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Advisor moves
Arrivals at Primerica Advisors
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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Daniel J Carter | Zion Capital LLC state registered | Primerica Advisors national BD | Other | Dec 31, 2021 | May 10, 2023 (495 d) |
| Terry Brent Bunn | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 16, 2021 | Feb 10, 2023 (421 d) |
| Jeffery Dean Paddyfote | Wells Fargo Advisors wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Oct 26, 2021 | Oct 19, 2023 (723 d) |
| Stephen Derengowski | Fsc Securities Corporation BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 21, 2021 | Jan 26, 2022 (127 d) |
| Jamshed F Kavina | Ameriprise Financial Services, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Sep 15, 2021 | Feb 2, 2022 (140 d) |
| Patricia Dailey | Brookstone Capital Management LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Sep 14, 2021 | Sep 23, 2021 |
| Edward Robert Alligier | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 17, 2021 | Dec 8, 2021 (174 d) |
| Brian K. Jones | Avantax Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 3, 2021 | Jun 28, 2022 (421 d) |
| Nathan Klevit | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Apr 7, 2021 | May 17, 2021 (40 d) |
| Luis Carlos Rigo Salmeron | LPL Financial LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 25, 2021 | Apr 4, 2023 (768 d) |
| Connor Frederick Heck | Northwestern Mutual Investment Services,LLC no RAUM | Primerica Advisors national BD | Other | Jan 15, 2021 | Feb 8, 2022 (389 d) |
| Roger Ciriello | Brookstone Capital Management LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Dec 31, 2020 | Jul 25, 2022 (571 d) |
| Joseph Carmine Picarello | Advice And Planning Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 22, 2020 | Mar 9, 2022 (442 d) |
| Kenneth Dusablon | Equitable Advisors, LLC national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 3, 2020 | Aug 30, 2022 (635 d) |
| Tam Thi Le | Peak American Investment Advisors, Inc. independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Nov 13, 2020 | Mar 2, 2021 (109 d) |
| Kathlyn Pierce | Pruco Securities, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 22, 2020 | Sep 15, 2022 (693 d) |
| Adriane Bailey | Cetera Investment Advisers LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 15, 2020 | Apr 24, 2023 (921 d) |
| Joseph Doc Bryson | Fsc Securities Corporation BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Oct 8, 2020 | Apr 4, 2022 (543 d) |
| Austin Michael Brookshire | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 7, 2020 | Mar 12, 2021 (217 d) |
| Trisha Kennedy | Wedbush Securities Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 6, 2020 | Feb 26, 2021 (204 d) |
| Jose Abreu | MML Investors Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 13, 2020 | Mar 31, 2022 (626 d) |
| Russell Arnold Anwar | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 13, 2020 | Aug 17, 2021 (400 d) |
| Bart Francis Dichiaro | Stonex Advisors Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 10, 2020 | Sep 9, 2021 (426 d) |
| Tyler Fedrick | Cetera Investment Advisers LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 16, 2020 | Mar 18, 2022 (640 d) |
| Ebed Evans | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 26, 2020 | Jul 23, 2020 (58 d) |
| Jonathan J London | Cetera Advisors LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 15, 2020 | Jun 4, 2020 |
| Peter William Campbell | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Mar 12, 2020 | Mar 7, 2022 (725 d) |
| Sigrid Baysa Smith | J.P. Morgan Securities LLC wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Feb 28, 2020 | Feb 15, 2022 (718 d) |
| Frederick Minot | Empower Advisory Group, LLC institutional | Primerica Advisors national BD | Other | Jan 24, 2020 | May 28, 2021 (490 d) |
| William Grant Spencer | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 24, 2019 | Mar 6, 2020 (73 d) |
