Advisor moves

Arrivals at Pruco Securities, 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.

1,668 moves
AdvisorFromToTypeLeftRegistered
Atmaram D VaravadekarPrincipal Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2020Mar 9, 2021 (68 d)
James Alexander MollisonCitizens Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 31, 2020Feb 8, 2022 (404 d)
Michael Gregg MatterMutual Of Omaha Investor Services, Inc. no RAUMPruco Securities, LLC BD affiliatedOtherDec 23, 2020Sep 2, 2021 (253 d)
Christopher Michael BlackburnMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 21, 2020Jan 28, 2021 (38 d)
Craig Eugene FriedrichsenVoya Financial Advisors, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 18, 2020Dec 22, 2020
Kai-Yuan HuAmeriprise Financial Services, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 18, 2020Dec 16, 2020
Michael RaderWells Fargo Advisors wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 16, 2020Dec 21, 2020
Joshua Heath BarnardArvest Wealth Management BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 16, 2020Dec 23, 2020
Amy Elizabeth BennageJ. W. Cole Advisors, Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 15, 2020Dec 2, 2020
Emil Kazma HemseySagepoint Financial, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 14, 2020Dec 2, 2020
John EssigmanJohn Essigman Wealth Advisors, LLC unclassifiedPruco Securities, LLC BD affiliatedOtherDec 14, 2020Dec 16, 2020
Vincent DagneseIndependent Advisor Alliance, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 14, 2020Dec 9, 2020
Thomas James OgradyPrincipal Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2020Dec 2, 2020
Timothy GishSecurities America Advisors, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2020Dec 7, 2020
Bryan Michael SteinerThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 8, 2020Dec 4, 2020
Kyle Andrew ToshMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankDec 8, 2020Dec 7, 2020
Joshua Daniel TiffanyEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 3, 2020Mar 23, 2021 (110 d)
Tyler James PeacheyLPL Financial LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherDec 2, 2020Nov 19, 2020
Stephen J IslanderRobert W. Baird & Co. Incorporated mixed wealthPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2020Jun 1, 2022 (546 d)
Matthew King EstesSowell Management independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 30, 2020Jun 15, 2021 (197 d)
Matthew R StangePrincipal Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 24, 2020Jan 27, 2021 (64 d)
Brian Jay BehrensThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2020Nov 17, 2020
Kurt Alan NygaardThrivent Investment Management Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2020Nov 18, 2020
Timothy R WrightEdward Jones national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 20, 2020Apr 21, 2021 (152 d)
Daniel Guy CoteCetera Advisors LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 17, 2020Nov 20, 2020
Ryan Michael RikerSentinel Pension Advisors, LLC. institutionalPruco Securities, LLC BD affiliatedOtherNov 16, 2020Mar 3, 2021 (107 d)
Bruce Edward DavisAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Oct 29, 2021 (350 d)
Debra IorioAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Jul 12, 2021 (241 d)
Thomas Frank GoforthAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Jan 11, 2021 (59 d)
Ryan Derek HolbertAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Feb 3, 2022 (447 d)
Nicholas John SchneiderAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Nov 12, 2020
Cesar A. CortesWestern International Securities BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Oct 14, 2020
Mary Elizabeth O'MalleyEquitable Advisors, LLC national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 13, 2020Nov 11, 2020
Kelly Sue CavanaughFifth Third Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 12, 2020Dec 10, 2020
Jude A WattersAllstate Financial Advisors, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 9, 2020Nov 13, 2020
Sherri Lynn CurriaCitizens Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 9, 2020Dec 1, 2020
Jared P TroutmanOld Dominion Capital Management Inc. independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 9, 2020Nov 11, 2020
Thomas Patrick CasartAdvice And Planning Services BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 5, 2020Nov 12, 2020
Richard L ToberFifth Third Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 4, 2020Jan 28, 2021 (85 d)
Charles Dan GrayWells Fargo Advisors wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankNov 3, 2020Nov 23, 2020
David W SnyderEdward Jones national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2020Feb 24, 2021 (113 d)
David AmatoM Holdings Securities, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 3, 2020Dec 20, 2021 (412 d)
Timothy KueberthM&T Securities, Inc. unclassifiedPruco Securities, LLC BD affiliatedOtherNov 3, 2020Oct 29, 2020
Anthony John MarkhamNorthern Trust Securities, Inc BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherNov 2, 2020Feb 22, 2021 (112 d)
Michael A HarrisMorgan Stanley wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 28, 2020Nov 9, 2021 (377 d)
Thomas M. SalvoMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 26, 2020Oct 27, 2020
Obed Michael DaphnisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 20, 2020Jul 18, 2022 (636 d)
Stephen John KooreyMutual Of Omaha Investor Services, Inc. no RAUMPruco Securities, LLC BD affiliatedOtherOct 16, 2020Nov 3, 2020
Matthew WeinerWells Fargo Advisors wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 13, 2020Nov 5, 2020
Corbett Edward YarbroughAllstate Financial Advisors, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 8, 2020Oct 14, 2020
Christopher RuffinoClearbridge Investments, LLC mixed wealthPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankOct 7, 2020May 7, 2021 (212 d)
Robyn M HarperHuntington Financial Advisors BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 6, 2020Dec 17, 2020 (72 d)
Michael Townsend LawrenceJ.P. Morgan Securities LLC wirehousePruco Securities, LLC BD affiliatedWirehouse to affiliated broker-dealer or bankOct 5, 2020Nov 13, 2020 (39 d)
Daniel Jacob TamburelloMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherOct 1, 2020Mar 24, 2021 (174 d)
Carlos Frederico Coutinho MaiaEdward Jones national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 28, 2020Dec 15, 2020 (78 d)
Rachel DixMML Investors Services, LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 24, 2020Sep 25, 2020
Shelli Jo RichardsonRoyal Fund Management, LLC independent RIAPruco Securities, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 22, 2020Sep 24, 2020
Brendan W ObrienEagle Strategies LLC BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 22, 2020Sep 22, 2020
Steve GrossbardFirst Allied Advisory Services, Inc. BD affiliatedPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 18, 2020Sep 23, 2020
Sudeshna KapoorEdward Jones national BDPruco Securities, LLC BD affiliatedAffiliated broker-dealer or bank to anotherSep 17, 2020Jun 7, 2021 (263 d)
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