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.

AdvisorFromToTypeLeftRegistered
Daniel Patrick O'KeefeLincoln Investment otherOn Investment Management Co BD affiliatedOtherSep 5, 2013Feb 8, 2023 (3443 d)
Brian Deen LahueLincoln Investment otherInvestment Centers Of America, Inc. otherOtherAug 28, 2013Aug 26, 2013
Laura F RedfernLincoln Investment otherShadowridge Asset Management, LLC independent RIAOtherAug 13, 2013Aug 15, 2013
Carl Lavern HartLincoln Investment otherSummit Financial Group Inc otherOtherAug 1, 2013Aug 16, 2013
Jason Thomas LairdLincoln Investment otherCapital Analysts otherOtherJul 19, 2013Jun 4, 2012
James Gilbreath ChandlerLincoln Investment otherForesters Equity Services, Inc. otherOtherJul 1, 2013Jan 30, 2014 (213 d)
Sean Michael CookLincoln Investment otherCapital Analysts otherOtherMay 16, 2013Jun 11, 2012
Bennie Wanda HargroveLincoln Investment otherEdward Jones national BDOtherApr 11, 2013Apr 12, 2013
Jaemin Jasmine SimLincoln Investment otherCapital Analysts otherOtherFeb 14, 2013Jun 4, 2012
Pamela Heidi FriedmanLincoln Investment otherCapital Analysts otherOtherFeb 7, 2013Dec 11, 2012
Trisha Lynn FountainLincoln Investment otherCapital Analysts otherOtherJan 28, 2013Jun 5, 2012
Alfredo Eric ManzanarezLincoln Investment otherAmeriprise Financial Services, LLC national BDOtherJan 17, 2013Jan 16, 2013
Jess Elliot BennettLincoln Investment otherCetera Investment Advisers LLC otherOtherJan 8, 2013Dec 21, 2012
Victor SimonLincoln Investment otherCapital Analysts otherOtherDec 31, 2012Jun 4, 2012
Sean Riley EldredLincoln Investment otherCapital Analysts otherOtherDec 31, 2012Jun 4, 2012
Brendan E DunuwilaLincoln Investment otherVoya Financial Advisors, Inc. otherOtherDec 12, 2012Mar 7, 2013 (85 d)
Matthew Uki TaeLincoln Investment otherBfc Planning, Inc. otherOtherDec 5, 2012Jan 25, 2013 (51 d)
Peter William CrimminsLincoln Investment otherCapital Analysts otherOtherDec 4, 2012Jun 4, 2012
Joseph A CatanzariteLincoln Investment otherCapital Analysts otherOtherDec 3, 2012Jun 4, 2012
Matthew Jay ThorneLincoln Investment otherEquitable Advisors, LLC national BDOtherJul 20, 2012Mar 13, 2014 (601 d)
Jeffrey Scott HinrichsLincoln Investment otherUsaa Financial Planning Services no RAUMOtherJul 5, 2012Jul 20, 2015 (1110 d)
Rebekah Joy PowersLincoln Investment otherSummit Financial Group Inc otherOtherJun 25, 2012Aug 2, 2012 (38 d)
Jeffrey Randall WiyningerLincoln Investment otherCapital Analysts otherOtherJun 25, 2012Jun 4, 2012
Ryan Charles RedfernLincoln Investment otherShadowridge Asset Management, LLC independent RIAOtherMay 3, 2012May 4, 2012
Christopher Nicholas Van HornLincoln Investment otherOn Investment Management Co otherOtherApr 24, 2012Apr 26, 2012
Judy Lee EsauLincoln Investment otherResearch Financial Strategies otherOtherDec 20, 2011Dec 22, 2011
Jeffery Joseph CloszLincoln Investment otherVicus Capital, Inc. otherOtherDec 1, 2011Nov 13, 2013 (713 d)
Peter James CrottyLincoln Investment otherAllstate Financial Advisors, LLC no RAUMOtherSep 21, 2011Sep 19, 2011
Erin Marie JagusakLincoln Investment otherJanney Montgomery Scott LLC otherOtherSep 12, 2011Sep 12, 2011
John Russell NuberLincoln Investment otherRBC Capital Markets, LLC national BDOtherSep 9, 2011Nov 29, 2011 (81 d)
