DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Fsc Securities Corporation

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
Jesus Manuel DelgadoFsc Securities Corporation BD affiliatedRinaldi Wealth Management, Inc. independent RIAAffiliated broker-dealer or bank to independent RIAMay 10, 2022May 12, 2022
Nicole GilbertFsc Securities Corporation BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2022Jul 26, 2022 (78 d)
Eugene PlahotniiFsc Securities Corporation BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 9, 2022May 6, 2022
Sandeep VarmaFsc Securities Corporation BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2022May 5, 2022
Steven MusserFsc Securities Corporation BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2022May 5, 2022
Phylip Charles SimmonsFsc Securities Corporation BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherMay 6, 2022May 5, 2022
Michael David RoachFsc Securities Corporation BD affiliatedLPL Financial LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 22, 2022Apr 20, 2022
Eric David AntrobiusFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherMar 8, 2022Jul 19, 2010
Luke R MaxwellFsc Securities Corporation BD affiliatedEdward Jones national BDAffiliated broker-dealer or bank to anotherMar 8, 2022May 24, 2022 (77 d)
James Blake MillerFsc Securities Corporation BD affiliatedTd Ameritrade, Inc. no RAUMOtherFeb 4, 2022Feb 8, 2022
Vipul Braj VarmaFsc Securities Corporation BD affiliatedRegal Investment Advisors LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 24, 2022Jan 18, 2022
Lazarus Joseph RegueiroFsc Securities Corporation BD affiliatedEmpower Advisory Group, LLC BD affiliatedAffiliated broker-dealer or bank to anotherJan 21, 2022Jan 31, 2025 (1106 d)
Thomas Patrick HillmeyerFsc Securities Corporation BD affiliatedFidelity Personal And Workplace Advisors BD affiliatedAffiliated broker-dealer or bank to anotherJan 13, 2022Feb 28, 2022 (46 d)
Thomas A WalkerFsc Securities Corporation BD affiliatedArkos Global Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 6, 2022Jan 11, 2022
Robyn Marie KrahnFsc Securities Corporation BD affiliatedResource Consulting Group, Inc. state registeredAffiliated broker-dealer or bank to a state-registered adviserJan 3, 2022Aug 31, 2019
Kenneth Francis GalanisFsc Securities Corporation BD affiliatedWmbc independent RIAAffiliated broker-dealer or bank to independent RIAJan 3, 2022Mar 18, 2022 (74 d)
Dale Robert TerwedoFsc Securities Corporation BD affiliatedTfs Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2021Aug 26, 2013
Julian Drake ElizondoFsc Securities Corporation BD affiliatedTexas Wealth Management, LLC state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 21, 2021Mar 17, 2021
Brian Frederick PalusoFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 12, 2021Nov 1, 2021
David Joseph HarperFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 12, 2021Nov 1, 2021
Colin Scott HarperFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 12, 2021Nov 1, 2021
Michael Edward KutchFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2021Nov 1, 2021
Laura P ScholzFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2021Nov 1, 2021
Kenneth Sherman HolmesFsc Securities Corporation BD affiliatedFirst Advisors National, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 2, 2021Nov 18, 2021
Steven Russell DeangelisFsc Securities Corporation BD affiliatedVerus Capital Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 15, 2021Oct 15, 2021
Daniel Coffman HostetlerFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2021Sep 27, 2021
Kyle James HickeyFsc Securities Corporation BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 15, 2021Nov 18, 2021 (34 d)
Linda Rae BruiningaFsc Securities Corporation BD affiliatedOsaic Advisory Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 12, 2021Oct 8, 2021
Jacob Andrew Patrick HowethFsc Securities Corporation BD affiliatedCuso Financial Services, L.P. BD affiliatedAffiliated broker-dealer or bank to anotherOct 6, 2021Feb 18, 2022 (135 d)
Greg HolzerFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 29, 2021Sep 27, 2021
Stephen DerengowskiFsc Securities Corporation BD affiliatedPrimerica Advisors national BDAffiliated broker-dealer or bank to anotherSep 21, 2021Jan 26, 2022 (127 d)
