Advisor moves

Arrivals at Osaic Institutions, Inc.

808 moves
AdvisorFromToTypeLeftRegistered
Justin Thomas De LucaMML Investors Services, LLC otherOsaic Institutions, Inc. otherOtherSep 8, 2010Sep 14, 2010
Michael Paul McmeansEdward Jones national BDOsaic Institutions, Inc. otherOtherJun 15, 2010Jun 14, 2010
Ryan Charles OatesWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherApr 26, 2010Apr 29, 2010
Anoput PhimmasoneRBC Capital Markets, LLC national BDOsaic Institutions, Inc. otherOtherApr 8, 2010Apr 1, 2010
Michael Fillers BolenUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherMar 25, 2010Mar 23, 2010
Susan Renee SeitterCl Wealth Management LLC otherOsaic Institutions, Inc. otherOtherFeb 24, 2010Feb 23, 2010
Mary Ellen TwiggCl Wealth Management LLC otherOsaic Institutions, Inc. otherOtherFeb 24, 2010Feb 23, 2010
Dennis Michael KinghornLPL Financial LLC otherOsaic Institutions, Inc. otherOtherJan 8, 2010Jan 21, 2010
Timothy Anthony GonzalesWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherDec 22, 2009Dec 22, 2009
Jason Mcteague ScheurerRaymond James Financial Services Advisors, Inc otherOsaic Institutions, Inc. otherOtherNov 30, 2009Dec 8, 2009
Anna Marie FaganMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsaic Institutions, Inc. otherOtherNov 13, 2009Nov 12, 2009
Michael Wilson MorelockWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherOct 2, 2009Oct 6, 2009
Kelly Ann LiebbeWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherAug 31, 2009Nov 9, 2009 (70 d)
Ryan Charles GandurskiRaymond James Financial Services Advisors, Inc otherOsaic Institutions, Inc. otherOtherJul 7, 2009Jul 23, 2009
Thomas Xavier WaltonBanc Of America Investment Services, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJul 6, 2009Jun 30, 2009
Connor Francis DolanMorgan Stanley wirehouseOsaic Institutions, Inc. otherOtherJun 26, 2009Oct 12, 2009 (108 d)
Marc David HannemanWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherMay 19, 2009May 28, 2009
Bruce Eugene MccookBanc Of America Investment Services, Inc. unclassifiedOsaic Institutions, Inc. otherOtherMay 5, 2009May 4, 2009
Laura Marie FasanNext Financial Group, Inc. otherOsaic Institutions, Inc. otherOtherMay 4, 2009May 4, 2009
James ThomasHarvest Capital Advisors, LLC unclassifiedOsaic Institutions, Inc. otherOtherApr 6, 2009Dec 13, 2013 (1712 d)
Clayton Jontie PooleBanc Of America Investment Services, Inc. unclassifiedOsaic Institutions, Inc. otherOtherFeb 11, 2009Jan 21, 2009
Joshua Richard CoeMorgan Stanley & Co. LLC unclassifiedOsaic Institutions, Inc. otherOtherJan 13, 2009Nov 19, 2012 (1406 d)
Anthony Francisco PetiscoUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherDec 1, 2008Dec 12, 2008
Michael Dean SmeengeMorgan Stanley & Co. LLC unclassifiedOsaic Institutions, Inc. otherOtherNov 20, 2008Jan 20, 2011 (791 d)
Nelson Lewis PersonUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherNov 13, 2008Nov 8, 2010 (725 d)
Christopher Scott JenningsCapitol Securities Management, Inc. otherOsaic Institutions, Inc. otherOtherSep 4, 2008Sep 8, 2008
Sean Kevin ReddingtonSentinel Pension Advisors, LLC. otherOsaic Institutions, Inc. otherOtherAug 22, 2008Sep 12, 2008
Frank Joseph VioliniVanguard Advisers, Inc. otherOsaic Institutions, Inc. otherOtherAug 8, 2008Aug 22, 2008
Mark Raymond VidaCitigroup Global Markets Inc. otherOsaic Institutions, Inc. otherOtherAug 6, 2008Aug 13, 2008
Diane Ellen DonLPL Financial LLC otherOsaic Institutions, Inc. otherOtherJul 17, 2008Jul 8, 2011 (1086 d)
Steven Mark MarantzBanc Of America Investment Services, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJun 10, 2008Jun 18, 2008
