Advisor moves

Departures from Credit Suisse Securities (USA) LLC

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
Steven Harlen LevineCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherFeb 10, 2009Jan 16, 2009
Steven WestermanCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherFeb 10, 2009Jan 16, 2009
Peter Xavier ProphitCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherFeb 6, 2009Jan 12, 2009
Frank Aurelio VillarrealCredit Suisse Securities (USA) LLC otherJ.P. Morgan Securities LLC wirehouseOtherFeb 6, 2009Jan 12, 2009
John Anthony CalderonCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherFeb 6, 2009Jan 21, 2009
John Holland RinggenbergCredit Suisse Securities (USA) LLC otherJesup & Lamont Securities Corp unclassifiedOtherJan 30, 2009Jan 8, 2009
Cigdem SonmezCredit Suisse Securities (USA) LLC otherAdvice And Planning Services BD affiliatedOtherJan 30, 2009Aug 6, 2025 (6032 d)
Michael King DegolianCredit Suisse Securities (USA) LLC otherMorgan Keegan & Company, LLC otherOtherJan 9, 2009Feb 19, 2009 (41 d)
Scott P GuttermanCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherDec 17, 2008Nov 7, 2008
William Paul BordenCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherDec 15, 2008Nov 7, 2008
Albert GibbonsCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherNov 24, 2008Nov 12, 2008
Steve Edward KwongCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherNov 18, 2008Oct 24, 2008
William Ross SingletaryCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Steven Christopher EdwardsCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Stephen Stehly SloanCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 29, 2008Dec 15, 2008 (77 d)
Michael John ButkusCredit Suisse Securities (USA) LLC otherArcus Capital Partners, LLC otherOtherSep 25, 2008May 28, 2010 (610 d)
Jonathan H KishCredit Suisse Securities (USA) LLC otherJ.P. Morgan Securities LLC wirehouseOtherSep 19, 2008Oct 15, 2008
Luiz Fernando Varga BuzolinCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 19, 2008Jun 11, 2012 (1361 d)
Kimberly M. SilvestriCredit Suisse Securities (USA) LLC otherNfp Advisor Services, LLC otherOtherAug 1, 2008May 7, 2009 (279 d)
Ahmed RiesgoCredit Suisse Securities (USA) LLC otherInsigneo Wealth Advisors, LLC otherOtherJul 22, 2008May 10, 2010 (657 d)
Shruti GaubaCredit Suisse Securities (USA) LLC otherBanc Of America Investment Services, Inc. unclassifiedOtherJul 2, 2008Jun 25, 2008
Sean Phillip PeckCredit Suisse Securities (USA) LLC otherCharles Schwab & Co., Inc. national BDOtherJul 2, 2008Jul 11, 2008
Nicholas James BerthaCredit Suisse Securities (USA) LLC otherDominari Securities LLC otherOtherMay 8, 2008Jun 7, 2012 (1491 d)
Steven ColamarinoCredit Suisse Securities (USA) LLC otherUBS Financial Services Inc. wirehouseOtherApr 28, 2008Apr 25, 2008
Franklin Bennett DunnCredit Suisse Securities (USA) LLC otherMorgan Stanley wirehouseOtherApr 11, 2008Apr 7, 2010 (726 d)
Natalia C. ManningCredit Suisse Securities (USA) LLC otherMorgan Stanley & Co. LLC unclassifiedOtherMar 20, 2008Mar 11, 2008
Kim Tracy NordmoCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJan 30, 2008Jan 14, 2008
John Manuel CarvalhoCredit Suisse Securities (USA) LLC otherLeucadia Asset Management LLC otherOtherNov 16, 2007Jun 29, 2009 (591 d)
Samuel White YatesCredit Suisse Securities (USA) LLC otherLeucadia Asset Management LLC otherOtherNov 16, 2007Jun 29, 2009 (591 d)
John Roberson PearceCredit Suisse Securities (USA) LLC otherVan Hulzen Financial Advisors independent RIAOtherNov 7, 2007Jan 7, 2026 (6636 d)
John Lawrence SullivanCredit Suisse Securities (USA) LLC otherLeucadia Asset Management LLC otherOtherNov 7, 2007Oct 19, 2007