Scott William PalmerLincoln Investment otherEnvoy Advisory, Inc. no RAUMOtherSep 2, 2011Sep 22, 2011
Rebecca Colleen BurrowsLincoln Investment otherWaddell & Reed otherOtherJul 11, 2011Jul 18, 2011
Lawrence SolomayerLincoln Investment otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 8, 2011Sep 8, 2011 (62 d)
Stephanie Elyse HaysLincoln Investment otherPrincipal Securities, Inc. otherOtherJun 6, 2011Jun 21, 2011
Benyamin N LevyLincoln Investment otherMutual Of Omaha Investor Services, Inc. no RAUMOtherMay 9, 2011Apr 23, 2012 (350 d)
Eric Jose MedinaLincoln Investment otherWaddell & Reed otherOtherApr 6, 2011Aug 29, 2012 (511 d)
Brent Roy KimballLincoln Investment otherGwn Securities Inc. otherOtherFeb 4, 2011Jan 10, 2011
John FairclothLincoln Investment otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 27, 2010Sep 28, 2010
Gordon Burke WardLincoln Investment otherJ.P. Morgan Institutional Investments otherOtherAug 10, 2010Apr 29, 2011 (262 d)
Sanford Leigh WarmundLincoln Investment otherGwn Securities Inc. otherOtherApr 6, 2010Apr 1, 2010
Robert Leo MorrisseyLincoln Investment otherGwn Securities Inc. otherOtherApr 6, 2010Apr 5, 2010
Domenic RizziLincoln Investment otherGwn Securities Inc. otherOtherApr 6, 2010Apr 1, 2010
Shannon Sue SuarezLincoln Investment otherGwn Securities Inc. otherOtherApr 6, 2010Apr 6, 2010
Debra Elaine HopkeLincoln Investment otherGwn Securities Inc. otherOtherApr 6, 2010Apr 6, 2010
Aaron Matthew NelsonLincoln Investment otherMorgan Stanley wirehouseOtherMar 26, 2010Jun 3, 2010 (69 d)
Aaron James MarbergLincoln Investment otherAlliancebernstein L.P. otherOtherMar 12, 2010Mar 25, 2010
Gary Bruce BerdoffLincoln Investment otherMorgan Stanley wirehouseOtherJan 13, 2010Jul 19, 2011 (552 d)
Jerry Alan AdzimaLincoln Investment otherGwn Securities Inc. otherOtherAug 28, 2009Aug 18, 2009
Gregory James RussellLincoln Investment otherGwn Securities Inc. otherOtherAug 28, 2009Sep 21, 2009
Charles Henry KochLincoln Investment otherSmart401k, LLC otherOtherJun 26, 2009Sep 17, 2009 (83 d)
Yvette Cummings HeatlyLincoln Investment otherTransamerica Financial Advisors, LLC otherOtherJun 1, 2009Jun 24, 2009
Ryan Phillip MooreLincoln Investment otherOsaic Fa, Inc. otherOtherFeb 12, 2009Aug 5, 2010 (539 d)
Bobby Earl WatsonLincoln Investment otherPlanmember Securities Corporation independent RIAOtherAug 4, 2008Jun 15, 2023 (5428 d)
Larry Michael WhaleyLincoln Investment otherPlanmember Securities Corporation otherOtherMay 15, 2008May 16, 2008
Toni Eileen WhaleyLincoln Investment otherPlanmember Securities Corporation otherOtherMay 15, 2008May 16, 2008
Michael Arthur PollakowskiLincoln Investment otherGwn Securities Inc. otherOtherApr 3, 2008Sep 30, 2009 (545 d)
Richard Bernard RushLincoln Investment otherPlanmember Securities Corporation otherOtherMar 25, 2008May 21, 2009 (422 d)
Paul D BishopLincoln Investment otherT. Rowe Price Advisory Services, Inc. no RAUMOtherFeb 28, 2008Apr 23, 2008 (55 d)
Brian E BiehlLincoln Investment otherIcon Advisers, Inc. otherOtherFeb 11, 2008Mar 7, 2008
Craig Stephen HancockLincoln Investment otherGwn Securities Inc. otherOtherJan 7, 2008May 21, 2010 (865 d)
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556 moves match.