William Michael HerbertUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJun 9, 2008Mar 17, 2017 (3203 d)
Amanda Lyvette RobinsonWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherJun 3, 2008Jun 6, 2008
Scott Charles BambachLPL Financial LLC otherOsaic Institutions, Inc. otherOtherMay 8, 2008Oct 8, 2010 (883 d)
Christopher White EddyCetera Investment Services LLC otherOsaic Institutions, Inc. otherOtherApr 15, 2008Aug 15, 2012 (1583 d)
Richard Dale GantColonial Asset Management Inc unclassifiedOsaic Institutions, Inc. otherOtherMar 7, 2008Mar 25, 2008
Charmaine BrownSuntrust Investment Services, Inc. otherOsaic Institutions, Inc. otherOtherMar 6, 2008Feb 17, 2010 (713 d)
David Andres JohnsonNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOsaic Institutions, Inc. otherOtherFeb 22, 2008Dec 13, 2017 (3582 d)
Ronald Lee HamiltonUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherFeb 15, 2008Mar 5, 2008
Paul Philip MelansonBanc Of America Investment Services, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJan 23, 2008Jan 31, 2008
Craig Drisko WorcesterUvest Financial Services Group, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJan 3, 2008Mar 20, 2008 (77 d)
Thomas Gilbert LangsethWells Fargo Investments, LLC unclassifiedOsaic Institutions, Inc. BD affiliatedOtherJan 3, 2008Jan 15, 2021 (4761 d)
John Lester PigeonLPL Financial LLC otherOsaic Institutions, Inc. otherOtherDec 3, 2007Dec 3, 2007
Roddy Blake LovelessDirection Advisors unclassifiedOsaic Institutions, Inc. otherOtherNov 27, 2007Jul 5, 2007
Cynthia Megan TysverAllen & Company Of Florida, LLC otherOsaic Institutions, Inc. otherOtherAug 23, 2007Sep 10, 2007
Jeremy Bennett BeitelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsaic Institutions, Inc. otherOtherMay 3, 2007May 1, 2007
Peter Jon FredericksenMorgan Stanley & Co. LLC unclassifiedOsaic Institutions, Inc. otherOtherApr 12, 2007Apr 30, 2007
John BennishMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsaic Institutions, Inc. otherOtherFeb 24, 2007May 20, 2013 (2277 d)
Andrew Christopher PatrickAmsouth Investment Management Company LLC unclassifiedOsaic Institutions, Inc. otherOtherFeb 8, 2007May 1, 2007 (82 d)
Jason Frederick StadsholtA. G. Edwards & Sons, Inc. unclassifiedOsaic Institutions, Inc. otherOtherJan 31, 2007Jun 18, 2008 (504 d)
John Allen KuehnleNational Planning Corporation ("Npc Of America" In Fl & Ny) otherOsaic Institutions, Inc. otherOtherJan 25, 2007Jan 23, 2007
Jennifer Alison Harney-ReadInvestors Capital Advisory otherOsaic Institutions, Inc. otherOtherDec 31, 2006Jun 22, 2010 (1269 d)
Peggy Ann ThorltonWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherNov 20, 2006Dec 4, 2006
Kevin Euripides MckinnonCetera Investment Services LLC otherOsaic Institutions, Inc. otherOtherOct 12, 2006Oct 18, 2006
Denise Elizabeth MathewsFifth Third Securities, Inc. otherOsaic Institutions, Inc. otherOtherSep 29, 2006Oct 4, 2016 (3658 d)
Matthew Rowe SweetThe Massmutual Trust Company unclassifiedOsaic Institutions, Inc. otherOtherSep 26, 2006Oct 5, 2006
Curtis Christopher JonesIfmg Securities, Inc. unclassifiedOsaic Institutions, Inc. otherOtherAug 22, 2006Sep 6, 2006
Timothy William SumnerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOsaic Institutions, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 9, 2006Mar 31, 2022 (5713 d)
Paulette Ann RetsinasCitizens Securities, Inc. otherOsaic Institutions, Inc. otherOtherJul 7, 2006Jul 5, 2006
Christopher Drew PepinWells Fargo Advisors wirehouseOsaic Institutions, Inc. otherOtherMay 19, 2006May 22, 2006
Page 13 of 14PreviousNext