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
Allen Ray TaylorFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 5, 2020Apr 15, 2020
Donald R. HallFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 4, 2020May 27, 2020
James Alexander WatersFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 30, 2020May 1, 2020
Robert Dennis MattsonFsc Securities Corporation BD affiliatedDiversified Financial Advisory Group, Inc. unclassifiedOtherApr 3, 2020Dec 21, 2015
Jonathan Luke FargasonFsc Securities Corporation BD affiliatedNavigate Wealth Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 17, 2020Apr 4, 2024 (1479 d)
Charles Alvin SewellFsc Securities Corporation BD affiliatedCompass Advisory Partners LLC otherOtherFeb 18, 2020Oct 24, 2007
Harold Dunbar CooleyFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 4, 2020Feb 4, 2020
Pandelis Philip ChryssostomidesFsc Securities Corporation BD affiliatedPandelis P. Chryssostomides Financial Services, Inc. unclassifiedOtherFeb 4, 2020Jan 23, 2006
Pandelis Philip ChryssostomidesFsc Securities Corporation BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherFeb 4, 2020Feb 3, 2020
Rachel Helen ChryssostomidesFsc Securities Corporation BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherFeb 4, 2020Feb 3, 2020
Mark J SommervilleFsc Securities Corporation BD affiliatedNorthrock Partners, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2020Apr 15, 2020 (92 d)
Harvey Theo SchwartzFsc Securities Corporation BD affiliatedAmeriprise Financial Services, LLC national BDAffiliated broker-dealer or bank to anotherDec 31, 2019Feb 6, 2020 (37 d)
Ryan David AguiarFsc Securities Corporation BD affiliatedArbor Wealth Management state registeredAffiliated broker-dealer or bank to a state-registered adviserDec 26, 2019Jan 8, 2020
Lee Daniel DudinskyFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 17, 2019Dec 13, 2019
Kevin Michael OgradyFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 7, 2019Aug 3, 2021 (605 d)
Danielle Marie GatesFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 5, 2019Dec 2, 2019
Andrew Robert KuterFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 5, 2019Aug 3, 2021 (607 d)
Nataly TracyFsc Securities Corporation BD affiliatedOsaic Wealth, Inc. otherOtherNov 22, 2019Jun 19, 2017
Andrew James PowersFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 18, 2019Nov 7, 2019
Joseph Michael MchughFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 14, 2019Nov 11, 2019
Keith Richard JonesFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2019Nov 7, 2019
Richard Anthony BehanFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 11, 2019Nov 7, 2019
Douglas Turner FarrFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 6, 2019Oct 31, 2019
David H McillwainFsc Securities Corporation BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Jan 21, 2025 (1904 d)
Ryan Justin MckellFsc Securities Corporation BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2019Oct 31, 2019
Bruce Crisman ArnoldFsc Securities Corporation BD affiliatedKpp Advisory Services LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 5, 2019Jan 14, 2025 (1897 d)
Jason Barrett MooreFsc Securities Corporation BD affiliatedAvantax Advisory Services BD affiliatedAffiliated broker-dealer or bank to anotherNov 1, 2019Jan 4, 2022 (795 d)
Raymond GinFsc Securities Corporation BD affiliatedThe Retirement Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 1, 2019Dec 28, 2018
Michelle Lynne MinisciFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2019Oct 16, 2019
John CavanaughFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 18, 2019Oct 16, 2019
Anthony Neal NettunoFsc Securities Corporation BD affiliatedMapmy401k no RAUMOtherOct 11, 2019Jan 10, 2012
Shelley Leavitt NadelFsc Securities Corporation BD affiliatedLion Street Advisors, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 10, 2019Oct 7, 2019
Bart Barron SchmolkeFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Thomas Grayson EasterlingFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
James Francis CurleyFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 3, 2019
Adam T HillFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Michael Lee YoungFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Brooks Taylor HarrisFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Christopher F SopranoFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
April Dawn NugentFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Patrick Ewing O'QuinFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Philip Gregory O'QuinFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Kathryn S Maxwell UffermanFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Brian Barron SchmolkeFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
William Russell DoupFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Brent William SollerFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Gregory Burton OquinFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 3, 2019Oct 1, 2019
Kevin Patrick WallFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 2, 2019Sep 30, 2019
John Byard Keener IIIFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 2, 2019Oct 1, 2019
Nicholas John SchmitzFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 2, 2019Sep 26, 2019
Martin Jay MulliganFsc Securities Corporation BD affiliatedPayant Wealth Management Group independent RIAAffiliated broker-dealer or bank to independent RIASep 11, 2019Oct 2, 2019
Trenton Dane RandallFsc Securities Corporation BD affiliatedLPL Financial LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 9, 2019Sep 5, 2019
David Crawford ChampionFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 11, 2019
Donald Leonard RuffinFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 9, 2019
David Mark DimensteinFsc Securities Corporation BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Sep 6, 2019
Jed Reid BrandesFsc Securities Corporation BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Sep 6, 2019
Philip Jason BufferyFsc Securities Corporation BD affiliatedCetera Advisor Networks LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Apr 14, 2020 (221 d)
Jerry Scott SwineyFsc Securities Corporation BD affiliatedCsenge Advisory Group, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 6, 2019Sep 6, 2019
Carlos Omar OrtizFsc Securities Corporation BD affiliatedCambridge Investment Research Advisors, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherSep 6, 2019Feb 15, 2023 (1258 d)
Amanda Lynn MitchumFsc Securities Corporation BD affiliatedRaymond James Financial Services Advisors, Inc BD affiliatedAffiliated broker-dealer or bank to anotherSep 5, 2019Aug 29, 2019
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903 moves match.