic Financial Advisors, Inc. otherFirst Citizens Asset Management, Inc otherOtherApr 27, 2017Apr 28, 2017
Paul Robert SamuelsonValic Financial Advisors, Inc. otherPruco Securities, LLC otherOtherApr 6, 2017May 9, 2017 (33 d)
Stephen Kenneth ReevesValic Financial Advisors, Inc. otherHeadinvest independent RIAOtherApr 6, 2017Sep 25, 2025 (3094 d)
Lindsay Hammond PhillipsValic Financial Advisors, Inc. otherStrategic Advisers LLC national BDOtherApr 6, 2017Aug 18, 2017 (134 d)
Charles Beaudette EdgerValic Financial Advisors, Inc. otherEmpower Advisory Group, LLC BD affiliatedOtherApr 6, 2017Aug 1, 2025 (3039 d)
Jacob Levi FlemingValic Financial Advisors, Inc. otherScottrade Investment Management otherOtherMar 22, 2017May 10, 2017 (49 d)
Jacob John WireValic Financial Advisors, Inc. otherRaymond James & Associates, Inc. national BDOtherMar 15, 2017Mar 21, 2017
Robert Alan WellsValic Financial Advisors, Inc. otherPrivate Advisor Group, LLC otherOtherMar 15, 2017Jun 21, 2017 (98 d)
Kevin H. GayValic Financial Advisors, Inc. otherPnc Wealth Management otherOtherMar 9, 2017Mar 23, 2017
Amy LongValic Financial Advisors, Inc. otherRaymond James & Associates, Inc. national BDOtherMar 9, 2017Mar 24, 2017
Fredrik Douglas WhitleyValic Financial Advisors, Inc. otherCentaurus Financial, Inc. otherOtherMar 1, 2017Mar 1, 2017
Nicolas RichValic Financial Advisors, Inc. otherOsaic Fa, Inc. otherOtherFeb 24, 2017Jan 30, 2017
Louis J EvolaValic Financial Advisors, Inc. otherEmpower Advisory Group, LLC otherOtherFeb 23, 2017Mar 17, 2017
Diana Lynn AveryValic Financial Advisors, Inc. otherUSA Financial Securities LLC otherOtherFeb 16, 2017Feb 14, 2017
Tucker Vincent BraddockValic Financial Advisors, Inc. otherKeel Point, LLC otherOtherFeb 1, 2017Jan 31, 2017
James Bradley SmithValic Financial Advisors, Inc. otherMissionsquare Retirement otherOtherFeb 1, 2017Mar 8, 2017 (35 d)
Ernest WhiteValic Financial Advisors, Inc. otherTruist Advisory Services, Inc. otherOtherJan 26, 2017May 3, 2017 (97 d)
Randal E HagenValic Financial Advisors, Inc. otherAllstate Financial Advisors, LLC BD affiliatedOtherJan 26, 2017Jan 10, 2019 (714 d)
William Lawrence PatriarcaValic Financial Advisors, Inc. otherWells Fargo Advisors wirehouseOtherJan 26, 2017Oct 18, 2018 (630 d)
Kyle Michael MarburgerValic Financial Advisors, Inc. otherCreative Financial Designs, Inc. otherOtherJan 19, 2017Jul 6, 2017 (168 d)
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