Advisor moves

Departures from Usaa Investment Services Company

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
Kevin J WilkisonUsaa Investment Services Company otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJun 1, 2012Nov 9, 2012 (161 d)
Daniel Hyun KimUsaa Investment Services Company otherChase Investment Services Corp. otherOtherFeb 24, 2012Mar 29, 2012 (34 d)
Brian Neil TobinUsaa Investment Services Company otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherFeb 21, 2012Mar 12, 2012
Derek A DipetrilloUsaa Investment Services Company otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 8, 2011Aug 15, 2011 (38 d)
Carolyn NgoUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherFeb 7, 2011Feb 3, 2011
Larry Wilkins ChappellUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherJan 4, 2011Dec 3, 2010
Demetra Paige SullivanUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherAug 26, 2010Aug 4, 2010
Candace J BurkettUsaa Investment Services Company otherChase Investment Services Corp. otherOtherMay 10, 2010May 13, 2010
Jennifer Lynn Van AlstyneUsaa Investment Services Company otherAdvisors Asset Management, Inc. otherOtherMay 7, 2010Sep 7, 2010 (123 d)
Catherine Aline RowanUsaa Investment Services Company otherWells Fargo Advisors wirehouseOtherApr 13, 2010Jun 22, 2010 (70 d)
Thomas A De LunaUsaa Investment Services Company otherChase Investment Services Corp. otherOtherFeb 11, 2010Oct 13, 2011 (609 d)
Victor Antonio MendezUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherNov 13, 2009Nov 13, 2009
Scott Vincent ValentiUsaa Investment Services Company otherChase Investment Services Corp. otherOtherOct 29, 2009Sep 3, 2010 (309 d)
Helen DaoUsaa Investment Services Company otherThrivent Investment Management Inc. otherOtherFeb 26, 2009Apr 17, 2009 (50 d)
Ryan William PaisleyUsaa Investment Services Company otherCorecap Advisors BD affiliatedOtherNov 4, 2008Jun 21, 2019 (3881 d)
Vincent Edward HeckUsaa Investment Services Company otherSchwab Wealth Advisory, Inc. otherOtherOct 27, 2008Oct 6, 2015 (2535 d)
Sherry Larae EgenolfUsaa Investment Services Company otherTd Ameritrade, Inc. no RAUMOtherJul 28, 2008Sep 15, 2008 (49 d)
Stacy A JohnsonUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMay 8, 2008May 12, 2008
Bryant Elias AndrusUsaa Investment Services Company otherKeats Connelly And Associates Inc. unclassifiedOtherMay 5, 2008Jun 2, 2008
Daniel FuentesUsaa Investment Services Company otherNew England Securities Corporation otherOtherApr 30, 2008Nov 6, 2008 (190 d)
Toni Lynn RoseUsaa Investment Services Company otherCuna Brokerage Services, Inc. otherOtherApr 21, 2008Apr 30, 2008
Michael Lloyd Del CarloUsaa Investment Services Company otherCharles Schwab & Co., Inc. national BDOtherApr 9, 2008May 12, 2008 (33 d)
Donald Ray DupontUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherJan 2, 2008Jan 2, 2008
Christopher ChapaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 31, 2007May 11, 2007
Jose Miguel MartinezUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 31, 2007May 14, 2007
Bert J GassUsaa Investment Services Company otherCharles Schwab & Co., Inc. national BDOtherDec 17, 2007Aug 13, 2008 (240 d)
Bryan Patrick TheallUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherNov 7, 2007Nov 14, 2007
Martin James MataUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 22, 2007Oct 22, 2007
John Lawrence SullivanUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 22, 2007Oct 26, 2007
James Kendrick FeldmanUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 15, 2007Oct 15, 2007
Richard William RoseUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 15, 2007Oct 8, 2007
Michael Eugene ApolinarUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 15, 2007Oct 23, 2007
Samin Mozaffari-NejadUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 15, 2007Oct 23, 2007
Earl Thomas WeedonUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 18, 2007Sep 27, 2007
Edmund Allan OliverosUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 5, 2007Sep 13, 2007
Shane Michael BulgerinUsaa Investment Services Company otherTd Ameritrade Investment Management, LLC otherOtherAug 13, 2007Aug 23, 2007
James RussellUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMay 14, 2007May 29, 2007
Jessica AbregoUsaa Investment Services Company otherCharles Schwab & Co., Inc. national BDOtherApr 30, 2007Jun 20, 2007 (51 d)
David Daniel ArvizuUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMar 15, 2007Mar 28, 2007
Neil Howard KalbUsaa Investment Services Company otherSwbc Investment Company otherOtherMar 6, 2007Mar 4, 2008 (364 d)
James Eric InmanUsaa Investment Services Company otherAdvisors Asset Management, Inc. otherOtherMar 5, 2007Feb 26, 2007
John Maurice HennessyUsaa Investment Services Company otherIntercontinental Wealth Advisors, LLC otherOtherNov 10, 2006Feb 20, 2007 (102 d)
Macdonald Chukumah EtugboUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherNov 6, 2006Nov 6, 2006
Edward Joseph BrownsteinUsaa Investment Services Company otherTd Ameritrade, Inc. no RAUMOtherOct 30, 2006Jan 17, 2007 (79 d)
Derick Lee KannUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 5, 2006Oct 5, 2006
Marcus Shelley TalbertUsaa Investment Services Company otherEsposito Partners, LLC no RAUMOtherSep 19, 2006Oct 10, 2008 (752 d)
Rhonda Deon CarterUsaa Investment Services Company otherTd Ameritrade, Inc. no RAUMOtherSep 5, 2006Nov 30, 2006 (86 d)
Donald Eugene FranksUsaa Investment Services Company otherStrategic Advisers LLC national BDOtherJul 20, 2006Sep 18, 2006 (60 d)
Russell William HufferUsaa Investment Services Company otherCharles Schwab & Co., Inc. national BDOtherJun 12, 2006Apr 15, 2008 (673 d)
Adolph Charles LaraUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMay 8, 2006May 8, 2006
Marcy Lynn VaughanUsaa Investment Services Company otherSuntrust Investment Services, Inc. otherOtherMay 2, 2006Apr 29, 2008 (728 d)
Michael Joseph BlazinaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMar 9, 2006Mar 17, 2006
Rhonda Rene GarciaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherJan 20, 2006Jan 19, 2006
Michael Joseph RuggieriUsaa Investment Services Company otherCue Financial Group, Inc. otherOtherJan 3, 2006Feb 17, 2006 (45 d)
Brent Michael BuehlerUsaa Investment Services Company otherChase Investment Services Corp. otherOtherDec 6, 2005Jan 10, 2006 (35 d)
David EspinozaUsaa Investment Services Company otherChase Investment Services Corp. otherOtherDec 2, 2005Dec 7, 2005
Robert Brooks BowenUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherNov 30, 2005Dec 7, 2005
Mark Anthony MenendezUsaa Investment Services Company otherWells Fargo Advisors wirehouseOtherOct 20, 2005Nov 16, 2005
Sandra Lombrano TerronezUsaa Investment Services Company otherWealthquest Financial Services, LLC otherOtherOct 13, 2005Mar 31, 2006 (169 d)
Michael Scott DubenskyUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 21, 2005Sep 20, 2005
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499 moves match.