Advisor moves

Arrivals at Usaa Financial Planning Services

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
Eric Douglas NelsonMsi Financial Services, Inc. otherUsaa Financial Planning Services no RAUMOtherMay 11, 2006Jun 8, 2007 (393 d)
Adolph Charles LaraUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMay 8, 2006May 8, 2006
Archana GuptaAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 11, 2006May 9, 2006
Aaron Joseph HaleyAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 31, 2006Apr 6, 2006
Christopher Brian ThomSignal Securities, Inc. otherUsaa Financial Planning Services no RAUMOtherMar 28, 2006Apr 5, 2006
Michael Joseph BlazinaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherMar 9, 2006Mar 17, 2006
Rodger HansonVanguard Advisers, Inc. otherUsaa Financial Planning Services no RAUMOtherFeb 13, 2006Feb 22, 2008 (739 d)
Aubrey Lawrence BordovskyTd Ameritrade, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherFeb 1, 2006Mar 14, 2006 (41 d)
Steven Lewis SmithTd Ameritrade, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherFeb 1, 2006May 9, 2006 (97 d)
Rhonda Rene GarciaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherJan 20, 2006Jan 19, 2006
David Brent StahlTd Ameritrade, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherJan 19, 2006Jan 25, 2006
Robert Brooks BowenUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherNov 30, 2005Dec 7, 2005
Luscinda Rose BoydAmeriprise Advisor Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherNov 10, 2005Dec 13, 2005 (33 d)
Daniel Joseph GerberAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 19, 2005Mar 28, 2006 (160 d)
Michael Scott DubenskyUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 21, 2005Sep 20, 2005
Edward Vela GonzalesAmeriprise Advisor Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherSep 13, 2005Oct 13, 2005
Kami Lyn VidorWells Fargo Investments, LLC unclassifiedUsaa Financial Planning Services no RAUMOtherSep 6, 2005Sep 28, 2005
Mark Steven NohrenbergFirst Command Bank unclassifiedUsaa Financial Planning Services no RAUMOtherJul 15, 2005Jan 25, 2006 (194 d)
Heidi Jai MaloneAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserApr 19, 2005Apr 28, 2005
Jayson Scott SaccoCuna Brokerage Services, Inc. otherUsaa Financial Planning Services no RAUMOtherApr 1, 2005Apr 28, 2005
Benjamin Reed BeecherBen Beecher, CFP unclassifiedUsaa Financial Planning Services no RAUMOtherMar 25, 2005Apr 18, 2005
Wendy Jae RussellAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserMar 11, 2005Apr 14, 2005 (34 d)
Terri HilleyPnc Wealth Management otherUsaa Financial Planning Services no RAUMOtherFeb 16, 2005Feb 16, 2011 (2191 d)
John Alan BullockAmeritrade Advisory Services LLC unclassifiedUsaa Financial Planning Services no RAUMOtherJan 26, 2005Oct 4, 2005 (251 d)
Robert Allen BodenlosJ.P. Morgan Asset Management unclassifiedUsaa Financial Planning Services no RAUMOtherJan 3, 2005Nov 7, 2011 (2499 d)
Bonny Barbara CollinsUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 2, 2004Nov 19, 2004
Jereme Dewayne BriscoPruco Securities, LLC otherUsaa Financial Planning Services no RAUMOtherNov 22, 2004Jan 3, 2005 (42 d)
Patrick Neil ElliottTd Ameritrade Investment Management, LLC otherUsaa Financial Planning Services no RAUMOtherNov 10, 2004Nov 27, 2007 (1112 d)
Michael Andrew MirelesMorgan Stanley Dw Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherNov 4, 2004Jan 3, 2005 (60 d)
Kristy Ann GreenTd Ameritrade, Inc. no RAUMUsaa Financial Planning Services no RAUMOtherNov 3, 2004Apr 3, 2006 (516 d)
Anna Elizabeth KramerAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserNov 2, 2004Jan 4, 2005 (63 d)
Mark Anthony LopezUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 2, 2004Sep 2, 2004
Brad Allen Van AlstyneUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherSep 2, 2004Sep 2, 2004
Paul Anthony FinocchiaroValic Financial Advisors, Inc. otherUsaa Financial Planning Services no RAUMOtherAug 31, 2004Sep 15, 2004
Benedict V JohnsonAmeriprise Advisor Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherAug 9, 2004Jan 21, 2005 (165 d)
Amy LongWells Fargo Advisors wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Mar 30, 2004Apr 14, 2015 (4032 d)
Christopher P ColonAmeriprise Advisor Services, Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherJan 30, 2004Oct 7, 2013 (3538 d)
David ZunigaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 31, 2003Jan 2, 2004
Claire Roberts DurandUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 31, 2003Dec 3, 2003
Andres Jesus VelaUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherDec 31, 2003Jan 5, 2004
Robert Timothy GumpWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherNov 20, 2003Apr 27, 2005 (524 d)
Kevin Douglas BeallUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherOct 17, 2003Oct 25, 2004 (374 d)
Alex M WilsonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseUsaa Financial Planning Services no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Aug 26, 2003Apr 1, 2013 (3506 d)
Marc Stephen ThiltgenUsaa Investment Services Company otherUsaa Financial Planning Services no RAUMOtherAug 11, 2003Mar 26, 2004 (228 d)
James David BurneyWaddell & Reed otherUsaa Financial Planning Services no RAUMOtherMay 7, 2003Dec 17, 2007 (1685 d)
Jarrod WinkcompleckCharles Schwab & Co., Inc. national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserFeb 26, 2003Mar 19, 2003
Joseph Arnold MontanaroAmeriprise Financial Services, LLC national BDUsaa Financial Planning Services no RAUMAffiliated broker-dealer or bank to a newly registered adviserDec 20, 2002Jan 22, 2003 (33 d)
Sean Thomas CollinsMorgan Stanley Dw Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherNov 21, 2002Mar 18, 2005 (848 d)
Richard Coleman LunsfordMorgan Stanley Dw Inc. unclassifiedUsaa Financial Planning Services no RAUMOtherOct 31, 2002Apr 14, 2005 (896 d)
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589 moves match.