Lourdes Lima-WallaceFsc Securities Corporation BD affiliatedCetera Investment Advisers LLC BD affiliatedAffiliated broker-dealer or bank to anotherJul 12, 2021Mar 21, 2024 (983 d)
Rana ChanderFsc Securities Corporation BD affiliatedSound Income Strategies, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2021Feb 10, 2022 (246 d)
Michael Jeffery HardyFsc Securities Corporation BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 8, 2021Jun 4, 2021
Tomika Monique BoudreauxFsc Securities Corporation BD affiliatedCardea Capital Group, Inc. mixed wealthAffiliated broker-dealer or bank to independent RIAMay 10, 2021May 27, 2021
Becky Wilder RuthvenFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2021May 6, 2021
Dorothy Ann AustgenFsc Securities Corporation BD affiliatedEley-Graham-Austgen Financial Advisory Services state registeredAffiliated broker-dealer or bank to a state-registered adviserMay 4, 2021Jul 31, 2008
Joel Robert DrakeFsc Securities Corporation BD affiliatedDiversified Financial Advisory Group, Inc. unclassifiedOtherApr 1, 2021Jan 9, 2006
John Robert TriantafelowFsc Securities Corporation BD affiliatedStrategic Wealth Advisors Group otherOtherMar 12, 2021Sep 26, 2008
Ronald Joseph HarpootlianFsc Securities Corporation BD affiliatedThe Retirement Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 12, 2021Mar 2, 2021
Brooke Shea McconahyFsc Securities Corporation BD affiliatedRobert W. Baird & Co. Incorporated mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 3, 2021Mar 22, 2021 (47 d)
Paul Richard McwilliamsFsc Securities Corporation BD affiliatedInspire Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIADec 22, 2020Dec 23, 2020
James Carl SextonFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. no RAUMOtherDec 21, 2020May 3, 2011
Scott Thomas DewhurstFsc Securities Corporation BD affiliatedDiversified Financial Advisory Group, Inc. unclassifiedOtherDec 14, 2020Feb 8, 2006
Clare Amelia CiervoFsc Securities Corporation BD affiliatedMcvittie Financial Advisors state registeredAffiliated broker-dealer or bank to a state-registered adviserNov 13, 2020Jul 24, 2019
Ralph W LuntFsc Securities Corporation BD affiliatedMML Investors Services, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 27, 2020Oct 12, 2022 (715 d)
Ronald Joseph MclaneFsc Securities Corporation BD affiliatedCentaurus Financial, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 20, 2020Oct 19, 2020
Joseph Doc BrysonFsc Securities Corporation BD affiliatedPrimerica Advisors national BDAffiliated broker-dealer or bank to anotherOct 8, 2020Apr 4, 2022 (543 d)
Matthew Scott SaltzgaberFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 29, 2020Sep 25, 2020
Sheila Marie BakerFsc Securities Corporation BD affiliatedNeaco Advisory, Inc. unclassifiedOtherSep 15, 2020Mar 18, 2010
Shawn Ray SeilbackFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 3, 2020Sep 2, 2020
Jeffrey Stephen PlesserFsc Securities Corporation BD affiliatedPark Avenue Securities LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 3, 2020Sep 1, 2020
Peter M. FerrielloFsc Securities Corporation BD affiliatedAshworth Wealth, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 2, 2020Sep 11, 2020
Matthew Edward MaiFsc Securities Corporation BD affiliatedPrice Financial Group Wealth Management unclassifiedOtherAug 31, 2020Aug 28, 2020
Joseph Francis MeylorFsc Securities Corporation BD affiliatedBfs Advisory Group, LLC unclassifiedOtherJul 30, 2020Mar 17, 2020
Erich Andulan CastilloFsc Securities Corporation BD affiliatedSouthland Equity Partners, LLC. independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Jan 22, 2024 (1299 d)
Catherine PinkasFsc Securities Corporation BD affiliatedLifepro Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAJul 2, 2020Jul 1, 2020
Vincent Charles MontantiFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherJun 1, 2020May 28, 2020
Daniel Evan BurkeFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherMay 22, 2020May 21, 2020
Michael Ray WebbFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 6, 2020May 1, 2020
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903 moves match.