DFX Intelligence

RIA Intelligence

Advisor moves

Departures from Lincoln Investment

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.

Advisor	From	To	Type	Left	Registered
Terence Vincent Gallagher	Lincoln Investment other	Capital Analysts other	Other	Mar 1, 2016	Jul 21, 2015
Flora Burke	Lincoln Investment other	Securian Financial Services, Inc. other	Other	Jan 13, 2016	Feb 2, 2016
Jeffrey Navarra Tomaneng	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2015	Jun 26, 2014
Moses Francis	Lincoln Investment other	Capital Analysts other	Other	Dec 11, 2015	Dec 1, 2015
Megan Mooney	Lincoln Investment other	Capital Analysts other	Other	Dec 8, 2015	Mar 21, 2014
Timothy James Neuville	Lincoln Investment other	Capital Analysts other	Other	Dec 3, 2015	Jun 4, 2012
Brian Ray Grimes	Lincoln Investment other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 5, 2015	Nov 2, 2015
Donald Edward Burklo	Lincoln Investment other	Capital Analysts other	Other	Nov 5, 2015	Dec 8, 2014
James Patrick Mcneill	Lincoln Investment other	Cambridge Investment Research Advisors, Inc. other	Other	Nov 5, 2015	Nov 2, 2015
Dean Dirk Weemhoff	Lincoln Investment other	Capital Analysts other	Other	Oct 2, 2015	Jun 14, 2012
Brendan Moleski	Lincoln Investment other	Capital Analysts other	Other	Sep 25, 2015	Mar 20, 2014
Martin Albanese	Lincoln Investment other	Td Ameritrade, Inc. no RAUM	Other	Aug 31, 2015	Sep 18, 2015
Niccolo Alfred Gonzales	Lincoln Investment other	Equitable Advisors, LLC national BD	Other	Aug 28, 2015	Sep 1, 2015
Bryan Joseph Costin	Lincoln Investment other	Capital Analysts other	Other	Aug 10, 2015	Jun 5, 2012
Jeffrey Thaddeus Nowak	Lincoln Investment other	Capital Analysts other	Other	Aug 7, 2015	Aug 12, 2014
James Vincent Rogan	Lincoln Investment other	Capital Analysts other	Other	Jul 31, 2015	Dec 19, 2013
Benjamin Paul Swan	Lincoln Investment other	Svane Capital, LLC state registered	Other	Jul 29, 2015	Jul 28, 2015
Chad Devore	Lincoln Investment other	American Capital Management, Inc. state registered	Other	Jul 24, 2015	Jul 24, 2017 (731 d)
Daniel L Bonder	Lincoln Investment other	Capital Analysts other	Other	Jul 20, 2015	Jun 5, 2012
Jeremy Scott Clark	Lincoln Investment other	Capital Analysts other	Other	Jul 20, 2015	Jun 5, 2012
Michael Patrick Stanton	Lincoln Investment other	Capital Analysts other	Other	Jul 9, 2015	Apr 14, 2015
Gary Wayne Latuszewski	Lincoln Investment other	Capital Analysts other	Other	Jun 18, 2015	Dec 19, 2013
Hal Vincent Caprara	Lincoln Investment other	Capital Analysts other	Other	Jun 18, 2015	Dec 5, 2013
James Francis Thomas	Lincoln Investment other	Capital Analysts other	Other	Jun 3, 2015	Jun 4, 2012
Emily Bost Nilsson	Lincoln Investment other	Capital Analysts other	Other	Jun 2, 2015	Jun 4, 2012
David George Olson	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Dec 6, 2012
Peter R Franz	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Aug 1, 2013
Daniel Douglas Etheridge	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Feb 10, 2015
Karyn Pistone	Lincoln Investment other	Capital Analysts other	Other	Jun 1, 2015	Jun 5, 2012
Timothy John Windos	Lincoln Investment other	Tjw Fiduciary Plan Consultants, LLC state registered	Other	Apr 6, 2015	May 18, 2016 (408 d)
Elvis Medica	Lincoln Investment other	Assetmark, Inc. other	Other	Mar 26, 2015	Mar 25, 2015