Brian Thomas KelleyCredit Suisse Securities (USA) LLC otherDeutsche Bank Securities Inc. otherOtherNov 2, 2007Nov 6, 2007
Julia Ann ZakariasCredit Suisse Securities (USA) LLC otherInterocean Wealth Management LLC unclassifiedOtherOct 12, 2007Sep 25, 2007
James Thomas PatrickCredit Suisse Securities (USA) LLC otherEdge Advisors, LLC otherOtherSep 21, 2007Mar 19, 2015 (2736 d)
Kevin William BurkeCredit Suisse Securities (USA) LLC otherCherry Creek Family Offices independent RIAOtherSep 18, 2007Jan 1, 2026 (6680 d)
Ron BezozaCredit Suisse Securities (USA) LLC otherLancaster no RAUMOtherSep 11, 2007Jan 20, 2026 (6706 d)
Helen Adams VollmerCredit Suisse Securities (USA) LLC otherCitigroup Global Markets Inc. otherOtherSep 4, 2007Aug 7, 2007
Joan Carol GetsingerCredit Suisse Securities (USA) LLC otherCitigroup Global Markets Inc. otherOtherSep 4, 2007Aug 8, 2007
Theodore Stanley JablonskiCredit Suisse Securities (USA) LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 23, 2007Jul 27, 2007
Janice Mitsuko OsugiCredit Suisse Securities (USA) LLC otherBluepointe Capital Management, LLC independent RIAOtherAug 3, 2007Nov 3, 2021 (5206 d)
Lamar Whitworth DavisCredit Suisse Securities (USA) LLC otherEdge Advisors, LLC otherOtherJul 6, 2007Nov 13, 2007 (130 d)
David L CaillierCredit Suisse Securities (USA) LLC otherLeucadia Asset Management LLC otherOtherJun 26, 2007Jul 3, 2007
Sarah H McgraneCredit Suisse Securities (USA) LLC otherJ.P. Morgan Securities LLC wirehouseOtherMay 18, 2007May 24, 2007
Paul Roberts Poinsett IzlarCredit Suisse Securities (USA) LLC otherEdge Advisors, LLC otherOtherMar 23, 2007Mar 29, 2007
Douglas A ScottiCredit Suisse Securities (USA) LLC otherCiticorp Investment Services unclassifiedOtherMar 15, 2007Apr 9, 2007
Taylor Goodwin ThomasCredit Suisse Securities (USA) LLC otherSouth Shore Capital Advisors, LLC otherOtherJan 10, 2007Feb 15, 2007 (36 d)
Steven Philip AndersonCredit Suisse Securities (USA) LLC otherMorgan Stanley & Co. LLC unclassifiedOtherDec 31, 2006Apr 4, 2007 (94 d)
Julius Peek GarlingtonCredit Suisse Securities (USA) LLC otherEdge Advisors, LLC otherOtherDec 20, 2006Feb 22, 2007 (64 d)
Marianna PruegerCredit Suisse Securities (USA) LLC otherTransparent 401k state registeredOtherDec 20, 2006Nov 3, 2011 (1779 d)
Henry Morgan JonesCredit Suisse Securities (USA) LLC otherEdge Advisors, LLC otherOtherNov 28, 2006Dec 14, 2006
Gary Steven DomorackiCredit Suisse Securities (USA) LLC otherWindrose Advisors LLC otherOtherNov 14, 2006Jan 28, 2010 (1171 d)
Steven KennyCredit Suisse Securities (USA) LLC otherRBC Capital Markets, LLC national BDOtherOct 26, 2006Sep 29, 2006
Gregory Edward BoyleCredit Suisse Securities (USA) LLC otherMorgan Stanley & Co. LLC unclassifiedOtherOct 26, 2006Oct 24, 2006
Darcy C CarrollCredit Suisse Securities (USA) LLC otherBrown Advisory Securities, LLC otherOtherOct 16, 2006Sep 1, 2006
Marci Ann RosenfeldCredit Suisse Securities (USA) LLC otherDeutsche Bank Securities Inc. otherOtherSep 14, 2006Jul 9, 2008 (664 d)
John Kevin O'ConnorCredit Suisse Securities (USA) LLC otherCuri Capital, LLC otherOtherAug 9, 2006Jun 29, 2017 (3977 d)
Sanjeev SardanaCredit Suisse Securities (USA) LLC otherBluepointe Capital Management, LLC otherOtherJun 21, 2006Jun 7, 2006
Steven Xiaoguang SunCredit Suisse Securities (USA) LLC otherUBS International Inc. unclassifiedOtherMay 26, 2006May 12, 2006
Angela Sarah RaitzinCredit Suisse Securities (USA) LLC otherConstellation Wealth Advisors LLC otherOtherMay 19, 2006Nov 22, 2013 (2744 d)
Courtney Elizabeth HornCredit Suisse Securities (USA) LLC otherBlackrock Fund Advisors otherOtherMay 16, 2006Jun 21, 2007 (401 d)
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707 moves match.