| Grace M Lopez-Williams | Avantax Advisory Services BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 15, 2019 | Nov 25, 2019 |
| Michael Aaron Rothstein | Choreo, LLC independent RIA | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Nov 4, 2019 | Nov 27, 2020 (389 d) |
| Mark David Alarie | Cetera Investment Advisers LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Nov 3, 2019 | Apr 27, 2020 (176 d) |
| Patricia Dailey | Horace Mann Investors, Inc. no RAUM | Primerica Advisors national BD | Other | Oct 28, 2019 | Nov 8, 2019 |
| Jordan Ryan Sabatino | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Oct 18, 2019 | Sep 10, 2021 (693 d) |
| Beatriz Hernandez Gomez De Segura | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Sep 30, 2019 | Aug 3, 2021 (673 d) |
| Keith Aron Cline | Td Ameritrade, Inc. no RAUM | Primerica Advisors national BD | Other | Sep 11, 2019 | Oct 18, 2019 (37 d) |
| Roya Mohammadi | Bankers Life Advisory Services, Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 15, 2019 | Aug 9, 2021 (725 d) |
| Bradley J Geltzer | Cetera Investment Advisers LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Aug 14, 2019 | Jul 30, 2021 (716 d) |
| Jonathan Dicent | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Aug 5, 2019 | Jul 13, 2021 (708 d) |
| Michael Gentry Semones | Integrity Financial Planning, Inc. unclassified | Primerica Advisors national BD | Other | Jul 31, 2019 | Aug 3, 2021 (734 d) |
| Ryan P Smith | Pruco Securities, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 9, 2019 | Jan 1, 2026 (2368 d) |
| George Schott | Clearbridge Investments, LLC mixed wealth | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Jul 8, 2019 | Jun 9, 2021 (702 d) |
| Luke Shanks | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jul 2, 2019 | Oct 10, 2019 (100 d) |
| James Raymond Murphy | Foresters Advisory Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 20, 2019 | Oct 21, 2019 (123 d) |
| Utkarsha Banerjee | Pnc Wealth Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jun 18, 2019 | Jul 26, 2019 (38 d) |
| Jarred Timothy Cody | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jun 17, 2019 | Aug 18, 2020 (428 d) |
| Michael Effron | Invesco Advisers, Inc. asset manager | Primerica Advisors national BD | Other | May 31, 2019 | May 27, 2021 (727 d) |
| Alicia Turner | Foresters Advisory Services, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 23, 2019 | Sep 13, 2019 (113 d) |
| Leonard Curcio | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | May 16, 2019 | May 9, 2021 (724 d) |
| Johnson Curtis Jimison | Namcoa mixed wealth | Primerica Advisors national BD | RIA to affiliated broker-dealer or bank | Apr 18, 2019 | Jul 31, 2019 (104 d) |
| James Graves | Stonex Advisors Inc. BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 28, 2019 | Dec 6, 2019 (253 d) |
| Catherine Marie Clark | Charles Schwab & Co., Inc. national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Mar 5, 2019 | Mar 1, 2021 (727 d) |
| Jamel Evan Wright | Transamerica Financial Advisors, LLC BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Feb 11, 2019 | May 17, 2019 (95 d) |
| Deborah Durrant | Blackrock Investment Management, LLC other | Primerica Advisors national BD | Other | Jan 25, 2019 | Feb 9, 2021 (746 d) |
| Jan Michelle Williams | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 11, 2019 | Jun 17, 2019 (157 d) |
| Nicholas Daniel Castellano | Morgan Stanley wirehouse | Primerica Advisors national BD | Wirehouse to affiliated broker-dealer or bank | Jan 10, 2019 | Sep 29, 2020 (628 d) |
| Richard Christopher Candor | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Jan 9, 2019 | Jul 16, 2020 (554 d) |
| Zonia C Pullen | Bolton Global Asset Management BD affiliated | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 31, 2018 | Feb 2, 2021 (764 d) |
| Hubbard Fitzgerald Burgess | Edward Jones national BD | Primerica Advisors national BD | Affiliated broker-dealer or bank to another | Dec 27, 2018 | Jun 17, 2019 (172 d) |
282 moves match.