Joslyn Gail Ewart	Lincoln Investment other	Entrust Financial LLC other	Other	Mar 13, 2015	Mar 12, 2015
Kelly Ann Cullen Gentles	Lincoln Investment other	Entrust Financial LLC other	Other	Mar 13, 2015	Mar 26, 2015
Mckenzie Jane Frankel	Lincoln Investment other	Entrust Financial LLC other	Other	Mar 13, 2015	Mar 12, 2015
Robert William Burnham	Lincoln Investment other	Capital Analysts other	Other	Feb 24, 2015	Jul 11, 2012
Augustus Roscoe Thompson	Lincoln Investment other	Cetera Investment Advisers LLC other	Other	Jan 6, 2015	Jan 8, 2015
Byron Kum Wah Leong	Lincoln Investment other	Investment Research Corp other	Other	Dec 31, 2014	Feb 3, 2015 (34 d)
Marc L Laureano	Lincoln Investment other	Capital Analysts other	Other	Dec 26, 2014	Jun 5, 2012
Jonelle Caroline Mceachern	Lincoln Investment other	Primerica Advisors national BD	Other	Dec 17, 2014	Dec 14, 2016 (728 d)
Roxane Kay Miller	Lincoln Investment other	LPL Financial LLC other	Other	Nov 14, 2014	Jan 20, 2015 (67 d)
Marie Susan Knorr	Lincoln Investment other	Wintrust Investments other	Other	Nov 14, 2014	Nov 14, 2014
Ronald Douglas Sala	Lincoln Investment other	Meeder Asset Management, Inc. other	Other	Oct 28, 2014	Jun 16, 2010
Erin Cook	Lincoln Investment other	Eagle Strategies LLC other	Other	Oct 6, 2014	Nov 19, 2014 (44 d)
Jane E Kwoun	Lincoln Investment other	Pruco Securities, LLC other	Other	Sep 29, 2014	May 2, 2016 (581 d)
Arthur Henry Sauerhaft	Lincoln Investment other	Ameriprise Financial Services, LLC national BD	Other	Aug 18, 2014	Sep 5, 2014
Katherine Mach	Lincoln Investment other	Pnc Wealth Management other	Other	Jul 28, 2014	Aug 19, 2014
Denise Ann Jaehnke	Lincoln Investment other	Global Financial Private Capital, Inc. other	Other	Jun 9, 2014	Jun 9, 2014
Matthew James Collins	Lincoln Investment other	On Investment Management Co BD affiliated	Other	May 28, 2014	Mar 21, 2023 (3219 d)
Susan Ann Reid	Lincoln Investment other	Pnc Wealth Management other	Other	Apr 15, 2014	Aug 18, 2016 (856 d)
Michael Paul Capriotti	Lincoln Investment other	Capital Analysts other	Other	Mar 21, 2014	Nov 15, 2013
Todd Robert Purring	Lincoln Investment other	Kohlhepp Investment Advisors, Ltd. other	Other	Mar 5, 2014	Mar 7, 2014
Timothy Michael Hamilton	Lincoln Investment other	Capital Analysts other	Other	Jan 31, 2014	Jun 4, 2012
Christopher Anthony Lund	Lincoln Investment other	Capital Analysts other	Other	Dec 31, 2013	Jun 4, 2012
David Girmann	Lincoln Investment other	Huntington Financial Advisors other	Other	Dec 31, 2013	Jul 1, 2014 (182 d)
Keith Lloyd Cawrse	Lincoln Investment other	Cambridge Investment Research Advisors, Inc. other	Other	Dec 31, 2013	Jul 1, 2014 (182 d)
Richard Edgar Witherspoon	Lincoln Investment other	Gwn Securities Inc. other	Other	Nov 25, 2013	Nov 27, 2013
Angela Hiles Foster	Lincoln Investment other	First Allied Advisory Services, Inc. other	Other	Sep 27, 2013	Oct 1, 2013
William John Roth	Lincoln Investment other	Capital Analysts other	Other	Sep 16, 2013	Jun 4, 2012
Eric Ernst Hughes	Lincoln Investment other	National Planning Corporation ("Npc Of America" In Fl & Ny) other	Other	Sep 10, 2013	Sep 9, 2013
Daniel Patrick O'Keefe	Lincoln Investment other	On Investment Management Co BD affiliated	Other	Sep 5, 2013	Feb 8, 2023 (3443 d)

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555 moves match.